AI Chips news and analysis on Web Pulse: 6184 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
A debate over sharing windfall gains from the AI semiconductor boom in Korea is intensifying, but a basic question remains unresolved: what counts as 'excess profits' and who has a legitimate claim on them. An anonymous …
ChangXin Memory Technologies (CXMT) has raised its IPO target to 66.6 billion yuan ($9.8 billion) for AI chip expansion on Shanghai's STAR Market, nearly doubling its previous goal of 29.5 billion yuan, with listing expe…
Caltech spinout Oratomic has emerged from stealth with $300 million in funding to build a quantum computer using just 10,000 to 20,000 qubits by 2030, a figure that slashes industry estimates by a factor of 50. The start…
ASML Holding NV reported second-quarter revenue of 9.33 billion euros and net income of 2.92 billion euros, beating analyst estimates of 8.80 billion euros and 2.62 billion euros respectively, driven by surging demand fr…
Upstage, AXZ (operator of Daum), and FuriosaAI have partnered to power Daum's new AI Summary search feature using Upstage's Solar LLM on FuriosaAI's RNGD NPU, marking Korea's first commercially deployed full-stack sovere…
ASML reported Q2 revenue of €9.3 billion, beating expectations of €8.9 billion, and forecast Q3 revenue between €11-12 billion and full-year revenue of €43-45 billion, driven by AI-related investments. CEO Christophe Fou…
South Korea's government unveiled a '3-4-5' economic vision targeting a 3 percent potential growth rate, becoming the world's fourth-largest exporting nation, and raising per capita gross national income to $50,000, driv…
South Korea's government has issued a tender for private companies to develop a universal AI chatbot and a government services agent, backed by up to 256 Nvidia B200 GPUs for successful bidders who match government fundi…
ASML, a heavyweight in semiconductor manufacturing, raised its forecast for the second time in 2023, betting on surging demand for AI chips as tech giants expand production capacities. The company's advanced lithography …
ASML reported second-quarter sales of €9.33 billion, beating the €8.8 billion consensus, with net income of €2.92 billion, and raised its full-year guidance to €43-45 billion from €36-40 billion, delivering the strongest…
Chinese AI stocks have corrected more than 10% in the Star Market 50 Index over the past two weeks due to ChangXin Memory Technologies' mega IPO and Federal Reserve tightening fears, but fund managers and analysts at HSB…
A selloff in AI chip stocks erased over $1 trillion in combined market value in July 2026, with the Philadelphia Semiconductor Index dropping roughly 10%, as custom silicon from Amazon, OpenAI, and others threatened Nvid…
ASML reported Q2 revenue of €9.3 billion and net profit of €2.9 billion, beating expectations and raising its outlook for next year due to strong AI-driven chip demand. However, the U.S. is considering the MATCH Act, whi…
Samsung Electronics overtook Micron Technology in automotive memory market share for the first time in 2025, rising to 40% from 35% in 2024, according to S&P Global Mobility, as AI-driven demand tightens supply and resha…
TSMC will raise foundry prices for mature process nodes starting January 2027, according to multiple Taiwanese media reports citing price hike notices received by chip design companies. The adjustment, which varies by cu…
ASML Holding NV reported Q2 2026 revenue above Wall Street's consensus forecast of roughly $10.27 billion to $10.28 billion, driven by demand for AI-capable semiconductors, with earnings per share expected in the $7.94 t…
ASML raised its full-year 2026 net sales guidance to €36 billion–€40 billion, driven by surging demand for AI-capable chips, as the Dutch semiconductor equipment manufacturer reported Q1 2026 net sales of approximately $…
WhiteFiber disclosed initial R&D results for Project Redwood, a distributed GPU supercluster architecture that linked two NVIDIA H200 clusters 83 km apart into one logical supercluster delivering 111.2 Tbps throughput wi…
China's economy grew at a 4.3% annual pace in the second quarter, the slowest since late 2022, according to official data released Wednesday. The figure fell short of forecasts and was far below the 5% growth in the firs…
ASML Holding NV raised its full-year sales forecast for the second time in 2026, projecting net sales of €43 billion to €45 billion, up from a prior estimate of €36 billion to €40 billion, driven by surging demand for it…