AI Chips news and analysis on Web Pulse: 7060 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Intel is investing €5bn ($5.7bn) to upgrade its Leixlip campus in Ireland, adding leading-edge equipment and automated track systems to boost production of Intel 3 silicon for Xeon 6 processors and future server chips us…
Samsung Electronics' foundry division has reportedly agreed to manufacture custom AI chips for Anthropic, according to local media sources cited by social media account @WhaleInsider. The deal, if confirmed, would make S…
Masayoshi Son, CEO of SoftBank, said Tuesday at the company's annual corporate conference in Tokyo that building artificial intelligence will cost $5 trillion per year by 2040, calling bubble talk 'absurd.' Son predicted…
China's integrated circuit exports surged more than 96% year-on-year to US$177.28 billion in the first half of 2024, according to data from the General Administration of Customs, driven by global AI demand. Exports of au…
China's exports surged 27% in June from a year earlier, far exceeding economist forecasts, driven by booming global demand for artificial intelligence technologies, according to data released Tuesday by the country's cus…
Taiwan Semiconductor Manufacturing Co. (TSMC) is expected to report a fifth consecutive record quarterly profit of T$632.6 billion ($19.65 billion) for the second quarter, a 59% surge from a year earlier, driven by unrel…
Nvidia has slashed its list of Asian buyers for advanced AI chips by more than half, implementing a stringent new 'white list' after tightening compliance checks to block shipments from reaching China, the Financial Time…
TSMC and ASML, the two companies that form the foundational infrastructure layer of the AI boom, report Q2 2026 earnings on July 15 and 16 respectively, with TSMC posting NT$442.68 billion in June revenue (68% year-over-…
United Microelectronics Corporation (UMC) has started mass-producing 12-inch silicon photonics wafers from its Fab 12i facility in Singapore, marking a commercial milestone for AI data center interconnects. The wafers su…
Researchers developed Heterogeneous Frame Dispatch Scheduling (H-FraDS), a method that optimizes NVIDIA edge GPUs for autonomous systems by achieving a 2.36x speedup over standard DLA execution, reaching 125.93 frames pe…
South Korea's government raised its 2026 real GDP growth forecast to 3 percent from 2 percent, citing robust semiconductor exports driven by strong global demand for AI chips. The Ministry of Finance and Economy said the…
SK hynix's Seoul-listed shares plunged 15 percent on Monday after its U.S. listing boost faded and AI boom concerns grew, while its American depositary receipts fell about 9 percent, narrowing the premium. Analyst Mo Azi…
GMI Cloud, a GPU cloud provider operating over 30,000 Nvidia H100, H200, and Blackwell chips in US data centers, is seeking $635 million in GPU-backed financing with Nvidia's reported support. The deal would use the comp…
ASML's China revenue share dropped from 36% in Q4 2025 to 19% in Q1 2026 as US export controls reshape the semiconductor supply chain, the Dutch chip equipment maker reported ahead of its Q2 2026 earnings. The company ra…
South Korea's ruling party is moving to ease holding company restrictions on capital-raising, a change designed to unlock outside investment for SK Hynix's semiconductor expansion amid surging AI-driven chip demand. SK H…
Black markets are supplying China with advanced AI semiconductors despite tightening US export restrictions, according to an analysis of the underground trade. The illicit flow of chips, integral to AI applications acros…
Nvidia has cut its list of approved Asian AI chip buyers by more than half, targeting Chinese companies using Southeast Asia as a side door to bypass US export controls, according to the Financial Times. The move follows…
Nvidia is halving its list of approved customers across Asia and tightening distributor vetting as US export controls squeeze its China market share, which is projected to collapse from 66% in 2024 to roughly 8% by 2026.…
TSMC is on track for a fifth consecutive quarter of record profit, driven by surging demand for AI chips, with Q2 2026 revenue expected at roughly $39.6 billion, up nearly 36% year-over-year. The Taiwanese chipmaker, com…
A quiet shift is pushing central processing units (CPUs) back into the spotlight for AI inference workloads, driven by total cost of ownership and edge AI demands. Major chipmakers including Intel, AMD, and Arm-based des…