Global Scans · Technology · Weekly Summary

• [New] The Ministry of Science and Technology oversees AI development under the New Generation AI Development Plan, which aims to strengthen China's position as a global AI innovation hub by 2030. Persistence Market Research
• [New] Global semiconductor sales reached USD 791.7 billion in 2025 and are projected to approach USD 1 trillion by the end of 2026, reflecting sustained investment in advanced computing technologies and strengthening demand for AI accelerators across cloud, enterprise, and edge deployments. MarkNtel Advisors
• [New] Worldwide IT spending is expected to exceed USD 6 trillion in 2026, demonstrating that AI-led digital transformation is expanding infrastructure investment across enterprises and creating sustained demand for advanced semiconductor technologies. MarkNtel Advisors
• [New] Asia-Pacific is projected to register the fastest growth during the forecast period, driven by increasing defence spending, rapid military modernization, and expanding procurement of advanced fighter aircraft, UAVs, naval platforms, and missile systems across China, India, Japan, and South Korea. stratviewresearch.com
• [New] Fastest Growing Region: Asia Pacific is the fastest growing region, expanding near 44.1% CAGR through 2033, driven by rapid automotive digitalization across China, Japan, and South Korea, alongside growing government quantum technology investment. Persistence Market Research
• [New] Looking ahead, continued expansion of electric mobility and industrial automation is expected to position Asia Pacific as one of the fastest-growing markets for automotive quantum computing, creating significant opportunities for technology providers and research partnerships. Persistence Market Research
• [New] Looking ahead, increasing collaboration between automotive manufacturers and quantum technology providers is expected to reinforce North America's leadership while creating new opportunities for advanced mobility research and industrial deployment. Persistence Market Research
• [New] For investors with appropriate risk tolerance and time horizons, NVIDIA remains a core holding for exposure to the AI transformation that is reshaping global technology infrastructure. Alphio AI
• [New] Computing & Data Storage will lead all application markets in semiconductor revenue growth, rising by more than 150% YoY in 2026 to approach $1 trillion. EMSNow
• [New] India, South Korea, and Southeast Asia are attracting manufacturing investment as OEMs diversify sourcing and suppliers expand regional production networks, creating additional opportunities for EV harnesses, lightweight wiring, connectors, and electrical distribution systems. Persistence Market Research
• [New] Leading System Type: The surveillance and tracking segment is anticipated to be the leading system type, accounting for over 35% of the revenue share in 2026, owing to widespread deployment of radar, AIS, and integrated monitoring systems. Persistence Market Research
• [New] Key Opportunity: Growing investments in AI-enabled maritime surveillance, autonomous security systems, and smart port infrastructure are creating significant opportunities for integrated maritime security solutions worldwide. Persistence Market Research
• [New] The PRC likely aims to identify vulnerabilities in US and NATO military technology that the PLA could exploit to deter or defeat the United States or NATO-armed militaries in a potential conflict. American Enterprise Institute - AEI
• [New] You could still get air-cooled systems from Nvidia and its partners, and it certainly sold a lot of eight-way HGX B200 boxes, but deploying its most powerful NVL72 systems required liquid cooling that not every facility was capable of supplying. theregister
• [New] The Department of Energy, for example, recently announced its Quantum Genesis initiative, which will deploy the world's first fault-tolerant, scientifically relevant quantum computing capability. Technology Solutions That Drive Government
• [New] 5D RAPID, a £2.5 million (US$ 3.3 million) project led by Oxford RF, will develop radar technology measuring position in three dimensions and speed across two, to improve autonomous driving in complex conditions. Automotive World
• The AI segment is projected to register the fastest growth at a CAGR of 39.6% during 2026-2034, supported by rapid advancements in machine learning, predictive analytics, and autonomous decision-making systems. Straits Research
• The manufacturing process planning segment is projected to register the fastest growth at a CAGR of 36.5% during 2026-2034, supported by the rapid adoption of Industry 4.0 technologies, industrial automation, and smart factory initiatives. Straits Research
• Google's Kairos Power deal and Amazon's SMR investment reflect bets on SMR technology reaching commercial scale in the early 2030s. AI Business Weekly
• If SMR technology delivers at scale by the early 2030s, the long-term AI energy trajectory becomes sustainable. AI Business Weekly
• AI chip deployments will double every nine months in the coming years, indicating an extraordinary sustained surge in computing power. Build Fast with AI
• The Seattle company has doubled its computing capacity since 2022 and would double it again by 2027. The New York Times
• Many firms focus disproportionately on technology, whilst insufficiently addressing risks arising from third-party dependencies. Mishcon de Reya LLP

Last updated: 24 August 2026