In the inaugural episode of a new leadership podcast, Jensen Huang offers a strikingly unvarnished account of how Nvidia became one of the world’s most valuable technology firms.

At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated that AI demand is real and sustainable, underpinning TSMC’s aggressive investment strategy.

Taiwanese power semiconductor companies, including Taiwan Semiconductor Company (TSC), Panjit International, and Eris Tech, have recently disclosed their 2025 revenue results, anticipating benefits from order shifts driven by Nexperia. Market analysts project that these effects will take full shape in the first quarter of 2026. Concurrently, these firms are developing power management products to enter the growing AI server market, driven by rising demand for higher power density in AI data centers.

As the race to embed artificial intelligence into consumer devices heats up, Apple has formally confirmed a strategic partnership with Google to integrate the Gemini model into the next generation of Siri and Apple Intelligence. The tie-up between the two tech heavyweights is expected to sharpen Siri’s capabilities and could also lift demand for Apple’s future hardware.