A tightening supply of indium phosphide substrates is emerging as a bottleneck for artificial intelligence data centers and high-speed optical interconnects, prompting compound semiconductor supplier IntelliEPI to change how it operates as demand outpaces capacity.

The global semiconductor industry is on track to reach US$1 trillion in annual sales by 2026 as intense demand for artificial intelligence processors and advanced memory capacity drives a historic expansion. According to the World Semiconductor Trade Statistics organization, the market will be propelled by a 30% increase in revenue from AI chips, such as graphics processing units, along with rising prices for memory components. The surge reflects the rapid growth of large language models and the rise of sovereign AI initiatives that are forcing national governments to rethink their technology strategies.

According to South Korean technology outlet ZDNet Korea, SK hynix is reviewing plans to build its first 2.5D advanced packaging mass production line in the US, a move that would deepen the South Korean memory maker's role in supplying memory for artificial intelligence systems.

The global 8-inch wafer foundry market has entered a price upcycle. Foundries, including SMIC and Hua Hong Semiconductor, along with major Taiwanese and South Korean mature-node players, have notified customers that 8-inch foundry prices are set to rise by around 5 to 10% starting in the first quarter of 2026, covering specialty processes such as BCD and high-voltage (HV) platforms.

On the afternoon of December 26, 2025, Wingtech Technology convened its fifth extraordinary shareholders' meeting of 2025, sending a resolute signal: the company is prepared not only to regain full control of Nexperia but also to pursue as much as US$8 billion in international arbitration claims.

GPU prices are expected to rise in early 2026 as memory costs surge. AMD may implement hikes starting in January 2026, with Nvidia following in February 2026, according to industry sources. Pricing adjustments will likely continue for several months.

After briefly approaching a US$5 trillion market capitalisation, Nvidia spent 2025 deploying capital at an unprecedented pace, backing Groq, OpenAI, Nokia, Synopsys, and Intel through technology deals, equity stakes, and strategic partnerships. The objective is straightforward: convert AI-driven cash inflows into a durable, structural influence across the AI ecosystem.

As global AI compute demand pivots from large-scale model training toward application deployment, Zhonghao Xinying (Hangzhou) Technology founder and CEO Yang Gongyifan said in an interview with Chinastarmarket.cn that the company's second-generation self-developed chip has entered testing and is slated for market launch in 2026.

The global unmanned vehicle market is booming with explosive growth. This surge has revitalized existing sectors while boosting related supply chains that are now targeting a second growth curve. Key component suppliers, such as those from the communication technology and IC design sector,s are seizing new business opportunities.

Foxconn's operating structure is clearly shifting. Previously driven mainly by consumer electronics cycles, it is now gradually tilting toward AI servers, cloud, AI infrastructure, and high-performance computing (HPC). With continued investment and deployment in emerging businesses such as electric vehicles (EVs), results are expected to surface in 2026.