Semicon Briefing

Jensen Huang publicly stated that Nvidia's market share in the Chinese AI chip market has collapsed from 95% to 0% due to the H20 ban – and described US export policy as 'largely backfired'. The US is now attempting to backpedal, but China has already accelerated its own alternatives.

ASML increased its 2026 revenue guidance to €36–40 billion, driven by massive memory orders from South Korea that compensate for delayed TSMC High-NA demand. South Korea accounts for nearly half of Q1 revenue – a clear signal that the HBM4 ramp is filling EUV order books.

Samsung Foundry officially communicated expectations to win additional customers for its 2nm process and is conducting active discussions with Qualcomm. In parallel, reports of 2nm yield instability and speculation about Intel deals with Apple and Nvidia signal a warning for Samsung's competitive position.

The Singapore unicorn Silicon Box – specializing in semiconductor design and device integration – has completed a new funding round of $150 million. The investment underscores ongoing private capital inflows into advanced packaging capacity outside Taiwan and the US.

Both TSMC and ASML confirmed strong forecasts in their recent quarterly reports, pointing to sustained record spending by US hyperscalers on AI infrastructure. The foundry market is projected to exceed $360 billion in 2026 – TSMC and Samsung together control over 75% of pure manufacturing capacity.

India's 2026 budget allocated 8,000 crore rupees (approximately $960 million) to Semiconductor Mission 2.0, accompanied by a Taipei Times opinion column positioning India's strategy as geopolitically significant. Infineon, SPIL/ASE, and other international players are simultaneously intensifying their India engagement.