AI Chips news and analysis on Web Pulse: 6976 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AI workloads are reshaping the DRAM market, with High-Bandwidth Memory (HBM) becoming essential for training models like GPT-5. Memory manufacturers such as Samsung, SK hynix, and Micron are shifting production to HBM, c…
SMIC, China's largest chipmaker, reported second-quarter net profit of $479.2 million, more than triple the year-earlier figure, and revenue rose 36% to $3.01 billion, driven by AI demand for power and mature-node chips,…
South Korea's ICT exports jumped 140.6% year-on-year in July to $53.4 billion, the highest for any July, driven by sustained global AI chip demand, according to the Ministry of Science and ICT. Semiconductor exports surg…
Taiwan's largest DRAM maker Nanya Technology plans to quadruple its 2027 capital expenditure to over NT$200 billion ($6.2 billion) from its 2026 budget of more than NT$50 billion, betting on AI-driven memory demand. The …
Applied Materials Inc. reported third-quarter fiscal 2026 earnings of $3.50 per share on revenue of $9.12 billion, beating Wall Street estimates of $3.40 per share and $9 billion, but its stock fell more than 4% in after…
CXMT, China's largest memory-chip maker, overtook Tencent Holdings as the world's most valuable Chinese company, with its market capitalization reaching US$524 billion versus Tencent's US$510 billion, reflecting investor…
Nvidia is backing up to 25% of the residual value of its AI chips in a $500 billion financing push with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR, aiming to position GPUs as long-life infrastructur…
OpenAI launched Ultrafast on August 13, a service tier running GPT-5.6 Sol at up to 750 tokens per second, roughly 14x faster than Standard, using Cerebras' wafer-scale WSE-3 chip with 44 GB of on-chip SRAM. The tier is …
SK hynix reported record quarterly revenue and operating profit in the second quarter, surpassing KRW 100 trillion in cumulative first-half revenue for the first time, driven by AI memory demand. Ryu Hyung-keun, Research…
Advanced Micro Devices (AMD) launched a four-part debt offering on Thursday (Aug 13) that could raise between US$4 billion and US$5 billion, according to a source and terms reviewed by Reuters, as the chipmaker seeks fun…
Lam Research Corp. (NASDAQ: LRCX) announced plans to invest more than $3 billion over the next five years to expand its global R&D lab network, aiming to increase experiment capacity by more than 50%. The investment is i…
Dell's Pro Precision 5 14s AMD mobile workstation, powered by the 12-core, 24-thread AMD Ryzen AI 9 HX PRO 475 processor with a 60 TOPS NPU and Radeon 890M integrated graphics, starts at $2,253 and is available now on De…
Creative Strategies' research, powered by its CS Atlas platform, finds that the GPU tsunami in AI compute is pulling more FPGAs into rack-scale systems, with Lattice Semiconductor's FPGAs appearing on AI accelerator, net…
Applied Materials Inc. forecast fiscal fourth-quarter revenue of approximately $10.3 billion and earnings of $4.02 a share, beating analysts' average estimates of $9.62 billion and $3.72, but shares fell about 3% in late…
Applied Materials reported fiscal Q3 2026 revenue of approximately $9 billion, up 25% year-over-year, and raised its revenue and profit forecasts for 2026 and 2027, citing surging AI chip demand. The company upgraded its…
Micron Ventures, the corporate venture capital arm of Micron Technology, is operating a $300 million fund focused on early-stage deep tech startups in AI, machine learning, and sustainable computing infrastructure, with …
Google unveiled the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and Pixel 11 Pro Fold at its Made by Google event on August 12, with the Pro starting at $1,099, a $100 increase over last year's Pixel 10 Pro, and preorders o…
IREN Ltd. shares rose more than 12% after the AI cloud infrastructure provider delivered the first phase of its Microsoft deployment and secured Nvidia Exemplar Cloud status. The company completed Horizon 1, a 50-megawat…
Advanced Micro Devices (AMD) plans to raise between $4 billion and $5 billion through its largest-ever US dollar investment-grade bond offering, which would nearly triple its outstanding long-term debt of approximately $…
European semiconductor and AI infrastructure stocks have surged over 100% in 2026, driving the STOXX Europe 600 up approximately 10-11% year-to-date as of early August, with AI enablers like ASML and Infineon as signific…