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Analysis: South Korea and Taiwan each surpassed Japan in total exports
Analysis: South Korea and Taiwan each surpassed Japan in total exports for the first time in H1 2026, as AI demand drove explosive growth in chip exports
TOKYO — South Korea and Taiwan each surpassed Japan in total exports for the first time during the first half of 2026, according to a Nikkei analysis.

AIThe Information · 5h ago
Nvidia agrees to invest $2B in Lancium, the power infrastructure
Nvidia has agreed to invest $2 billion into Lancium, the power infrastructure developer behind the OpenAI and Oracle AI campus in Texas …
AISemiAnalysis · 6h ago

Analysis: SpaceX is on track
Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Triple-Digits
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