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

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.

Intel CEO Lip-Bu Tan announced the company has hired a new chief architect to lead GPU development, positioning Intel to compete in the AI accelerator market dominated by Nvidia and AMD. Tan also warned that memory chip shortages will persist until 2028, creating challenges for AI infrastructure expansion.

Broadcom is emerging as a major competitor to Nvidia by providing custom AI accelerator chips to tech giants like Google, Meta, and ByteDance, signaling a shift in the AI hardware market.

Global investment in AI infrastructure is projected to surpass $7 trillion over the next decade, spanning data centers, power systems, and semiconductor manufacturing.

Elon Musk announced that Tesla is aiming for a nine-month design cycle for its AI processors, a pace that would surpass the yearly cadence of industry leaders Nvidia and AMD.