TSMC’s market share in the pure-play foundry services reached 73% in Q2 2026. Counterpoint Research
The production capacity of NVIDIA Vera Rubin is faster than expected, amid the continued growth in demand for AI infrastructure.
Omdia predicts that shipments of AI ASICs will reach 10.5 million units, while GPUs will reach 10.1 million units by 2028.
SK Hynix CEO Kwak Noh-jung predicts the memory chip shortage will continue until 2030.
NAND flash memory prices are expected to rise by more than 30% in 2027. UBS Securities
Vietnam urges Qualcomm and Samsung to increase their investment in AI chips.
Alibaba Cloud’s Brazil node has officially launched, expanding its global infrastructure to 31 regions.
