AI Chips news and analysis on Web Pulse: 6987 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Semiconductor stocks surged in Asian trading on Wednesday, with the Kospi jumping 4.0% led by SK Hynix and Samsung, despite after-hours declines for SpaceX and AMD. SpaceX disclosed capital expenditure of over $18 billio…
Intel shares jumped 10% on August 4, 2026, to close at $99.74, lifting the broader chip sector and increasing the paper value of the U.S. government's 10% stake in the company to more than $40 billion. The rally follows …
Major PC makers HP, Asus, and Acer have begun limited adoption of DRAM chips from China's ChangXin Memory Technologies (CXMT) amid an unprecedented memory chip shortage driven by AI infrastructure demand, according to Ni…
Samsung Electronics unveiled zHBM, a memory architecture stacked directly on AI chips, at the Future of Memory and Storage conference in Santa Clara on August 4, claiming it runs eight times faster than HBM5 while using …
Chinese AI hardware stocks plunged Wednesday after Reuters revealed the Trump administration is drafting a ban on U.S. imports of new Chinese data center components, specifically targeting optical transceivers. The CSI30…
Samsung Electronics showcased its next-generation 3D memory architectures, including zHBM and zNAND-O, at the Future of Memory and Storage 2026 in California on Tuesday. zHBM stacks high-bandwidth memory directly on top …
Samsung Electronics unveiled a new 3D-memory roadmap, including zHBM and zNAND-O, claiming the zHBM system delivers about eight times the performance and over 10 times the memory density of next-generation HBM5, as it co…
AMD reported record second-quarter revenue of $11.5 billion, up 50% year over year, with data center revenue reaching $6.7 billion, up 107%, as CEO Lisa Su said open-source contributions to its ROCm software stack increa…
SpaceX announced on its first earnings call as a public company that it will build exclusively on NVIDIA's Vera Rubin platform, targeting 10 gigawatts of compute capacity by 2027, with over 2 gigawatts online by end of 2…
AMD executives say the chip company's open-source strategy gives it an edge over Nvidia in the AI chip race, with CEO Lisa Su noting that open-source contributions to its ROCm software have increased 10 times in the past…
AMD reported Q2 profits surging 163 percent year-over-year on revenues of $11.5 billion, but its shares fell 10.5 percent after the announcement as investors worried about its exposure to a handful of AI customers. CEO L…
Samsung Electronics Co. unveiled the industry's first concept models of zHBM, a next-generation memory architecture expected to deliver approximately eight times the performance of HBM5, at the Future of Memory and Stora…
AMD reported record Q2 revenue of $11.5 billion, up 50% year-over-year, with data center revenue more than doubling to $6.7 billion, and guided Q3 revenue to approximately $13 billion. Management expects server CPU growt…
AMD (NASDAQ:AMD) reported second quarter 2026 revenue of $11.5 billion, with GAAP net income of $2.3 billion and diluted EPS of $1.38, while non-GAAP net income was $2.8 billion and diluted EPS was $1.66. CEO Dr. Lisa Su…
Elon Musk said on SpaceX's first earnings call as a public company that its rocket scientists give it an edge in building AI data centers, comparing the advantage to the New York Yankees playing a Little League team. Spa…
Advanced Micro Devices Inc. reported 107% year-over-year growth in data center revenue for the second quarter, beating Wall Street expectations and reinforcing its position as a challenger in AI infrastructure. The Santa…
SpaceX CEO Elon Musk said during the company's August 4 earnings call that SpaceX will build its AI infrastructure exclusively on NVIDIA, citing the Vera Rubin architecture as the best available AI computer. Axios report…
SpaceX CEO Elon Musk announced during the company's first earnings call as a publicly traded company that SpaceX will build exclusively on Nvidia's next-generation Vera Rubin architecture, calling it "the best AI compute…
Advanced Micro Devices (AMD) reported a 50% revenue increase in its latest quarter, with data center sales doubling, yet the stock declined. The company's data center unit grew 107% year over year, according to CNBC.
AMD reported $11.5 billion in revenue for the quarter, up 50% year-over-year, driven by AI demand, with data center revenue more than doubling and now representing 58% of total revenue. CEO Lisa Su reiterated that the da…