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.
Semiconductor stocks lost approximately $1.3 trillion in market value in early June 2026 as the crowded AI trade unraveled, with the Philadelphia Semiconductor Index (SOX) falling into bear market territory by July after…
Lumentum Holdings Inc. told investors on May 5 that demand for its electro-absorption modulated laser chips exceeded supply by more than 30%, as indium phosphide (InP) capacity lags. CEO Michael Hurlston later warned at …
Chinese memory chipmaker CXMT's Shanghai debut, which surged 466% to 3.3 trillion yuan (£365bn), and reports of domestic deep-ultraviolet lithography tools triggered a global AI stock rout, with South Korea's Kospi plung…
A global sell-off in AI-linked shares, triggered by the Shanghai debut of Chinese memory chipmaker CXMT and reports that China developed its own deep-ultraviolet lithography tools, sent the Kospi down 11.5% on Tuesday an…
Wedbush analyst Dan Ives said on CNBC on July 27 that demand for Nvidia's AI chips is outpacing supply by 12 to 1, a figure he has since raised to 15 to 1. The shortage is driven by a bottleneck in TSMC's CoWoS packaging…
Nvidia, the leading supplier of AI GPUs, faces demand that outpaces supply by a 12-to-1 ratio, according to analyst Dan Ives, boosting its revenue prospects. The company reported $82 billion in Q1 revenue and guided Q2 r…
ChangXin Memory Technologies (CXMT), China's top memory chipmaker, raised 57.92 billion yuan (S$11 billion) in its Jul 27 Shanghai IPO, boosting its market valuation to 3.65 trillion yuan and making it China's most valua…
South Korea's Kospi fell 22.19 percent in July after surging 101.14 percent in the first half, prompting calls for tighter scrutiny of overly bullish brokerage research and stricter margin-lending rules. Industry officia…
Benchmarking by an unnamed engineer shows AMD's MI355X GPU delivers lower cost per million tokens than Nvidia's B300 for serving Kimi K3, due to memory bandwidth and quantization fitting the model on a single card.
Wafer, an AI infrastructure provider founded by Emilio Andere and Steven Arellano, reported that running Kimi K3 on eight AMD MI355X GPUs delivered 48 tokens per second per dollar, outperforming Nvidia's B300 at 33 token…
AMD's Instinct MI355X GPUs now run Moonshot AI's 2.8-trillion-parameter Kimi K3 model at 952 tokens per second per node, undercutting Nvidia's B300 on cost per token despite Nvidia's 1.65x raw throughput advantage, accor…
Wafer's benchmark shows AMD's MI355X GPUs deliver 952 tok/s/node on Kimi K3, outperforming NVIDIA's B300 on performance per dollar at 48 tok/s/$ versus 33 tok/s/$, despite B300's higher aggregate throughput of 1,568 tok/…
NXP Semiconductors is in talks to acquire Ambarella in a deal valued at more than $3 billion, according to the Financial Times, as the automotive chipmaker seeks to bolster its edge AI vision capabilities. Ambarella, whi…
NXP Semiconductors is in talks to acquire Ambarella, a Santa Clara chip designer specializing in low-power AI processors for camera systems in cars, security devices, and robots, according to the Financial Times. Ambarel…
Nvidia's Jensen Huang announced at GTC that Vera Rubin delivers approximately 10x more inference throughput per watt compared to Blackwell (B200), but the comparison point matters because most organizations run H100 or H…
AMD launched the Ryzen Embedded AI X100 series, a new line of processors designed for physical AI applications such as robotics and edge computing, marking a significant step in the company's strategy to expand beyond tr…
Taiwan's economy grew 12.92 percent in the second quarter of 2026, following a 13.69 percent rise in the first quarter, driven by surging US demand for AI chips, with US imports from Taiwan reaching $201bn in 2025, nearl…
South Korean companies and U.S. technology firms announced AI semiconductor cooperation projects valued by Seoul at a reported $950 billion during a July 24 San Francisco summit hosted by President Lee Jae Myung. The pac…
Taiwan Semiconductor Manufacturing Co. reported Q2 2026 revenue of $40.2 billion, a 36% year-over-year increase, and net profit of NT$706.56 billion ($21.99 billion), up 77.4%, while raising its 2026 capital expenditure …
Alphabet Inc. has guaranteed up to $43.8 billion in data center lease payments if tenants default, a sevenfold increase from $6.5 billion nine months ago, while recording only an $815 million liability on its balance she…