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.
AAEON released the EPIC-PTH9, a 4-inch industrial single-board computer with Intel Core Ultra Series 3 processors, delivering up to 180 TOPS of AI performance. The board features PCIe Gen 5 x8 expansion, multiple LAN and…
Melius Research raised its price target on Micron Technology to $2,200 from $1,100, citing unprecedented AI-driven demand for memory chips and long-term supply agreements through 2027. The analyst firm tripled its convic…
Enterprise leaders are realizing that AI efficiency depends not only on model optimization but also on co-design of hardware, compilers, runtime, and cloud architecture. Inefficient AI can cost billions, as OpenAI CEO Sa…
IBM unveiled the world's first 0.7nm chip technology on June 25, packing roughly 100 billion transistors onto a fingernail-sized chip. The sub-1nm breakthrough nearly doubles transistor density over IBM's previous 2nm ch…
Major AI organizations, including OpenAI, Google, and Meta, are using food-themed codenames for internal projects, according to Business Insider. OpenAI confirmed its first advanced chip developed with Broadcom is codena…
IBM unveiled a 0.7nm chip technology using a nanostack architecture that doubles transistor density over its 2nm design, packing nearly 100 billion transistors on a fingernail-sized chip. The chip is built for AI workloa…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion, crushing analyst estimates of $35.8 billion and easing fears of an AI spending slowdown. The memory chipmaker guided Q4 revenue to approximately $50 bi…
JPMorgan Global Research projects global AI and data center capital expenditure will reach at least $5 trillion by 2030, with hyperscalers spending $342 billion in 2025 alone. The bank's midyear outlook highlights a 62% …
IBM Research unveiled NanoStack, a sequential stacking CMOS transistor architecture that promises 50% area reduction and up to 70% power savings compared to its 2 nm node. The design targets the CMOS 7A node and beyond, …
South Korean chip stocks rallied on Thursday after Micron Technology reported record quarterly revenue and an upbeat outlook, signaling sustained AI memory demand. Samsung Electronics rose 5.3% and SK Hynix surged 9.2%, …
SoftBank CEO Masayoshi Son dismissed concerns about an AI bubble, calling such talk an 'insult' to a revolution just beginning, and vowed to delay retirement by another 10-15 years to capitalize on the AI boom. Son reaff…
IBM and University of Illinois researchers published a new method for vertically stacking transistor layers using ultrathin silicon nanomembranes, achieving 98-100% device yields at temperatures below 200 degrees Celsius…
Surging demand from AI data centers has doubled memory chip prices in early 2026, driving up costs for smartphones, computers, and home appliances by up to 20%, with potential 50% spikes by mid-year. Residential electric…
South Korean chip giant SK Hynix announced plans to raise up to $29.4 billion through a US stock market listing on Nasdaq, aiming to capitalize on surging investor appetite for AI stocks. The Nvidia supplier's offering w…
A single H200 GPU with 141GB HBM3e cannot comfortably run DeepSeek V4 Flash (284B total, 13B active parameters) due to VRAM constraints, even with 2TB system RAM for offloading. The model requires an 8-GPU H200 node for …
IBM announced the world's first sub-1 nanometer chip technology, a 0.7-nanometer node (7 angstrom) architecture that can integrate nearly 100 billion transistors on a chip the size of a fingernail, doubling transistor de…
IBM unveiled the world's first sub-1-nanometer chip technology, a 0.7 nm NanoStack architecture that packs nearly 100 billion transistors on a fingernail-size die, roughly doubling the density of its 2 nm test chip. The …
Micron Technology reported earnings that blew past analysts' expectations, with revenue of $50 billion versus estimates of $43.2 billion, and raised its capex guidance again to above $25 billion. The results drove a glob…
South Korean President Lee Jae Myung met with Samsung Electronics Chairman Lee Jae-yong on Thursday to discuss plans for a regional semiconductor chip cluster and related investments, signaling government support for dom…
JPMorgan Global Research estimates global AI-related capital expenditures will reach $5.5 trillion through 2030, up from $5.1 trillion, driven by data center, chip, and infrastructure buildout. The bank says the investme…