Semiconductors & AI Chips Weekly Briefing

March 6, 2026

Nvidia shifts China strategy & invests $4B in AI optics, AMD expands AI chips & partners with Meta, Intel CPUs surge due to AI, and more.

Nvidia made significant strategic moves, including halting the production of chips for the Chinese market due to regulatory barriers, investing $2 billion each in Lumentum and Coherent for AI optics and infrastructure, and committing to building 6G with telecom leaders. ^{123456789101112131415161718192021}
AMD expanded its AI portfolio with the new Ryzen AI 400 Series and PRO chips for next-gen AI PCs and desktops, announced a multiyear AI partnership with Meta Platforms, and collaborated with Flex to manufacture the AMD Instinct platform in the U.S. ^{2223242526272829303132}
Intel saw increased demand for CPUs due to agentic AI, with CEO Lip-Bu Tan reconsidering 18A manufacturing technology for external clients and the company spending $1.5 billion on New Albany fabs in 2025. ^{223325343536373839404142}
Samsung Electronics faced a potential union strike over wage disputes, won a German court ruling against TCL for misleading QLED TV advertising, and confirmed a 100% DRAM price increase for customers. ^{434445464748495051525354555657585960616263646566}
ASML announced the readiness of its High NA EUV technology for high-volume AI chip manufacturing after exposing over 500,000 customer wafers, with reports highlighting its $400 million machine. ^67686970
Marvell reported strong financial results for Q4 and FY 2026, with revenue up 22% and 42% year-over-year respectively, and introduced 1.6T ZR/ZR+ pluggable and 2nm coherent DSPs with MACsec security for AI data center interconnects. ^7172737475

Semiconductors & AI Chips Weekly Briefing

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