The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer and president of Taiwan at SEMI, Terry Tsao, said the sector's output is expected to break the US$1 trillion mark ahead of schedule in 2026, with projections reaching US$2 trillion by 2035, outpacing previous forecasts. However, he also highlighted talent recruitment as the biggest bottleneck facing the semiconductor industry over the next three years.

As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next phase of AI infrastructure commercialization. However, even powerful systems like Vera Rubin face challenges when confronted with extreme generation demands. While Nvidia remains the undisputed leader in throughput, traditional GPU architectures appear too heavy for ultra-low-latency token generation. This is why Jensen Huang moved quickly to secure IP licensing and talent from Groq ahead of Christmas 2025.

Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip export restrictions have disrupted its earlier capital expenditure strategy.

Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated showing in Regulated Industries.

OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices.

OpenClaw's "lobster-raising" wave is moving from developers into China's internet and software sectors at speed in early 2026. Unlike earlier large-model races centred on parameters and compute, this AI agent cycle is defined by a single question: who controls the user entry point?

Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.

Advanced Micro Devices (AMD) is set to deepen its collaboration with Naver Corporation after CEO Lisa Su visits South Korea, with the companies signing an MOU to jointly develop GPU and infrastructure technologies for large-scale AI models.

OpenClaw is forcing a rethink of the AI hardware stack, shifting the locus of deployment from cloud-based interaction to autonomous, always-on agents running locally on devices.

At its annual GTC conference in San Jose, Nvidia unveiled a major shift in its AI hardware strategy: integrating technology from AI chip startup Groq to address growing demand in AI inference, while simultaneously preparing new products for global markets, including China.