22. März 2026 · 04:49 Uhr
AMD CEO Lisa Su visited Samsung to explore 2nm AI chip production as a TSMC alternative – but according to analysts, Samsung's entire 2026 capacity is already booked. Dependency on TSMC remains structural, while Nvidia and AMD actively seek alternatives.
Nvidia and Groq agree on a $20 billion deal for LPU AI accelerators based on Samsung's 4nm process – a strong signal that Samsung is winning major orders despite quality issues. The deal strengthens Samsung's foundry business and puts competitive pressure on TSMC.
The US government fundamentally overhauls AI chip export controls and is considering a transactional licensing system that ties approvals to investment commitments – creating significant uncertainty for global supply chains. Nvidia has received initial H200 orders from China but has not yet reported revenue.
US authorities accuse Super Micro managers of illegally smuggling chips to China – a warning signal for the enforcement rigor of export controls. The case shows that companies must reckon with tough prosecutorial measures despite political relaxation signals.
The €570 million acquisition of the ams-OSRAM sensor portfolio by Infineon is on the verge of closing in current Q2 2026 and unlocks €230 million in annual revenue plus access to the humanoid robotics market. New: Infineon presented the deal closing as a strategic catalyst at the OTCQX investor conference on March 19.
German automotive chipmaker Elmos is exploring a strategic sale while founders tighten control – Infineon and Qualcomm are considered potential buyers in the EV/automotive chip segment. A possible Infineon deal would further accelerate consolidation of the European semiconductor industry.
The semiconductor industry is in a phase of simultaneous consolidation and geopolitical realignment: Samsung's fully booked 2026 capacity shows that dependency on TSMC remains structural for many chip designers, even as AMD and Nvidia actively seek alternatives. US export control policy sends contradictory signals – on one hand, H200 sales to China are enabled, on the other hand, the Super Micro smuggling case illustrates the harsh enforcement reality. In Europe, the EU Chips Act is accelerating consolidation, while Infineon's forthcoming ams-OSRAM acquisition and the possible Elmos takeover show that European players are strategically closing gaps in the automotive and robotics segments. The greatest escalation risk lies in the unclear US licensing system for AI chips: investment commitments as a licensing prerequisite could restructure global supply chains and push European and Asian buyers into a dependent negotiating position.
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