OpenAI and Broadcom unveiled Jalapeño, OpenAI's first custom inference chip, on June 24, targeting 50% lower cost per token than Nvidia GPUs. The ASIC, built in nine months at TSMC's 3nm node, will no…
Token pricing for AI models faces a supply crunch and instability, with analysts debating whether foundation models will achieve sustainable pricing power or become low-margin commodity infrastructure…
Micron Technology committed $200 billion to US memory chip manufacturing and R&D through 2035, a $30 billion increase from prior pledges, aiming to produce 40% of its DRAM domestically. The expansion,…
Meta plans to launch its own AI chip in September, designed for use in its data centers to power AI features on Facebook and Instagram. The chip, developed with Broadcom and manufactured by TSMC, aims…
Meta plans to put its own AI chip into production in September and aims to roughly double computing capacity across its data centers, according to Reuters. The chip, part of Meta's MTIA line, is desig…
Meta plans to manufacture its next-generation Iris AI chip in September, targeting a 25x increase in compute FLOPS and a 4.5x improvement in memory bandwidth by 2027. The in-house silicon push, fabric…
Taiwan's central bank governor Yang Chin-long warned investors against using excessive leverage to chase the island's surging stock market, driven by global demand for AI hardware from Taiwanese firms…
South Korean fabless chip startup FuriosaAI is expanding into Europe by deploying its RNGD AI inference accelerators in Equinix's Lisbon LS2 data center, aiming to attract European enterprises seeking…
NVIDIA's next-generation Rosa CPU may use TSMC's A16 process with back-side power delivery for a 2028 data-center platform, according to TrendForce and Wccftech reports. The technology could improve p…
AWS Graviton5-powered M9g and M9gd EC2 instances are generally available, with production benchmarks from Honeycomb, ClickHouse, and HubSpot showing consistent 36% performance gains over M8g. The new …
Tensordyne announced its Napier inference processor, which uses logarithmic math to convert matrix multiplications into additions, and said the 3nm TSMC chip is now in production. The company claims t…
Apple pledged to buy $30 billion of Broadcom's US-made chips, with $1.5 billion allocated to upgrade a Broadcom facility in Colorado. The deal aims to produce 15 billion US-made chips for Apple produc…
D-Matrix launched its Corsair AI inference platform, claiming 10x faster inference and 5x better energy efficiency than Nvidia GPUs for generative AI workloads. The startup, backed by $275 million in …
Japanese Prime Minister Sanae Takaichi unveiled a ¥370 trillion ($2.3 trillion) growth strategy targeting 17 strategic sectors by 2040, with major investments in AI and semiconductors. The plan aims t…
South Korean chip startup FuriosaAI has activated its RNGD AI accelerators at Equinix's Lisbon datacentre, offering European enterprises a cooler, cheaper alternative to Nvidia chips. The 180-watt acc…
Samsung Electronics reported a 19-fold year-over-year jump in preliminary April-June operating profit to about $58 billion, but AI-linked chip stocks sold off on July 7, 2026, with Samsung shares fall…
AC Limited, the family office of Abu Dhabi ruler Sheikh Mohamed bin Zayed Al Nahyan, has built a multi-billion-dollar portfolio including stakes in Nvidia, Apple, Microsoft, Amazon, and TSMC, and inve…
SK Hynix, a South Korean memory-chip maker and key Nvidia supplier, is set to begin trading on the Nasdaq this Friday, aiming to raise approximately $28 billion in what could be one of the largest tec…
Samsung Electronics reported a record operating profit of $58 billion for the second quarter of 2026, nearly 20 times higher than the same period last year, driven by surging demand for memory chips u…
Silicon Motion demonstrated its enterprise SM8388 and SM8008 SSD controllers at Computex 2026, targeting nearline storage and boot drives respectively. The SM8388 achieved up to 14.6GB/s sequential re…