Semiconductors & AI Chips Weekly Briefing

February 20, 2026

TSMC expands AI chip capacity, NVIDIA announces major India investments and OpenAI deal, Samsung boosts AI memory, AMD denies MI455X delays, Qualcomm invests in India, and more.

• TSMC is expanding its advanced packaging capacity for AI chips and investing significantly in US and European markets, including a new fab in Dresden. ¹²³⁴⁵
• NVIDIA announced several strategic partnerships and investments in India, including collaborations for AI data centers, enterprise AI agents, and a $30 billion investment in OpenAI. ^{67891011121314151617181920212223242526272829}
• Samsung made advancements in AI memory with HBM4 DRAM mass production and LPDDR5X-PIM memory technology, while also facing challenges with chip pricing and labor disputes. ^{3031323334353637383940414243444546474849505}
• AMD is providing a $300 million loan guarantee for Crusoe, denied reports of Instinct MI455X delays, and announced Day 0 support for Alibaba Qwen 3.5 on its Instinct GPUs. ^{5152535455565758596061}
• Qualcomm committed ₹90 crore to Indian research programs, is partnering with Tata Electronics for automotive module manufacturing, and plans to invest $150 million in Indian AI startups. ^{626364656667686970}
• Other developments include Broadcom introducing a 6G Digital Front-End SoC, Applied Materials integrating NVIDIA AI into its platforms, and Cadence launching a ChipStack AI Super Agent. ^{7172737475767778798081828384858687888990919293949596979899}

