OpenAI said it has crossed 900 million weekly active users for ChatGPT and completed a US$12.2 billion private financing round at the end of March, but executives signaled the company may seek additional capital as compute demand outstrips available resources. A spokesperson said the firm raised the historic sum to provide flexibility, yet future funding decisions will hinge on demand growth, revenue performance, cash flow, and whether the compute gap can be closed.

Acer is gaining ground in India's PC market, with the Taiwanese PC vendor citing the latest market data showing it ranked second in the country in the first quarter of 2026.

A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung, the two largest smartphone brands. According to a Citrini Research estimate cited by Wccftech, Rubin is expected to require more than 6 billion gigabytes of LPDDR in 2027, outstripping Apple's 2.966 billion gigabytes and Samsung's 2.724 billion gigabytes combined.

AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues that the widening price gap between NAND and hard disk drives (HDDs) has further weakened the economic case for solid-state drives (SSDs) to replace HDDs in AI data centers.

China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor Manufacturing International (SMIC) and Hua Hong Semiconductor, domestic Chinese foundries have not stalled under US sanctions; instead, they are accelerating efforts to build a China-specific foundry ecosystem amid the AI boom, recovering demand for mature nodes, and a push for supply-chain self-reliance.

Saeed Amidi, founder and CEO of Plug and Play, used the 5th Mobis Mobility Day in Sunnyvale to offer a candid market outlook on humanoid robotics and detail the accelerator's expanding strategy to build Applied AI ecosystems beyond Silicon Valley.

Pradeep S. Shenoy, a computing technology expert at Texas Instruments's (TI) US headquarters, recently shared his views on 800V architectures for AI data centers in a media appearance. He said 800V solutions will not see broad adoption in AI data centers in 2026, but rollout will accelerate year by year from 2027.

Taiwan precision motion-control leader Hiwin Technologies is accelerating growth on the back of semiconductor automation and robotics demand, with robot-related products emerging as a rapidly expanding revenue driver as the company deepens its push into wafer-handling systems, logistics robots, and humanoid robot components.

Hehui Electronics said it expected operations to improve in 2026 as new business in robotics, smart in-vehicle systems, and smart manufacturing gained traction following product demonstrations at Nvidia GTC 2026. The company announced plans to leverage an integrated edge vision-language model and smart mobility capabilities to drive growth and target a return to breakeven in its core business this year, a spokesperson stated.

Taiwan's Ministry of Digital Affairs (MODA) has revealed that three applicants have submitted bids for its AI compute center BOO (build-own-operate) program, which closed on May 14, 2026. The disclosure comes as Foxconn is widely reported to be highly interested in building a large AI compute center.