Samsung Electronics said memory chip shortages are set to intensify and persist through 2028, and said it has signed supply contracts of at least five years with major customers covering 60%–70% of its total capacity, including upfront payments and floor-price terms. In the second quarter of 2023, its semiconductor division reported operating income of 89.2 trillion won ($61.7 billion). Its mobile business posted a 700 billion won quarterly loss, described as its first on record. The development was described as a material positive driver for SAMSUNG stock by the source text.

The global semiconductor market is projected to surpass $1tn in revenue in 2026, fueled by demand for silicon used in AI infrastructure. Chips tied to high-value generative AI are expected to account for nearly 50% of total market value despite representing a small share of overall shipments. This year, the five largest hyperscalers have earmarked more than $600bn for AI data-center investment. NVIDIA reported revenue of $215.9 billion, while most high-bandwidth memory capacity is already committed through 2026 and total memory market revenue is estimated at $594.7 billion for fiscal 2026.

Nvidia, Adobe and more than 50 cybersecurity leaders have urged the Trump administration to roll back restrictions on Anthropic’s most advanced AI models, including Mythos 5, covering exports and foreign-national access. The limits were imposed on national security grounds within 48 hours of the models’ release. Signatories said the curbs could weaken cyber defenses, give hackers an edge and put U.S. AI leadership at risk. The dispute underscores how geopolitics is shaping access to AI computing infrastructure and the strategic importance of compliant AI hardware suppliers such as Nvidia.