NVIDIA CoWoP supply chain is up and running and is expected to begin trial production as early as Q2 2026.
INTEL: We recently faced significant supply chain challenges and will focus on increasing production capacity starting in Q2 2026.
Memory chip industry is expected to reach $551.6 billion by 2026, more than twice the size of the wafer foundry industry. TrendForce
Musk confirmed that SpaceX has not yet developed a Starlink phone.
Valve: Due to insufficient storage space, the release date and pricing of the Steam console version need to be reconsidered.
SIA: Global semiconductor sales will reach $1 trillion by 2026.
It’s reported that SambaNova, an AI chip startup, will receive a $150 million investment from INTEL.
G42 leads an investment of $1 billion in a data center project in Vietnam.
Taiwan: Impossible to transfer 40% of its chip production capacity to the US.