Sources

1. TSMC Strengthens Market Lead Through Innovation and Strategic Agreement aktiencheck.de
2. TSMC's Global Expansion Strategy Gains Momentum in US and European Markets newscase.com
3. TSMC Expands AI Chip Capacity And Pricing Power With Advanced Nodes finance.yahoo.com
4. US-Taiwan trade deal could push TSMC to invest extra NT$3.14 trillion in US taiwannews.com.tw
5. [News] ASML’s High-NA EUV for 2027-28: Which Giants Are Betting Big—Intel, Samsung, SK hynix or TSMC? trendforce.com
6. NVIDIA releases AI in telecom survey Nvidia
7. Nvidia and OpenAI near investment to replace unfinished $100bn deal ft.com
8. India AI Impact Summit 2026: ePlane to build the digital twin of India's first electric air taxi with NVIDIA businesstoday.in
9. NVIDIA CEO teases chips world has never seen before for GTC: possibly Rubin Ultra or Feynman tweaktown.com
10. Nvidia’s Intel Stake Recasts AI Alliance And Data Center Rivalry finance.yahoo.com
11. Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal businessinsider.com
12. Viridien Teams Up with NVIDIA to Accelerate Seismic Imaging Workflows oedigital.com
13. Larsen & Toubro partners Nvidia to build gigawatt-scale AI data centre factory financialexpress.com
14. US tech giant Nvidia announces India deals at AI summit rfi.fr
15. NPCI to use NVIDIA Nemotron for payments-native AI foundation model finance.yahoo.com
16. Nvidia deepens early-stage push into India’s AI startup ecosystem finance.yahoo.com
17. Nvidia partners with leaders for AI factories in India Nvidia
18. NVIDIA collaborates with India on AI mission Nvidia
19. Nvidia partners with Indian integrators for enterprise AI agents Nvidia
20. Nvidia Sells Off Stake in Arm, a Company It Once Tried to Buy bloomberg.com
21. Why did Nvidia sell its Arm stake after trying to buy it? invezz.com
22. NVIDIA announces strategic partnership with Meta Nvidia
23. Nvidia to sell Meta millions of chips in multiyear deal reuters.com
24. Nvidia is partnering with major Indian VC firms in search for the country s next AI start-ups cnbc.com
25. AlphaTON Capital Adds Deployment of 504 NVIDIA Blackwell B200 GPU Computers for AI Market Infrastructure thestreet.com
26. NVIDIA Extends AI Platform Into Factories Labs And Edge Data Centers finance.yahoo.com
27. Indian data center firm Yotta to build $2 billion AI hub with Nvidia's Blackwell chips channelnewsasia.com
28. Nvidia Blackwell Ultra delivers 50x better performance 35x lower costs Nvidia
29. NVIDIA Addresses Jensen Huang’s Absence at AI Impact Summit 2026, Says He ‘Caught a Bug’ analyticsinsight.net
30. Samsung Fire & Marine Insurance Posts 2 Trillion Won Net Profit for Second Year, Down 2.7% - Focus on Core Business Competitiveness in 2024 en.infomaxai.com
31. Samsung Electronics, KT hit record 6G speeds in 7GHz band koreaherald.com
32. Samsung introduces new Bixby in One UI 8.5 Samsung
33. Samsung verifies X-MIMO technology in 7 GHz band Samsung
34. Samsung expands partnership with Videotron Samsung
35. "Samsung Electronics Lost the Top Spot"...TCL Ranked No. 1 in Global TV Shipments in December mk.co.kr
36. Samsung Electronics Labor and Management Break Off 2026 Wage Talks...Begin National Labor Relations Commission Mediation Application asiae.co.kr
37. Samsung C&T to invest $6.5 billion over three years upi.com
38. Samsung Raises Chip Prices Amid Smartphone Cost Woes businesskorea.co.kr
39. Samsung leads with HBM4 DRAM performance edn.com
40. Samsung bonus ruling ignites severance battle koreaherald.com
41. Samsung asking for $700 for latest model of its High Bandwidth Memory for AI datacentres finance.yahoo.com
42. Samsung Pushes LPDDR5X-PIM Memory to Regain AI Market Edge winbuzzer.com
43. First Galaxy Z TriFold Screen Issues Appear, Samsung Offers Refunds or Fixes pcmag.com
44. Sales of Samsung OLED TVs exceeded 2 million units last year mk.co.kr
45. More memory: Samsung and SK Hynix are apparently accelerating plant construction heise.de
46. Samsung rolls out 'secure chat' to curb internal leaks koreaherald.com
47. Samsung announces seamless Galaxy camera experience Samsung
48. Samsung Electronics Targets North American Market with AI and Luxury Built-in Appliances en.infomaxai.com
49. Samsung can’t even buy its own Exynos chips for less, adding to Galaxy S26 price hike 9to5google.com
50. 'Can Your Phone Do This?'—Samsung Electronics Bets on 'Galaxy AI' for Camera Innovation en.infomaxai.com
51. AMD Shareholders Received Amazing News From a Massive New Customer fool.com
52. AMD to backstop $300 million Crusoe loan, the Information reports reuters.com
53. Advanced Micro Devices (AMD) Announces Executive Incentive Plan gurufocus.com
54. AMD Says Report Of Delayed Instinct MI455X Accelerator Launch Is Total BS hothardware.com
55. AMD invests in World Labs AMD
56. User Reports Ryzen 7 9800X3D And 9850X3D Failures Within A Few Weeks; First 9850X3D Failure Case? wccftech.com
57. AMD showcases inference performance breakthroughs on GPUs AMD
58. AMD denies report of MI455X delays as Nvidia VR200 systems are rumored to arrive early — company says Helios systems 'on target for 2H 2026' finance.yahoo.com
59. AMD Announces Day 0 Support for Alibaba Qwen 3.5 on Instinct MI300X, MI325X, and MI355X windowsreport.com
60. AMD introduces hipSPARSELt library AMD
61. AMD announces Day 0 Qwen 3.5 support on Instinct GPUs AMD
62. Qualcomm commits ₹90 crore to support Anusandhan National Research Foundation research programs telecom.economictimes.indiatimes.com
63. Qualcomm, Tata Electronics to manufacture Qualcomm Automotive Modules in India thehindu.com
64. ToneTag secures $5 mn from Qualcomm Ventures to scale sound-based payments business-standard.com
65. 'Double-dipping' dispute over Qualcomm iPhone chips finally ends 9to5mac.com
66. AI Impact Summit 2026 Day 5 Live: After mobile boom, AI can power India's rise as global manufacturing hub, says Qualcomm CEO economictimes.indiatimes.com
67. Qualcomm's venture arm to invest $150 million in Indian AI start-ups, partners Sarvam thehindubusinessline.com
68. Qualcomm CEO discusses AI's next chapter and India's edge advantage Qualcomm
69. Qualcomm commits $150M to India's AI venture fund Qualcomm
70. Qualcomm says UK lawsuit over smartphone chip royalties will be withdrawn reuters.com
71. Sandisk Announces Participation in Investor Conferences gurufocus.com
72. Arm highlights growing AI infrastructure adoption Arm
73. Synopsys Appoints Former Deloitte Executive Peter Shimer to Board of Directors and Announces Board Transitions tmcnet.com
74. Synopsys appoints Peter Shimer to its board Synopsys
75. ECB fines JPMorgan s European arm 12.2 million euros for misreporting capital requirements finance.yahoo.com
76. Cadence accelerates L&T's AI chip design cycles Cadence
77. Broadcom Introduces Industry’s First 6G Digital Front-End SoC for Massive MIMO finance.yahoo.com
78. Arm partners with Simprints and Gavi Arm
79. KLA trial: amid expectations and protests balcanicaucaso.org
80. Marvell Pursues Data Center Growth With Celestial AI And XConn Deals finance.yahoo.com
81. From Heineken to ASML: Over 350 Dutch companies to cut thousands of jobs dutchreview.com
82. Irish trade union issue at ASML escalates computable.nl
83. SK hynix presents AI-based virtual metrology research SK hynix
84. Broadcom introduces BroadPeak 6G Digital Front-End SoC Broadcom
85. Applied Materials partners with NVIDIA Applied Materials
86. Applied Materials Settlement Clarifies Export Risks And Refocuses On AI Growth finance.yahoo.com
87. Intel Corporation to Participate in Upcoming Investor Conference morningstar.com
88. Lam Research Boise Expansion Deepens Micron Ties In AI Memory Cycle finance.yahoo.com
89. Applied Materials reports Q1 FY26 results Applied Materials
90. Applied Materials expands Israel R&D hub | Ctech calcalistech.com
91. Micron s Clay Project Races Against Time to Clear Land for Bat Season | 570 WSYR wsyr.iheart.com
92. Warranty as abuse? Rethinking discrimination in CCI's Matrix v. Intel barandbench.com
93. Micron Is Spending $200 Billion to Break the AI Memory Bottleneck wsj.com
94. Cadence reports Q4 and FY 2025 financial results Cadence
95. Lam Research expands in Boise Lam
96. Intel Expects Every “One in Two” PCs to Be AI-Powered, as Panther Lake Makes the Shift Inevitable with Its High-End NPU... wccftech.com
97. Applied Materials reportedly fined $252m for unlicensed shipments to China’s SMIC - New Electronics newelectronics.co.uk
98. Lam Research CEA Leti Alliance Puts AI Chip Growth Story In Focus finance.yahoo.com
99. India AI Impact Summit 2026: Micron to commence production at Gujarat facility by Feb-end, says S Krishnan telecom.economictimes.indiatimes.com