AI Chips news and analysis on Web Pulse: 6157 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AMD has published a machine-readable ISA for its Instinct GPUs and partnered with Anthropic and OpenAI to let frontier models natively write and optimize low-level kernels, claiming a 38% inference speedup over baseline …
South Korean President Lee Jae Myung announced $950 billion in chip partnerships with global Big Tech firms during a visit to San Francisco, reinforcing Korea's role in the AI supply chain. The agreements involve Samsung…
AMD's stock surged 142% in the first half of 2026, far outpacing Nvidia's 4% gain, even though Nvidia still commands 87.4% of AI data center GPU revenue according to Axis Intelligence. AMD's data center revenue hit a rec…
Gartner expects DRAM prices to increase 130% year-on-year by the end of 2026, driven by AI demand, forcing consumer hardware makers like Microsoft and Apple to ship lower-tier devices with less RAM. The Verge's review of…
President Lee Jae Myung wrapped up a two-day visit to San Francisco on Saturday, promoting artificial intelligence cooperation with global tech giants including OpenAI CEO Sam Altman and Nvidia CEO Jensen Huang, and secu…
Korean tech conglomerates Samsung, SK Group, and Hyundai Motor Group expanded AI and semiconductor partnerships with U.S. Big Tech firms to $950 billion during President Lee Jae Myung's visit to San Francisco, presidenti…
Semiconductors now drive nearly half of S&P 500 earnings growth, according to a16z, with chip stocks accounting for 44-48% of overall EPS growth in Q2 2026 and earnings surging 133% year-over-year. The chip sector's shar…
NVIDIA may halve the CPU-side LPDDR5X memory planned for its Vera Rubin NVL72 rack-scale AI system, according to reports from TrendForce and Wccftech citing GF Securities, while the company's public specifications still …
Smartphone prices are rising due to an 'AI tax' as manufacturers pass on the costs of generative AI research and specialized NPU silicon to consumers, according to an analysis. The premium may be unjustified if AI featur…
UK AI minister Kanishka Narayan told the Financial Times that Prime Minister Keir Burnham's push to 'reindustrialise' Britain will center on chips and drones, with technology seen as a way for the country 'to get its moj…
George Hotz at AMD Advancing AI 2026 argued that the next leap in AI is not bigger models but smarter utilization of existing compute, emphasizing tighter integration between model reasoning and hardware execution. He hi…
South Korea moved to cement its role in the global AI supply chain Friday as Samsung Electronics and SK Group unveiled massive AI infrastructure partnerships with Broadcom, Nvidia and other US tech leaders under Presiden…
SK hynix is expected to post a record operating profit of 64.1 trillion won ($43.7 billion) in the second quarter, driven by its leadership in the high bandwidth memory (HBM) market amid an AI-led semiconductor supercycl…
Japan's Ministry of Economy, Trade and Industry has allocated ¥1.23 trillion for AI and semiconductor support in fiscal 2026, including ¥387.3 billion for domestic foundation models and physical AI, and commissioned Noet…
CXMT Corp., formerly ChangXin Memory Technologies, is set to become the biggest China-listed firm on its debut after raising 66.6 billion yuan ($9.8 billion) in a near-record IPO, tapping into investor frenzy over memory…
Nvidia and Google are converging their flagship AI chips on TSMC's N3 node, which TSMC says will remain tight for multiple years, creating an opening for Intel's 18A and 14A processes. TSMC's N3 capacity is already fully…
Nvidia dominated the AI chip race in the first half of 2026, capturing 85% of the data center AI chip market, according to a report from Mercury Research. AMD held 10% and Intel 5%, with Nvidia's revenue from AI chips re…
Nvidia commands up to 81% of AI accelerator revenue in the first half of 2026, with data center sales projected to exceed $150 billion for the year, but its stock gained only 15% while AMD surged roughly 114% and Intel j…
AMD's move to provide machine-readable Instruction Set Architecture (ISA) specifications could transform GPU programming by enabling LLM agents to directly generate optimized kernels, bypassing the need for human manual …
DeepSeek has reportedly paused a planned funding round after a leaked transcript of founder and CEO Liang Wenfeng's off-the-cuff remarks went viral, according to a Bloomberg report citing anonymous sources. The transcrip…