Meta invests $10 billion to build an AI data center in Texas, six times more than previously.
Google’s new TurboQuant algorithm will not affect demand, according to memory manufacturers.
Samsung expects its HBM shipments to exceed 10 billion Gb in 2026. ZDnet
Bernstein: Musk’s TeraFab project far exceeds current industry capacity and is expected to cost $5 trillion.
Due to rising costs in wafer foundry and packaging/testing, DDIC suppliers are considering raising prices. TrendForce
It’s reported that Rohm, Toshiba, and Mitsubishi Electric plan to merge their power semiconductor businesses.
In February 2026, Chinese automakers accounted for 8% of the European market, double the figure from the same period last year. Dataforce
China’s Ministry of Commerce: Initiating two trade barrier investigations against the US.
Trump supports robots and brought the humanoid robot shown in Figure 3 into the White House for the first time.
