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Experts said enterprises should treat agentic AI as an engineering discipline focused on process and reliability.
BYD launched the Song Ultra EV and reported orders over 21,500 in 20 days.
A researcher said surging costs and a memory crunch are driving a shift toward inference-focused AI infrastructure.
SK hynix will keep HBM shipments steady and targets HBM4E sampling this year.
DRAM and NAND costs reportedly reached ~90% of smartphone prices, squeezing low-end handset profitability.
Analysis frames OpenAI shifting to enterprise, Anthropic advancing, and Google Gemini leading consumer AI.
Bernstein estimated Tesla's Terafab semiconductor project could cost up to US$5T.
Super Micro shareholders sued over alleged securities fraud following reports tied to AI chip smuggling and China exposure.
A Wedbush note argues a Tesla-SpaceX merger thesis remains plausible based on one cited development.
Waymo has doubled its weekly ridership in under a year, per reporting.
Google is making it easier to import another AI's memory/chat history into Gemini.
Arm's self-developed chip move is creating ecosystem friction, with TSMC-backed GUC highlighted as potentially impacted.
Analysis notes Tesla's Terafab being near Samsung's Taylor fab, signaling tighter semiconductor ecosystem clustering.
Nanya Technology secured a major private placement involving Kioxia and SanDisk.
Samsung and SK hynix increased investment in their China fabs in 2025 amid a memory demand surge.
Siemens EDA showcased agentic AI aimed at cutting chip design cycles significantly.
Intel released Xeon 600 chips and announced new vPro Panther Lake CPUs, positioning the vPro platform around AI features.
PC makers report Intel and AMD CPU shortages with lead times stretching up to six months amid AI-driven demand.
Anthropic added a 'safer' auto mode for Claude Code.
Google unveiled TurboQuant, an AI memory compression algorithm to reduce model memory use.
Reporting indicates Manus is in a hype-to-reality adjustment phase as expectations reset.
Vera Rubin NVL72 rack prices reportedly rose to as much as US$8.8M each while server makers' margins remain tight as Nvidia moves toward shipping full-scale…
The Pentagon formalized Palantir's Maven AI as a core military system with multi-year funding, reportedly growing investment to US$13B from US$480M in 2024.
Xiaomi reported record 2025 revenue as EV growth offset smartphone pressure.
Denso proposed acquiring Rohm to strengthen automotive and power control.
Samsung's 2nm yield reportedly surpassed 60% after tripling over six months.
SK hynix placed a record US$8B order for ASML EUV machines (up to ~30 tools) for HBM and advanced DRAM over two years.
Arm launched its first data center CPU silicon, a 136-core chip targeting AI infrastructure, with Meta as lead partner.
BYD outsold Tesla in Europe for a second straight month as the gap widened (Feb 2026 registrations).
BYD plans 20 Canadian dealerships within a year as a tariff deal expands access.
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