C.C. Wei: Orders from major customers remain unwavering.
TSMC investment in the US increases to $250 billion. US tariffs on Taiwan reduced to 15%.
China leads the global race for patents in physical AI, with Baidu, Huawei, and Tencent ranking in the top three.
Thailand approves new data center project worth $3.1 billion.
The RISC-V company SiFive integrates NVIDIA NVLink technology, enabling high-speed inter-chip connections.
Mitsubishi Electric plans to sell its automotive parts business for $1.9 billion.
Global spending on AI is estimated to reach $2.53 trillion in 2026 and $3.33 trillion in 2027.
NVIDIA corrected errors in its paper, reassessing its data center copper cabling needs.
It’s reported that 90% of SK Hynix DRAM production capacity at its Wuxi plant has been upgraded to 1a process.
