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.
Senior US lawmakers are pressing the Trump administration to ban Chinese memory chip suppliers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Co (YMTC), both on the Pentagon's 1260H list of Chinese e…
TSMC, the world's main producer of advanced AI chips and a major Nvidia supplier, pledged on Thursday to invest an additional $100 billion in Arizona, boosting its total planned U.S. investment to $265 billion. The compa…
GPU utilization averages just 5% across production Kubernetes clusters, according to the Cast AI 2026 State of Kubernetes Optimization Report, meaning 95% of provisioned GPU capacity is idle at any moment. An idle H100 o…
TSMC posted record Q2 2026 revenue of NT$1.27 trillion ($39.6 billion), up 36% year-over-year, and net profit surged 77% to NT$706.6 billion ($22 billion), driven by AI chip demand. A fund manager warned that the blowout…
ASML Holding NV plans to raise prices for its chipmaking equipment, potentially clashing with top customer Taiwan Semiconductor Manufacturing Co., according to a report by the Information. TSMC is already pushing back ag…
TYLsemi emerged from stealth on July 14 with $43 million in early-stage funding led by Matter Venture Partners, aiming to help hyperscalers build custom AI chips by offering a complete chiplet portfolio spanning IO, powe…
Taiwan Semiconductor Manufacturing Co. (TSMC) said Thursday it plans to spend another $100 billion on expanding its manufacturing capacity in the United States, bringing its total U.S. investment pledges to $265 billion.…
Apple's M2 Ultra-powered servers are proving inadequate for the company's expanding AI ambitions, prompting the tech giant to explore partnerships and acquisitions to secure more powerful chips, according to insiders. Th…
Nvidia announced partnerships with Fanuc, Yaskawa Electric, Fujitsu, and Kawasaki Heavy Industries to advance physical AI robotics in Japan, joining the NVIDIA Cosmos Coalition. CEO Jensen Huang said, 'Physical AI is the…
The US Department of Commerce confirmed on March 3, 2025, that TSMC will invest $100 billion in Arizona, making it the largest foreign direct investment in American history. Combined with earlier commitments, TSMC's tota…
Apple is overhauling its M-series chip cycle due to AI demands, according to the Macworld Podcast. The shift will affect future Mac purchases, with listeners expressing concerns over price increases and lack of consumer …
Japan is building a massive datacenter powered by NVIDIA's Vera Rubin GPUs, targeting a June 2028 launch, as the country races to become an AI infrastructure heavyweight. The facility will use NVIDIA's next-generation Ve…
The U.S. is seeking a share of Korean semiconductor companies' 'excess profits' from the AI chip boom, according to an industry source. Deputy USTR Rick Switzer told Korea's Trade Minister Yeo Han-koo that the U.S. deser…
Japan is reportedly planning to acquire 27,500 of Nvidia's next-generation Rubin chips to support a national strategy targeting the deployment of 10 million AI-equipped robots across 18 sectors by 2040, backed by roughly…
A Hacker News user asks the community for advice on buying second-hand compute hardware, anticipating that an AI bubble burst will flood the market with used GPUs from data centers. The user seeks alternatives to eBay fo…
Fujitsu and Japanese robotics leaders Fanuc, Yaskawa Electric and Kawasaki Heavy Industries will use Nvidia technology to develop 'physical AI' robots that can think autonomously, Nvidia CEO Jensen Huang and Fujitsu CEO …
Japan plans to buy 27,500 next-generation Rubin chips from Nvidia Corp. to build a homegrown foundational AI model for robots, overseen by newly established Noetra Corp. with ¥387.3 billion ($2.4 billion) in government f…
South Korea's Lee Jae Myung administration aims to become a top AI powerhouse through three megaprojects including semiconductors and data center hubs, but Nobel laureates and AI researchers warn in a statement titled 'W…
South Korea's KOSPI index plunged 6.37% to close at 6,820.60 on Thursday, falling back below 7,000 amid concerns over slowing AI infrastructure investment and intensifying memory chip competition. Morgan Stanley cited ca…
AAEON (Stock Code: 6579) announced plans to adopt NVIDIA Jetson T2000 and T3000 modules across its Fanless Embedded AI System range, starting with the BOXER-8752AI powered by the Jetson T3000 module. The BOXER-8752AI fea…