AI Chips news and analysis on Web Pulse: 6087 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Stanley Druckenmiller's Duquesne Family Office sold all of its Intel, Micron, and Broadcom shares in the second quarter, and used the proceeds to build a new 72,900-share stake in AMD and positions in former Bitcoin mine…
Ukrainian military intelligence recovered an Nvidia Jetson Orin NX computer module from a downed Russian S-71M 'Monochrome' cruise missile, the agency announced on August 12. The module, produced in March 2025, contains …
Samsung Electronics and SK Hynix are pursuing divergent HBM4 designs, with Samsung introducing an active base die using 4nm logic processes while SK Hynix focuses on packaging and heat management, forcing AI chipmakers t…
TSMC's global power consumption is projected to reach 28.77 billion kWh in 2025, a 12.6% increase from 2024, representing about 10.2% of Taiwan's total electricity use, according to the company's latest sustainability re…
SK hynix detailed its advanced packaging roadmap for High-Bandwidth Memory (HBM) at Hot Chips 2026, focusing on HBM4 and beyond, with plans to double TSV counts, increase I/O speeds, and integrate logic processes. The co…
Zhongcheng Hualong (中诚华隆) launched its HL200 AI inference chip and a 'supernode' intelligent computing cluster in Beijing, scaling to 10,240 cards, marking a shift to system-level coordination for domestic AI inference. …
Samsung Electronics shares fell up to 10% on July 7 and over 13% on July 28, marking the stock's worst day in three weeks, as the broader memory chip sector slid on investor doubts about AI spending and rising Chinese co…
Taiwan's Keelung prosecutors indicted nine people, including an Nvidia employee, over the alleged export of about 50 Supermicro servers packed with Nvidia GB300 chips to China, Hong Kong and Macau through false documents…
Nvidia is in early discussions with South Korean inference startup Rebellions for a technical partnership, investment, or acquisition, according to Bloomberg. Rebellions, founded in 2020, has forged custom HBM co-design …
Philips once owned 50% of ASML and 27.5% of TSMC, stakes that would now be worth trillions, but sold them to focus on healthcare, missing the AI boom. ASML and TSMC now control the chip supply chain essential for AI, whi…
Taiwanese prosecutors in Keelung indicted nine people, including employees of Nvidia and Super Micro, on Monday for allegedly smuggling AI servers to China in violation of export controls. The case marks a rare criminal …
Alibaba Group Holding Ltd. is raising £7.5bn through a Hong Kong share sale of 710 million new shares at £10.54 each, the largest-ever primary follow-on offering by a Hong Kong-listed company, to fund its AI infrastructu…
Marvell Technology disclosed an expanded custom silicon partnership with Alphabet's Google covering AI inference accelerators, storage, networking, memory interface controllers, and near-memory computing, granting Google…
Samsung Electronics and SK hynix are gaining pricing power as server makers raise prices for Nvidia-based AI systems by more than 15 percent for shipments starting in early 2027, according to Bloomberg. The increases, dr…
Largan Precision, the Taiwanese optical component maker known for iPhone lenses, has partnered with TSMC to develop co-packaged optics (CPO) technology for AI data centers, targeting bandwidth bottlenecks in copper inter…
Samsung confirmed at the Hot Chips 2026 conference that its HBM4E memory will reach 16 Gbps per pin, up from the 14 Gbps currently shipping since late May. At 16 Gbps, a single HBM4E stack will deliver 4 TB/s bandwidth, …
Alibaba Group Holding Ltd. announced plans to raise HK$80 billion (US$10.2 billion) through new share placements, with all proceeds earmarked for artificial intelligence infrastructure, while CCSH Corporation, parent of …
Nvidia is set to report Q2 FY2027 earnings on Wednesday, August 26, with Wall Street expecting EPS of $2.07, following record Q4 FY2026 revenue of $68.1 billion, a 73% year-over-year increase. Marvell Technology reports …
Nvidia customers face AI server price hikes of more than 15% as memory chip costs soar, with increases taking effect on systems shipped in early 2027, including those with Vera Rubin and Grace Blackwell chips. Contract s…
Nvidia AI server prices are rising 15% due to a DRAM shortage caused by Samsung, SK Hynix, and Micron prioritizing high-bandwidth memory (HBM) production for AI clusters, tightening standard DRAM supply. The price increa…