AI Chips

Over $610 billion in AI hardware capital expenditure was committed globally in a single week, including South Korea's $550B memory fab investment, Japan's $6B for AI model development, and Qualcomm's new HBM-independent …

Two former Harvard students, dissatisfied with expert claims that a dedicated inference chip is physically impossible, founded Etched and raised $800 million to build an ASIC for transformer model inference. The story hi…

Inference startup Wafer claims it achieved 80% of Nvidia B200 performance on AMD MI355X GPUs running GLM-5.2, with 2.6x cheaper hardware, by optimizing the software stack. The benchmark, published by Wafer, shows 2626 to…

Austria's MUSICA supercomputer, featuring 1,088 NVIDIA H100 GPUs delivering 45.11 petaflops, was inaugurated on July 3, 2026, marking an eightfold increase over previous systems. The EUR 45 million system integrates clas…

Wafer served GLM5.2 on AMD MI355X GPUs at 2626 tokens per second per node with over 2x lower cost than NVIDIA Blackwell, achieving 213 tok/s single stream. The company used MXFP4 quantization via AMD Quark and sglang inf…

UBS raised its DRAM and NAND price forecasts, projecting DDR prices will jump 32% quarter-over-quarter in Q3 2026, nearly double its prior estimate, as AI infrastructure demand tightens memory supply. The bank now expect…

Meta developed a custom CXL chip called Vistara to reuse older RAM from decommissioned servers in new machines, addressing rising memory prices and a surplus of older DIMMs. The approach decouples older memory via a CXL …

Samsung Electronics is raising prices on commodity DRAM and LPDDR memory chips by over 20% in Q3 2026, marking the third consecutive quarter of significant hikes. The increases, driven by supply bottlenecks and surging A…

Semiconductor stocks lost 12% in two sessions while the Dow hit a record, as investors rotated from AI chip makers to enterprise software companies. A weak jobs report crushed rate-hike odds.

Amazon quietly updated its 2023 Fire HD 10 tablet, increasing the 32GB model's RAM from 3GB to 4GB and raising the price from $139.99 to $154.99. The 64GB model retains 3GB of RAM. The update may be due to a RAM shortage…

Running state-of-the-art large language models locally requires either a $50,000+ multi-GPU rig or a software-driven pipeline decomposition approach, as memory bandwidth—not compute—is the primary bottleneck for inferenc…

Pilot Photonics, a Dublin-based integrated photonics firm, has been awarded €10.4 million from the European Innovation Council Accelerator to scale its patented photonic chip technology for AI data centers, satellite com…

Vulkan 1.4.356 introduces the VK_EXT_shader_ocp_microscaling_types extension, adding support for Open Compute Project Microscaling MX data types (MXFP4, MXFP6, MXFP8, MXINT8) to improve machine learning efficiency. Devel…

The semiconductor industry group SEMI warned the Trump administration against intervening in the memory chip market, arguing that price or production controls would worsen the ongoing shortage driven by AI demand. The gr…

The Raspberry Pi 5 now comes in a 16 GB version for $120, enabling local AI model inference with MoE models like Qwen3.5 at 7–8 tokens per second, though real-world costs reach $180–220 with necessary accessories. The bo…

Best Buy's 4th of July sale offers Copilot+ PC deals under $1,000, featuring laptops with Qualcomm Snapdragon X2 Plus, AMD Ryzen AI 400-series, and Intel Core Ultra Series 3 chips, starting at $329.99.

Oxmiq, founded by Raja Koduri, raised $35 million to develop OxCore, a licensable GPU IP built on RISC-V that enables CUDA and PyTorch code to run on non-NVIDIA hardware without modification. The company's OxPython porta…

South Korean memory chipmaker SK hynix announced a 1,100 trillion won ($713 billion) investment plan to expand domestic manufacturing capacity, including new fabs for NAND and HBM, and will list on the Nasdaq to help fun…

President Lee Jae Myung will preside over a meeting next week to review progress on a mega semiconductor cluster project in southwestern South Korea, involving Samsung and SK hynix investments worth 800 trillion won. The…

Kioxia has begun sampling its tenth-generation 332-layer 3D NAND BiCS chips, featuring 1 Tbit TLC capacity and a 4.8 Gbit/s interface speed. The technology introduces CMOS directly Bonded to Array and On-Pitch Select Gat…