AI Chips news and analysis on Web Pulse: 7045 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom Inc., focusing on Samsung's 2-nanometer and below process technologies through 2030. The deal expands the companies' collabor…
Commerce Secretary Howard Lutnick publicly pressured Samsung Electronics and SK hynix to build memory chip fabs in the United States or face a 100% tariff, a threat that lands as the AI-driven memory shortage worsens. Mo…
Top Democrat criticizes the Trump administration for worsening the chip shortage, threatening the CHIPS and Science Act's $39 billion in semiconductor manufacturing incentives. Micron CEO Sanjay Mehrotra said in June 202…
Nvidia CEO Jensen Huang said in an Axios interview on July 24 that the semiconductor industry needs to grow five to ten times to support the AI and robotics revolution, arguing current chip production is insufficient. Hu…
South Korean conglomerates and global tech giants, including Nvidia Corp., agreed Friday to pursue cooperation projects worth US$950 billion, presidential chief of staff for policy Kim Yong-beom said. SK Group will suppl…
Nvidia CEO Jensen Huang announced expanded partnerships with South Korean technology leaders at the Korea AI summit in San Francisco, including a joint AI research lab with KAIST, a $500-billion-plus partnership with SK …
Ford CFO Sherry House disclosed that DRAM memory chip costs driven by AI data center demand will add roughly $1 billion to the company's expenses in 2026, with spot DRAM prices jumping about 450 percent between September…
Google Vice President of Devices and Services Shakil Barkat confirmed in an interview with 9to5 Google that the upcoming Pixel 11 will cost more than the Pixel 10, citing RAM supply issues driven by AI data center demand…
Supermicro introduced its H15 server portfolio built on 6th Gen AMD EPYC 9006 Series CPUs, featuring up to 256 cores per socket and 1.7x generational performance gains, alongside new PCIe GPU servers for AMD Instinct MI3…
Apple's AI strategy focuses on hardware integration through its Neural Engine (ANE), enabling on-device processing that ensures privacy and zero latency, rather than relying on cloud-based API calls. By moving intelligen…
Neuromorphic computing offers a radical architectural departure from traditional AI by using local evolution, extreme sparsity, and event-driven processing to overcome the efficiency wall of current LLMs, according to a …
Nvidia CEO Jensen Huang told Axios that the AI chip boom will not end soon, arguing that the current expansion is industrially driven rather than seasonal or demand-driven, and that the industry must grow five to ten tim…
Scientists have built a programmable photonic chip that can slow light on command, enabling light to be stored, delayed, and controlled within a single device. The technology has potential applications in low-power optic…
Trust Stamp, the Nasdaq-listed AI biometric identity firm, has been selected as a direct participant in the European Union's Important Project of Common European Interest on Advanced Semiconductor Technologies (IPCEI AST…
Teradyne now generates roughly 70% of its revenue from AI-related demand, up from 40-50% two quarters ago, ahead of its Q2 2026 earnings report expected between July 28-29. The chip-testing giant's Q1 2026 revenue hit an…
Michael Burry's Scion Asset Management has increased its short position against Nvidia, adding to put options first disclosed in late 2025 and expanding bearish bets across the semiconductor sector with positions in Appl…
Nvidia and SK Group are launching a more than $500 billion AI initiative in South Korea, including a 2-gigawatt AI data center from SK Telecom powered by Nvidia's Vera Rubin chips and SK Hynix's HBM4 memory, with the fir…
AWS EC2 compute is evolving to meet demand from agentic AI and physical AI workloads, with customers using AMD-based instances for AI inference alongside traditional HPC tasks, according to Art Baudo, principal product m…
Broadcom is shifting production of high-end AI accelerators from TSMC to Samsung, betting on Samsung's process nodes to match yields and power efficiency. If Samsung delivers, the move could lower AI compute costs and di…
Samsung Electronics and SK Group have signed $950 billion in deals with artificial intelligence companies, marking a major expansion of South Korea's AI industry. The agreements were announced during a visit by South Kor…