Semiconductors & AI Chips Weekly Briefing
Nvidia and AMD launched massive buybacks and acquisitions as memory makers warned of a global chip shortage persisting until 2028.
- Nvidia authorized a $150 billion share buyback expansion and pursued a $500 billion capital target to finance AI infrastructure with Wall Street firms. 12345
- AMD entered a definitive agreement to acquire AI model lab World Labs for $8.2 billion in stock, while reporting its EPYC server CPU supply is sold out through 2027. 678
- Broadcom raised its AI sales forecast to $58 billion for fiscal 2026 and extended a $42 billion loan to Anthropic to finance infrastructure and supply ties. 91011
- Micron and Samsung posted record quarterly results but cautioned that a memory shortage could last until 2028 as AI data centers consume more DRAM wafers. 121314151617
- Synopsys formed strategic alliances with OpenAI and Amazon for AI-driven chip design software and launched a portfolio of autonomous AI engineering agents. 18192021
- Huawei reported its Ascend accelerators have overtaken Nvidia's market share in China amid reports of restricted chips still reaching Chinese firms. 22232425
- Elsewhere, Intel and Elon Musk planned a $16.8 billion Texas factory, SK hynix weighed a $150 billion IPO for Solidigm, and ASML raised its revenue outlook. 262728
Sources
- Stock Market Today, Sept. 30: Nvidia Authorizes $150B Buyback, Lifting Total to $235B
- Nvidia seeks Wall Street partnerships to finance AI boom with $500B capital target
- Nvidia adds $150 billion to existing share repurchase plan
- NVIDIA authorizes $150 billion share repurchase increase
- Nvidia Just Smashed Stock-Buyback Record
- Latham, Wilson Sonsini advise on AMD-World Labs deal
- AMD EPYC Venice Supply Exhausted for 2027 as Agentic AI Drives Server CPU Crunch
- AMD to acquire World Labs for $8.2 billion
- Broadcom (AVGO) Stock Bets Big on Anthropic With $42 Billion Loan
- Broadcom stock reports 86 percent Q3 revenue growth
- Broadcom raises AI sales forecast as stock lingers 29% below its high
- Micron CEO: No End in Sight for Memory Shortage, Will Probably Get Worse
- Micron reports record fiscal fourth-quarter results for 2026
- Micron Technology Tops Lofty Fiscal Q4 Goals, Guides Above Views
- Micron Profit, Revenue Surge as Memory Crunch Looks to Last Through 2028
- RAM shortage to last two more years, say top manufacturers
- Samsung, SK hynix Set to Post Record Q3 Operating Profit
- Synopsys partners with OpenAI on GPT-Synopsys for chip design
- Synopsys announces strategic multi-year agreement with Amazon for custom silicon IP
- Synopsys, Amazon Web Services sign chip design licensing deal worth more than $1 billion
- Synopsys launches Agentic AI portfolio for autonomous engineering
- Experts say mounting cases of Nvidia chips reaching Chinese AI companies despite US export controls are increasingly pointing to gaps in Nvidia's due diligence
- Ascend now ahead of Nvidia in China, with domestic supply driving AI chip substitution, says Huawei chairman
- China financing chain linked to Nvidia Blackwell chips, 32 Asus servers exposed
- China asks firms for NVIDIA RTX PRO 5500 purchase plans
- ASML reports strong Q2 results and raises full-year outlook to €80-94 billion revenue
- Musk and Intel Are Building a Chip Factory Bigger Than the Pentagon, Apple Park and Mall of America Combined
- EXCLUSIVE: SK Hynix s Solidigm weighs IPO that could value the unit at up to $150 billion, sources say