GCT progressed development and certification in Q2 2026 for 4G/5G chipsets and user equipment enabling direct-to-device and hybrid satellite–cellular connectivity, working with Globalstar and another satellite provider. Earlier in 2026, it licensed its 4G/5G chipsets to a satellite communications provider for next‑generation user equipment, partnered with Skylo for joint chip/module certification for satellite fallback, and signed a reference-platform supply agreement for 4G/5G chipsets.

AI agents are being operationalized in semiconductor workflows. SK hynix is piloting agent-based automation in back-end manufacturing (assembly/packaging/test). Samsung reports reducing SoC verification cycles to two days using AI-driven verification agents integrated with EDA flows.

e& UAE's deployment with Core42 and SoftBank's SB Intuitions-based services show sovereign AI procurement bundling three decisions that used to be evaluated separately — and a widening set...

IBM will provide infrastructure under a $240M agreement to Together AI, supporting AI workload capacity on an AI-optimized cloud.

Nvidia signed memorandums of understanding with major investment firms to establish global AI compute infrastructure financing platforms aimed at mobilizing over $500 billion in third-party capital to fund frontier AI laboratories, cloud providers, and enterprises.

Ericsson is raising prices on new tenders and renegotiating existing contracts as AI-driven demand lifts component costs. Most supply agreements aren't built to absorb it automatically — which...

Anthropic formed a strategic partnership with Macquarie Asset Management and GIC to develop AI computing sites in the United States using the Theseus Infrastructure platform. Macquarie and GIC will fund most project equity, while Anthropic will lease the facilities long term and assume exposure to consumer electricity price increases linked to the sites.

SK Telecom launched SK Hyper as a dedicated AI data centre unit, targeting 5 GW capacity by 2029 and 15 GW by 2035, with 750 billion won investment by 2030. It is co-developing an AI data centre in Ulsan with AWS and aligning group capabilities (SK Hynix, SK Broadband). Technically, SKT is integrating Arm AGI CPU and Rebellions' Rebellcard AI inference accelerator on a common server platform, and developing a CXL-based architecture with Panmnesia to pool CPU/GPU/memory resources for higher utilisation. For power and cooling efficiency, it is collaborating with Supermicro and Schneider Electric.

A government-funded, multi-vendor AI-RAN pilot with a stated humanoid-robot expansion date is a different signal than a field trial. Here's how to sequence your engagement accordingly.

SpaceX outlined the first phase of its Terafab project to build a large semiconductor fabrication facility in Texas, committing over $16.8B to produce AI chips for its satellite and space businesses. The initiative is supported by a $30M Texas Enterprise Fund grant, is eligible for additional state incentives, and is projected to create 3,000 jobs.