AI Chips news and analysis on Web Pulse: 6985 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Goldman Sachs estimates that memory components account for roughly 62% of the total material costs for Nvidia's upcoming Vera Rubin superchip, up from about 53% on the previous-generation GB300 systems, with the estimate…
House Select Committee on China Chairman John Moolenaar urged the Bureau of Industry and Security (BIS) to clarify that the Foundry Due Diligence Rule remains in effect, citing loopholes that allowed Huawei to obtain mil…
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is selling a $917 million leveraged loan to finance the purchase and installation of GPUs and other infrastructure under a contract with Nvidia, marking…
Microsoft plans to unveil its Maia 300 artificial intelligence chip as soon as September, according to The Information, citing people with direct knowledge. The company has talked with Taiwan Semiconductor Manufacturing …
Tenstorrent, an AI chip company, is hiring a Staff CPU Microarchitect for Vector and Matrix Compute in the United States, offering a salary range of $100k–$500k per year. The role involves driving the architecture and mi…
Intel Corporation announced a proposed $15 billion underwritten common-stock offering, with a 30-day option for underwriters to sell up to $2.25 billion of additional shares, to fund AI and foundry expansion. J.P. Morgan…
Samsung Electronics warned during its Q2 2026 earnings call on July 30 that memory chip shortages will intensify through 2027 and won't ease until at least 2028, driven by AI demand. The company's semiconductor operating…
Taiwan Semiconductor Manufacturing Co. (TSMC) reported July sales of NT$14.52 billion, up 45% year over year and nearly 6% from June, driven by strong demand for AI chips, but its stock wavered as investors shrugged off …
Microsoft is reportedly planning to unveil its Maia 300 custom AI chip and has expressed interest in securing manufacturing capacity for 300,000 chips from Taiwan Semiconductor Manufacturing Co. (TSMC) for delivery by 20…
Microsoft Corp. plans to significantly increase production of its next-generation AI chips, the Information reported, citing people familiar with the situation. The company is in discussions with Taiwan Semiconductor Man…
Taiwan Semiconductor Manufacturing Co. (TSMC) reported July revenue of NT$467.6 billion, up 44.7% year over year and 5.6% month over month, according to CNBC. The chipmaker's strong sales reflect sustained demand for adv…
Microsoft plans to publicly unveil its new Maia 300 AI chip this fall, potentially as soon as next month, The Information reported on Monday, citing people with direct knowledge of the plans.
Microsoft is in talks with TSMC to manufacture its custom-designed Maia AI accelerators, including the Maia 200 with over 140 billion transistors and 10 petaFLOPS of FP4 performance, as part of a broader push to reduce r…
Microsoft's custom AI chip program is back on track, with the Maia 200 inference chip now deploying in data centers in Iowa and Arizona and the Maia 300 already in design. The Maia 200, built on TSMC's 3nm process, offer…
JPMorgan strategist Jay Kwon predicts the AI-driven memory chip shortage will persist for another two years, with demand broadening from GPUs to CPUs, and remains bullish on memory stocks despite a 25% correction in 3Q26…
Siemens highlights that hardware-assisted verification (HAV) methodologies, including emulation and FPGA-based prototyping, are essential for developing advanced AI chip designs, citing its Veloce CS system which combine…
Best Buy's August back-to-school sale now includes new deals on Windows laptops, with discounts up to $1,125 off Copilot+ PCs and gaming machines, starting at $399.99. The refreshed lineup features models with AMD's Ryze…
Intel plans to raise $15 billion by selling common stock, one of the largest equity raises in semiconductor history, to fund its capital expenditure guidance of over $20 billion for 2026 and its expansion in AI and chip …
Intel Corp. announced Monday it will offer $15 billion in common stock to capitalize on surging demand during the artificial intelligence data center boom, with proceeds earmarked for general corporate purposes. The comp…
TSMC reported July 2026 consolidated revenue of NT$467.58 billion, a 44.7% year-over-year increase and a 5.6% increase from June, according to the company's monthly revenue disclosure. The result follows TSMC's raised fu…