AI Chips news and analysis on Web Pulse: 6231 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Micron Technology reported fiscal Q3 2026 earnings on June 24, projecting that the global memory chip shortage will persist beyond 2027 due to surging AI demand for high-bandwidth memory and DRAM, contrary to earlier exp…
SpaceX has transformed into an AI landlord by leasing computing power from its Colossus data center to AI startups and tech giants, mirroring McDonald's real estate model. The company has signed deals with Reflection AI,…
Micron's blowout earnings reveal the rising cost of the AI boom, with the memory chipmaker trading at a low P/E ratio due to expected profit surges. The company's pricing power benefits suppliers but pressures buyers lik…
Apple has canceled its M6 Pro and M6 Max processors and will jump directly to the M7 series, according to Bloomberg's Mark Gurman. The base M6 chip is still on track for the MacBook Pro with improved CPU, NPU, and GPU, b…
Ricoh showcased a multi-skilled humanoid robot moving from proof-of-concept to practical factory verification, as East Asia's AI ambitions collide with the global AI cold war. China's AI titans are investing heavily in t…
Chinese AI and chip companies are flooding domestic markets with IPOs as US restrictions block access to New York listings. Moore Threads Technology surged 425% on its Shanghai debut, MetaX Integrated Circuits rose 693%,…
US technology stocks fell sharply, with the Nasdaq dropping 2.2% and the S&P 500 declining 1.4%, as investors questioned whether massive spending on artificial intelligence will ever yield returns. The sell-off hit AI-re…
Chinese AI and chip companies Moore Threads, MetaX, and Biren Technology have raised billions in IPOs on the Shanghai STAR Market and Hong Kong Exchange, with first-day gains exceeding 400% and oversubscription rates abo…
South Korea's KOSPI index has surged nearly 200% year-on-year, driven by AI chip demand that propelled Samsung Electronics and SK Hynix to record highs. The two companies now account for 40% of the index, raising concent…
Hong Kong Exchanges and Clearing (HKEX) raised HK$280 billion in IPO proceeds in 2025, overtaking the New York Stock Exchange to rank first globally, driven by a surge in tech listings under its revamped Chapter 18C rule…
Italy is set to join the US-led Pax Silica AI initiative, a non-binding coalition aimed at securing semiconductor and AI supply chains and reducing dependence on China, despite diplomatic tensions with the Trump administ…
Uber burned through its entire year's AI budget in just four months, while Microsoft, Salesforce, and GitHub are cutting AI spending, highlighting unsustainable costs of frontier models like GPT 5.5 at $30 per million ou…
South Korea's KOSPI crashed nearly 10% on June 23, triggering a circuit breaker, after Broadcom's Q3 AI chip guidance of $16 billion missed Wall Street's $17.2 billion estimate. The miss exposed the fragility of the AI t…
HSBC raised its price target on Micron Technology to $1,700 from $1,100, marking the fifth increase this year, driven by surging AI memory demand. Micron's fiscal third-quarter revenue hit $41.46 billion, beating estimat…
Apple warned that memory chip shortages are forcing it to hike product prices, triggering a sharp sell-off in Asian tech stocks. South Korea's Kospi fell 6.9%, Japan's Nikkei 225 dropped 4.3%, and Taiwan's TAIEX declined…
Jefferies reported that lower-cost AI models, such as Z.ai's GLM-5.2, are increasing demand for computing infrastructure rather than reducing AI investment, citing Jevons Paradox and rising inference on local servers. Th…
Samsung is preparing a $648 billion investment plan, according to a report, as the artificial intelligence boom reshapes South Korea's economy and technology landscape.
Apple and Microsoft raised prices on MacBooks, iPads, and Xbox consoles in late June 2026 due to memory chip costs quadrupling since 2025, driven by AI data center demand. Apple increased prices by up to $300, while Micr…
Micron has signed 16 strategic customer agreements with five-year terms, locking in high RAM prices as AI-driven demand outstrips supply. The company expects tight memory market conditions to persist beyond 2027, with no…
South Korean stocks tumbled nearly 6% on Friday as investors locked in profits after recent AI-led rallies, with the KOSPI losing 519.09 points to close at 8,411.21. The rout was driven by concerns that expensive memory …