Semiconductors & AI Chips Weekly Briefing

February 27, 2026

Nvidia secures H200 license for China, ASML's next-gen EUV ready for mass production, Samsung launches AI-focused Galaxy S26, and more.

• Nvidia secured a license to ship a limited number of less-advanced H200 chips to China, although an official later stated no H200 chips had yet been shipped. Separately, DeepSeek reportedly used Nvidia's Blackwell chips for training, despite export bans. ¹²³⁴
• ASML's next-gen High-NA EUV machines are ready for mass production, having processed 500,000 wafers, with full manufacturing integration expected in 2-3 years, reinforcing ASML's dominance. ^{567891011121314}
• Samsung launched its Galaxy S26 series, emphasizing AI features and on-device AI capabilities, but also faced higher prices due to surging memory chip costs. ^{1516171819202122232425262728293031323334353637383940}
• AMD expanded its partnership with Meta Platforms, agreeing to supply up to 6 gigawatts of customized AI GPUs and CPUs, and also invested $150-$250 million in Nutanix for joint AI platform development. ^414243444546
• TSMC is pushing Japanese suppliers to localize electroplating additives in Taiwan due to increased AI-driven demand and plans to buy over 100 million chips from TSMC's Arizona fab by year-end. ^{47484950515253}
• Other notable developments include Arm supporting digital ID expansion for healthcare and AI robocar compute, Nvidia investing in AI startups and unveiling the Vera Rubin AI system, and SK Hynix investing 21.6 trillion KRW in a new Yongin fab. ^{545556575859606162636465666768697071727374757677787980818283848586878889909192939495969798}

