AI Chips news and analysis on Web Pulse: 3095 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AI-driven demand for multilayer ceramic capacitors (MLCCs) has triggered a supply bottleneck, with AI servers requiring up to 28,000 MLCCs per unit—a 13-fold increase from standard servers. The surge, described as 'scary…
A widely cited claim that AI inference GPUs last only three years under high utilization is based on an anonymous source from a paid expert network, raising questions about its reliability. Google has reported eight-year…
Neurophos announced its Optical Processing Unit (OPU), a photonic AI chip achieving 0.47 ExaOPS at 300 TOPS/W, claiming 10,000x size reduction over traditional photonic tensor cores. The company says a single tray of 8 O…
Gaon Cable's U.S. unit LSCUS secured multiple AI data center power contracts in 2026, including a five-year busduct supply agreement potentially worth up to 4 trillion won ($2.7 billion) with an unnamed U.S. technology c…
Ciena Corporation reported fiscal second-quarter 2026 revenue of $1.57 billion, up 40% year over year, and adjusted EPS of $1.64, up 290%, driven by strong optical demand from hyperscalers and cloud providers for AI infr…
Singapore-based Firmus Technologies, backed by Nvidia, plans to build three AI factories in Tasmania that would make it the state's largest electricity user, with a total of 400 MW of GPU compute capacity. The Tasmanian …
At Computex 2026, exhibitors showcased AI-powered laptops, ARM processors, smarter gaming monitors, and next-generation handhelds, with AI integration emerging as the dominant theme across nearly every PC hardware catego…
Alphabet's Google is in talks with Samsung Electronics to manufacture part of its next-generation tensor processing unit, codenamed "Icefish," with TSMC producing the main compute die and Samsung making a memory-facing I…
Lattice Semiconductor is poised for a cyclical upswing driven by rising data-center FPGA demand and agentic AI adoption, according to Seeking Alpha. The planned AMI acquisition is expected to broaden Lattice's platform, …
Microsoft unveiled Project Solara, a chip-to-cloud platform for agent-first devices that run AI agents instead of traditional apps, at Build 2026. The platform includes prototypes built with Qualcomm and MediaTek chips, …
Engineers at the University of Illinois Urbana-Champaign and Fabric8Labs have developed a novel copper cold plate cooling system for data center chips, using AI-driven topology optimization to design jagged fins that max…
The United Kingdom and Japan finalized a $24 billion investment and technology partnership covering AI, semiconductors, quantum tech, and life sciences, expected to create tens of thousands of jobs. Prime Ministers Keir …
South Korea's ICT exports hit a record $47.79 billion in May 2026, a 128.9% year-on-year surge, driven by semiconductor shipments soaring 169.2% to $37.16 billion amid AI server investments and higher memory chip prices.…
The UK government announced a $1.5 billion artificial intelligence infrastructure plan, including funding for supercomputers and chips, to boost AI development and economic growth.
South Korea's ICT exports hit a record $47.79 billion in May, surging 128.9% year-on-year, driven by soaring semiconductor demand linked to AI investments. Semiconductor exports alone rose 169.2% to $37.16 billion, while…
Samsung, LG and SK are racing to develop glass substrates for AI chip packaging, but mass production remains elusive due to manufacturing challenges. SKC's US subsidiary Absolics aims to be first to mass-produce glass su…
The United Kingdom and Japan are finalizing a technology and investment partnership worth over £18 billion ($24 billion), covering artificial intelligence, semiconductors, quantum computing, and dual-use defense technolo…
Peladn announced the HO5 mini PC featuring AMD's Ryzen AI 9 HX 470 processor, with a global launch scheduled for late June 2026 at $1,299. The system includes 32GB LPDDR5X memory, a 1TB SSD, an integrated Radeon 890M GPU…
SK hynix added 2,159 employees in 2025, reaching 34,549 total, driven by AI chip demand, while Samsung's chip division saw a slight decline. The hiring contrasts with South Korea's overall job market slowdown, which lost…
Nvidia CEO Jensen Huang warned Stanford students that the energy needed for computing could rise 1,000-fold due to always-on AI agents, far exceeding current capacity. He called for enhanced behind-the-meter power genera…