Artificial Intelligence

Industry sources cited by Seoul Economic Daily and TrendForce project TSMC's 3nm wafer output will reach roughly 210,000 units per month by mid-2027, up from an estimated 120,000 to 130,000 at end-2025, while CoWoS advanced packaging capacity is estimated to double to 260,000 wafers monthly by end-2028. These figures are supply-chain estimates, not official TSMC guidance; the company has confirmed a raised 2026 capital budget of $60 to $64 billion and a $100 billion Arizona expansion but has not published node-level capacity targets. Decision-makers tracking AI chip supply should weigh the distinction between third-party projections and what TSMC has formally disclosed.

A September 7 KB Securities report estimates that Samsung Electronics and SK Hynix are carrying less than 10 days of memory inventory, a level the firm describes as unprecedented in prior memory cycles. The pressure stems from simultaneous demand for HBM, server DRAM, and enterprise SSDs, with KB Securities estimating that HBM4 production consumes roughly three times the wafer capacity of general-purpose DRAM. Neither company has confirmed the sub-10-day figure in official disclosures, though both report supply constraints and strong AI-memory demand, and SK Hynix's CEO has separately forecast 2027 as the worst supply year in the industry's history.

X Corp. and SpaceXAI filed a motion on September 14, 2026, to dismiss their antitrust claims against Apple with prejudice under undisclosed settlement terms, while explicitly preserving all Sherman Act and related claims against OpenAI for a trial now scheduled to begin January 11, 2027. OpenAI, excluded from the Apple negotiations, has requested production of the settlement agreement, arguing its contents could affect OpenAI's defense that its Apple arrangement did not foreclose competition. If X Corp. and SpaceXAI decline to produce the document, OpenAI has indicated it will seek a court order to obtain it.

Senate Democratic Leader Chuck Schumer called on September 14, 2026, for a classified briefing of all senators on three AI policy areas: frontier AI testing frameworks, advanced chip exports to China, and AI-enabled cyberattack preparedness. The public record confirms the demand but does not establish that a briefing has been scheduled or that the administration has responded. Existing public policy includes a June 2026 executive order on voluntary pre-release AI testing and a January 2026 Commerce Department licensing revision for advanced semiconductors exported to China, but operational details and classified benchmarks remain undisclosed.

India's installed data centre capacity reached approximately 1,575 MW as of August 2026, up from 375 MW in 2020, according to a government release. Projections of nearly 8 GW by 2030 and investment figures of roughly $160 billion appear in government-linked reporting but without disclosed project databases, contractual status, or operational versus announced breakdowns. Separately, official electricity demand forecasts for data centres by 2031–32 range from 13.56 GW to 26.3 GW across different government sources, with no methodology provided to reconcile the figures.