SiFive, backed by Nvidia, reached a $3.65 billion valuation as demand surges for open RISC-V chip architectures designed to power next-generation AI workloads.

President Trump's goal of boosting global sales of American AI chips is being undermined by licensing bottlenecks and staffing attrition at the Bureau of Industry and Security.

TSMC reported Q1 2026 revenue of $35.71 billion, a 35% year-on-year jump, driven by relentless demand for AI chips from hyperscalers and AI model developers.

Google has committed to deploying multiple generations of Intel Xeon CPUs with custom IPUs across its AI data centers in an expanded multi-year partnership.

Anthropic is weighing development of proprietary AI chips as its Claude model demand surges, with annual run-rate revenue now exceeding $30 billion.

Nvidia has reserved most of TSMC's cutting-edge chip packaging capacity, with analysts warning this step could become the next major bottleneck in AI hardware.

Alibaba and China Telecom unveiled a new AI data center in China featuring 10,000 of Alibaba's self-developed Zhenwu semiconductors for training and inferencing.

Uber expands its AWS contract to leverage Amazon's custom chips for ride-sharing features and AI model training, bypassing Oracle and Google.

Intel signs on to Musk's Terafab initiative to build a U.S. semiconductor factory in Texas, powering humanoid robots and AI data centers.

Broadcom announced expanded agreements to produce next-generation AI chips for Google and a new deal with Anthropic, deepening its AI hardware partnerships.

Chinese semiconductor companies including SMIC reported record 2025 revenues driven by AI demand, with SMIC's revenue rising 16% to $9.3 billion and projected to top $11 billion in 2026.

Samsung Electronics is projected to report a record Q1 2026 operating profit of ~$26.9 billion, fueled by soaring memory chip prices driven by AI infrastructure demand.

Nvidia has taken a $2B stake in Marvell Technology, enabling custom AI chip integration and sparking a 13% rally in Marvell's stock price.

South Korean AI chip startup Rebellions raised $400 million ahead of its IPO, valuing the company at $2.34 billion as it plans U.S. expansion.

Reports indicate Nvidia could resume selling its second-most-advanced AI chips to China after the Trump administration issued conditional export licenses, a move White House AI czar David Sacks argues discourages Chinese competitors from investing in domestic chip development.

Following the launch of its Language Processing Unit chip at GTC 2026, NVIDIA updated its data center product roadmap to include three generations of GPU, LPU, and CPU hardware through 2028, including the Groq 3 LPX, Rubin Ultra, and Feynman platforms, cementing an annual release cadence for AI infrastructure.

Elon Musk announced via X that his 'Terafab Project' semiconductor manufacturing venture will officially launch on March 21, 2026, aiming to supply AI chips for Tesla, SpaceX, and xAI at a scale of 100–200 billion chips per year.

Nvidia's GTC 2026 conference opens in San Jose with CEO Jensen Huang's keynote, expected to unveil next-generation AI chips, robotics platforms, and details on the Groq inferencing technology integration.

Meta has announced a major expansion of its custom MTIA silicon program, reducing reliance on third-party chips and powering its growing AI infrastructure including recommendation systems and generative AI.

The US Commerce Department has confirmed a new, stricter framework for AI accelerator export controls, formally replacing the Biden-era AI diffusion rule and requiring government licensing for strategic AI chip shipments to most countries.