Semiconductors & AI Chips Weekly Briefing

February 6, 2026

NVIDIA focused on AI investments amid memory shortages and export restrictions, while AMD reported record earnings, and TSMC and Micron expanded manufacturing globally, and more.

NVIDIA focused intensely on AI infrastructure, investing $2 billion in CoreWeave and reportedly nearing a $20 billion deal with OpenAI, even as US officials reviewed sales of its H200 AI chips to China's ByteDance under strict conditions. ^1234567
The global memory shortage severely impacted product availability; Intel and AMD notified Chinese customers of lengthy waits for server CPUs, while NVIDIA postponed gaming GPU launches until potentially 2028 to prioritize AI memory supply. ^{89101112131415}
AMD achieved record financial results in Q4 and full-year 2025, driven by surging data center and AI accelerator demand, even while its sales to China generated $390 million but faced uncertainty due to export regulations. ^1617181920
In architectural developments, AMD confirmed a major shift with its upcoming Zen 6 CPUs adopting Intel’s FRED instructions, while Intel countered by launching new Xeon 600 processors and hiring a key former Qualcomm executive to lead its GPU development efforts. ^{21222324252627}
Major memory and foundry players diversified globally: TSMC announced plans to produce 3nm semiconductors in Japan, and Micron broke ground on a massive advanced wafer fabrication facility in Singapore. ^28293031
Key component suppliers strengthened AI connectivity, notably with Marvell completing the acquisition of Celestial AI for optical interconnect technology, and Broadcom introducing a new Wi-Fi 8 solution optimized for AI-ready enterprise networks. ^{32333435363738}
Other notable developments included Arm reporting strong Q3 revenue growth driven by AI and data center demand, Synopsys selling its processor IP solutions business, and ASML facing controversy amid a planned reorganization involving 1,700 layoffs. ^3940414243

Sources

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