Semiconductors & AI Chips Weekly Briefing

September 11, 2026

AI chip giants hit record revenues and supply tightened in memory markets as next-gen hardware production scales to meet hyperscaler demand.

• Nvidia reported a 27% increase in Grace Blackwell shipments as its CEO described OpenAI's GPT-6 Astra as the arrival of artificial general intelligence. ¹²³
• Broadcom's AI semiconductor revenue rose 221% to $16.7 billion, and the company introduced a new Ethernet platform to support large-scale AI networks. ⁴⁵⁶
• TSMC achieved record monthly revenue and a peak market share of 72.5% for the second quarter, driven by strong demand for advanced AI processors. ⁷⁸⁹
• Global memory inventories for Samsung and SK Hynix fell below 10 days as production shifted toward HBM4, prompting warnings of extreme pricing conditions. ¹⁰¹¹¹²
• Intel reported progress on High-NA EUV tool readiness and received a $30 billion investment from Nvidia while moving to increase CPU prices by 10%. ^13141516
• AMD projected that its AI data center sales could reach $70 billion by 2027, and OpenAI began a partnership with Samsung for next-generation custom chips. ^1718192021
• Other notable developments include ASML's expansion in the Netherlands, Samsung reaching a 70% yield for 2nm chips, and CXMT leading in memory profit margins. ^22232425

Sources

1. Nvidia Grace Blackwell shipments reportedly increased 27% from last month CryptoBriefing
2. Jensen Huang says 100,000 Nvidia GPUs were used to train OpenAI's latest model, GPT-6 Astra, and there's already plans to bring quadruple that amount of hardware online PC Gamer
3. Nvidia CEO Jensen Huang says 'AGI has arrived' with OpenAI's GPT-6 Astra Fortune India
4. Broadcom reports remaining performance obligations of $179B as AI semiconductor revenue surges 221% CryptoBriefing
5. Broadcom introduces Tomahawk 6 Davisson Ethernet platform Broadcom
6. Broadcom CEO Says AI Demand Could Be ‘Significantly’ Higher — But Land, Power, Chips and Substrates Are Holding Back Data... Yahoo Finance
7. World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high CNBC
8. TSMC AI Chip Demand Drives Record Monthly Revenue Growth – ICO Optics ICO Optics
9. TSMC's market share hits record 72.5% in Q2 Focus Taiwan
10. Memory Runs Dry: Samsung and SK Hynix Drop Below 10-Day Supply as HBM4 Devours Capacity Tech Times
11. Nvidia Says Memory Pricing Has Turned ‘Extreme’ and Is ‘Headed Even Higher Into Next Year,’ But Its Own Price Increases Are Already Executed Yahoo Finance
12. Micron is doubling down on AI memory chips. That could pay off big time for investors. Morningstar
13. Intel (INTC) Stock Surges 9% Following Nvidia's $30B Investment and Price Increase Reports Blockonomi
14. INTC Stock Jumps Premarket As Intel Takes Early Lead In ASML s Next-Gen Chipmaking Technology – Samsung, TSMC Are Next Yahoo Finance
15. Intel’s ASML Milestone Gives Investors a New Reason to Revisit the Stock Yahoo Finance
16. Intel Foundry and ASML advance High-NA EUV readiness Intel
17. OpenAI Picked Broadcom for Its First Custom AI Chip. The Race for Number Two Just Got Dangerous. Yahoo Finance
18. AMD Stock Climbs After Management Lifts 2027 Data Center Outlook Toward $70 Billion in AI Sales International Business Times
19. OpenAI says it is working with Samsung on its next-gen chips, and Samsung is one of the “largest-scale deployments of ChatGPT globally” Techmeme
20. AMD Shares Rise After CFO Says Total Addressable Market Could Hit $3 Trillion Morningstar
21. AMD Committed Up to $5 Billion to Anthropic, and Anthropic's IPO Prospectus Is Reportedly Days Away The Globe and Mail
22. Samsung HBM Share Nears 40% as 2nm Yield Tops 70% Businesskorea
23. China's CXMT tops SK Hynix, Micron to take memory profit margin crown - Nikkei Asia Nikkei Asia
24. ASML begins construction on a new Eindhoven campus ASML
25. ASML chooses Netherlands for major expansion after warning it could build abroad DIGITIMES