AI Chips news and analysis on Web Pulse: 7058 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Chinese AI stocks have corrected more than 10% in the Star Market 50 Index over the past two weeks due to ChangXin Memory Technologies' mega IPO and Federal Reserve tightening fears, but fund managers and analysts at HSB…
A selloff in AI chip stocks erased over $1 trillion in combined market value in July 2026, with the Philadelphia Semiconductor Index dropping roughly 10%, as custom silicon from Amazon, OpenAI, and others threatened Nvid…
Samsung Electronics overtook Micron Technology in automotive memory market share for the first time in 2025, rising to 40% from 35% in 2024, according to S&P Global Mobility, as AI-driven demand tightens supply and resha…
TSMC will raise foundry prices for mature process nodes starting January 2027, according to multiple Taiwanese media reports citing price hike notices received by chip design companies. The adjustment, which varies by cu…
ASML Holding NV reported Q2 2026 revenue above Wall Street's consensus forecast of roughly $10.27 billion to $10.28 billion, driven by demand for AI-capable semiconductors, with earnings per share expected in the $7.94 t…
ASML raised its full-year 2026 net sales guidance to €36 billion–€40 billion, driven by surging demand for AI-capable chips, as the Dutch semiconductor equipment manufacturer reported Q1 2026 net sales of approximately $…
WhiteFiber disclosed initial R&D results for Project Redwood, a distributed GPU supercluster architecture that linked two NVIDIA H200 clusters 83 km apart into one logical supercluster delivering 111.2 Tbps throughput wi…
China's economy grew at a 4.3% annual pace in the second quarter, the slowest since late 2022, according to official data released Wednesday. The figure fell short of forecasts and was far below the 5% growth in the firs…
ASML Holding NV raised its full-year sales forecast for the second time in 2026, projecting net sales of €43 billion to €45 billion, up from a prior estimate of €36 billion to €40 billion, driven by surging demand for it…
SK Hynix's American depositary receipts surged roughly 13% on their Nasdaq debut on July 10, 2026, raising $26.5 billion in the second-largest US share sale in history. The South Korean chipmaker, which controls about 60…
The US Commerce Department eased export controls for the United Arab Emirates around July 10-11, 2026, granting license-free access to advanced AI chips and military tech in a deal no other Middle Eastern nation has rece…
The United Arab Emirates has secured expanded access to advanced U.S. AI chips after aiding in military operations against Iran, with the U.S. Commerce Department moving the UAE to its highest export tier for license-fre…
South Korea will pilot tokenized government bonds linked to the Bank of Korea's CBDC infrastructure in 2027, as part of its 2026 Economic Growth Strategy. The government also plans to invest approximately 800 trillion wo…
AI cloud provider CoreWeave is exploring financial derivatives, including put options, to hedge against a potential decline in memory and storage chip prices, according to a person familiar with the matter. The early-sta…
Kioxia, one of Japan's most valuable companies, is ramping up production at a new factory in Kitakami, Iwate Prefecture, to meet surging AI-driven demand for memory chips, as the global race to build AI data centers crea…
Wall Street insiders are selling AI stocks at the top while retail investors continue buying the dip, positioning for a semiconductor supply glut that will hit Main Street portfolios hardest, according to Barchart. The i…
The United Arab Emirates has gained expanded access from the U.S. to coveted artificial-intelligence chips after aiding America in recent months by carrying out dozens of airstrikes against Iran, intercepting hundreds of…
AI cloud company CoreWeave is exploring Wall Street hedging strategies to manage price risk for memory chips, according to a Reuters report. The move aims to stabilize costs amid volatile demand for chips used in AI infr…
Under Secretary Jeffrey Kessler told the House Foreign Affairs Committee that initial shipments of Nvidia's H200 AI chips to China have begun but described the volume as 'trivial' and 'very few'. Approximately 10 Chinese…