US 100% Tariff Threat: Forces Chip Giants to Rush US Expansion
Recently, the US government has taken a series of tough measures in the semiconductor field, attempting to force chip manufacturers to accelerate the construction of factories in the US through tariff policies. On January 16, US Secretary of Commerce Howard Lutnick said that if Korean memory ch...
OpenAI and Cerebras Collaboration: Deploying a 750-Megawatt AI Inference System Over 3 Years
In the rapidly evolving landscape of artificial intelligence, the demand for computing resources is growing exponentially. OpenAI is actively seeking more efficient computing solutions to support its expanding service requirements. On January 14, 2026, OpenAI and Cerebras, a wafer-scale AI chip comp...
GlobalFoundries Acquires Synopsys' ARC Business
On January 14, 2026, GlobalFoundries announced that it had signed a definitive agreement to acquire Synopsys' ARC processor IP solutions business. The acquisition aims to integrate ARC processor IP with GlobalFoundries' MIPS company to create a more comprehensive processor IP suite focused o...
AI's Power Hunger: U.S. Grid Nears Collapse, 67 Million with Blackouts
The United States' largest power grid operator, PJM Interconnection, is facing an unprecedented supply crisis. This power network, which covers 13 states and serves 67 million people, is nearing its load limit. The near "bottomless" electricity demand from AI data centers in the tech i...
Apple & Google Team Up: Gemini Powers Siri's AI Leap in 2026
Apple has officially entered into a collaboration agreement with Google, integrating Google's Gemini large language model as the core intelligence engine for Apple's next-generation Siri voice assistant. This partnership signifies a significant strategic shift for Apple in the AI domain, lev...
A Pivot in Policy: US Ends Foreign Drone Import Restrictions
On January 9, 2026, the US Department of Commerce quietly announced via the government website the revocation of a proposed import restriction on foreign-made drones, which was originally scheduled for review by the White House in October 2025. This decision came just one month after the Federal Com...
Strategic Move: Arm Establishes Physical AI Business Unit
At CES 2026, Arm Holdings, a leading semiconductor technology company, announced the official establishment of the "Physical AI" department. This move aims to integrate automotive business with robotics technology, further expanding its influence in the robotics market. In recent years, wi...
