Japanese semiconductor maker Rohm is expanding its engagement with India’s nascent semiconductor manufacturing ecosystem, positioning the country as a potential future export base while initially targeting domestic automotive and industrial demand.

Nvidia is preparing Groq AI chips for sale in the Chinese market, according to Reuters. The move signals the company’s intent to remain competitive in the global inference chip market, particularly as Chinese chip firms move to fill the void left by US chips following export restrictions.

At GTC 2026, Nvidia CEO Jensen Huang delivered a blunt message to an industry fixated on raw compute: the next bottleneck in AI is not the chip — it is everything around it. From packaging and interconnects to geopolitics and supply chains, Huang mapped a future where performance gains depend on deep collaboration across the entire stack, even as global tensions strain the ecosystem holding it together.