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October 2025 — First Blackwell Wafer Produced on American Soil Nvidia and TSMC celebrated in Phoenix, Arizona, the production of the first Blackwell wafer manufactured on U.S. territory. Jensen Huang personally signed the wafer, a symbol of the industrial reshoring of AI infrastructure to the United States.
December 2025 — The Semiconductor Market Approaches $800 Billion Global semiconductor sales reached $78.9 billion in December 2025, representing a 37.1% increase compared to December 2024. The market recorded a second consecutive year of strong growth, with an estimated expansion of around 22.5% for the full year 2025, driven by AI and HBM memory demand. VIPress.netVIPress.net
- VIPress – Semiconductor Market Ends 2025 on a High, February 2026
- VIPress – 2025 Year in Review, January 2026
January 2026 — CES Las Vegas: Nvidia Announces the Era of Physical AI Jensen Huang declared at CES 2026 that “the ChatGPT moment for physical AI is here — when machines begin to understand, reason and act in the real world.” Nvidia unveiled the Vera Rubin NVL72 platform as the post-Blackwell successor, along with the Alpamayo model for autonomous vehicles, with products expected to reach partners in the second half of 2026. AxiosQuartz
January 2026 — Strategic US–Taiwan Semiconductor Agreement On January 15, 2026, the U.S. Department of Commerce published the terms of an agreement with Taiwan aimed at restoring American leadership in semiconductor manufacturing. The deal requires Taiwanese companies to invest at least $250 billion on U.S. soil to develop chip production, in exchange for a reduction of tariffs on Taiwanese goods to 15%. NextVIPress.net
- Next.ink – US and Taiwan Join Forces, January 2026
- VIPress – US–Taiwan Trade Agreement, January 2026
February 2026 — Samsung Galaxy S26 Unpacked Samsung unveiled its Galaxy S26 family along with the new Galaxy Buds 4 on February 25, 2026, at a special Unpacked event. This shift away from Samsung’s usual January launch window reflects a strategic change, partly linked to RAM market tensions driven by the explosive demand from AI data centers. CasewearLesMobiles
- Blog Nouvelles Technologies – Galaxy S26 Unpacked, January 2026
- LesMobiles – Galaxy S26 Launch Pushed to March 2026
March 2026 — MWC Barcelona: 20 Years of the Show, 6G in Sight MWC 2026 opened its doors on March 2 in Barcelona, marking the show’s 20th anniversary, bringing together operators, manufacturers, chipmakers, and publishers around network infrastructure, smartphones, chips, and AI applied to telecoms. Qualcomm shared its 6G roadmap at MWC 2026, targeting commercial network launches in 2029, with AI designed to be natively embedded within the network from the ground up. Planet Sans filSamsung
