TSMC announces 3-nanometer AI semiconductor production in Japan with $52-56B capex for 2026, meeting with Japanese PM Sanae Takaichi.

NVIDIA CEO Jensen Huang and Dassault Systèmes announce a strategic partnership to create a shared industrial AI architecture combining Virtual Twin technologies with NVIDIA's AI infrastructure, enabling science-validated Industry World Models across biology, materials science, engineering, and manufacturing.

Semiconductor equipment maker Lam Research announced major leadership transitions, elevating Sesha Varadarajan to Chief Operating Officer and expanding Karthik Rammohan's role to oversee global operations. The restructuring aims to increase operational velocity to meet accelerating semiconductor demand driven by AI applications.

Boston Dynamics demonstrated its Atlas humanoid robot conducting tasks at Hyundai's new Georgia factory on 60 Minutes, showcasing how AI is enabling advanced manufacturing automation. The company is reuniting with Google DeepMind to enhance Atlas with Gemini Robotics foundation models, following $4.6 billion in humanoid robot investments in 2025.

Taiwan Semiconductor Manufacturing (TSMC) has seen its stock jump 72% since the start of 2025, reaching 72% market share in contract semiconductor manufacturing. The company is planning $52-56 billion in capital expenditures for 2026 and raised its five-year compound annual growth rate outlook from 20% to 25%, driven by booming AI chip demand.

Deloitte estimates humanoid robot shipments tripling to 15,000 units in 2026, transforming worker roles rather than eliminating jobs as AI handles dull, dirty, dangerous tasks.

A new report reveals that China deployed nearly 13,000 of the 16,000 humanoid robots installed globally in 2025, signaling a significant lead in the race for AI-driven robotics.