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Real-time News
June 5th - The World Semiconductor Trade Statistics (WSTS) recently released its Spring 2026 Semiconductor Market Forecast, significantly raising its growth expectations for the global semiconductor industry in 2026 and 2027. Data shows that thanks to exceptionally strong market performance at the end of 2025 and the beginning of 2026, WSTS predicts the global semiconductor market will achieve a 90% year-on-year growth in 2026, reaching a total size of US$1.51 trillion. This accelerated growth in the global semiconductor market is primarily driven by the memory chip sector. Memory chip sales are expected to increase by approximately 250% year-on-year in 2026, exceeding US$800 billion. Continued strong demand for artificial intelligence infrastructure, high-bandwidth memory (HBM), and accelerated computing platforms remains the core driver of growth for the entire semiconductor industry.On June 5th, Nvidia CEO Jensen Huang confirmed for the first time that the company has certified three major memory chip manufacturers to supply state-of-the-art high-bandwidth products for its US-based AI accelerators. He has approved Samsung Electronics, SK Hynix, and Micron Technology to supply HBM4, an integral component of Nvidias next-generation Vera Rubin platform for AI work. Speaking at Computex this week, Huang stated that Vera Rubin, scheduled for delivery in the third quarter of this year, is now in full production. The new systems are built around Nvidias Vera CPUs and Rubin graphics core clusters, with each server system equipped with terabytes of HBM4. Huang plans to hold further meetings on Friday and have dinner with some of South Koreas top business leaders.On June 5th, at the 2026 Qualcomm Automotive Technology and Cooperation Summit, NIO founder, chairman, and CEO William Li stated that modern car companies must become AI companies, and modern smart cockpits must become AI cockpits. In Lis view, AI is reshaping the next generation of cockpit experiences, ushering in the era of cognitive cockpits. Li emphasized that the core experience of future smart cockpits must be fully agent-driven. To date, NIOs overall smart cockpit experience is continuously striving towards this goal, with some functions already successfully implemented in vehicles.Japanese Prime Minister Sanae Takaichi: Ensuring fiscal capacity is an important issue.Japanese Prime Minister Sanae Takaichi: We will clearly define the goal of reducing the debt-to-GDP ratio.
