Beyond its GTC conference, autonomous vehicles have long stood out as a key application in Nvidia’s AI ecosystem. For the company, revenue from self-driving systems represented only about 1% of total sales in 2025. Yet Chief Executive Jensen Huang views the segment as a strategic foothold akin to the early days of CUDA — a launchpad from which the company could potentially scale into multi-trillion-dollar markets.

Kinpo Group held an investor conference on March 19, where General Manager Chen Wei-Chang expressed optimism for the second half of 2026 and projected a balanced revenue distribution between the first and second halves of the year. The company’s server, EV charging station, SSD storage device, and mobile payment businesses have all entered mass production.

The semiconductor market’s supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented profitability in the fourth quarter of 2025 and could ripple into 2026, raising risks of order delays and strained supply stability for industrial customers worldwide.