AI Chips news and analysis on Web Pulse: 2682 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
SpaceX's rapid inclusion in the Nasdaq 100 highlights the index's methodology balancing market cap and free float adjustments, while Micron's surge to become the third-largest QQQ holding reflects the broadening AI trade…
South Korean chip workers at SK Hynix and Samsung have become highly sought-after in the dating market due to massive bonuses from the AI chip boom, with some employees receiving up to $476,000 extra this year. The newfo…
Kioxia launched a 332-layer NAND flash with 4.8 Gb/s interface speed, leapfrogging rivals Micron, Samsung, and SK Hynix. The Japanese chipmaker targets enterprise and data center SSDs for AI workloads, capitalizing on su…
Amazon has dropped the price of the MSI Gaming RTX 5080 16G Inspire 3X OC GPU, a high-end graphics card with 16GB GDDR7 memory and a compact triple-fan cooler, making it an attractive option for gamers and creators seeki…
Meituan released LongCat-2.0, a 1.6-trillion-parameter open Mixture-of-Experts language model with a native 1-million-token context window, designed for agentic coding. The model activates about 48 billion parameters per…
Micron Technology Inc. is leveraging tight memory supply to convert AI demand into stronger earnings momentum, as the company benefits from pricing power and increased demand for memory chips used in AI applications.
Micron Technology is investing 1.5 trillion yen ($10 billion) to expand its Hiroshima plant, with a 536 billion yen subsidy from Japan's METI, to secure the supply chain for high-bandwidth memory used in Nvidia and AMD A…
AI agent infrastructure is maturing but facing reliability challenges, as FlashAttention-4 achieves 71% utilization on NVIDIA's Blackwell B200 GPUs while agentic AI systems grapple with architecture questions and securit…
Silicon Motion demonstrated its enterprise SM8388 and SM8008 SSD controllers at Computex 2026, targeting nearline storage and boot drives respectively. The SM8388 achieved up to 14.6GB/s sequential reads and 3.5M IOPS ra…
Cantor Fitzgerald raised its price target on Marvell Technology to $300 from $220 on June 29, 2026, while maintaining a Neutral rating, citing a durable AI infrastructure buildout and supply constraints. The firm expects…
B. Riley raised its price target on Applied Materials to $790 from $550 on June 26, maintaining a Buy rating, citing DRAM, advanced packaging, and a multi-year semiconductor equipment investment cycle tied to AI demand. …
S&P Global Ratings revised its outlook on TSMC's AA- long-term issuer credit rating to Positive on June 23, citing stronger leadership in advanced high-performance computing chips. S&P estimated AI processors accounted f…
Microsoft announced Xbox console price increases effective August 1, 2026, with 512GB models rising by $100 and 1TB models by $150, citing memory and storage costs that have more than doubled due to AI infrastructure dem…
Micron Technology broke ground on a $9.3 billion expansion of its Hiroshima factory to produce high-bandwidth memory for AI accelerators, with commercial shipments expected by summer 2028. The Japanese government is subs…
Google Coral and Hailo-8 TPUs cannot run large language models because they are designed for vision tasks, lacking the memory bandwidth and capacity required for LLM inference. Hailo's new Hailo-10 chip addresses this li…
Infineon Technologies opened its €5 billion smart power fab in Dresden three months ahead of schedule, leveraging a 'one virtual fab' concept with digital twins and standardized global operations. The facility will produ…
Anthropic is in early talks with Samsung Electronics to manufacture a custom AI processor, according to Bloomberg Technology and The Information. The move signals Anthropic's intent to control hardware supply and perform…
Intel pivoted toward energy-efficient AI inference hardware at Computex on June 2, betting that rising data center power consumption will drive demand for Xeon-based systems over Nvidia's training GPUs. The strategy, whi…
Amazon confirmed it designs its own AI chips, the AZ3 and AZ3 Pro, for Echo and Fire TV devices, improving wake word detection by over 50% and enabling on-device AI processing. Analyst Ming-Chi Kuo reported Amazon plans …
President Lee Jae Myung defended his government's three megaprojects—semiconductors, physical AI, and AI data centers—as a long-term national transformation plan, not a bid to boost approval ratings. Samsung and SK hynix…