Zero One Daily Intelligence Brief — April 07, 2026

Anthropic's $30B Run Rate and 3.5-Gigawatt TPU Deal Reshape AI Chip Landscape

Top Market Signals

Broadcom locks in multi-year Google TPU deal for Anthropic

Broadcom confirmed a landmark agreement to design and supply future generations of Google's custom TPU chips through 2031, while Anthropic secured access to 3.5 gigawatts of Google TPU capacity starting in 2027. The deal builds on the 1 gigawatt of TPU compute Anthropic already consumes in 2026. Broadcom will also provide networking and other components for Google's next-generation AI data racks under a separate supply assurance agreement.

Anthropic's revenue run rate has surpassed $30 billion, more than tripling from roughly $9 billion at the end of 2025. The company now counts over 1,000 business customers spending more than $1 million annually on its Claude services. The majority of the new Broadcom-supplied capacity will be US-based, aligning with Anthropic's commitment to domestic AI infrastructure. Broadcom shares jumped on the announcement, underscoring how custom silicon deals are becoming the primary revenue growth vector for the company alongside its Nvidia-alternative positioning.

Linked stocks: AVGO US, GOOGL US Sources: Bloomberg, Cnbc

Samsung projects eightfold Q1 profit jump on AI memory surge

Samsung Electronics projected Q1 2026 operating profit of 57.2 trillion won (~$37.8 billion), an eightfold increase year-over-year, with revenue surging nearly 70% to 133 trillion won. The results are driven by soaring AI chip demand that has created acute memory supply shortages and pushed prices sharply higher.

Notably, HBM chips still accounted for less than 10% of Samsung's DRAM revenue in Q1, according to Heungkuk Securities. The bulk of the profit surge came from traditional DRAM demand fueled by AI inference workloads exacerbating shortages in commodity memory. Samsung has been closing the gap with rival SK Hynix in high-bandwidth memory, having shipped HBM4 to Nvidia in February. The results validate that the memory upcycle is being driven by broad-based demand, not just the HBM niche.

Linked stocks: 005930 KS, 000660 KS Sources: Yahoo, Samsung profit surged 8x in Q1 2026

Intel nears billion-dollar packaging deals with Google and Amazon

Intel is in active talks with Google and Amazon to provide advanced chip packaging services for their custom AI processors, with CFO Dave Zinsner stating the company is "close to closing some deals that are in the billions of dollars per year in terms of revenue on packaging." The deals would represent a major external revenue influx for Intel Foundry.

Intel's next-generation EMIB-T technology, which adds through-silicon vias to its 2.5D embedded bridge for improved power delivery and signal integrity, is set to begin production this year. EMIB-T supports packages up to 120x180mm, accommodating more than 38 bridges and over 12 reticle-sized dies. Intel is scaling capacity across Fab 9 in New Mexico (operational since January 2024 with $500 million in CHIPS Act funding) and its Penang, Malaysia advanced packaging complex, which is 99% complete. Intel shares rose 17.7% over the past week.

Linked stocks: INTC US, GOOGL US, AMZN US Sources: Tom's Hardware

TrendForce sees Q2 consumer DRAM contracts rising 45-50%

TrendForce projected Q2 consumer DRAM contract prices will rise 45-50% quarter-over-quarter, as major manufacturers continue exiting mature DDR4 and earlier products, tightening supply structures across the board. March pricing momentum was concentrated in sub-4Gb capacity products, with DDR4 4Gb average prices jumping over 20% month-over-month.

DDR3 and DDR2 markets are now also seeing order migration, with March average prices rising 20-40% across capacity tiers as supply constraints bite. Taiwanese foundries have shifted capacity toward DDR4 to capture overflow orders, but production ramp-up remains insufficient to meet demand. Korean manufacturers, already at relatively higher average selling prices, are expected to see more moderate Q2 adjustments. Taiwan-based suppliers have adopted an increasingly aggressive pricing stance.

