Hyperscalers like Google are pouring billions into custom AI chips to avoid vendor lock-in. But even with Broadcom’s success, Nvidia’s GPU empire looks unshakable for the foreseeable future. The battle is just beginning.
China has reportedly granted approval for AI firm DeepSeek and tech giants ByteDance, Alibaba, and Tencent to purchase NVIDIA’s powerful H200 AI processors. The total order could reach 400,000 chips, but final conditions from Chinese authorities and actual orders to NVIDIA are still being worked out
Dutch research bodies NWO and Holland High Tech have opened an €11.85 million funding call for semiconductor and quantum technology projects. The initiative requires industry collaboration and aims to strengthen the country’s tech leadership. A consortium matchmaking event is scheduled for 2 March 2
ASML’s stock hit new highs then fell after its Q4 report, highlighting intense investor focus on its ability to meet a record €38.8 billion order backlog. The chip equipment giant’s valuation now far exceeds even Nvidia’s, testing market limits.
The Galaxy S27 series is still over a year away, but a new rumor is already shaping its chipset narrative. It claims the S27 Ultra may use a custom “Snapdragon 8 Elite Gen 6 Pro” built on Samsung’s 2nm node, keeping it Exynos-free.
Microsoft has pulled back the curtain on its Maia 200 AI inferencing chip. Built on TSMC’s cutting-edge 3nm process, it’s already running in data centers and is positioned as a performance leader against rivals.
IonQ is acquiring chipmaker SkyWater Technology for $1.8 billion. The deal aims to create a vertically integrated quantum business, accelerating IonQ’s hardware manufacturing.
Taiwan’s economy rode the AI wave to a massive export record in 2025. The island shipped $640.75 billion in goods, with sales to the U.S. skyrocketing over 125%. The momentum is expected to continue, but risks loom.
Samsung Electronics is warning customers to brace for a major memory chip shortage in 2026. The company says the shift to producing high-bandwidth memory for AI is gutting supply for traditional DRAM, which will drive up costs across the tech industry.
In a major shift, Qualcomm is discussing using Samsung’s 2nm process for its upcoming high-end chip. This move could reshape the semiconductor foundry battle, especially against TSMC.
