**Samsung/TSMC $73.5B capex HBM4/A16/silicon photonics/chiplet + helium squeeze + Q1 8x beat; semis geopolitics w/ SMCI/Nvidia/SMIC/Iran + Intel-Nvidia $5B + Broadcom-Google 5yr TPU/Anthropic 3.5GW + 2026 supply bottlenecks + AMD Advancing AI event + Intel Ireland $14.2B reclaim + ASML preview + Panther Lake 18A**
Key Questions
What are Samsung and TSMC's capex plans?
Samsung and TSMC plan $73.5B capex for HBM4/A16/silicon photonics/chiplet. Samsung Q1 preview: 133T KRW +68% YoY, OP 57tn won (8x beat) on AI HBM.
How did Broadcom perform in Q1?
Broadcom Q1 revenue $19.3B +29%, AI $8.4B +106%, Q2 guide $22B. Signed Google TPU LTAs thru 2031, Anthropic 3.5GW, custom ASICs $60B TAM, $46B AI rev 2026.
What is Intel's involvement in recent deals?
Intel's Panther Lake on 18A, $5B Nvidia deal, Tesla TeraFab $20-25B JV for Giga Texas 1TW AI/Space. Intel Ireland $14.2B reclaim validates foundry.
What supply issues are affecting semis production?
Qatar helium 14% cut/oil spike disrupts; semis sales $88.8B Feb +62% YoY. Samsung stocked helium/HBM4.
What is Samsung's Q1 outlook?
Samsung expects Q1 sales 133T KRW +68% YoY, profit jumping 8x on AI memory demand offsetting war worries. Q2 prices +50%, deals with Rebellions $400M/AMD MI455X.
How are US-China tensions impacting ASML?
ASML Q1 beat but shares fall on MATCH DUV risks/China curbs. Geopolitics with SMCI/Nvidia/SMIC/Iran adds pressure.
What events are upcoming for AMD and Intel?
AMD Advancing AI event highlights server CPU 40%+ agentic AI. ASML preview amid risks.
What drove Broadcom's AI growth?
Broadcom expanded AI deals with Google 5yr TPU/Anthropic 3.5GW. ON Semi Q1 EPS $0.62 +13%.
Semis sales $88.8B Feb +62% YoY/Qatar helium 14% cut/oil spike; Samsung Q1 '26 preview 133T KRW +68% YoY, prior Q1 OP Won57tn (8x beat) AI HBM/helium stocked/HBM4/Rebellions $400M/AMD MI455X/hybrid bonding/Tesla $16.5B/Nvidia inference/Q2 prices +50%; TSMC 4nm->3nm/Q1 AI mid-50s% CAGR/63-65% margins; Broadcom Q1 $19.3B +29%/AI $8.4B +106%/Q2 $22B/Google TPU LTAs thru 2031/Anthropic 3.5GW/custom ASICs $60B TAM/$46B AI rev '26; Intel Panther Lake 18A/Nvidia $5B/Tesla TeraFab $20-25B JV (long timelines); ON Semi Q1 $0.62EPS +13%; China rare earth/US curbs; ASML Q1 beat/MATCH DUV risks; AMD server CPU 40%+ agentic AI.