Apple is ramping up its domestic production and will purchase 100 million chips from TSMC Arizona factory in 2026.
Alphabet, Amazon, Meta, and Microsoft are expected to collectively invest $650 billion in2026 to expand AI-related infrastructure. Bridgewater Associates analysis
Analyst Park Jun-young: The global storage market will grow by 159% to reach $574.9 billion by 2026.
Amazon plans to invest $12 billion to build a data center in Louisiana, USA.
It’s reported that Japanese antitrust authorities raided Microsoft’s Japanese offices.
Global spending on display devices is projected to increase by 32% in 2026. Counterpoint Research
LG Energy Solution will produce batteries for Tesla at its Lansing, Michigan factory.
Trump’s 10% global tariff policy will officially take effect on February 24th, 2026 and will last for 150 days.
American companies are scrambling to recruit HBM talent from South Korea; NVIDIA is offering an annual salary of $1.78 million.
