AI Chips news and analysis on Web Pulse: 7061 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
The memory industry is emerging as a structural beneficiary of the AI era as autonomous AI agents and automation platforms drive demand for higher memory bandwidth, according to a Vault Track analysis. Local inference of…
Taiwan Semiconductor Manufacturing Co. reported June revenue jumped 68% year over year, reaching NT$1.27 trillion ($39.6 billion) for the second quarter, matching analyst estimates and signaling sustained AI chip demand.…
South Korean President Lee Jae Myung pledged Monday to mobilize full government resources to ensure three semiconductor and AI mega projects proceed on corporate timetables, proposing a "future response fund" to channel …
Researchers at Peking University have developed an all-optical interconnect system that boosts AI distributed inference speeds by over 100 times while using just one-ninth of typical computational resources, according to…
LS Electric and Infineon Technologies signed an MOU on Friday to jointly develop DC power technologies for AI data centers and next-generation power grids, aiming to reduce energy loss and improve efficiency in high-dens…
China's June export data, expected to show 18.2% year-on-year growth, is increasingly driven by AI hardware shipments, with automated data processing equipment exports surging 60% in May versus 1.9% for furniture, accord…
A new GPU inference method for large language models (LLMs) with moderate unstructured sparsity (around 50%) outperforms dense matrix multiplication on modern GPUs with high-bandwidth memory, achieving up to 1.64x kernel…
China's exports likely grew 18.2% year-on-year in June, cooling from 19.4% in May, according to a Reuters poll of 20 economists, as firms accelerated shipments to the U.S. ahead of possible tariffs and rode AI demand. Gl…
Lenovo faces scrutiny after Notebookcheck found a Chinese-made YMTC SSD in a ThinkBook 14 G9 IPL laptop destined for Germany, highlighting supply chain complexities as the Biden administration has banned YMTC on national…
SK Hynix Inc. shares fell 10% on the Korea Exchange on Monday after the memory chipmaker's American depositary receipts climbed 13% in its US trading debut Friday, with the $26.5 billion offering being the largest first-…
The Bank of Korea (BOK) said the global semiconductor market remains undersupplied and the current AI-driven supercycle is expected to continue for some time, dismissing concerns that the chip cycle has peaked. In a repo…
A new analysis from ai-2040.com explores five 'Plan A' scenarios for US-China cooperation to slow transformative AI development, including chip-level compute control, a joint international project modeled on CERN, and a …
AMD's open-source GEAK agent-driven framework automated the optimization of the DeepSeekV4 MLA kernel, achieving a 2.10x improvement in end-to-end throughput and a 3.71x reduction in time-to-first-token on an MI355 GPU w…
AMD has integrated an NVFP4 emulation pipeline into vLLM that enables AMD Instinct MI355 accelerators to serve standard NVFP4 quantized checkpoints directly, dequantizing weights to BF16 on-the-fly at GEMM time to keep p…
NVIDIA published a new CPU category on 7 July with Vera, an Arm server CPU designed to address the agentic-AI bottleneck by maximizing single-threaded performance rather than core density. In testing on Perplexity's codi…
SK Hynix raised $26.5 billion in the largest foreign IPO in US history, signaling investor demand for memory chips over GPUs. NVIDIA's stock fell 15% while memory maker Micron tripled, and H100 GPU rental prices dropped …
Meta plans to begin production of its new AI chip, Iris, in September, aiming to reduce reliance on Nvidia GPUs. The company targets 14 gigawatts of AI computing capacity by 2027 and has raised capital expenditure guidan…
Apple's upcoming iPhone 18 Pro Max is expected to cost nearly $300 more than its predecessor due to rising memory chip prices and the new 2nm A20 Pro chip, with prices potentially reaching $1,399. The price hike reflects…
Apple captured 90% of the edge AI smartwatch market in Q1 2026, according to Counterpoint Research, driven by its S9 chip's on-device AI capabilities for health monitoring. The company's dominance in edge AI, which has g…
SK Hynix and Samsung are under pressure to build manufacturing plants in the U.S. as the AI chip market booms, driven by unprecedented demand for AI hardware. This strategic shift aims to reduce U.S. reliance on Asian ma…