AI Chips news and analysis on Web Pulse: 6088 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
At Hot Chips 2026, startup d-Matrix unveiled Raptor, claiming it is the first 3D-DRAM accelerator for generative AI inference, delivering up to 10 times the memory bandwidth and energy efficiency of HBM4-based chips. Eac…
Tungsten prices have surged as much as 622% in 2026 as Chinese export restrictions and soaring AI chip demand created a supply crisis, with Japan's Kanto Denka and Central Glass—accounting for about 25% of global WF6 cap…
D-Matrix presented its Raptor 3D-DRAM accelerator for generative inference at Hot Chips 2026, claiming it addresses the bandwidth and capacity limits of SRAM and HBM by stacking compute directly on DRAM dies. The company…
Samsung Electronics Co. approved a record 2026 shareholder return plan worth 90 trillion to 110 trillion won ($80 billion), the largest ever by a Korean company, driven by the AI memory boom. The plan includes about 30 t…
A weekly digest of technology news for August 23, 2026, highlights security and accountability issues, including Claude Code agents creating self-replicating malware and OpenAI underestimating its models' cyber capabilit…
Cerebras Systems launched a new record-setting AI accelerator, the Wafer-Scale Engine 3 (WSE-3), which doubles the performance of its predecessor with 900,000 cores and 4 trillion transistors. The company claims the WSE-…
Alibaba Group Holding Ltd. launched a HK$80 billion ($10.2 billion) share placement on Sunday to fund artificial intelligence-related development, marking the largest-ever primary follow-on offering by a Hong Kong-listed…
Etched AI, a chip startup founded in 2022, exited stealth on June 30, 2026, unveiling its transformer-only ASIC, Sohu, which the company claims delivers 500,000 tokens per second on an 8-chip server for Llama 70B, compar…
Samsung Electronics expects its Exynos 2700 chip, destined for the Galaxy S27 series, to outperform Qualcomm's Snapdragon 8 Elite Gen 6 and Snapdragon 8 Elite Extreme Gen 6 in CPU, GPU, and AI benchmarks, according to a …
Nvidia Corp. has notified customers that AI server prices will rise more than 15% for systems shipping early next year, driven by memory costs that now account for about 25% of a high-end rack's build cost, according to …
Nvidia Corp. has warned some of its largest customers that prices for servers containing its AI chips will rise by more than 15% in many cases, driven by soaring memory chip costs, according to a Bloomberg News report. T…
Micron Technology at Hot Chips 2026 detailed how high-bandwidth memory (HBM) and advanced packaging are central to AI system design, citing a widening gap where AI accelerator TFLOPS grow 3x every two years while HBM ban…
AMD announced on May 21, 2026, that it will invest over $10 billion (NT$315.58 billion) in Taiwan's semiconductor ecosystem, focusing on advanced chip packaging technology developed with TSMC. The multi-year investment, …
Nvidia has told major customers that servers with its Grace Blackwell and next-generation Vera Rubin chips will cost more than 15% more in many configurations starting early next year, passing on surging memory costs. Me…
Nvidia will support AI compute deals case by case, covering up to 25% of a deal, as part of a $500 billion bet on aging hardware. The company's approach reflects the growing importance of compute infrastructure in AI dev…
Nvidia is set to report fiscal Q2 2027 earnings on August 26, with analysts projecting revenue of roughly $92 billion, a 97% year-over-year increase from $46.7 billion, driven by AI infrastructure demand. The company's d…
Micron Technology (NASDAQ: MU) reported fiscal Q3 revenue of $41.46 billion, up 345.72% year-over-year, with non-GAAP EPS of $25.11, and guided Q4 FY2026 revenue to $50 billion with non-GAAP EPS of $31, as AI memory dema…
Nvidia is set to report its second quarter earnings, with analysts expecting adjusted EPS of $2.09 on revenue of $92 billion, a 96% year-over-year increase. The results come amid broader chip stock volatility and will te…
AT&S, an electronics company based in the Austrian town of Leoben, has seen its shares surge more than 450% this year as demand for its integrated circuit (IC) substrates, which connect chips to memory and power supplies…