Q1 2026 Technology Review: AI Hardware Led the Rally, Energy Technology Will Define What Comes Next
The first quarter of 2026 produced a technology narrative defined by two acts. Act one, spanning January and February, was dominated by AI hardware milestones: Samsung’s HBM4 mass production and commercial shipment, SK Hynix’s 3 billion packaging investment, TSMC’s record earnings and 2-56 billion capex commitment, the Boston Dynamics-DeepMind robotics partnership, and Singapore’s comprehensive AI…