As China’s domestic GPU developers accelerate public listings and expand both technological and capital investment, competition is shifting toward next-generation computing power. Iluvatar CoreX said it will unveil a three-generation GPU roadmap on January 26, 2026, outlining a new GPGPU architecture, cloud-based AI training and inference products, and high-performance computing infrastructure plans.

The e-paper market is undergoing a significant transformation, shifting from traditional black-and-white displays to color technology, driven by device replacement cycles and expanding application areas. This trend has contributed to robust performances by key industry players E Ink Holdings and Netronix in 2025, with both companies poised to achieve record results in 2026.

After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and suppliers are reaping the benefits. Taiwan’s fab equipment and materials giants now have order visibility stretching beyond 2030.