AI Chips news and analysis on Web Pulse: 7028 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Chinese AI chip giant Cambricon Technologies has set a revenue target of more than 100 billion yuan (US$14.8 billion) over the next three years as a prerequisite for a new employee stock incentive plan, a nearly 20-fold …
A digest of 30 AI stories on July 29 covers topics including Sam Altman's view on AI CEOs, Google's first revenue dip and its implications for AI spending, chip stocks hitting a wall in the AI hype cycle, and AI regulati…
Micron Technology announced on March 16, 2026, that its 36GB 12-high HBM4 memory is in high-volume production for Nvidia's Vera Rubin platform, with bandwidth exceeding 2.8 TB/s and a 2.3 times improvement over HBM3E, bu…
Sixteen single-stock leveraged ETFs launched in South Korea in May, at the peak of an AI-driven memory chip boom, have amplified volatility in Samsung Electronics, SK hynix, and the broader Kospi index, according to mark…
The global race to build artificial intelligence is redrawing Asia's air cargo map, with airlines redesigning networks around semiconductor manufacturing hubs as cross-border e-commerce loses momentum, according to airli…
Semiconductor stocks are sliding across US and Asian markets as investors shift from the AI hype cycle to demanding proof of returns on massive capital expenditures. Big Tech is spending billions on Nvidia H100s and B200…
NVIDIA committed $5 billion to Safe Superintelligence Inc. (SSI), a startup with no products or published papers, in exchange for access to its research and a partnership on future compute platforms. SSI will use the fun…
Micron Technology reported record fiscal Q3 2026 revenue of $41.46 billion, a 345% year-over-year jump, and guided Q4 to roughly $50 billion as its entire high-bandwidth memory production capacity is sold out through 202…
Shares in major chip firms fell sharply in the US and Asia as a sell-off in AI-related stocks deepened, with South Korea's Kospi index closing 10.8% lower after a temporary trading halt. The slump was led by Samsung Elec…
SanDisk shares fell 14.3% on July 28, extending a three-day decline to 35%, after China's ChangXin Memory Technologies (CXMT) debuted on Shanghai's STAR Market with a $487 billion valuation, raising concerns that AI memo…
A rogue trade in SK Hynix Inc. shares on Tuesday triggered nearly $60 million in forced liquidations of long positions on crypto exchange Hyperliquid, resulting in $17.4 million in realized losses for over 900 users, acc…
NVIDIA CEO Jensen Huang is scheduled to meet with Sen. Ted Cruz (R-Texas) this week to discuss AI policy, including open-source AI model access and chip supply chain investments. Huang has publicly advocated for continue…
AMD is leveraging its rackscale AI system roadmaps to compete for datacenter spending, with CEO Lisa Su unveiling CPU and GPU plans at the Advancing AI 2026 event. The company has regained credibility after a decade-long…
TSMC's Arizona expansion aims to alleviate the AI hardware bottleneck by diversifying geographic risk and increasing capacity for advanced 3nm and 2nm processes, as well as CoWoS packaging. The move is critical to preven…
STMicroelectronics (ST) announced the STM32N6, its most powerful microcontroller and the first to include a custom Neural-ART Accelerator NPU capable of 600 GOPS, enabling machine learning applications previously requiri…
Seoul shares opened sharply higher Wednesday, with the KOSPI rising 2.23 percent to 6,157.90, as investors went bargain hunting after a 10.84 percent plunge the previous session driven by a sell-off in AI-related chip st…
SK Hynix, the world's second-largest memory-chip maker, reported a sixfold surge in quarterly profit driven by booming demand for AI semiconductors, and said it secured multiyear contracts with about 10 customers.
Hong Kong's export surge, driven by global AI demand, will sustain growth and lift GDP beyond official forecasts, economists say. Billy Mak, an associate professor at Baptist University, said demand for AI hardware remai…
SK Hynix reported a record operating profit of 60.5 trillion won for Q2 2024, a more than sixfold increase from 9.2 trillion won a year earlier, driven by AI chip demand, but missed the LSEG SmartEstimate forecast of 64 …