Linked stocks: 2408 TT, 2344 TT, 005930 KS, 000660 KS Sources: 集邦估Q2消費性DRAM合約價續漲五成

GaAs leaders post record Q1 on AI optical demand

GaAs epitaxy leader LandMark Optoelectronics (2455 TT) and GaAs foundry leader WIN Semiconductors (3105 TT) both reported record first-quarter revenue, driven by surging AI data center optical communications demand. LandMark posted March revenue of NT$311 million (+16% YoY), lifting Q1 to NT$959 million. WIN Semi reported March revenue of NT$1.649 billion, pushing Q1 to NT$4.59 billion — both all-time quarterly highs.

The optical transceiver supply chain is experiencing sustained demand as hyperscalers accelerate AI cluster interconnect buildouts. GaAs-based power amplifiers and photodetector components are critical for 800G and emerging 1.6T optical modules deployed in AI data centers.

Linked stocks: 2455 TT, 3105 TT Sources: 光通訊需求添柴火 全新、穩懋齊寫史上最旺Q1

Powerchip partners with Micron to enter AI memory chain

Powerchip Semiconductor (6770 TT) outlined three strategic benefits from its Micron partnership at a Taiwan Stock Exchange investor conference: financial restructuring, stable long-term orders, and formal entry into the AI memory supply chain. The P5 fab sale and Micron's backend manufacturing cooperation will improve capacity utilization and reduce losses from insufficient production scale.

While Powerchip does not directly produce HBM, it will play a role in backend processes and integration services, and the partnership provides an opportunity to upgrade its DRAM manufacturing processes. Micron's advance payments significantly boost liquidity. Powerchip operates three divisions: logic (high-margin PMICs), memory (custom DRAM), and 3D AI — the latter positioned as "a major future growth driver." Despite the positive strategic outlook, shares fell 14.8% over the past week amid broader geopolitical selling.

Linked stocks: 6770 TT, MU US Sources: 力積電談與美光合作三大效益 將切入AI記憶體供應鏈

Samsung reportedly slimming China to mobile and memory only

Samsung is planning a major strategic restructuring of its China operations, with internal sources indicating the company may retain only its mobile phone and memory chip divisions in the market. All other business units face potential elimination as Samsung concentrates resources on its highest-margin segments.

The display business would be directly impacted by the restructuring. The move reflects intensifying competition from Chinese domestic players across consumer electronics, displays, and components, prompting Samsung to retreat to segments where it maintains clear technological advantages. The strategic retreat mirrors a broader trend of foreign tech companies narrowing their China footprint to defensible positions.

Linked stocks: 005930 KS Sources: 三星在陸業務傳大瘦身 僅留手機、記憶體部門

先聲 First Word — Exclusives from Chinese-Language Sources

Foreign investors dump record NT$830.6 billion in Taiwan stocks in March

Foreign investors net sold NT$830.6 billion in Taiwan equities in March, the largest single-month outflow since records began in 2022, driven by Middle East conflict escalation. Yet Q1 net capital inflows still reached $17.85 billion — a record for the period — suggesting most foreign capital stayed onshore awaiting a re-entry opportunity. (7 Apr 2026) Source: 外資3月賣超台股8306.08億創單月最大 資金淨匯出不到千億

TeamGroup smashes revenue records as memory demand surges

Memory module maker TeamGroup (4967 TT) reported March revenue of NT$4.916 billion, up 120.5% YoY and 326.7% MoM, a new monthly record. Q1 revenue reached NT$9.558 billion (+78.7% YoY), also a quarterly record, driven by global AI data center construction and orders deferred from the Lunar New Year holiday. (7 Apr 2026) Source: 十銓3月營收49.16億元 單月及單季齊刷新高

Ding Ying hits record Q1 as AI PCB products prepare H2 ramp

PCB maker Ding Ying (3715 TT) posted March revenue of NT$2.154 billion (+33% MoM, +41.9% YoY), a monthly record. Q1 reached NT$5.636 billion (+24% YoY), also a quarterly record. AI-related products are expected to ramp in H2 2026, though Q2 revenue growth will be modest due to rising raw material costs. (7 Apr 2026) Source: 定穎投控3月、Q1營收創高 AI產品下半年放量助攻營運