South Korean chipmakers and Nvidia announced massive long-term semiconductor supply deals and strategic partnerships with U.S. tech firms, totaling up to $950 b

The Wall Street Journal reports Nvidia is negotiating to finance and support OpenAI's massive data center expansion, a landmark infrastructure deal.

Nvidia and SK Group announced a $500 billion strategic partnership covering long-term memory supply, a 2 GW AI data center, and future AI infrastructure.

Samsung secured a $200 billion AI chip partnership with Broadcom, boosting Samsung's foundry ambitions amid growing AI chip demand.

Intel reported its strongest quarterly results in 15 years, beating earnings expectations, though the stock initially tumbled before surging.

Nvidia CEO Jensen Huang confirmed Vera Rubin chips are in production and dismissed concerns about a near-term chip industry decline, saying 'this time is differ

Nvidia acquires a 4.5% stake in South Korean internet giant Naver through a $1 billion share purchase, part of broader Korea AI infrastructure plans.

Intel partners with Lens Technology for AI chip packaging as the company boosts capital expenditure, lifting chip equipment stocks including ASML and Applied Ma

South Korean memory makers sign long-term, multi-hundred-billion-dollar supply agreements with U.S. tech giants amid the AI boom.

The White House accused Chinese AI startup Moonshot AI of circumventing U.S. export controls on Nvidia chips, part of escalating US-China tech tensions.

Alphabet's surging capex and AI investment plans have significant implications for Nvidia and Broadcom as key AI chip suppliers.

AMD outperformed Nvidia in stock returns during the first half of 2026 as it competes with full-rack AI solutions and analysts raise targets.

ASML and Applied Materials trade near record levels as strong chip equipment demand, partly from Intel's capex bump, supports earnings.

Nvidia expands its AI agent capabilities into new scientific domains including physics simulation and quantum chemistry.

Reports indicate Nvidia is experiencing delays with its Kyber NVL144 rack-scale solution.

Chinese memory chip maker ChangXin Memory Technologies (CXMT) raised $9.8 billion in a record Shanghai IPO, symbolizing China's chip revival efforts.

Broadcom shares trade near all-time highs driven by AI chip and networking revenue momentum.

Synopsys is deploying autonomous AI agents to handle chip verification tasks, a step toward AI-driven chip design.