Semiconductors & AI Chips Weekly Briefing

June 26, 2026

Micron and Samsung report record AI-driven growth while Nvidia and AMD secure major supercomputing deals and global export tensions rise and more.

• Micron Technology posted record-breaking fiscal third-quarter results and a strong fourth-quarter forecast, driving its market valuation past Meta and fueling a rally across global semiconductor stocks. ¹²³⁴⁵
• Samsung Electronics reached a $1 billion revenue milestone for its sixth-generation high-bandwidth memory (HBM4) and is reportedly planning a 90 trillion won ($647 billion) investment over the next decade. ⁶⁷⁸⁹¹⁰
• Nvidia expanded its supercomputing footprint with 35 new systems in Europe and announced the Vera CPU to power scientific research, while projecting $1 trillion in AI infrastructure demand by 2027. ^1112131415
• AMD and Qualcomm intensified their pursuit of the data center market, with AMD targeting a $120 billion market through new supercomputing wins and Qualcomm launching its Dragonfly brand to challenge industry leaders. ^161718192021
• TSMC and Amkor Technology formed a strategic alliance to expand advanced packaging capacity in Arizona and Korea to meet the soaring demand for AI and high-performance computing components. ^22232425
• The Netherlands joined a U.S.-led chip alliance but continues to lobby against proposed export control expansions that would further restrict ASML's ability to sell semiconductor equipment to China. ^2627282930
• Other notable developments include OpenAI's reported internal chip project, Nvidia facing a lawsuit over AI training data, and GlobalFoundries acquiring Synopsys' ARC Processor IP business. ³¹³²

Sources

1. CNA · June 26 Micron overtakes Meta in market value amid relentless AI infrastructure demand
2. Yahoo Finance · June 25 Micron Just Guided for a Staggering $50 Billion in Fiscal Q4 Revenue. Here's What It Means for the AI Trade.
3. Digitimes · June 25 Micron forecasts stronger AI-driven growth as strategic agreements reshape memory market
4. The Globe and Mail · June 24 Micron (NASDAQ:MU) Reports Upbeat Q2, Stock Soars
5. Micron · Announcement · June 24 Micron achieves record fiscal third-quarter results
6. Reuters · June 25 Samsung to invest 1,000 trillion won in South Korea, media report says
7. Digitimes · June 25 Samsung chairman reviews HBM4 supply as revenue tops US$1 billion
8. The Next Web · June 24 Samsung plans a 90 trillion won buyback to fund a chip-worker bonus
9. Reuters · June 24 Samsung Electronics plans $59 bln share buyback, Yonhap reports
10. SBS 뉴스 · June 23 Samsung Electronics Surpasses $1 Billion in HBM4 Sales, Eyes $10 Billion by Year-End
11. Yahoo Finance · June 25 Nvidia (NVDA) CPUs to Power Supercomputers at the Los Alamos National Laboratory
12. Neowin · June 22 NVIDIA announces 35 new AI HPC supercomputers across Europe
13. NVIDIA · Blog post · June 22 Nvidia's JUPITER supercomputer enables exascale science
14. NVIDIA · Announcement · June 22 Nvidia Vera CPU powers new LANL supercomputers for scientific AI
15. NVIDIA · Announcement · June 22 Nvidia announces 35 new AI supercomputers in Europe
16. Yahoo Finance · June 25 AMD s Supercomputing Gains Fuel AI Data Center Growth: What s Ahead?
17. Yahoo Finance · June 25 Gartner Names Advanced Micro Devices, Inc. (AMD) “The Company to Beat for Enterprise AI Server CPUs
18. Qualcomm · LinkedIn post · June 24 Qualcomm raises FY29 non-handset revenue target to $40B
19. Qualcomm · Announcement · June 24 Qualcomm introduces Dragonfly brand for AI data center solutions
20. AOL · June 23 Massive News: AMD AI Growth Sparks $120B Market Ambition
21. AMD · Announcement · June 23 AMD powers 4 of 10 most powerful supercomputers
22. Amkor · LinkedIn post · June 25 Amkor expands advanced packaging and test capacity
23. Digitimes · June 25 TSMC-Amkor alliance jolts packaging map as ASE races to expand
24. Yahoo Finance · June 24 Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors
25. Yahoo Finance · June 24 TSM Stock Jumps Overnight On Reports Of Foundry Price Hike Amid Massive Capacity Expansion
26. Yahoo Finance · June 24 ASML Faces New China Risk as 19% Sales Market Comes Under Pressure
27. NRC · June 24 The Netherlands supports US chip alliance but resists bill affecting ASML
28. DutchNews.nl · June 24 Netherlands joins US chip pact while fighting ASML export curbs
29. Bloomberg · June 24 Netherlands Lobbies US to Drop Chip Curbs Targeting ASML Sales
30. Yahoo Finance · June 24 ASML (ENXTAM:ASML) Faces New AI Supply Chain Rules As Dutch Join Pax Silica
31. GF · LinkedIn post · June 23 GF acquired Synopsys' ARC Processor IP business
32. Reuters · June 23 Nvidia sued by music company Jamendo over AI training