Sources

1. Nvidia gets nod to ship H200 chips to Chinese market China Daily
2. Almost five months after CEO Jensen Huang complained that Nvidia's marketshare in China has fallen to Zero from 95%, CFO Kress gives an updat… The Times of India
3. Nvidia Hasn't Shipped Any H200 Chips to China, Says Official Barron's
4. China trains DeepSeek on Nvidia’s most advanced AI chip Blackwell despite US export ban The News International
5. Exclusive: ASML says next-gen EUV tools ready to mass-produce chips, marking key shift for AI chip production Reuters
6. ASML does not convince trade unions of the usefulness and necessity of reorganization Computable
7. ASML's Technological Leap and Record Backlog Signal Sustained Dominance Aktien-Check
8. Job growth stalls at ASML (and then there's also a wave of layoffs coming) AD
9. ASML's Latest EUV Breakthrough Puts Would-Be Rivals Further Behind Yahoo Finance
10. ASML shifts outlook as AI drives chip demand News.az
11. ASML publishes 2025 Annual Reports AP News
12. ASML publishes 2025 Annual Reports ASML
13. Chinese former ASML employee put sensitive data on his own laptop: three years in prison demanded De Gelderlander
14. Stronger-than-expected demand in Chinese mainland fuels double-digit growth for lithography market: ASML Global Times
15. Samsung updates TV data consent settings after Texas sues over spying Yahoo
16. [Exclusive] Samsung Electronics Issues Strong Warning to Hanmi Semiconductor Over Spread of Misinformation 알파경제
17. Samsung Electronics' Pyeongtaek semiconductor plant has been selected as the target project for the Maeil Business Newspaper
18. Samsung Electronics Receives 'AA-' Credit Rating from Fitch Yonhap Infomax
19. National Growth Fund selects Nos. 2 and 3 investment destinations… Isu next-generation battery materials plant, Samsung AI semiconductor cluster 경향신문
20. Samsung says AI battleground will center on devices Pulse
21. Samsung expands its journey: Galaxy for the Planet with new goals through 2030 Zawya
22. Samsung E&A Wins $2.4 Billion Chemical Plant Deal Businesskorea
23. Samsung’s Galaxy S26 puts AI front and center, but privacy protection may steal the show Yahoo News UK
24. Samsung Raises Prices For Some Galaxy S26 Models As Memory Chip Costs Surge Arise News
25. Samsung unveils Galaxy Buds4 series Samsung
26. Samsung expands Galaxy for the Planet with 2030 goals Samsung
27. Samsung doubles down on on-device AI in smartphone push Financial Express
28. Samsung Galaxy S26 Gets A Bigger Battery, More AI And A Price Hike Forbes
29. Samsung deepens partnership with Orange Group Samsung
30. New Samsung Galaxy S26 Line Leans Into More Useful, Hands-On AI Consumer Reports
31. Samsung, SK Hynix Drive Korea Benchmark’s Breakthrough Past 6000 Yahoo Finance
32. Qualcomm unveils Snapdragon 8 Elite Gen 5 for Galaxy Qualcomm
33. Samsung receives 77 accolades at iF Design Awards 2026 Samsung
34. Samsung exec confirms you can blame RAM — and other materials — for the Galaxy S26’s higher pricetag The Verge
35. Samsung Increases Initial Galaxy S26 Ultra Production to Nearly 4 Million Units TechJuice
36. Samsung and SK Expand AI Memory Playing Field with LPDDR6 Businesskorea
37. Samsung Compliance Chief Lee Chanhee: "Labor-Management Relations Are a Major Hurdle Samsung Must Overcome...We Will Strengthen Communication" cm.asiae.co.kr
38. Watch Samsung Unpacked 2026 right here: Galaxy S26 series reveal starts at 10am PT / 1pm ET TechSpot
39. [Exclusive] Samsung Semiconductor Will Not Use Hanmi TC Bonder Equipment 알파경제
40. Samsung C&T Joins Bidding for Shinbanpo 19·25 Redevelopment Project—Three-Way Race with POSCO and Daewoo Possible Yonhap Infomax
41. AMD's Meta And Nutanix AI Deals Reframe Growth And Risk Profile Yahoo Finance
42. AMD to Buy $150 Million of Nutanix Stock in New Partnership Bloomberg
43. AMD announces strategic partnership with Nutanix AMD
44. Meta just signed a blockbuster chip deal with AMD, hot off the tail of its Nvidia tie-up AOL
45. AMD and Meta announce expanded partnership deploying 6GW GPUs AMD
46. VIEW AMD secures Meta as next big AI chip customer | Reuters Reuters
47. TSMC pushes Japanese suppliers to localize electroplating additives in Taiwan DIGITIMES
48. Apple to buy more than 100 million chips from TSMC's Arizona fab by year's end The Business Journals
49. TSMC Overseas Build Out Reshapes AI Supply Chain And Valuation Debate Yahoo Finance
50. Apple CEO warned by CIA over possible 2027 China-Taiwan conflict, Tim Cook said he slept 'with one eye open' Financial Express
51. TSMC reports asset acquisitions and investment activity in January 2026 By Investing.com Investing.com
52. TSMC advances circular economy through chemical recycling TSMC
53. TSMC's record profits signal AI boom far from over DIGITIMES
54. Arm supports Simprints' digital ID expansion Arm
55. NVIDIA removes the latest GeForce Game Ready driver due to a potentially damaging bug TweakTown
56. Nvidia powers LillyPod AI factory launch Nvidia
57. Nvidia congratulates Andrea Weidlich and Luca Fascione Nvidia
58. SanDisk builds world's smallest 1TB USB-C drive SanDisk
59. Arm partners with Tensor on AI robocar compute Arm
60. Nvidia Boosts Investments in AI Start-Ups Barron's
61. Nvidia's Vera Rubin Promises 10x Efficiency as AI Power Demands Surge TechRepublic
62. Nvidia vs Intel: Jensen Huang braces investors for renewed battle as chip wars reignite The News International
63. SanDisk and SK hynix begin HBF standardization SanDisk
64. Broadcom introduces BroadPeak 6G SoC Broadcom
65. Qualcomm appoints Kevin O’Buckley EVP, Global Operations Qualcomm
66. Broadcom ships 3.5D Face-to-Face Compute SoC Broadcom
67. Nvidia expects gaming chips shortage to last until year-end The Business Times
68. SK hynix and Sandisk start HBF standardization SK hynix
69. Nvidia Exits Arm Stake As Arm Deepens AI Data Center Push Yahoo Finance
70. Synopsys reports Q1 FY26 financial results Synopsys
71. Nvidia keeps the AI party alive with a booming quarter and even better outlook CNBC
72. Qualcomm introduces Q-7790 and Q-8750 processors Qualcomm
73. Nvidia's Quarterly Profit Hits $43 Billion on Strong A.I. Chips Sales The New York Times
74. Qualcomm showcases AI-native 6G prototypes at MWC Barcelona 2026 Qualcomm
75. AMD demonstrates trillion-parameter LLM on Ryzen AI Max+ cluster AMD
76. Nvidia reports record Q4 revenue of $68.1B Nvidia
77. Intel launches Core Ultra Series 3 Intel
78. Arm builds offline AI medical note summarizer Arm
79. NVIDIA makes softmax more efficient with Blackwell Ultra Nvidia
80. NVIDIA (NVDA) Q4 2026 Earnings Call Transcript Yahoo Finance
81. Arm backs Linaro-introduced CoreCollective coalition Arm
82. AMD advances vRAN economics with EPYC 8005 Server CPUs AMD
83. SK hynix invests 21.6 trillion KRW in Yongin fab SK hynix
84. An Indian company is set to build a $2 billion AI hub with Nvidia’s GPUs and go public. Here s what we know so far CNBC
85. Synopsys posts Q1 FY2026 financial results Synopsys
86. Nvidia, Microsoft back self-driving firm Wayve as it hits $8.6 billion valuation CNBC
87. Synopsys announces world's first HBM4 IP test chip Synopsys
88. Nvidia DreamDojo: Open-Source World Model for Robots Winbuzzer
89. Broadcom launches Wi-Fi 8 Campus Solution Broadcom
90. Marvell demonstrates PCIe 8.0 SerDes technology at DesignCon 2026 Marvell Technology
91. NVIDIA survey reveals AI delivers ROI in healthcare Nvidia
92. SanDisk introduces next-generation portable SSD portfolio SanDisk
93. NVIDIA Deepens Role In Global AI Infrastructure With Sovereign And Enterprise Builds Yahoo Finance
94. Intel and SambaNova plan multi-year collaboration Intel
95. Singtel accelerates Singapore's AI adoption with Nvidia Nikkei Asia
96. Nvidia plans a Windows PC SoC, setting up direct competition with Qualcomm, Intel, and AMD Computerworld
97. Starboard Pressure Puts Riot Platforms AI Pivot In Investor Focus Yahoo Finance
98. AMD presents LuminaSFT dataset AMD