Semicon Briefing

ams-OSRAM has divested its analog and mixed-signal sensor division to Infineon for €570 million; the deal is already completed and is expected to generate around €230 million in annual revenue for Infineon in 2026. The ams-OSRAM stock has gained 130% since the beginning of the year – the transaction accelerates the realignment of both European semiconductor companies toward core competencies.

According to market reports, Nvidia is set to acquire the AI platform Hugging Face for approximately $12.93 billion – a strategic move that would transform Nvidia from a pure chip supplier to a complete AI stack provider. The acquisition would substantially expand Nvidia's influence on the open-source AI ecosystem and put pressure on competitors like Google and Microsoft.

Both leading contract manufacturers confirm they will deploy ASML's 165-ton High-NA EUV machines (0.55 NA) starting only from the 1-nm generation, expected no earlier than 2030 – only Intel is already using the equipment in production. ASML shareholders thus face a delayed volume ramp, while TSMC and Samsung are relying on multi-patterning workarounds to control costs.

Tencent has signed a multi-year server DRAM supply contract worth more than 20 billion yuan (~$2.94 billion) with Chinese memory chip manufacturer CXMT – a signal that Chinese hyperscalers are actively substituting Western memory suppliers like Samsung and SK Hynix. The deal significantly strengthens China's strategy to decouple its AI infrastructure from the Western semiconductor ecosystem.

Samsung's memory division has tied up approximately 70% of its production capacity in long-term agreements (LTAs) through 2031 – primarily to major hyperscalers and AI companies. For new customers, this means significant supply shortages and further price pressure: TSMC and Samsung are both signaling 10–15% price increases across all nodes.

US AI data centers remain heavily dependent on Chinese suppliers for transformers, battery systems, and optical components despite export controls – a systemic vulnerability that Washington now seeks to address with tightened restrictions. The finding undermines the reshoring rhetoric of Lutnick's announcements and shows that decoupling from China runs deeper than previously communicated.