AI Chips news and analysis on Web Pulse: 7063 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Goldman Sachs raised AMD's price target to $640, citing surging demand for AI chips driven by agentic AI systems. AMD stock has gained over 100% year-to-date as analysts project sold-out capacity and expanding market sha…
AI companies' massive demand for RAM and storage components has drained consumer supply, causing shortages and price hikes across devices from Apple and Microsoft to Nintendo and Sony. The trend, dubbed 'RAMageddon,' thr…
The US Commerce Department reclassified the United Arab Emirates from export control groups D:3 and D:4 to Group A:5, allowing license-free access to advanced AI chips from Nvidia and AMD. The move, tied to the UAE's sta…
China imposed a temporary export ban on helium, a critical element for semiconductor manufacturing, citing foreign trade law as the Iran war disrupts global supply. The move aims to protect domestic chipmaking and AI ind…
Apple accounted for roughly 90% of all Edge AI-capable smartwatch shipments in Q1 2026, as Edge AI penetration reached 25% of the broader smartwatch market, according to Counterpoint Research. The Apple Watch's on-device…
The Trump administration plans to ease export restrictions on the United Arab Emirates, allowing the Gulf state to purchase advanced technologies including AI chips from Nvidia, AMD, and Cerebras. The Commerce Department…
AMD's Ryzen AI Halo processor delivers strong performance in AI workloads, according to a hands-on review from Micro Center. The chip integrates a dedicated neural processing unit for on-device machine learning tasks, po…
The Trump administration authorized over $1 billion in Nvidia GPU shipments to UAE-based AI firm G42 after rescinding Biden-era chip export limits, while a UAE-linked entity invested $500 million in President Trump's cry…
SK Hynix's $27 billion Nasdaq IPO, which was 7x oversubscribed, triggered a risk-on wave that boosted cryptocurrency markets, with altcoins posting double-digit gains. Bitcoin rose 1.8% to near $64,000, while Ethereum cl…
A critique of Plan A, an AI safety proposal by the AI Futures Project, warns that its strategy of pausing software progress while massively scaling compute could backfire, creating a dangerous 'dry tinder' scenario that …
SK Hynix completed a record $26.5 billion US share sale and signaled it may issue more if returns remain strong, potentially diverting institutional capital from cryptocurrencies toward AI infrastructure. The chipmaker's…
SK Group Chairman Chey Tae-won announced a strategic pivot to Memory-as-a-Service (MaaS), using CXL interconnect technology to sell pooled memory on demand rather than physical chips. The move aims to create recurring re…
SK Hynix raised $26.5 billion in the largest foreign listing in US history, driven by AI demand for memory chips. AI-driven shortages are raising consumer prices on electronics and contributing to inflation, creating a p…
Blaze raised the price of its Super Pocket handheld gaming device, citing increased demand for AI components that has driven up manufacturing costs across the industry. The company said it had absorbed rising expenses fo…
Morgan Stanley chief US equity strategist Mike Wilson warned that semiconductor stocks are overbought, with the Philadelphia Semiconductor Index up 96% year-to-date and trading 35% above its 50-day moving average, the wi…
The bill of materials for the iPhone 18 Pro Max is expected to rise by nearly $300 compared to the iPhone 17 Pro Max, driven by a memory chip shortage linked to AI hardware demand and Apple's shift to a 2nm chip. Counter…
Morgan Stanley Wealth Management Chief Investment Officer Lisa Shalett warned investors on June 5 that the AI-driven rally in semiconductor stocks may be nearing its end, comparing it to the dot-com era's Cisco moment. S…
China imposed a temporary ban on helium exports on Friday, citing potential shortages from renewed U.S.-Iran conflict. The move aims to secure domestic supplies of the gas critical for chip manufacturing and AI developme…
China imposed a temporary export ban on helium on July 10, 2026, citing foreign-trade rules amid Middle East conflict that threatens global supplies. The move aims to protect domestic semiconductor manufacturing, as heli…
Meta plans to begin production of its proprietary 'Iris' AI chip in September 2026 as part of a strategy to double computing power to 14 gigawatts by 2027 and deliver personal super intelligence to users. The chip, part …