AI Chips news and analysis on Web Pulse: 6989 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AMD will report Q2 earnings on Tuesday as chip stocks have dropped 20% since mid-June. AMD stock is up 194% in the last 12 months, driven by AI demand for CPUs. The company launched its Helios rackscale platform, which C…
Apple Inc.'s MacBook Air is facing its worst supply shortage in recent memory, with delivery estimates on Apple's online store ranging from two to six weeks and higher-RAM configurations facing longer delays, according t…
Olix Computing, a UK-based startup founded by 25-year-old Thiel Fellow James Dacombe, closed a $312 million Series B at a $3.3 billion valuation to scale its photonic AI chips, up from roughly $1 billion after a $220 mil…
Nvidia's CUDA software moat is being challenged as AI coding agents recreate similar software in hours, according to Jeremy Nixon, founder of AI software startup Infinity, whose team built CUDA-like software for chip sta…
TSMC accelerated construction of its 1.4-nanometer fab in Taichung, with trial production targeted for the third quarter of 2027, widening its lead over Samsung and Intel in advanced AI silicon manufacturing. The $49 bil…
ChangXin Memory Technologies (CXMT), China's largest domestic DRAM chipmaker, plans to build a second chip fabrication plant in Beijing and is seeking fresh funding, aiming to more than double production capacity by the …
NXP Semiconductors is in talks to acquire Ambarella, a move that could bolster NXP's automotive and edge AI capabilities. Ambarella, which generates only 22% of its revenue from automotive, brings low-power AI chips for …
Doosan Group agreed to acquire a 70.6 percent stake in chip wafer manufacturer SK Siltron from SK Inc. for 2.3 trillion won ($1.61 billion), accelerating its transformation into an AI infrastructure powerhouse. The deal,…
The AI boom is driving up prices and profits for multilayer ceramic capacitors (MLCCs), with Samsung Electro-Mechanics raising prices by 30 percent this month and Murata Manufacturing and Taiyo Yuden also increasing pric…
ChangXin Memory Technologies (CXMT) has brought its first LPDDR6 chip to the tail end of R&D validation, according to a Yicai report citing unnamed industry sources, less than a week after its Shanghai debut made it the …
PC and console prices continue to rise, with an HP Victus 15.6 gaming laptop that cost $600 last year now priced at $955 at Best Buy, according to Boing Boing. The price surge is driven by AI datacenters consuming compon…
ChangXin Memory Technologies (CXMT) shares surged over 500% in its Shanghai debut on July 27 and closed at 57.60 yuan ($8.50) on Friday, giving it a market capitalization of 3.54 trillion yuan ($523 billion) and making i…
ASML Holding NV is pushing price hikes of 10% on mature DUV lithography systems and increases on EUV machines, with TSMC, its largest customer, resisting the increases, according to The Information. The standoff comes as…
Apple Inc. is facing shortages of its MacBook Air laptops due to the global memory shortage caused by the AI buildout, according to an anonymously sourced report from Bloomberg's Mark Gurman. Supplies are "more constrain…
Arm Holdings plc reported that customer commitments for its AGI CPU, its first data center chip built for AI agent workloads, have doubled to over $2 billion in a single quarter, but the company has only secured manufact…
Amazon, Alphabet, Meta, and Microsoft spent $170 billion on data centers in a single quarter, a 72% increase year-over-year, and are on track to spend $1.5 trillion by end of 2027, according to Wall Street estimates. Ama…
A report that China has begun mass-producing specialty chips for AI triggered a selloff that erased $1 trillion in market value from other chip manufacturers, according to the Guardian. The same week, the Federal Communi…
Bloomberg News reported that Chinese AI startup Moonshot AI has access to approximately 20,000 Nvidia Hopper-generation chips through a computing agreement with Alibaba Group, providing key compute for its Kimi models, i…
Apple Inc. is facing major supply shortages for its MacBook Air due to an AI-driven memory crisis, according to a Bloomberg report. The surge in demand for high-bandwidth memory (HBM2) for AI datacenters has disrupted su…
Deloitte reports that AI demand caused AI server DRAM prices to roughly double in Q1 2026, with a projected fourfold increase for the full year, and the memory chip shortage, dubbed 'RAMageddon,' is expected to last unti…