Trumpf’s stabilizing sales point to a broader recovery in industrial demand
89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab
AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past US$1 trillion in 2026, four years earlier than previously expected, and expand the market to US$1.5 trillion by 2030. SEMI Global Chief Marketing Officer Terry Tsao said nearly 89 fabs are in the planning or construction pipeline for 2026-2030 to meet surging AI chip demand, with another 50 fabs expected to be planned for 2030-2035.
Samsung, SK, Hyundai join Jensen Huang and Korea’s President Lee at San Francisco AI Summit
Huaqin’s growing stake in Nexchip shows ODMs reaching upstream into chipmaking
Valeo’s drone-motor deal pulls a car-parts giant into France’s defense-sovereignty push
Taiwan scholars see rising pressures in joint civilian-military research
Tsu-Jae Liu, president of the National Academy of Engineering and academician of Academia Sinica, has highlighted the increasing pressure on the integration of civilian and military research, as economic security and national security become entangled amid shifting geopolitical concerns.