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India's first semiconductor assembly plant opened in Sanand, Gujarat on February 28, 2026. Micron is now shipping DRAM and NAND chips to Dell, Asus, and Qualcomm from Indian soil.
SK Hynix completed the first HBM4 chip in January 2026, targeting 70% of Nvidia Rubin GPU supply. Samsung is close behind. South Korea controls the memory that powers all frontier AI.
Huawei plans to produce 600,000 Ascend 910C AI chips in 2026, nearly doubling 2025 output. China's AI companies are training models on a hardware stack completely separate from Nvidia and CUDA.