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.
Micron Technology has signed multiyear strategic customer agreements with seven automotive technology partners, including Hyundai Mobis, Harman and Qualcomm, to supply memory and storage for increasingly intelligent vehi…
Investor sentiment on China's technology hardware sector has dropped to its most bearish reading in over four years, according to fund managers, as the STAR 50 Index's 62-64% surge in Q2 2026 fades amid concerns that val…
Investor sentiment on China technology hardware has fallen to its most bearish level in over four years as the rally in chip stocks rapidly cools, according to Bloomberg. The Star 50 Index's fear/greed indicator dropped …
Kioxia Holdings Corp.'s market value has nearly halved from its June peak, with shares falling roughly 38.7% after reports that Meta Platforms Inc. plans to sell excess AI computing capacity and that OpenAI engineers hal…
South Korea's semiconductor exports hit a record $37.16 billion in May 2026, up 169.4% year-over-year, driven by global AI chip demand, prompting the government to raise its 2026 GDP growth forecast to 3.0% on July 14, 2…
Chinese President Xi Jinping will attend the opening ceremony of the World AI Conference (WAIC) in Shanghai on Friday, underscoring Beijing's push to compete across the full AI stack from models and chips to humanoid rob…
Amazon CEO Andy Jassy disclosed during the company's Q1 2026 earnings call that Amazon's custom AI silicon business has secured over $225 billion in multi-year revenue commitments, driven primarily by Trainium chips. The…
Singapore's non-oil domestic exports rose 20.7% year on year in June, missing the 28.7% forecast, as a 105.1% surge in electronics shipments driven by AI demand was offset by a 2.9% decline in non-electronics, according …
China's AI companies are poised to deliver robust earnings, with some along the chip supply chain flagging profit surges exceeding 1,000%, but elevated expectations after a months-long rally have made it harder for tech …
Federal Reserve Vice Chair Philip Jefferson warned on February 6 that the artificial intelligence investment boom could fuel inflation before productivity gains materialize, creating a timing mismatch that may pressure t…
BlackRock's iShares MSCI South Korea ETF (EWY) pulled in a record $281 million on February 12, driven by investor demand for SK Hynix, which accounts for roughly 23% of the fund's holdings. The memory chip giant's high-b…
Apple will launch its M6 chip later this year with up to 12 GPU cores and 200 GB/s memory bandwidth, but will skip higher-end Pro, Max, and Ultra variants for the first time in the Apple Silicon era, according to Bloombe…
A hardware analysis reveals that deploying 70-billion parameter models in FP16 requires moving 140 gigabytes of weights across the memory bus per token, creating a memory-bound bottleneck that limits batch sizes to one f…
Taiwan Semiconductor Manufacturing Co. (TSMC) will invest an additional $100 billion in Arizona, bringing its total U.S. investment to $265 billion, after reporting a record 77.4% year-over-year jump in second-quarter pr…
US chip and memory stocks lost over $1 trillion in market value in a brutal selloff triggered by Broadcom's AI chip guidance falling short of analyst expectations and a strong jobs report raising rate-hike fears. The Phi…
A hardware-software co-design prototype called PIM-HBM explores zero-copy memory view fusion and fault telemetry for LLM training, using JAX/XLA integration and branchless CUDA kernels to mitigate compilation stalls and …
The Philadelphia Semiconductor Index (SOX) has fallen over 11% from its June 2026 high, erasing roughly $1.5 trillion in market value since late June, as waning AI-driven enthusiasm pushes memory-chip giants Micron, Sams…
Amazon Web Services posted Q1 FY2026 revenue of $37.6 billion, a 28% year-over-year increase and its fastest growth in 15 quarters, driven by surging demand for AI workloads. Amazon plans nearly $200 billion in 2026 capi…
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in its Arizona semiconductor operations, bringing total planned US spending to over $165 billion, one of the largest foreign d…
AI chips now account for roughly one-third of Taiwan Semiconductor Manufacturing Co.'s (TSMC) total revenue, CEO CC Wei said during an earnings call, as the foundry announced an additional $100 billion investment to expa…