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- 1Samsung to more than double HBM4 chip outputβSamsung is expected to more than double output of its HBM4 and HBM4E DRAM
Samsung is expected to more than double its output of HBM4 and HBM4E high-bandwidth memory DRAM, according to sources cited by South Korean outlet Sedaily. The expansion signals Samsung's push to scale up next-generation memory supply amid booming demand from AI chipmakers, where it faces intense competition with SK Hynix in the high-bandwidth memory market.
- 2
Austrian semiconductor substrate maker AT&S is drawing attention for its role in producing the advanced substrates that sit beneath AI chips, a critical and supply-constrained layer of the artificial intelligence hardware supply chain. As demand for AI processors surges, chipmakers and governments are racing to secure substrate capacity, putting AT&S at the center of the conversation about AI supply bottlenecks.
- 3US lags in memory chips as tariffs complicate catch-upβAmerica Is Behind on Memory Chips--and Tariffs Threaten to Make Things Harder https://www.wsj.com/tech/ai/america-is-beh
The Wall Street Journal reports that the United States has fallen behind in producing memory chips, a critical component for AI and electronics dominated by Asian manufacturers such as Samsung and SK Hynix. The piece argues that tariffs, intended to bolster domestic industry, could raise costs for US chipmakers and equipment buyers, making efforts to rebuild American memory-chip capacity even harder.
- 4
AMD's market value briefly topped $1 trillion, making it one of the few companies to reach that level as investors bet heavily on its AI chip ambitions. Commentators note the chipmaker is closing the gap with Nvidia, long the dominant beneficiary of the AI semiconductor boom, though AMD's stay in the trillion-dollar club was short-lived.
- 5Huawei Unveils Two Advanced AI Chips Coming in 2027βNVDA Stock In Focus As Huawei Announces 2 Advanced AI Chips For 2027
Huawei has announced two advanced AI chips slated for 2027, putting the spotlight on Nvidia as investors weigh fresh competition in the AI semiconductor market. Traders are watching how the Chinese chipmaker's roadmap could challenge Nvidia's dominance in AI accelerators, a market it has led amid US-China tech tensions.
- 6Samsung and SK Join the Co-Packaged Optics Race for AI ChipsβΌ[ChipTalk] AI Semiconductors Now Compete at the Speed of Light...Samsung and SK Join the CPO Race
Korean chip giants Samsung Electronics and SK Hynix are moving into co-packaged optics (CPO) technology, which links AI semiconductors using optical connections to boost data transfer speeds and energy efficiency. As AI computing demand surges, Korean media describe the shift as a new race in which chips compete 'at the speed of light', alongside global players developing similar interconnect solutions.
- 7Nvidia's Huang Pledges to Double Chip Supply, Securing 37% of HBMβΌHuangβs 2x Chip Vow Locks Up 37% of HBM Supply [2026]
Jensen Huang has reportedly committed to doubling chip supply, a move that would lock up roughly 37% of the world's high-bandwidth memory (HBM) output for 2026. The pledge underscores Nvidia's aggressive push to secure memory for its AI accelerators amid shortages, leaving rival chipmakers competing for the remaining HBM capacity from suppliers like SK Hynix, Samsung and Micron.
- 8Jensen Huang: AI labs that can't control their systems must closeβJensen Huang: AI Labs That Canβt Control Their Systems Must Close
Nvidia CEO Jensen Huang says AI laboratories that cannot control the systems they build should be shut down. The remarks, reported by Gadget Review, add a prominent industry voice to the ongoing debate over AI safety and accountability. Huang's position suggests that the ability to manage and contain advanced AI models should be a baseline requirement for any lab developing them.
- 9Broadcom Shares Slide After Earnings Despite Rebound HopesβAVGO Stock Extends Post-Earnings Selloff: Analysts, Retail Expect Strong Rebound
Broadcom stock extended its decline following its latest quarterly earnings report, adding to a post-results selloff. Despite the drop, both Wall Street analysts and retail investors continue to voice confidence that the chipmaker's shares will rebound, pointing to its long-term position in AI semiconductors and networking as reasons to stay bullish on the stock.