Pan Jit's power semiconductor division is no longer just a supporting player. AI and automotive demand are pushing revenues up 11%, with orders now stretching a full six months out.
NVIDIA's most powerful professional GPU, the RTX 6000 Blackwell, has crossed the $10,000 threshold, a seismic shift driven by insatiable AI workloads.
Forget the doom-and-gloom. AI isn't just coming; it's already here, gobbling up wafer capacity and rewriting the semiconductor playbook.
The semiconductor industry's downturn has been a long, grinding affair. But GlobalWafers is signaling the end is near, with a surprisingly optimistic 2026 forecast.
Your next phone or PC just got pricier. Nanya's massive Q1 2026 profit from soaring DRAM prices means consumers pay the bill for AI hype — while chipmakers cash in.