Apple and Broadcom extend chip supply partnership until 2031.
Micron and Ford Motor sign a long-term agreement to supply memory chips.
SIA: Global semiconductor sales reached US$120.6 billion in May 2026, with the Chinese market growing by 88.8%.
It is projected that by 2026, China’s semiconductor market will exceed $810 billion, with memory chip sales growing by 262.9%. Omdia
Chinese companies are switching to domestically produced chips from NVIDIA chips. Bloomberg Intelligence
Sales of OLED gaming laptops in China surged by 507%. Sigmaintell
Synopsys has stopped providing some traditional EDA software and notified more than 10 chip manufacturers.
SemiAnalysis’ latest report: Meta-computing power procurement will accelerate, and capital expenditures may increase significantly in 2027.
Goldman Sachs: AI investment focus shifts to real-world industries; capital expenditure could reach $7.6 trillion over the next 6 years.
Morgan Stanley: Investors may shift from semiconductors to hyperscale data center operators.
OpenAI released Jalapeño, its first self-developed AI chip, at the end of June 2026.
