AI Chips news and analysis on Web Pulse: 6206 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia has spent over $27 billion on investments, acquisitions, and partnerships with former rivals including Marvell, Intel, and Groq under CEO Jensen Huang's 'AI factory' strategy. The moves aim to consolidate Nvidia's…
Seoul stocks opened 2.7 percent lower on July 8, 2026, amid global technology losses and investor reassessment of the AI trade, with Samsung Electronics and SK hynix declining. The KOSPI later pared losses to a 1.41 perc…
Apple is closing in on Nvidia in the race to become the largest US company by market capitalization, with Apple's market cap at $4.592 trillion and Nvidia's between $4.736 trillion and $4.75 trillion as of early July 202…
Apple is testing DRAM chips from blacklisted Chinese chipmaker CXMT for devices sold in China, seeking US government approval as memory prices triple amid AI-driven demand. The move could set a precedent for Western tech…
SK Hynix filed for a $28 billion IPO on Nasdaq, the largest foreign company listing in US history, to fund production expansion amid a global shortage of high-bandwidth memory (HBM) critical for AI chips. The company con…
Apple is in early-stage talks with Chinese memory chip maker CXMT to secure DRAM supply for its devices, marking a sharp turnaround for the state-backed company that is central to Beijing's AI supply chain efforts. The p…
Samsung Electronics has begun mass production of the PM1763, a PCIe 6.0 enterprise SSD using 9th-generation V-NAND and a 4nm controller, offering capacities up to 16TB with sequential read speeds of 28,400 MB/s. The driv…
AMD Silo AI and the Autoware Foundation are using GPU partitioning on AMD Instinct MI300X accelerators to accelerate hyperparameter optimization for autonomous driving perception models, enabling up to 64 parallel traini…
Advanced Micro Devices stock fell 6.5% to 10% on July 6, 2026, after Samsung Electronics' disappointing earnings triggered a broad semiconductor selloff. The decline affected peers Intel and Marvell, raising concerns tha…
Samsung has begun mass production of PCIe 6.0 SSDs with up to 64TB capacity for Nvidia's Vera Rubin AI platform, which entered full-scale production on June 1, 2026. The drives, including the PM1763 and PM1753 variants, …
China will debut the world's first AI agent phone at the World Artificial Intelligence Conference in Shanghai from July 17-20, according to Shanghai official Tang Wenkan. Huawei will also showcase its Atlas 950 SuperPoD …
Sandisk stock surged 34% in June 2026, driven by AI data-center demand for NAND flash memory, with shares climbing from $1,695 to over $2,090. The rally was fueled by strong Q2 revenue of $3.03 billion and the eliminatio…
NVIDIA positioned its Vera CPU for agentic AI workloads, claiming it outperforms x86 in coding tasks by up to 1.9x. The company highlighted Vera's Olympus cores and memory bandwidth as key for CPU-bound agent loops. NVID…
Major chip stocks including SK Hynix, Samsung, Micron, and AMD have plunged double digits in a semiconductor sell-off driven by profit-taking, stretched valuations, and disappointing guidance from Broadcom. The VanEck Se…
Apple has nearly closed the market capitalization gap with Nvidia, reducing a $1.37 trillion deficit to just $190 billion as Apple's stock rises 15% year-to-date while chip stocks face selling pressure. Apple's upcoming …
Samsung Electronics reported a nearly 19-fold surge in Q2 2026 operating profit to 89.4 trillion won, yet its stock fell 6.9% as investor expectations had already priced in AI-driven growth. The decline dragged down US t…
CoreWeave has deployed NVIDIA Vera Rubin NVL72 at rack scale, becoming the first cloud provider to validate the system. The company integrated training, continuous inference, observability, and autonomous improvement int…
SK Hynix projects $231 billion in revenue for 2026, up from $67 billion in 2025, driven by surging demand for high-bandwidth memory used in AI accelerators. The company dominates HBM shipments with over 60% market share,…
DeepSeek is developing a custom AI chip to bypass U.S. export restrictions and reduce its reliance on Nvidia, according to Yahoo Finance's Dan Howley. The move aims to secure supply amid geopolitical tensions.
High Bandwidth Flash (HBF), a NAND-based memory stack with read bandwidth comparable to HBM4 but 10x the capacity, is set to sample from Sandisk in late 2026 and appear in AI inference devices by early 2027. By stacking …