AI Chips news and analysis on Web Pulse: 6221 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Sivers Semiconductors raised 700 million Swedish kronor in a directed new share issue that was oversubscribed multiple times, with a subscription price of 57 kronor per share. The proceeds will be used to expand manufact…
South Korea's June 2026 exports surged 70.9% year-over-year to $102.25 billion, the fastest growth since October 1978, driven by a 199.5% jump in semiconductor exports to $44.8 billion as global AI chip demand from Samsu…
Panasonic Holdings' stock has more than doubled this year, giving it a record market valuation of ¥11.5 trillion ($71 billion), driven by rising demand for electronic components and batteries used in AI data centers. The…
Asia's manufacturing sector expanded in June driven by global AI demand, offsetting economic drag from the Iran war, with China, Japan, and South Korea reporting growth in factory activity due to robust demand for chips …
Samsung Electronics and SK Hynix pledged 3,200 trillion won ($2.07 trillion) in investments to expand South Korea's memory chip production capacity, betting on sustained AI demand. The plan aims to double memory chip out…
South Korea's Ministry of Trade, Industry and Resources denied rumors that it urged Samsung Electronics and SK Hynix to form a government-led think tank for channeling chipmaker profits, calling the reports 'completely f…
AMD announced the Versal Premium Gen 2 Memory on Package (MoP) adaptive SoC, integrating up to 32GB of LPDDR5X memory directly into the package to reduce board area by 60% for AI and defense applications. Sampling begins…
South Korea's monthly exports surpassed $100 billion for the first time in June, reaching $102.25 billion, driven by a surge in semiconductor exports and strong demand for AI-related infrastructure. The trade surplus hit…
Global semiconductor exports surged to their largest increase in nearly five decades, driven by demand for AI chips, with China becoming the top exporter and Taiwan a key supplier. Prediction markets show 90% confidence …
South Korea's exports surged 49.7% in the first 20 days of June, driven by a 188.4% jump in semiconductor shipments as AI demand fuels a historic boom. Samsung and SK Hynix announced $520B in new chip fabrication investm…
South Korea announced a plan to build four memory fabs costing 800 trillion won, with Samsung and SK financing all construction while the state provides power, water, and expedited permits. The deal reflects a strategy t…
Japan's Prime Minister Sanae Takaichi unveiled a plan targeting ¥1,100 trillion ($6.8 trillion) nominal GDP by 2040, backed by ¥370 trillion ($2.3 trillion) in investments across 17 sectors including AI, semiconductors, …
South Korea's approval of single-stock leveraged ETFs on Samsung and SK Hynix triggered a $6 billion forced selling event on June 23, wiping nearly 10% off the Kospi and sending Nasdaq futures tumbling, as a regulatory s…
Wall Street is favoring AI suppliers like NVIDIA over tech giants such as Google and Microsoft, as suppliers directly profit from the AI boom while big tech's long-term investments yield less immediate market reward. Thi…
A US congressional hearing on Tuesday urged the United States to accelerate innovation in AI, robotics, and chips to counter China's technological rise, as lawmakers criticized the Trump administration for research cuts …
The GPU Compute Tightness Index fell to 43.8/100 as of June 29, 2026, entering Loose territory after a monthly drop of 13.7 points, indicating abundant idle AI infrastructure and supply exceeding near-term demand. Per-GP…
US PC shipments fell 7.0% year-over-year in Q1 2026 to 15.8 million units, the steepest decline since Q3 2023, according to Omdia. The drop was driven by component supply constraints, rising memory costs, and a demand ha…
OpenAI has reduced inference costs by over 50% for some existing models, operating logged-out ChatGPT traffic on just a few hundred Nvidia GPUs, according to The Information. The efficiency gains, achieved through techni…
Qualcomm unveiled a high-bandwidth compute architecture at its 2026 investor day, aiming to challenge NVIDIA and AMD in the AI datacenter market. The AI250-series Dragonfly rack systems, featuring stacked DRAM on XPUs, p…
AMD announced the Versal Premium Gen 2 Memory on Package adaptive SoCs, integrating up to 32 GB of LPDDR5X on-package to provide 288 GB/s memory bandwidth, reducing board area by 60% compared to discrete designs. The shi…