Anthropic reached a computing agreement with SpaceX to use the full 300 megawatts of computing power of its Colossus 1 data center.
NVIDIA and Corning entered into a long-term strategic partnership, increasing optical connectivity tenfold and including the construction of three new factories.
Global semiconductor sales rose 79.2% year-on-year in March 2026, with the Chinese market growing by 74.8%. SIA
Arm warns of a weak mobile phone market and predicts the AI chip business will offset.
Apple pays high prices for chips: Production targets for the MacBook Neo have been raised to 10 million units.
Murata ramps up ultra-low power AMR sensor output for wearable and IoT use.
Major manufacturers’ production cuts, coupled with a surge in demand for AI peripheral ICs, are driving potential price increases for mature wafer foundry processes.
Powerchip may enter INTEL’s EMIB advanced packaging supply chain.
Musk’s Terafab project has been revealed, with a cost of up to $119 billion.
