Global semiconductor sales hit nearly $300 billion in Q1 2026 — chips are on track to top $1 trillion for this year, says report

Sales of chips in Q1 2026 hit $298.5 billion and are on track to exceed $1 trillion this year, according to the Semiconductor Industry Association.
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Denmark presses pause on new data center grid connections as total requests hit 60 GW — Nordic nation is the latest to put the brakes on AI buildouts

Denmark’s Energinet grid operator has pressed pause on new connection requests in the country as potential new data centers and other installations put total demands of up to 60 GW on its docket.
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Microsoft says ‘Transformation Paradox’ holding back AI adoption in the workplace — 45% of respondents say it’s safer to focus on current goals, rather than AI innovation

Microsoft’s study says that it’s not just enough to give employees access to AI tools for them to make the most of it. Instead, they should revamp their processes and systems to integrate AI use from the top-down.
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AMD expects 20% decline in gaming revenue from ‘higher memory and component costs’ in the second half of the year — CEO Lisa Su warns of further memory crunch

AMD is expecting the memory crunch to hit its gaming business in the second half of the year, with revenue expected to decline by “more than 20%.”
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Palantir co-founder Peter Thiel backs $140M wave-powered AI data center startup — Panthalassa aims to run offshore compute nodes using ocean energy

Panthalassa raises $140M to build wave-powered offshore nodes that generate electricity and run AI workloads at sea, tackling data center energy and cooling challenges.
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Google, Microsoft, and xAI agree to let US government test AI models before public release — OpenAI and Anthropic also on board after renegotiating deals with Washington

OpenAI and Anthropic, which had existing evaluation partnerships with the center dating to 2024, renegotiated their deals to align with priorities in Trump’s AI Action Plan.
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Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia’s market share craters within the region

The projection, based on orders already received from major Chinese technology firms including Alibaba, ByteDance, and Tencent, would represent growth of at least 60% year-over-year.
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JSR to build first Taiwan photoresist plant to co-develop advanced resists with TSMC — multi-million dollar plant could come online as early as 2028

The facility will close a gap that has put JSR at a disadvantage relative to its two largest Japanese rivals.

Apple considering Intel and Samsung for US chip production, report claims — consumer electronics giant looks to diversify supply chain amid chip shortages

Apple is reportedly in early talks with Intel and Samsung to secure more production for its advanced chips, as the company is constrained by the limited availability of advanced nodes that its SoCs are produced on.
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