As of 5 October 2026.
This dossier collects chip and memory-price reports. Each entry is one sentence from the original report. Where that report stays indexed, the link points to it.
Timeline
- 10 July 2026. Reuters exclusive: Meta begins AI chip production in September 2026, doubling computing capacity to 14 gigawatts and cutting Nvidia reliance.
- 10 July 2026. According to a Reuters exclusive report, DeepSeek is working on its own inference chip to reduce costs and decrease dependence on Nvidia and Huawei.
- 12 July 2026. The memory chip manufacturer is listing on Nasdaq for the first time – the largest IPO of a foreign company in US history.
- 13 July 2026. The US Commerce Department places the United Arab Emirates in its top export category, allowing license-free AI chip shipments.
- 13 July 2026. Samsung Raises AI Memory Prices by Up to 20 Percent. Tight production capacity for HBM4 chips is pushing AI memory prices higher, and analysts expect a sharp increase by 2027.
- 19 July 2026. A stock plunge at Nvidia triggered by China's Kimi K3 model briefly gives Apple the world's highest market value on July 17.
- 22 July 2026. Anthropic spent more on Washington lobbying in the second quarter of 2026 than the chip company – the reason is also the dispute with the Pentagon.
- 7 August 2026. AMD acquires AI chip startup Taalas from Toronto. AMD secures the Toronto startup Taalas, which embeds AI models directly into chip silicon and is supposed to accelerate inference.
- 21 August 2026. Google secures Marvell warrant worth 12 billion dollars. A new warrant ties Google's potential equity stake in Marvell to future chip orders – and causes Broadcom shares to decline.
- 24 August 2026. Sharply rising memory chip prices are pushing up Nvidia's AI server prices from 2027 – major customers have already been notified.
- 25 August 2026. Nvidia launches Groq chip – speed record under criticism. The 20 billion dollar chip enters mass production to speed up AI agents – critics say the Cerebras comparison is exaggerated.
- 26 August 2026. OpenAI surpasses Nvidia's Blackwell and Rubin with Jalapeño chip. First tests verified by SemiAnalysis show: OpenAI's new inference chip Jalapeño delivers more performance per watt than Nvidia's current systems.
- 26 August 2026. Researchers show: A prepared website visit is enough to hijack Nvidia's AI agent NemoClaw and access source code.
- 27 August 2026. The chip manufacturer reports record numbers for the second fiscal quarter but warns of rising memory costs and declining profit margins.
- 4 September 2026. Nvidia's corporate investments reach 99 billion dollars. The chip company has multiplied its investment portfolio tenfold in a year – with stakes in OpenAI, SpaceX, and Intel.
- 8 September 2026. Samsung leads a record funding round for the French AI provider Mistral, which is thus valued at over 21 billion euros.
What this means for companies in Germany
Procurement and export rules stay in the linked reports. Entries without a link replace the separate report.
