Semiconductors & AI Chips Weekly Briefing
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. 123456789101112131415161718192021222324
- 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. 25262728293031323334353637
- 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. 253828394041424344454647
- 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. 4849505152535455565758596061626364656667686970717273
- 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. 7475767778
- 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. 7980818283
Sources
- Nvidia is shifting its China strategy. Here's why.
- Nvidia and AMD Could Face Worldwide AI Chip Export Controls Imposed By the Trump Administration
- US drafts rules for sweeping power over Nvidia's global sales
- US Mulls Requiring Permits for Global Nvidia, AMD AI Chip Sales
- Nvidia stops production of chips intended for Chinese market
- Nvidia Refocuses TSMC Capacity as Export Controls Stall China Sales, FT Reports
- Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
- Nvidia in Orbit? Job Listing Suggests GPU Maker Eyeing Space-Based Data Centers
- Nvidia commits to building 6G with telecom leaders
- Nvidia will not be able to invest $100 billion in OpenAI due to IPO, CEO Huang says
- Nvidia Global AI And DGX VP Hired By Google To Lead AI Infrastructure
- How Nvidia, Google and Amazon are dealing with ‘Dubai challenge’ as employees stranded and office temporarily closed
- Lumentum NVIDIA Deal Recasts AI Optics Role And Concentration Risks
- Nvidia introduces cuTile.jl for Julia
- Nvidia's Optical Strategy: $4 Billion Reshapes AI Data Center Economics
- Nvidia Turns Its AI Ambitions Toward 6G, Argues It Should Be Open Source
- Diagnostics startup Droplet Biosciences partners with Nvidia to speed cancer test results
- NVIDIA announces GTC 2026 conference
- Akamai to deploy thousands of Nvidia Blackwell GPUs
- Nvidia-backed Ayar Labs raises $500 million at $3.75 billion valuation
- Nvidia announces strategic partnership with Coherent
- Nvidia announces strategic partnership with Lumentum
- Nvidia to Invest $2 Billion in Both Lumentum and Coherent
- SoftBank, NVIDIA, and Amazon back OpenAI with USD 110B investment at USD 730B valuation
- ‘CPUs are cool again, Intel and AMD reporting spikes in CPU demand due to agentic AI, shortages — Lisa Su says business exceeded expectations while Intel is looking at long-term agreements with potential customers
- AMD just gave desktop PCs an AI brain with the Ryzen AI 400 series
- AMD Expands AI Portfolio With New Ryzen Chips: Can the Tech Deliver?
- ‘CPUs are cool again, Intel and AMD reporting spikes in CPU demand due to agentic AI, shortages — Lisa Su says business exceeded expectations while Intel is looking at long-term agreements with potential customers
- U of T and AMD launch dedicated AI and computing research lab
- Meta Reworks AI Chip Strategy With AMD, Google And Cost Outlook Shifts
- AMD partners with DSP Concepts for automotive audio
- Akash Systems Announces World's First Diamond Cooled AI Servers with AMD Instinct™ MI350X GPUs and MiTAC Computing - The Korea Herald
- Credo & TensorWave Team Up to Power Next-Gen AMD AI Clusters
- AMD Faces Export Limits on MI325 Chips to China
- AMD announces Ryzen AI PRO 400 Series CPUs
- AMD s CEO Dr. Lisa Su says CPU sales far exceeded my expectations
- Flex Announces U.S. Manufacturing Collaboration with AMD to Accelerate Domestic AI Infrastructure
- Howard Lutnick, Intel CEO Sued Over Firm’s 10% Stake Sale to US
- Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge
- Intel CEO Tan reconsidering fate of chipmaker's new manufacturing tech, CFO says
- Intel elects Barratt as board chair as Yeary retires
- Intel has manufacturing capacity issues. They may take years to fix.
- Intel previews 6G future at MWC 2026
- Former TSMC executive under investigation for leaking core chip technology
- Samsung and Vodafone validate new chipset for AI-native networks
- Intel spent $1.5B on construction of New Albany fabs in 2025
- Intel Confirms Arc Pro B70 Workstation GPU Via LLM-Scaler vLLM AI Release Notes
- Samsung hosts #PlayGalaxy Cup PUBG Mobile Global Open
- Samsung Electronics Wins German Court Ruling Against TCL Over Misleading QLED TV Advertising
- GTT Receives Samsung Heavy Industries Order for LNG Carrier Tank Design
- Samsung has reportedly confirmed a 100% DRAM price increase for its customers, so hold on to your hats, folks
- Samsung's Galaxy S26 Ultra wins Best in Show
- Cadence tapeouts 32GT/s UCIe IP subsystem
- Samsung Galaxy S26 in for review
- Samsung Electronics Union Votes on Strike Action Amidst Wage Dispute
- Samsung Vietnam Contributes 10% to Samsung Electronics' Global Profit
- Samsung Electronics Denies Supplier Allegations as Korean Antitrust Regulator Reviews Complaint | PYMNTS.com
- Samsung Venture Investment Makes Strategic Investment in AI Agriculture Firm N.Thing
- Samsung casts doubt on Galaxy S26 Edge and Z TriFold 2
- Samsung Electronics Ramps Up Hiring Ahead of Trial Production at Taylor Foundry Fab in Texas
- Samsung Electronics, Hyundai Motor and LG Electronics Suspend Middle East Operations Amid Escalating U.S.-Iran-Israel Tensions
- Samsung Issues 8 Critical Security Fixes—Is Your Galaxy On The List?
- Samsung secures Open RAN deal with Rakuten Mobile in Japan
- Samsung Asset Management Establishes Responsible Investment Strategy Team to Strengthen Voting Rights Exercise
- Samsung Launches Galaxy S26 In India: Pioneering AI-Powered Privacy & On-Device Data Control
- Samsung and Vodafone validate vRAN on Intel chipset
- Samsung supplies 5G Open RAN radios to Rakuten Mobile
- Synopsys collaborates with Samsung Foundry on multi-die chip design
- Samsung confirms the Galaxy S26 Ultra's screen is worse than it initially claimed
- Samsung sneaks out a business Galaxy S26 Ultra and keeps the price the same
- Samsung launches Digital Home Key in Samsung Wallet
- Samsung abandons Exynos for its next Galaxy Watch
- Samsung Removes Key 'Recovery' Tools from Galaxy Phones—Including OS Sideloading
- Odido also leaked data of 16 thousand employees in strategic sectors - from ASML to Defense
- ASML Files 2025 Annual Report, Showcasing Scale, Profitability and AI‑Driven Growth
- ASML'ers protest against the dismissal of experienced engineers. 'In two years they will need us again'
- ASML announces High NA EUV technology readiness
- ASML's $400 Million Beast Arrives To Power The Next AI Leap
- Marvell reports Q4 and FY 2026 financial results
- Marvell announces 1.6T ZR/ZR+ pluggable and 2nm coherent DSPs
- Broadcom launches Wi-Fi 8 ecosystem
- Cadence releases Tensilica HiFi iQ DSP
- Marvell introduces Golden Cable Initiative
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