Markets & Finance

Taiwan Semiconductor Manufacturing Co. posted blockbuster first-quarter growth, reinforcing that the infrastructure layer behind AI continues to accelerate despite stock market volatility.

Spot Bitcoin ETFs recorded $8.2 billion in net inflows during March 2026, the highest monthly total since their January 2024 launch.

The Indian government has announced a $47 billion investment in digital infrastructure over the next five years, the largest such commitment in the country's history.

A comprehensive analysis by the Semiconductor Industry Association reveals that the US, EU, Japan, and India have collectively committed $380 billion to build domestic chip manufacturing capacity — the largest industrial policy initiative since World War II.

The global semiconductor shortage that plagued industries from 2020 to 2024 is officially over. Chip supply now exceeds demand across automotive, consumer electronics, and industrial sectors.

Global electric vehicle sales reached 22 million units in Q1 2026, representing 28% of all new car sales worldwide. China alone accounted for 61% of global EV sales, with BYD surpassing Volkswagen as the world's second-largest automaker by volume.

Venture capital investment in AI companies reached $338 billion globally in 2025, representing 82% of all venture capital deployed. Non-AI startups are finding it increasingly difficult to raise funding.

The embedded finance market — financial services built into non-financial apps and platforms — has reached $138 billion in annual transaction volume, growing 48% year-over-year.