TSMC plans to expand to 12 wafer fabs in the US, with total investment potentially reaching $500 billion.
Demand for computing power is soaring. The leasing fee for NVIDIA’s H100, launched four years ago, has surged by nearly 40% in the past six months.
Samsung Electro-Mechanics’ FC-BGA production line is operating at full capacity as the demand for high-performance AI computing booms.
AI transforms DRAM into a strategic resource.
JPMorgan Chase: Demand for AI “overwhelms” advanced manufacturing processes; TSMC’s Q1 2026 gross margin may exceed expectations.
Analysts predict that Samsung’s Q1 2026 profit may have increased sixfold, close to its full-year 2025 target.
Lenovo’s AI PC sales have exceeded 2.53 million units; in China, non-PC business revenue now accounts for nearly 50% of total revenue.
Doubao’s daily token usage in its large-scale model exceeds 120 trillion; Seedance 2.0 API launches public beta version.
Chinese technology behind the American humanoid robot. Wall Street Journal
