Semiconductors & AI Chips Weekly Briefing

June 12, 2026

Nvidia and AMD ramp up global AI infrastructure investments as Intel and Samsung secure major new foundry and memory manufacturing deals and more.

• Nvidia significantly expanded its presence in South Korea, partnering with SK Hynix on next-generation memory development and collaborating with Naver and SK Group to build gigawatt-scale AI factories. ^{12345678910111213}
• Samsung Electronics' chip leadership reported positive discussions with Nvidia regarding HBM4 and next-generation foundry services, while also securing a major site in Gwangju for a new semiconductor manufacturing plant. ^{14151617181920}
• TSMC achieved record monthly revenue of $13.17 billion and reached the rank of the world's ninth most valuable company, even as it warned of potential price increases due to rising manufacturing costs. ^212223242526
• AMD intensified its competition with Nvidia by claiming its forthcoming Zen 6 'Venice' CPUs offer superior per-rack performance and by committing $2.67 billion to AI research and infrastructure in the UK. ^272829303132
• Intel's manufacturing turnaround gained momentum as Google reportedly booked the company to produce over 3 million TPUs by 2028, and a partnership with Cadence was expanded for the Intel 14A process. ^{33343536373839}
• ASML reached a historic $700 billion market cap as the first European company to do so, while Micron moved forward with its $100 billion New York 'megafab' by appointing Bechtel as the lead contractor. ^4041424344
• Other notable developments include China drafting a $295 billion plan to build domestic AI data centers, Arm launching its first in-house data center CPU, and Marvell appointing Dan Durn as its new CFO. ^4546474849

Sources

1. Nvidia's Huang pegs Korean AI buildout at potential $360b The Korea Herald
2. SKT teams up with Nvidia on gigawatt-scale AI cloud Computer Weekly
3. Nvidia-SK Hynix pact sharpens memory race with Samsung, Micron DIGITIMES
4. Nvidia clinches deals with South Korean giants including SK Group to advance AI boom Reuters
5. South Korea s Naver to build gigawatt-scale AI factories using Nvidia technology Reuters
6. Nvidia, SK Hynix Sign Multi-Year Pact to Develop Next-Gen Chips Bloomberg
7. NVIDIA's (NVDA) CEO and South Korea's SK Group Expected to Announce Collaboration Plans Yahoo Finance
8. SK hynix announces multi-year partnership with NVIDIA SK hynix
9. Nvidia and NAVER expand AI infrastructure at gigawatt scale Nvidia
10. Nvidia and SK hynix announce a multiyear technology partnership Nvidia
11. Nvidia deepens SK Hynix partnership as AI infrastructure demand accelerates Seeking Alpha
12. Nvidia's Vera CPU Signals Bigger SK Hynix AI Memory Push Yahoo Finance
13. Nvidia CEO warns memory shortage will last 'quite a few years' The News International
14. Samsung Electronics semiconductor plant effectively finalized for 150,000 pyeong at 'Gwangju Cheomdan 3 District'···Amkor also expanding 경향신문
15. Samsung foundry rebound gathers pace on AI chip wins The Korea Herald
16. Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130% DIGITIMES
17. Samsung, Nvidia Deepen AI Semiconductor Partnership Through HBM4 and Foundry Collaboration Korea IT Times
18. Samsung is already shipping HBM4 for Vera Rubin — and is now negotiating HBM5 and next-gen foundry with Nvidia DIGITIMES
19. Samsung memory chief, Nvidia CEO discuss next-generation HBM cooperation The Korea Herald
20. Samsung Elec s chip chief says he discussed next-generation foundry with Nvidia CEO Reuters
21. TSMC reports record revenue of NT$417 billion Taipei Times
22. Just when you thought the chip crisis couldn t get worse, TSMC looks set to increase prices Yahoo Finance
23. TSMC Reports 30% Sales Growth In May, But Stock Remains Under Pressure Over Potential Taiwan Chip Curbs Yahoo Finance
24. TSMC has a warning for the AI industry: Chip prices could be headed higher Moneycontrol
25. TSMC reports May 2026 revenue of NT$416.98 billion TSMC
26. TSMC doubles market cap, climbs to ninth in rankings Taipei Times
27. AMD fires back at Nvidia, claiming 256-core Zen 6 Venice CPU beats Vera by 3.3x in rack-level performance — company shares first estimated EPYC Venice benchmarks Tom's Hardware
28. AMD: Our Next Server Chips Will Trounce Nvidia's Vera PCMag
29. TensorWave raises $350M led by AMD to build an Nvidia-free AI cloud TNW
30. AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next Yahoo Finance
31. AMD Pledges Up to $2.67 Billion for AI Computing, Research in U.K. Morningstar
32. AMD commits up to £2 billion in the UK AMD
33. Cadence expands collaboration with Intel Foundry for Intel 14A process Cadence
34. Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel s EMIB packaging for HBM integration Tom's Hardware
35. Intel Stock Gains. What a New Deal Means for Its Chip-Manufacturing Plans. Barron's
36. Intel’s Foundry Turnaround Is Becoming Reality. Just Ask Cadence. Barron's
37. Google is reportedly turning to Intel to make its AI chips. The Verge
38. Google and Nvidia Consider Intel as Backup Chip Manufacturer The Information
39. Google, Nvidia consider Intel as backup chip manufacturer, The Information reports Reuters
40. S&P Global Ratings upgrades Nvidia to AA on explosive AI demand Yahoo Finance
41. Micron selects Bechtel for New York semiconductor facility construction Micron
42. ASML breaks $700B market cap barrier: Here's the rally drivers and key risks Seeking Alpha
43. Micron appoints Alexis Black Björlin to its board of directors Micron
44. Micron Advances New York Chip Project Yahoo Finance
45. Exclusive-Nvidia begins Vera CPU sales pitch to Chinese clients, sources say Yahoo Finance
46. Marvell appoints Dan Durn as CFO Marvell
47. Arm Builds Its Own Data Center CPU: The AGI Chip That Takes On x86 and Its Own Customers Tech Times
48. Taiwan Is Reportedly Proposing Tougher AI Chip Export Rules - Why This Matters For Nvidia Investors Yahoo Finance
49. China is drafting a $295bn plan to build AI data centres, and to lock Nvidia out of them TNW