AI Chips news and analysis on Web Pulse: 6179 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Apple is exploring acquisitions of semiconductor startups to boost its server chip efforts for running AI, according to The Information. The company's next-generation server chip, code-named Baltra, has slipped past its …
AMD's upcoming MI400-series MI455X accelerator, codenamed GFX1250 and targeting machine learning, will operate exclusively in Wave32 mode and support WMMA instructions, according to LLVM commits analyzed by Chips and Che…
South Korea's US$4 trillion equity market, led by AI-driven swings in Samsung Electronics and SK Hynix, is increasingly setting the tone for global stocks, with the 60-day correlation between the Kospi and Nasdaq 100 cli…
A Chinese research team led by the Institute of Physics under the Chinese Academy of Sciences has developed a fabrication method that cuts production time for 3D optical chips from hours to seconds, as published in the p…
Micron Technology reported fiscal third-quarter revenue of $41.46 billion, up 346% from a year earlier and above analyst estimates of $35.6 billion, sending its stock up as much as 15%. The memory chipmaker's gross margi…
SK Hynix surpassed Samsung Electronics to become South Korea's most valuable company, with a market capitalization of 2,080.4 trillion won ($1.35 trillion) on June 23, driven by a 300% year-to-date surge in its shares as…
South Korea's Samsung Electronics and SK Hynix announced plans to invest roughly $518 billion (800 trillion won) in semiconductor infrastructure, building four new chip fabrication plants and doubling DRAM output within …
The Philadelphia Semiconductor Index entered a bear market Friday, closing down more than 20% from its June record after Moonshot AI, a Beijing startup led by founder Yang Zhilin, released Kimi K3, a 2.8 trillion paramet…
Leaked images from Evan Blass confirm Samsung's Galaxy Watch 9 will be powered by Qualcomm's Snapdragon Wear Elite chip, marking a switch from Samsung's Exynos processors. The 3nm chip promises faster performance and enh…
A punishing technology selloff erased billions in market value in the week ending July 17, with the technology sector tumbling 5.9% and the iShares Semiconductor ETF sinking 19% month to date, as investors fled semicondu…
ASML sold 86 new lithography systems in Q2 2026, including 16 of its most advanced extreme ultraviolet (EUV) machines, as AI chip demand drove net sales to €9.3 billion and net income to €2.9 billion. The Dutch company r…
JPMorgan Chase CEO Jamie Dimon predicts global AI spending will reach $1 trillion by 2027, driven by hyperscalers like Microsoft, Google, Amazon, and Meta ramping up capital expenditures on data centers and GPUs. The for…
Franklin Templeton analysts are warning investors in Micron Technology and SK Hynix that AI-driven memory chip valuations, which have pushed the combined market cap of the three dominant memory players to approximately $…
A leak from Mystic Leaks suggests Google's Pixel 11a will feature a flagship-grade Tensor G6 processor, reversing the Pixel 10a's downgrade to a previous-generation chip. The Tensor G6 is also rumored to include a MediaT…
GoPro faces a going-concern warning from its auditor PricewaterhouseCoopers, which on June 1, 2026 expressed substantial doubt about the company's ability to survive another 12 months. The cause is a spike in memory chip…
Stocks hammered by a massive margin call and 'push-button liquidity' are poised to rebound, according to Fundstrat Global Advisors cofounder Tom Lee, who has a strong recent track record of market forecasts. Lee said on …
Oracle faces multibillion-dollar cost overruns at its AI megacampuses, with capital expenditures surging from $21.2 billion in fiscal 2025 to a projected $90-95 billion in fiscal 2027, while banks including JPMorgan Chas…
Chinese AI firms Moonshot AI and MiniMax unveiled powerful new models at the World AI Conference in Shanghai on July 17, triggering a broad sell-off in US tech stocks. The Nasdaq dropped 1.4%, the S&P 500 fell 1%, and se…
AMD, Arm Holdings, and Intel are competing to dominate the CPU market for autonomous AI agent workloads, a shift that could reshape semiconductor competition away from GPUs. AMD's x86 server CPU revenue share rose from 2…
Advanced Micro Devices Inc. is positioning itself as the indispensable second platform in the AI infrastructure market, rather than trying to beat Nvidia Corp., according to a Breaking Analysis. CEO Lisa Su's strategy fo…