TSMC chairman and CEO C.C. Wei said on October 15 that the chipmaker sees no ceiling on its profitability as demand for AI accelerators continues to outpace supply. Wei also said AI-related...

IDC now expects worldwide spending on IT equipment recognized by the Open Compute Project (OCP) to reach about US$800 billion in 2029.

ASML, the sole supplier of extreme ultraviolet (EUV) lithography tools, has shifted from taking orders to allocating them. On its third-quarter 2026 earnings call on October 14, the...

ASML has signaled that a new customer whose name may begin with "T" is among the chipmakers seeking lithography tools for 2029 and 2030.

BYD plans to launch a large-scale hiring drive in Europe, aiming to increase its local workforce to about 40,000 by 2030 as it seeks to become a leading automaker in the region. Stella...

Global DRAM demand for humanoid robots is projected to increase more than 20-fold by 2030 as robot deployments expand and memory capacity per unit doubles, potentially opening a new...

Applied Materials is increasing investments in research and development, manufacturing and its global supply chain as it targets greater market share and profitability through 2030...

The AI accelerator market is set to reach US$1.4 trillion by 2030, up 150% from Bloomberg Intelligence's January 2026 estimate of US$560 billion, as higher prices—not just shipment...

Japan's Yaskawa Electric plans to launch humanoid robots within the next one to two years and expects AI-powered humanoid robots to enter widespread use around 2030. The company also...

Applied Materials used its investor day to argue that AI will let it outgrow the chip equipment market through 2030. Investors, however, focused on what the company left out: a forecast...

China's Hua Hong Group has signed strategic agreements with four domestic semiconductor equipment suppliers to accelerate the adoption of locally developed wafer fabrication tools,...

AI is changing the logic of telecom traffic growth, with Ericsson and industry researchers warning that mobile networks must now handle not only more data, but also more uplink traffic,...

As autonomous driving technology continues to advance, robotaxis are expected to significantly reshape global EV charging demand. Charging solutions provider ChargePoint forecasts...

As the global communications industry moves toward the 6G era around 2030, front-end modules supporting frequency ranges such as D-band at 130-150GHz and W-band at 77-95GHz have become...

Kawasaki Heavy Industries plans to launch an AI-powered fully autonomous humanoid robot as early as 2030, using a physical AI platform under development by Japan's Noetra. Nikkei...