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Deep & Emerging Tech·October 15, 2026·1 min read

AI Medicine: Big Pharma Investing Billions, But Success Is Debatable

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Billions into AI drug discovery with “debatable” success means timelines and validation, not enthusiasm, are the choke points. Biopharma leaders should narrow AI bets to programs with clear assay feedback loops and regulatory pathways, and kill or pause the rest rather than spreading capital thin across hype.

Deep & Emerging Tech

TSMC says it plans to build an additional 3nm fab in Tainan, Taiwan, set for production in H1 2028, alongside its 3nm capacity in Arizona and Japan's Kumamoto

TSMC adding another 3nm fab in Tainan for H1 2028, on top of Arizona and Kumamoto, confirms that advanced-node capacity will keep expanding—but on multi-year timelines. If your roadmap depends on bleeding-edge silicon, align product launches and AI infra plans with this 2028+ capacity curve, not next quarter’s hype.