AI Chips news and analysis on Web Pulse: 6218 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
SK Hynix is targeting a $28 billion US initial public offering to fund expansion of AI-driven chip production. The South Korean memory chipmaker aims to capitalize on surging demand for high-bandwidth memory used in arti…
AMD's Ryzen AI Halo mini PC, built on the Ryzen AI Max+ "Strix Halo" platform, began shipping this week after pre-orders last month. Phoronix tested the device, which features fully open-source software, and praised its …
South Korean chip workers at SK Hynix and Samsung have become highly sought-after in the dating market due to massive bonuses from AI chip profits, while researchers have developed a device that revives eyeballs from dea…
Bernstein raised its price target for ASML to $2,623, implying 48% upside, despite the stock more than doubling in the past year. The Dutch semiconductor equipment maker is Europe's most valuable company ever, driven by …
Nvidia's next AI server rack, Kyber NVL144, has been delayed more than a year to 2028 due to circuit board manufacturing problems, according to analyst firm SemiAnalysis. Asian suppliers lost up to double-digit percentag…
Nvidia was ranked the top 'company of the future' by The Wall Street Journal, but analyst Horace Dediu argues the chipmaker's success is largely due to luck, comparing it to a lottery winner. Dediu notes Nvidia's revenue…
Apple senior product manager Doug Brooks said the Mac mini and Mac Studio have seen "incredible demand" for running AI agents, citing the need for isolated, always-on systems. Brooks emphasized Apple's chip strategy, inc…
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…
Anthropic may rent computing infrastructure from Meta in a deal valued at $10 billion, according to a report. The arrangement would give Anthropic access to Meta's stockpile of Nvidia H100 and B200 GPUs to train its next…
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…