AI Chips news and analysis on Web Pulse: 6175 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Bank of America added Micron Technology to its US 1 List and upgraded the stock from Hold to Buy, raising its price target from $144 to $177, citing growing demand for memory chips driven by edge AI. Shares surged as muc…
Syensqo, a materials science company, reports that advances in polymers, elastomers, and specialty fluids are critical to enabling next-generation AI by addressing physical limits in semiconductors and data center infras…
A new analysis by The Verge examines the energy consumption of GPUs across gaming, smartphones, and AI data centers, questioning the moral and political dimensions of their power use. The report highlights that a single …
Startup Accelsius claims its two-phase cooling fluids can reduce datacenter operating costs by allowing facility water temperatures up to 54°C (or 59°C with doubled flow rate), with every 1°C increase corresponding to ro…
Citrini Research says Qualcomm, GitLab, and Meta are poised to be winners in the next phase of the AI trade, as current narratives blaming Chinese competition and geopolitics for AI volatility fail to explain the selloff…
South Korea plans to build the Honam semiconductor complex, an 800 trillion won ($540bn) chip hub in the rural southwest, by 2030, but the region lacks the electricity and water to support it. The cluster could consume 7…
AMD shipped its first rack-scale AI system, Helios, on July 20, landing Microsoft Azure, Meta, OpenAI, and Oracle as customers. One rack packs 72 MI455X GPUs, 31 TB of HBM4, and 2.9 exaFLOPS of FP4 compute, roughly doubl…
A July 2026 guide details AI breakthroughs including a model price war that slashed inference costs via Grok 4.5 and GPT-5 iterations, the rise of agentic AI for autonomous multi-step workflows, and advances in physical …
China's chip exports nearly doubled in the first half of 2024, driven by mature logic integrated circuits, while Nvidia's H200 chips have resumed limited imports into China. The US leads in advanced AI chips, but China i…
IQE expects revenue to grow by more than 20% in 2026, driven by surging AI data-centre demand for its indium phosphide wafers, after reporting a 18% revenue decline to £97.3m for 2025. The Cardiff-based compound semicond…
Z.ai, the developer of the GLM family of AI models, has completed construction of a 1GW-class AI data center using only Chinese-made AI chips, with part of the facility already operating to support training and developme…
British semiconductor wafer manufacturer IQE has raised its full-year revenue growth forecast, citing stronger-than-expected first-half trading driven by demand for its compound semiconductor products in AI infrastructur…
A leaked diagram sheet for Qualcomm's unannounced SM8475 chipset, believed to be the Snapdragon 4 Gen 6 processor, suggests the chip will include a dedicated Hexagon DSP and AI processor for the first time in the Snapdra…
DRAM will remain in dire shortage for another decade, warns ADATA Chairman Chen Li-bai, who says the AI bubble is far from bursting and that supply will not stabilize until after 2030. Chen's statement counters recent ma…
Asian shares mostly gained on Tuesday, with South Korea's Kospi jumping 4.7% and Japan's Nikkei 225 adding 2.8%, recovering some losses from recent AI stock sell-offs. The Kospi surged as Samsung Electronics rose 7.4% an…
China is considering stricter export controls on artificial intelligence models and chips, consulting companies on ways to prevent the West from acquiring its advanced technologies and hindering its start-ups, according …
South Korea's plan to build an 800 trillion won ($540 billion) semiconductor hub in the southwest by 2030 faces local backlash over power and water demands, with residents opposing new transmission lines, nuclear reactor…
ASML Holding became the first European company to reach a $700 billion market valuation this month, driven by surging demand for its extreme ultraviolet lithography machines that are essential for manufacturing advanced …
South Korea's exports surged 52.3% year-over-year to $54.9 billion in the first 20 days of July, driven by a 180% jump in semiconductor shipments to $22.1 billion amid strong AI-related demand, according to data from the…
Google is developing a new AI server chip, codenamed 'Frozen v2', designed to embed parts of its Gemini model directly into hardware, aiming to deliver six to ten times more efficiency than its latest custom AI accelerat…