NVIDIA, Microsoft, and Amazon are in talks to invest up to $60 billion in OpenAI.
TSMC has raised its CoWoS capacity targets for 2026-2027 across the board.
Jensen Huang: NVIDIA is collaborating with INTEL to develop a custom x86 processor.
SK Hynix: HBM4 shortage is expected to worsen further in H2 2026.
Tesla plans to spend over $20 billion in capital expenditures by 2026, betting on AI and robotics.
Revolutionary breakthroughs in space electronics will make satellites lighter, more durable, and more energy efficient.
Chinese scientists have developed a series of FLEXI AI chip.
Jensen Huang:TSMC will need to significantly increase its production capacity over the next decade.
SK Hynix: It has begun production of the HBM4 chips requested by its customers.
Samsung: HBM4 chip will ship in Q1 2026.
