$1,555,000,000,000+
That is what the semiconductor industry is forecast to do in revenue in 2026 - for the first time ever. It took the industry 60+ years to hit that number once. Some forecasts say it could reach $1.75T by 2030.
How big do you think this industry can get?
We talk a lot about who will build the next big AI chip. But someone has to build the machines that actually make those chips. As chips get smaller and harder to manufacture, the semiconductor equipment industry could end up being one of the biggest winners of the AI boom.
CXMT is moving LPDDR6 into mass production.
Xiaomi’s upcoming 18 Fold will be the first publicly confirmed smartphone to use it.
From samples to a flagship device.
China’s semiconductor supply chain is moving fast.
20/20 When chips + AI + robotics truly connect?
Tech stops being a tool.
It becomes infrastructure.
And eventually?
The economy won’t just be digital.
It’ll be programmable.
So… who’s ready?
And who’s panicking?
9/20 Here’s what most people miss:
Software automates information.
Robots automate physical work.
When AI controls machines?
We’re not just automating tasks.
We’re automating entire jobs.
And I’m not just talking about factory workers.
19/20 The industrial revolution gave machines power.
Computers gave them brains.
The internet connected them.
AI gave them intelligence.
Robotics? That’s giving them hands.