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Situations

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Global semiconductor growth and AI-driven market shifts

18 clusters · 56 sources · last updated

Latest: AI chip market projected to reach $223.95 billion by 2030

The semiconductor industry continues its rapid expansion, fueled by demand for artificial intelligence (AI) infrastructure and high-bandwidth memory (HBM). Global sales in July 2026 reached $146.8 billion, a 135.1% incre

[ACTIVE] [TECHNOLOGY] [TW] [JP] [KR]

SEMICON Taiwan 2026: AI growth and chip diplomacy

12 clusters · 72 sources · last updated

Latest: Chinese panel makers BOE, TCL CSOT, and HKC gain pricing power

The semiconductor industry continues its massive expansion driven by artificial intelligence infrastructure. Gartner forecasts that total worldwide semiconductor revenue will reach $1.6 trillion in 2026, representing a 9

[ACTIVE] [TECHNOLOGY] [CN] [US] [RO]

AI pricing, token economy, and intensifying safety debates

11 clusters · 1109 sources · last updated

Latest: AI industry shifts focus from model competition to commercial application and branding

The AI industry is experiencing significant pricing volatility and a phenomenon described by Andreessen Horowitz as ‘LLMflation,’ characterized by a roughly 10-fold annual price decline for models of fixed capability. Wh

[QUIET] [TECHNOLOGY] [IN] [JP]

India semiconductor industry expansion

3 clusters · 49 sources · last updated

Latest: NIT Rourkela showcases indigenous semiconductor designs at SEMICON India

India continues to expand its semiconductor ecosystem through significant government approvals and industry engagement. The central government has approved 12 projects across six states, with investment commitments excee

[QUIET] [TECHNOLOGY] [IN] [JP] [TW]

India-Taiwan-Japan semiconductor and AI cooperation

3 clusters · 12 sources · last updated

Latest: Taiwan semiconductor industry focuses on AI and supply chain resilience

The semiconductor and artificial intelligence sectors are seeing increased international cooperation and investment. In India, efforts to build a complete semiconductor value chain include the upcoming SEMICON India 2026

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