India advances OSAT project as Tata wafer fab faces timeline uncertainty
Trump vows to raise global tariff to 15% after Supreme Court ruling
PM Modi lays foundation stone for HCL-Foxconn semiconductor plant in Uttar Pradesh
Narendra Modi, Prime Minister of India, virtually laid the foundation stone for a new semiconductor facility in Jewar, Uttar Pradesh, on February 21, 2026.
India and Brazil agree to boost trade in critical minerals and rare earths
AI supply chain tracker: Rack infrastructure joins the AI buildout
Western automakers revisit sodium-ion batteries as supply security and cost drivers
Glass fiber shortage intensifies capacity battle, pushing prices higher and reshaping PCB supply chains
Commentary: Samsung to reclaim the world’s no.1 semiconductor position in 2026
Samsung Electronics and Intel have alternated for years as the world’s largest semiconductor company. From 2011 to 2023, Samsung and Intel each claimed the top spot four and nine times, respectively. However, following the rise of generative AI, the world’s largest semiconductor company in 2024 and 2025 shifted to Nvidia.
OpenAI projects US$280B revenue by 2030, plans US$600B in spending
OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to a person familiar with the matter cited by Bloomberg. The ambitious outlook underscores how quickly generative AI has shifted from experimental technology to a core driver of enterprise and consumer software spending.