Gartner assured that the industry will lose sales of almost US$ 30 billion compared to this year. There are two factors at play: oversupply and its flip side, sluggish demand, and a global economy affected by inflation, rising interest rates and an incipient recession. TSMC will reduce its capital expenditure by 10% in 2022.

The consulting firm Gartner has drastically changed its forecast for the global semiconductor industry's revenue growth for 2023. Last July, it went from predicting a very slight growth of less than 1% compared to 2022, to forecasting a drop of 3.6%.

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Globales · Hardware17/03/2026

AI inference emerges as magnet and Nvidia launches bet

At Nvidia’s developer conference, its CEO, Jensen Huang, confirmed that the company is moving toward the AI inference business, while continuing to support its AI training segment. In 2025, combined chip sales across both segments exceeded US$302 billion.

Globales · Data Center13/03/2026

In modern warfare, data centers are military targets

Iran's drone attacks on three Amazon Web Services (AWS) data centers in the United Arab Emirates and Bahrain opened a new stage: the inclusion of this infrastructure as a war target since it is presumed that its facilities serve the war effort.

Globales · Data Center12/03/2026

Ciena unveils Vesta 200 6.4T CPX CPO for new AI workloads

Fernando Capella, Ciena’s Country Manager in Brazil and director for the Southern Cone, referred to the potential of this Co-Packaged Optics solution during MWC 2026.

Globales · Software and Applications12/03/2026

Lenovo boosts Qira AI platform for seamless cross-device workflow

Steve Long, senior VP of the firm’s Intelligent Devices Group (IDG), put into context the roughly 35 launches announced in the Catalan city.

Globales · Equipment Providers and Network Solutions11/03/2026

Nokia: Telcos aim for level 4 autonomous networks by 2030

This goal was conveyed to Convergencia by Rodrigo Brito, VP of Autonomous Networks at the company, within the framework of MWC Barcelona 2026. The implementation of "attempts" is key along the way.

List all analysis

Global chip market outlook for 2023 gloomy

MORE ANALYSIS

AI inference emerges as magnet and Nvidia launches bet

At Nvidia’s developer conference, its CEO, Jensen Huang, confirmed that the company is moving toward the AI inference business, while continuing to support its AI training segment. In 2025, combined chip sales across both segments exceeded US$302 billion.

In modern warfare, data centers are military targets

Iran's drone attacks on three Amazon Web Services (AWS) data centers in the United Arab Emirates and Bahrain opened a new stage: the inclusion of this infrastructure as a war target since it is presumed that its facilities serve the war effort.

Ciena unveils Vesta 200 6.4T CPX CPO for new AI workloads

Fernando Capella, Ciena’s Country Manager in Brazil and director for the Southern Cone, referred to the potential of this Co-Packaged Optics solution during MWC 2026.

Lenovo boosts Qira AI platform for seamless cross-device workflow

Steve Long, senior VP of the firm’s Intelligent Devices Group (IDG), put into context the roughly 35 launches announced in the Catalan city.

Nokia: Telcos aim for level 4 autonomous networks by 2030

This goal was conveyed to Convergencia by Rodrigo Brito, VP of Autonomous Networks at the company, within the framework of MWC Barcelona 2026. The implementation of "attempts" is key along the way.

A DIARIO LATINO 17-03-2026

AI inference emerges as magnet and Nvidia launches bet

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