AI Chips news and analysis on Web Pulse: 7057 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Chinese President Xi Jinping declared at the World Artificial Intelligence Conference in Shanghai that AI development should be a global collaboration, not dominated by a single country, and announced plans to provide AI…
Some investors are repositioning portfolios for a slowdown in hyperscaler spending growth, betting the near-trillion-dollar AI infrastructure boom may decelerate. UBS projects hyperscaler capex will rise 76% this year to…
Global stocks lost $1.3 trillion in value as the artificial intelligence trade reversed, hitting AI and semiconductor stocks including Micron Technology, SK Hynix, and Samsung Electronics. The Nasdaq Composite and S&P 50…
Chinese GPU developer Moore Threads Technology projected first-half revenue growth of 135.1% to 149.4% year on year, reaching between 1.65 billion yuan and 1.75 billion yuan, while CPU and AI accelerator designer Hygon I…
Nvidia Corp. announced plans to expand collaboration with Japanese companies including Toyota Motor Corp. and Fujitsu Ltd., providing advanced GPUs to Noetra Corp., a new AI firm backed by SoftBank, Sony, Honda, and NEC.…
Coronation Fund Managers, a South African firm overseeing roughly $47 billion in assets, has reduced its positions in TSMC and SK Hynix, redirecting capital toward Indian equities due to concerns that AI-related stock va…
Nvidia announced a new AI-RAN plan featuring a 6G radio unit chip, aiming to integrate artificial intelligence into radio access networks for next-generation wireless communications.
TSMC raised its 2026 capital budget to as much as $64 billion and pledged an additional $100 billion in U.S. investment, adding to a $165 billion Arizona project, to meet surging AI demand from customers like Nvidia and …
SK Group Chairman Chey Tae-won told SK hynix investors to hold onto their shares, expressing confidence in long-term growth as AI drives memory chip demand. Speaking at a Korea Chamber of Commerce forum, Chey compared AI…
SK Hynix's American depositary receipts raised $26.5 billion in the second-biggest share sale in Wall Street history on July 10, but the stock has since swung wildly, with a 13% debut gain followed by a 15.4% plunge in S…
The Nikkei stock average plunged over 4,100 points Friday afternoon, falling 6.18% to 62,704.60, driven by selling in semiconductor and AI-related stocks after declines in their U.S. counterparts. A bank-affiliated secur…
Japan's Nikkei 225 plunged 5% in its steepest single-day decline in months as investors aggressively sold chipmaker and AI-related stocks, erasing weeks of gains. SoftBank Group fell nearly 7%, Tokyo Electron declined ov…
Eoptolink Technology Inc., a Chinese optical transceiver maker supplying Google, Microsoft, and Amazon, has filed for a secondary listing on the Hong Kong Stock Exchange targeting up to $5 billion, with proceeds for R&D,…
Tata Electronics is building India's first commercial semiconductor fabrication plant, an $11 billion facility in Dholera, Gujarat, targeting mature process nodes between 28 nm and 110 nm for automotive, AI, and IoT chip…
Asian shares skidded Friday, with Tokyo's Nikkei 225 down 5% as heavy selling of computer chipmakers and other AI-related shares dragged markets lower. South Korean markets were closed, but Taiwan's shares fell more than…
Investor sentiment on China's technology hardware sector has fallen to its most bearish level since April 2022, with the STAR 50 Index dropping 16% from its June record high, according to a fear/greed indicator tracking …
A selloff in Asian chip stocks deepened as Taiwan Semiconductor Manufacturing Co.'s strong results failed to meet lofty investor expectations, with TSMC shares falling as much as 4.5% in Taipei despite raising its 2026 s…
Kioxia's market cap dropped roughly 50% from its June 2026 peak, erasing approximately 29.5 trillion yen ($181.7B), after the stock surged more than 600% year-to-date on AI memory demand. The decline began with speculati…
Hong Kong has risen to become the world's fourth-largest exchange-traded products (ETP) market, with trading in over 200 ETPs accounting for 17% of total turnover in the first half of the year, up from 6.2% a decade ago,…
Kioxia Holdings' market capitalization halved in a month since becoming Japan's most valuable company, with shares tumbling 52% from last month's peak and losing at least ¥30 trillion ($185 billion) in value, amid growin…