AI Chips news and analysis on Web Pulse: 6197 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
South Korea's ruling party is moving to ease holding company restrictions on capital-raising, a change designed to unlock outside investment for SK Hynix's semiconductor expansion amid surging AI-driven chip demand. SK H…
Black markets are supplying China with advanced AI semiconductors despite tightening US export restrictions, according to an analysis of the underground trade. The illicit flow of chips, integral to AI applications acros…
Nvidia has cut its list of approved Asian AI chip buyers by more than half, targeting Chinese companies using Southeast Asia as a side door to bypass US export controls, according to the Financial Times. The move follows…
Asian stock markets fell on Tuesday amid AI-driven sell-offs, with South Korea's Kospi index dropping over 3% after plunging more than 5% to its lowest since April, down over 30% from its June peak. SK Hynix fell 4.2% fo…
Nvidia is halving its list of approved customers across Asia and tightening distributor vetting as US export controls squeeze its China market share, which is projected to collapse from 66% in 2024 to roughly 8% by 2026.…
TSMC is on track for a fifth consecutive quarter of record profit, driven by surging demand for AI chips, with Q2 2026 revenue expected at roughly $39.6 billion, up nearly 36% year-over-year. The Taiwanese chipmaker, com…
A quiet shift is pushing central processing units (CPUs) back into the spotlight for AI inference workloads, driven by total cost of ownership and edge AI demands. Major chipmakers including Intel, AMD, and Arm-based des…
China's exports surged 27% in June from a year earlier, driven by strong demand from the artificial intelligence boom, according to the country's customs agency. Imports also rose sharply, climbing 36% year-on-year, as e…
China's exports climbed 27% in June from a year earlier, topping forecasts, as strong demand for AI-related technology products and front-loading of U.S.-bound shipments boosted overseas sales, customs data showed Tuesda…
China's exports and imports exceeded forecasts in June, driven by a surge in semiconductor prices rather than volume growth, as AI demand reshapes global trade flows. Exports in May surged 19.4% year-on-year and imports …
China's exports surged 27% in June, the fastest growth since 2021, according to a social media report, though official customs data shows a 5.8% increase to $325.2 billion. The discrepancy highlights challenges in assess…
South Korea's ICT exports hit a record $253.9 billion in the first half of 2025, up 120.5% year-on-year, driven by AI demand, the Ministry of Science and ICT reported Tuesday. Semiconductor exports surged 162.5% to $192.…
SK Hynix's American Depositary Receipts fell nearly 8% to around $157.28 in their first full trading session on Nasdaq on Monday, as investors booked profits after the South Korean memory chipmaker's stellar debut. The A…
US data-center spending is projected to reach $40 billion in 2025, driven by AI infrastructure demand, with over 1,500 new facilities planned mainly in rural areas, according to a Wall Street Journal report. Major tech c…
Data-center developers are repurposing former Bitcoin mining facilities for AI workloads, capitalizing on existing power infrastructure to meet surging demand. AiOnX closed a $500 million deal on June 15 to acquire a 77%…
Sharon AI chief executive James Manning says Australia does not need to change its copyright laws to attract billions in data centre investment, contradicting industry peers who argue reform is necessary. Manning pointed…
The x86 Ecosystem Advisory Group has released a whitepaper and specification for ACE (AI Compute Extensions), a new accelerator type for Intel's AMX instruction set that introduces outer product instructions and FP8 supp…
SK Hynix shares swung wildly in Seoul as a sweeping selloff in AI memory stocks erased approximately $1.5 trillion in combined market value from semiconductor stocks, with Micron alone losing nearly $350 billion. The Sou…
Meta is investing $50 billion to expand its Hyperion datacenter in Louisiana, signaling a potential pivot from AI model development to cloud computing by leasing spare compute capacity to AI labs. The move comes as Meta …
Samsung Electronics is preparing to produce Tesla's next-generation AI chip, AI5, using 2-nanometer technology at its factory in Taylor, Texas. The chip, which has completed tape-out, will power Tesla's Full Self-Driving…