AI Chips news and analysis on Web Pulse: 7027 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
China's ChangXin Memory Technologies (CXMT) raised US$9.8 billion in a Shanghai stock offering to expand DRAM production, sending shares of rivals SK Hynix and Micron Technology lower. The CXMT debut and China's advances…
SK hynix reported record second-quarter revenue of 79.32 trillion won ($54.8 billion), up 256.8% on-year, and operating profit surged 557.2% to 60.54 trillion won, with an operating margin of 76%. The chipmaker pushed ba…
Marvell Technology is investing $250 million to expand its Bangalore facility into a dedicated AI development hub, targeting AI data center infrastructure. The company's India workforce of 1,700 employees is set to grow …
Bull, the supercomputing giant, has partnered with fabless data processing unit developer Kalray to develop Ultra Ethernet-based interconnect technologies for AI infrastructure, aiming to support very large-scale AI and …
Shares of Chinese MLCC manufacturers Guangdong Fenghua Advanced Technology, Suzhou GYZ Electronic Technology, and Chaozhou Three-Circle surged on Wednesday, with Guangdong Fenghua hitting the 10% daily limit for the seco…
Ajinomoto, a Japanese food company best known for MSG, controls over 95% of the Ajinomoto Build-up Film (ABF) used as a dielectric layer in every high-performance CPU and GPU, making it a critical but overlooked player i…
Tesla CEO Elon Musk thanked Micron Technology twice during Tesla's Q2 2026 earnings call on July 23, calling memory chip pricing 'pretty insane' and highlighting a 'very significant allocation' from Micron, signaling a d…
Quanta Computer, one of the world's largest server manufacturers, received board approval on June 16 for a global depositary receipt offering that could raise between $2 billion and $2.7 billion, which would be Taiwan's …
SK Hynix reported Q2 2026 operating profit of KRW 60.54 trillion, a 557% surge from a year earlier, but missed analyst expectations of KRW 64 trillion, causing shares to slump 9.6% to 13% on the Korea Exchange on July 29…
Asian semiconductor stocks plunged for a second straight day on Wednesday, with Seoul's Kospi index falling 12.6% at one point after SK Hynix reported record profits that missed investor expectations, wiping out over 40%…
United Microelectronics Corporation (UMC) is expanding its 12-inch wafer capacity in Singapore and Taiwan to capture surging demand for silicon photonics, a critical hardware bottleneck for AI data centers. The expansion…
MIT Technology Review's AI Hype Index highlights unsexy AI developments including Grok's porn-pilled translation feature, Meta's creepy glasses, and Big Tech's skyrocketing emissions, while noting that AI is paying off f…
Kioxia Corporation announced UFS 5.0 embedded flash memory solutions for AI-enabled mobile and edge devices, with commercial samples available in 1 TB and 512 GB capacities and mass production expected by end of 2026. Th…
United Microelectronics Corporation (UMC) announced a phased expansion plan approved by its Board of Directors, including immediate cleanroom capacity expansion in Singapore and construction of a new fab building shell a…
AAEON launched the MIX-Q870A1, a Mini-ITX motherboard supporting up to 65W Intel Core Ultra 200S Series LGA 1851 processors, featuring an integrated NPU and Xe LPG Graphics for AI acceleration totaling 36 TOPS. The board…
NVIDIA's market value dropped by $277 billion as a sell-off in chip stocks deepened, driven by concerns over AI industry profitability and a potential slowdown in demand for high-end GPUs used in large language models an…
Nvidia lost its position as the world's most valuable company as chip stocks dropped 13% in Asia and the US. South Korea's Kospi index was halted after an 8% slide and closed 10.8% lower, with Samsung Electronics and SK …
CEA-Leti, Scintil Photonics, and NcodiN are developing photonic interconnects that move optical links inside AI processor packages, from co-packaged optics to nanolasers for photonic interposers. Scintil's multi-waveleng…
Korean Air Lines reported a 46% surge in cargo revenue to 1.54 trillion won ($1.07 billion) in the second quarter, driven by AI chips, server racks, and data center infrastructure rather than e-commerce, according to the…
A data-driven dashboard tracking five signals of AI infrastructure build-out and platform economics shows the expansion is still intensifying, with Alphabet's June-quarter cloud revenue up 82% to $24.8B and quarterly cap…