Semiconductor & AI deals database
A sourced record of 71 landmark semiconductor and AI deals — acquisitions, AI-compute and GPU contracts, foundry and capacity investments, and strategic stakes. Every deal links to a public source. Use the interactive simulator to model the supply-chain impact of any deal.
Deals
- Microsoft invests up to $5B in Anthropic — $5.0B · 2025-11-18 · announced · Microsoft & Anthropic
- NVIDIA invests up to $10B in Anthropic — $10.0B · 2025-11-18 · announced · NVIDIA & Anthropic
- OpenAI–AWS $38B compute deal — $38.0B · 2025-11-03 · announced · OpenAI & Amazon
- OpenAI commits $250B to Azure — $250.0B · 2025-10-28 · announced · OpenAI & Microsoft
- Anthropic expands Google TPU deal (up to 1M TPUs) · 2025-10-23 · announced · Anthropic & Google
- OpenAI–Broadcom 10GW custom-chip deal — $10.0B · 2025-10-13 · announced · OpenAI & Broadcom
- OpenAI–AMD 6GW GPU deal + warrant · 2025-10-06 · announced · OpenAI & AMD
- Meta–CoreWeave $14.2B deal — $14.2B · 2025-09-30 · announced · Meta & CoreWeave
- NVIDIA–CoreWeave $6.3B capacity backstop — $6.3B · 2025-09-30 · announced · NVIDIA & CoreWeave
- NVIDIA invests up to $100B in OpenAI — $100.0B · 2025-09-22 · announced · NVIDIA & OpenAI
- OpenAI–Oracle $300B cloud deal — $300.0B · 2025-09-10 · announced · OpenAI & Oracle
- Microsoft–Nebius $17.4B GPU deal — $17.4B · 2025-09-08 · announced · Microsoft & Nebius
- OpenAI–CoreWeave $11.9B infrastructure deal — $11.9B · 2025-03-10 · announced · OpenAI & CoreWeave
- Stargate Project launched — $500.0B · 2025-01-21 · announced · OpenAI & SoftBank & Oracle
- TI CHIPS Act grant — $1.6B · 2024-12-20 · completed · Texas Instruments & U.S. CHIPS Act
- Broadcom–Meta MTIA partnership · 2024-12-12 · completed · Meta & Broadcom
- Micron CHIPS Act grant — $6.2B · 2024-12-10 · completed · Micron & U.S. CHIPS Act
- Intel CHIPS Act grant — $7.9B · 2024-11-26 · completed · Intel & U.S. CHIPS Act
- Amazon doubles Anthropic stake to $8B — $4.0B · 2024-11-22 · completed · Amazon & Anthropic
- GlobalFoundries CHIPS Act grant — $1.5B · 2024-11-20 · completed · GlobalFoundries & U.S. CHIPS Act
- TSMC Arizona CHIPS Act grant — $6.6B · 2024-11-15 · completed · TSMC & U.S. CHIPS Act
- Intel Foundry–AWS custom chip deal · 2024-09-16 · announced · Intel & Amazon
- TSMC receives first ASML High-NA EUV · 2024-09-01 · completed · TSMC & ASML
- Intel orders ASML High-NA EUV · 2024-04-18 · completed · Intel & ASML
- Samsung CHIPS Act grant — $4.8B · 2024-04-15 · announced · Samsung & U.S. CHIPS Act
- TSMC's $65B Arizona fabs — $65.0B · 2024-04-08 · under_construction · TSMC
- SK hynix Indiana HBM fab — $3.9B · 2024-04-03 · under_construction · SK hynix
- Intel Foundry signs Microsoft (18A) · 2024-02-21 · announced · Intel & Microsoft
- Synopsys acquires Ansys — $35.0B · 2024-01-16 · completed · Synopsys & Ansys
- Marvell–AWS custom-silicon partnership · 2023-12-12 · completed · Amazon & Marvell Technology
- Google commits up to $2B to Anthropic — $2.0B · 2023-10-27 · completed · Google & Anthropic
- Amazon invests $4B in Anthropic — $4.0B · 2023-09-25 · completed · Amazon & Anthropic
- TSMC Germany (ESMC) Dresden fab — $11.0B · 2023-08-08 · under_construction · TSMC & Bosch & Infineon Technologies & NXP Semiconductors
- Microsoft–CoreWeave GPU cloud deal — $10.0B · 2023-06-01 · completed · Microsoft & CoreWeave
