Japan street at night outside food store

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…

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Reserve Bank of India currency production sheet

Asia’s First Quarter Ends in Turbulence as Oil Shock Collides with the Region’s AI-Driven Growth Story

The first quarter of 2026 will be remembered as a period that began with historic optimism and ended in crisis. Asian equity markets opened the year at record levels, fueled by Samsung and SK Hynix’s HBM production ramp, TSMC’s record earnings, Japan’s Takaichi-driven fiscal expansion, Singapore’s AI-centered budget, and India’s emergence as the region’s fastest-growing…

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