After navigating pandemic tailwinds, US-China conflicts, and tariffs under US President Donald Trump, the global semiconductor and electronics industries are emerging from inventory adjustments and price bottoms starting in 2025. While China's electronics sector has yet to fully recover, AI infrastructure, high-performance computing (HPC), automotive, and industrial control applications are driving a new AI-led pricing cycle across components and semiconductor supply chains.
Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial intelligence workloads worldwide. As part of the deal, Nvidia invested US$2 billion in CoreWeave Class A common stock at US$87.20 per share, reflecting confidence in CoreWeave's team, strategy, and cloud platform built on Nvidia technology.
Sanmina announced a robust start to fiscal year 2026, reporting a 59% year-over-year increase in revenue for its first quarter ended December 27, 2025. The company's performance was significantly bolstered by the integration of ZT Systems and a surge in demand across the communications networks, cloud, and AI infrastructure end markets. Management expressed high confidence in the company's trajectory, aiming to double total revenue over the next two years primarily through massive opportunities in the artificial intelligence sector.
Amazon has published its "2026 Global Consumer Trends Report," revealing significant shifts in consumer demand across the US, Europe, and Japan. The report identifies artificial intelligence (AI) as a pivotal driver of growth and innovation across consumer electronics, household goods, consumer products, and fashion sectors.
Microsoft officially introduced its second-generation AI accelerator, Maia 200, on January 27, marking its continued efforts in chip development since 2019. The new chip emphasizes improved inference performance and is produced with TSMC's advanced 3nm process technology.
Taiwan's electricity demand is entering a new phase of sustained growth, driven by AI, semiconductors, and high-tech manufacturing. While the government accelerates grid resilience efforts, global shortages of critical power equipment—especially gas turbines and transformers—are inflating costs, delaying projects, and reshaping how the island plans its power future.
Artificial intelligence applications have entered the era of Physical AI. While the robotics industry has evolved over many years, humanoid robots remain at an early stage, largely because supply chain structures and technical standards have yet to be fully established. Against this backdrop, Pan-International's recent acquisition of Belgium-based Magnax represents more than a simple capacity expansion or near-term revenue boost.
US Secretary of the Treasury Scott Bessent highlighted at the World Economic Forum (WEF) in Switzerland that 97% of advanced chips are produced in Taiwan, warning that any blockade or destruction of Taiwan would trigger "apocalyptic" economic consequences. Taiwanese government officials emphasize the island's critical role in miniaturizing and commercializing quantum computers, actively inviting international partners to collaborate. Taiwan plans to overcome noisy intermediate-scale quantum (NISQ) and wiring bottlenecks within five years, transitioning quantum computing from laboratory components to industrial-grade systems.
What is the ultimate goal of Nvidia, the dominant force in artificial intelligence? And what, if anything, drives the life of its founder and chief executive, Jensen Huang?
T-Head Semiconductor, a subsidiary of Alibaba, is reportedly preparing for an initial public offering (IPO), signaling a new growth phase for China's domestic AI chip sector. Industry sources in the semiconductor supply chain note that T-Head has already achieved stable shipments of certain edge AI chips, while its cloud AI chips are primarily used internally by Alibaba Cloud to support AI-related services, demonstrating comprehensive technical capabilities.
As the race to scale artificial intelligence computing accelerates, global technology companies are committing large sums to AI infrastructure. Capital spending is climbing rapidly, driving a sharp rise in power consumption. Infineon has put forward a "Vertical Power Delivery" (VPD) architecture aimed at improving efficiency, saying the approach can boost efficiency by about 10% while cutting power loss by a similar margin. Power semiconductor materials such as silicon carbide (SiC) and gallium nitride (GaN) are emerging as key enablers of the design.
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