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.
ASML, the world's sole supplier of EUV lithography machines, reported Q2 2026 net sales of €9.326 billion and net profit of €2.9 billion, with a gross margin of 54%, and raised its full-year 2026 revenue forecast to betw…
Nvidia is investing $1 billion in Nokia at $6.01 per share to co-develop AI-RAN technology, with commercial products expected in 2027 and field trials in 2026. The partnership, announced at GTC Washington, D.C. on Octobe…
Nvidia trades at roughly 28x forward earnings with analysts suggesting 30% upside to intrinsic value near $323 per share, while Cerebras Systems reported $510 million in 2025 revenue and a $24.6 billion backlog but faces…
IBM shares collapsed 25.2% on Tuesday, wiping out more than $65 billion in market value in the technology giant's worst trading day since 1987, after customers redirected spending from software and mainframes to AI hardw…
Nvidia has resumed H200 chip shipments to China, a strategic pivot that could boost sales and reshape global chip dynamics. The move taps into high demand from China's AI research and consumer electronics sectors, potent…
ASML raised its 2026 revenue forecast for the second time this year to between €43 billion and €45 billion, driven by booming AI chip demand, after second-quarter sales and profit beat expectations. The Veldhoven-based c…
ASML raised its full-year 2026 revenue forecast to €36 billion-€40 billion, up from €34 billion-€39 billion, driven by surging demand from AI-focused clients. The Dutch chip-equipment maker reported Q1 2026 net sales of …
ASML CEO Christophe Fouquet announced during the company's Q1 2026 earnings call on April 15 that ASML will boost its Low-NA EUV lithography system capacity by roughly 30% for 2027, targeting at least 80 units and possib…
ASML announced Wednesday that Intel Foundry has entered high-volume manufacturing on a subset of its Core Ultra Series 3 chips (Panther Lake) using High NA extreme ultraviolet lithography, the first time any chipmaker ha…
ASML, Europe's biggest tech firm by market capitalisation, raised its 2025 sales forecast to between 43 and 45 billion euros and reported a gain in second-quarter profits, driven by strong demand for AI systems. CEO Chri…
ASML's Q2 2026 results beat guidance with €9.3 billion in net sales and a 54% gross margin, and the company raised its full-year sales forecast to €43-45 billion, up from €36-40 billion in April. CEO Christophe Fouquet c…
A debate over sharing windfall gains from the AI semiconductor boom in Korea is intensifying, but a basic question remains unresolved: what counts as 'excess profits' and who has a legitimate claim on them. An anonymous …
ChangXin Memory Technologies (CXMT) has raised its IPO target to 66.6 billion yuan ($9.8 billion) for AI chip expansion on Shanghai's STAR Market, nearly doubling its previous goal of 29.5 billion yuan, with listing expe…
Caltech spinout Oratomic has emerged from stealth with $300 million in funding to build a quantum computer using just 10,000 to 20,000 qubits by 2030, a figure that slashes industry estimates by a factor of 50. The start…
ASML Holding NV reported second-quarter revenue of 9.33 billion euros and net income of 2.92 billion euros, beating analyst estimates of 8.80 billion euros and 2.62 billion euros respectively, driven by surging demand fr…
Upstage, AXZ (operator of Daum), and FuriosaAI have partnered to power Daum's new AI Summary search feature using Upstage's Solar LLM on FuriosaAI's RNGD NPU, marking Korea's first commercially deployed full-stack sovere…
South Korea's government unveiled a '3-4-5' economic vision targeting a 3 percent potential growth rate, becoming the world's fourth-largest exporting nation, and raising per capita gross national income to $50,000, driv…
South Korea's government has issued a tender for private companies to develop a universal AI chatbot and a government services agent, backed by up to 256 Nvidia B200 GPUs for successful bidders who match government fundi…
ASML, a heavyweight in semiconductor manufacturing, raised its forecast for the second time in 2023, betting on surging demand for AI chips as tech giants expand production capacities. The company's advanced lithography …
ASML reported second-quarter sales of €9.33 billion, beating the €8.8 billion consensus, with net income of €2.92 billion, and raised its full-year guidance to €43-45 billion from €36-40 billion, delivering the strongest…