- Microsoft expands OpenAI investment (~$10B) — $10.0B · 2023-01-23 · completed · Microsoft & OpenAI
- Rapidus–IBM 2nm partnership · 2022-12-13 · under_construction · Rapidus & IBM
- Micron's NY & Idaho memory megafabs — $100.0B · 2022-10-04 · under_construction · Micron
- GlobalFoundries–Qualcomm agreement — $4.2B · 2022-08-08 · completed · GlobalFoundries & Qualcomm
- Broadcom acquires VMware — $61.0B · 2022-05-26 · completed · Broadcom & VMware
- TI's Sherman, Texas 300mm fabs — $30.0B · 2022-05-18 · under_construction · Texas Instruments
- MaxLinear's attempted Silicon Motion deal — $3.8B · 2022-05-05 · terminated · MaxLinear & Silicon Motion
- AMD acquires Pensando — $1.9B · 2022-04-04 · completed · AMD & Pensando
- Intel's attempted Tower acquisition — $5.4B · 2022-02-15 · terminated · Intel & Tower Semiconductor
- Intel's Ohio (New Albany) fabs — $20.0B · 2022-01-21 · under_construction · Intel
- GlobalFoundries–AMD wafer supply — $2.1B · 2021-12-23 · completed · GlobalFoundries & AMD
- Samsung's Taylor, Texas fab — $37.0B · 2021-11-23 · under_construction · Samsung
- TSMC Japan (JASM) Kumamoto fabs — $20.0B · 2021-11-09 · completed · TSMC & Sony
- Renesas acquires Dialog — $5.9B · 2021-02-08 · completed · Renesas Electronics & Dialog Semiconductor
- Qualcomm acquires Nuvia — $1.4B · 2021-01-13 · completed · Qualcomm & Nuvia
- GlobalWafers' attempted Siltronic deal — $5.0B · 2020-12-09 · terminated · GlobalWafers & Siltronic
- Marvell acquires Inphi — $10.0B · 2020-10-29 · completed · Marvell Technology & Inphi
- AMD acquires Xilinx — $49.0B · 2020-10-27 · completed · AMD & Xilinx
- SK hynix acquires Intel NAND (Solidigm) — $9.0B · 2020-10-20 · completed · SK hynix & Intel
- NVIDIA's attempted Arm acquisition — $40.0B · 2020-09-13 · terminated · NVIDIA & Arm Holdings & SoftBank
- Analog Devices acquires Maxim — $21.0B · 2020-07-13 · completed · Analog Devices & Maxim Integrated
- Intel acquires Habana Labs — $2.0B · 2019-12-16 · completed · Intel & Habana Labs
- Microsoft invests $1B in OpenAI — $1.0B · 2019-07-22 · completed · Microsoft & OpenAI
- Infineon acquires Cypress — $10.0B · 2019-06-03 · completed · Infineon Technologies & Cypress Semiconductor
- NVIDIA acquires Mellanox — $6.9B · 2019-03-11 · completed · NVIDIA & Mellanox Technologies
- Renesas acquires IDT — $6.7B · 2018-09-11 · completed · Renesas Electronics & Integrated Device Technology
- Microchip acquires Microsemi — $10.2B · 2018-03-01 · completed · Microchip Technology & Microsemi
- Marvell acquires Cavium — $6.0B · 2017-11-20 · completed · Marvell Technology & Cavium
- Broadcom's attempted Qualcomm takeover — $117.0B · 2017-11-06 · terminated · Broadcom & Qualcomm
- Intel acquires Mobileye — $15.3B · 2017-03-13 · completed · Intel & Mobileye
- Qualcomm's attempted NXP acquisition — $44.0B · 2016-10-27 · terminated · Qualcomm & NXP Semiconductors
- SoftBank acquires Arm — $32.0B · 2016-07-18 · completed · SoftBank & Arm Holdings
- Broadcom–Google TPU partnership · 2016-05-18 · completed · Google & Broadcom
- Western Digital acquires SanDisk — $19.0B · 2015-10-21 · completed · Western Digital & SanDisk
- Intel acquires Altera — $16.7B · 2015-06-01 · completed · Intel & Altera
- Avago acquires Broadcom Corp — $37.0B · 2015-05-28 · completed · Avago Technologies & Broadcom Corporation
- NXP acquires Freescale — $11.8B · 2015-03-02 · completed · NXP Semiconductors & Freescale Semiconductor