Cognition AI, an AI coding startup, is negotiating new investments with a target valuation of over $40 billion.

Taiwan's TSMC (Taiwan Semiconductor Manufacturing Company·$TSM) has started mass production of advanced CoWoS packaging with a 5.5x reticle size, achieving a yield of over 98%. Memory and ABF substrates are key challenges for the future AI supply chain.

Goldman Sachs estimates that the net effect of AI-related capital expenditures on the U.S. Gross Domestic Product (GDP) growth rate will be approximately 0.1 percentage points by 2026. While investment scale is rapidly increasing, ...