Home › Chips & Hardware › ReportChips & Hardware · ReportNvidia-SK Hynix & Samsung-Broadcom Lock In $950B HBM Supply AgreementsTrade pressSlicast · September 22, 2026 at 21:08 UTC · Global · Source: Silicon Analystsimportance 79Read the originalShareCompanies in this storyNvidiaCapex history →SK HynixBroadcomCapex history →SamsungIn-depth analysisCommentaryNvidia vs Alibaba Zhenwu V900: Memory Claims and China's AI Chip Independence, September 2026CommentaryWhy Nvidia's AI Energy Management Alliance Signals That Grid Capacity, Not Silicon, Now Constrains AI ScaleRelated reportsChips & HardwareAlibaba has unveiled its Zhenwu V900 AI chip, developed domestically amid US export controls on advanced semiconductor technology to China.2026-09-23Chips & HardwareAlibaba unveils Zhenwu V900 AI chip with more on-package memory than NVIDIA H200, and plans to deploy 20GW of compute by 2032 while developing 4-10 trillion parameter Qwen models.2026-09-23Chips & HardwareBroadcom stock could climb 35% higher on analyst bullish thesis, powered by surging AI data center networking demand for custom silicon and switching.2026-09-23Chips & HardwareChina's CXMT begins G5 DRAM production and targets NAND flash to rival Samsung.2026-09-23Chips & HardwareAlibaba Zhenwu V900 AI accelerator chip targets the infrastructure gap left by NVIDIA export controls in China; Alibaba stock rises 4%.2026-09-23