Semicon Briefing

Nvidia CEO Jensen Huang confirms: US export restrictions have squeezed Nvidia's China market share in AI chips from ~95% to nearly zero – Huawei now holds 60% of the Chinese AI chip market. Even after US export approval for H200, Nvidia records zero revenue in China as Beijing prioritizes its own supply chains.

Infineon takes over the non-optical analog and mixed-signal sensor business from ams-OSRAM for approximately €570 million and strategically positions itself for sensor technology in humanoid robots. Closing is still pending approval from the German Federal Cartel Office but is expected for Q2/Q3 2026.

ASML and Tata Electronics signed a strategic MoU on May 16, 2026: ASML will supply lithography tools for Tata's 91,000-crore-rupee fab in Dholera, Gujarat – India's first commercial 300-mm semiconductor plant. This makes India the fourth country with ASML access after Taiwan, South Korea, and the Netherlands.

As TSMC delays deployment of ASML's expensive High-NA EUV machines, ASML redirects demand to proven Low-NA EUV and DUV platforms and plans at least 60 Low-NA EUV systems in 2026. Intel's order to manufacture Apple chips (M7/A21) on the 18A-P node compensates for the TSMC shortfall and opens ASML an estimated €4.6 billion revenue window.

EU Commission President von der Leyen reports over €32 billion in semiconductor investments triggered by the EU Chips Act; GlobalFoundries and STMicroelectronics received EU approval for French state subsidies for their fab in Crolles. Chips Act 2.0, which is to enable direct Commission investments in fabs, is expected as a draft by end of May 2026.

Samsung Electronics and the union have reached a preliminary agreement and averted a threatened strike that could have halted semiconductor manufacturing. The agreement stabilizes Samsung's foundry operations at a time when the company is already under pressure from TSMC and the Apple-Intel deal.