AI Chips news and analysis on Web Pulse: 6180 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
IBM issued a preliminary earnings warning for its second quarter of 2026, reporting revenue of $17.2 billion that missed analyst expectations by roughly $660 million to $700 million, causing its stock to fall approximate…
Eoptolink, a Chinese maker of high-speed optical transceivers, has filed for a secondary Hong Kong listing that could raise up to $5bn, above the $3bn floated in April, according to Bloomberg. The company's 800G and 1.6T…
ASML reported Q2 2026 net sales of €9.3 billion and net income of €2.9 billion, exceeding its own guidance, and raised its full-year outlook. The company plans to increase capacity for Low-NA EUV and DUV immersion system…
The PHLX Semiconductor Index (SOX) has entered bear market territory, falling nearly 20% from its late-June peak and erasing roughly $1.5 trillion in market value, as the AI chip rally reverses. Analysts suggest Bitcoin …
SK Hynix's American Depositary Receipts fell below their $149 listing price for the first time on July 13, erasing the entirety of their debut rally in less than a week of trading. The South Korean memory chip giant, whi…
Upper90 has provided General Compute with a $400 million credit facility secured by SambaNova SN50 inference chips, marking the first major AI infrastructure loan backed by non-Nvidia hardware. The deal, structured by Up…
The iShares Semiconductor ETF (SOXX) has fallen 11% in the past month, and BTIG strategist Jonathan Krinsky warns that too many investors remain overexposed to the sector and are unprepared for further weakness. The sell…
The semiconductor sector lost over $1 trillion in market value in under two months, with the VanEck Semiconductor ETF dropping 5% in a single session, even as demand data from hyperscalers and chipmakers continued to str…
Semiconductor stocks fell on Friday, with Micron Technology and Sandisk dropping more than 2% and Western Digital falling more than 3% in premarket trading, as global chip stocks have lost $3.3 trillion in market value s…
Intel Corp., Onyx Healthcare and FREE Bionics have developed FREE Walk, an AI-powered medical exoskeleton that uses Intel Core Ultra CPUs and Intel OpenVINO software to help patients with lower-limb injuries relearn walk…
AMD reported Q1 2026 revenues of $10.25 billion, a 38% year-over-year increase, with data center revenue reaching approximately $5.775 billion, up 57%. The chipmaker is expanding AI infrastructure through partnerships, i…
Japan's Nikkei 225 plunged 4% to 64,141 on Friday, entering correction territory more than 10% below its June 25 peak, as a Wall Street sell-off in AI and semiconductor stocks spread across Asian markets. SoftBank fell 9…
Chinese AI startup DeepSeek released its R1 and V3 reasoning models on January 27, 2025, wiping $589 billion from Nvidia's market cap as investors questioned the need for expensive hardware. Within hours, fraudulent toke…
Wall Street headed for a weekly loss Friday as AI-related stocks slumped, with S&P 500 futures down 0.8%, Dow futures off 0.5%, and Nasdaq futures tumbling 1.6%. Chipmakers including Micron, Nvidia, Broadcom, Qualcomm, a…
General Compute secured a credit facility of up to $400 million from Upper90 Capital Management, backed by SambaNova's SN50 inference ASICs instead of Nvidia GPUs, marking the first major departure from Nvidia collateral…
General Compute, an AI inference cloud startup, has secured a $400 million loan from Upper90, marking what may be the first deal to use inference-specific chips as collateral. The financing signals growing market demand …
A report from SK Hynix indicating slowing production of AI memory chips triggered a global market rout on June 23, 2026, with SK Hynix and Samsung Electronics each falling more than 10% intraday and the Nasdaq 100 droppi…
Chinese President Xi Jinping told the World Artificial Intelligence Conference on Friday that no single country should monopolize AI, while China and 29 nations signed an agreement establishing the World Artificial Intel…
AMD is scheduled to report its fiscal Q2 2026 earnings on August 4, after market close, with investors closely watching for signals on AI compute demand following Nvidia's Q4 FY2026 revenue of $68.1B, of which $62.3B cam…
South Korea's KOSPI index has been transformed into an AI-fueled casino, with more than half of all circuit breakers in its history triggered in the past six months due to extreme volatility from leveraged bets on Samsun…