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. ¹²³⁴⁵⁶
• 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. ^7891011
• 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. ^121314151617
• 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. ^{18192021222324}
• 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. ^25262728
• 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. ^2930313233
• 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. ³⁴³⁵³⁶

Sources

1. Micron overtakes Meta in market value amid relentless AI infrastructure demand CNA
2. Japan's Nikkei Hits Record High After Micron's Blockbuster Results Soothe Investor Concerns Barron's
3. Micron Just Guided for a Staggering $50 Billion in Fiscal Q4 Revenue. Here's What It Means for the AI Trade. Yahoo Finance
4. Micron forecasts stronger AI-driven growth as strategic agreements reshape memory market DIGITIMES
5. Micron (NASDAQ:MU) Reports Upbeat Q2, Stock Soars The Globe and Mail
6. Micron achieves record fiscal third-quarter results Micron
7. Samsung to invest 1,000 trillion won in South Korea, media report says Reuters
8. Samsung chairman reviews HBM4 supply as revenue tops US$1 billion DIGITIMES
9. Samsung plans a 90 trillion won buyback to fund a chip-worker bonus TNW
10. Samsung Electronics plans $59 bln share buyback, Yonhap reports Reuters
11. Samsung Electronics Surpasses $1 Billion in HBM4 Sales, Eyes $10 Billion by Year-End SBS News
12. NVIDIA (NVDA) Projects $1 Trillion in AI Infrastructure Demand By 2027 Yahoo Finance
13. Nvidia (NVDA) CPUs to Power Supercomputers at the Los Alamos National Laboratory Yahoo Finance
14. NVIDIA announces 35 new AI HPC supercomputers across Europe Neowin
15. Nvidia's JUPITER supercomputer enables exascale science Nvidia
16. Nvidia Vera CPU powers new LANL supercomputers for scientific AI Nvidia
17. Nvidia announces 35 new AI supercomputers in Europe Nvidia
18. AMD s Supercomputing Gains Fuel AI Data Center Growth: What s Ahead? Yahoo Finance
19. Gartner Names Advanced Micro Devices, Inc. (AMD) “The Company to Beat for Enterprise AI Server CPUs Yahoo Finance
20. Qualcomm pushes into data center chips with Dragonfly lineup and Meta deal, taking aim at Nvidia DIGITIMES
21. Qualcomm raises FY29 non-handset revenue target to $40B Qualcomm
22. Qualcomm introduces Dragonfly brand for AI data center solutions Qualcomm
23. Massive News: AMD AI Growth Sparks $120B Market Ambition AOL
24. AMD powers 4 of 10 most powerful supercomputers AMD
25. Amkor expands advanced packaging and test capacity Amkor
26. TSMC-Amkor alliance jolts packaging map as ASE races to expand DIGITIMES
27. Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors Yahoo Finance
28. TSM Stock Jumps Overnight On Reports Of Foundry Price Hike Amid Massive Capacity Expansion Yahoo Finance
29. ASML Faces New China Risk as 19% Sales Market Comes Under Pressure Yahoo Finance
30. The Netherlands supports US chip alliance but resists bill affecting ASML NRC
31. Netherlands joins US chip pact while fighting ASML export curbs DutchNews.nl
32. Netherlands Lobbies US to Drop Chip Curbs Targeting ASML Sales Bloomberg
33. ASML (ENXTAM:ASML) Faces New AI Supply Chain Rules As Dutch Join Pax Silica Yahoo Finance
34. OpenAI just made its biggest move against Nvidia — and it could make ChatGPT cheaper to run Tom's Guide
35. GF acquired Synopsys' ARC Processor IP business GF
36. Nvidia sued by music company Jamendo over AI training Reuters