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 and Qualcomm reported earnings on June 24 that exceeded expectations, adding over $400 billion in market value to chipmaker stocks. Micron disclosed $22 billion in customer commitments and a sold-out hi…
Cerebras Systems' stock plunged after its first earnings report forecasted narrower gross margins, highlighting the AI chip business's dependence on margins over hype. The market reaction underscores that margin directio…
Qualcomm acquired Modular for $3.9 billion in stock, gaining its Mojo programming language and MAX inference platform to challenge NVIDIA's CUDA dominance. The deal, expected to close in the second half of 2026, aims to …
Thailand projects record $366.8 billion in exports for 2026, driven by surging global demand for AI-related electronics components. The country's electronics sector has expanded for over 19 consecutive months, with Janua…
Micron Technology's shares fell 13% in early June 2026 as the debasement trade unraveled, but the chipmaker's AI-driven demand for high-bandwidth memory and DRAM chips has kept it resilient. The PHLX Semiconductor Index …
China launched three regional venture capital guidance funds, each exceeding 50 billion yuan ($7.1 billion), to back early-stage hard tech startups in semiconductors, AI, quantum computing, and other strategic sectors. T…
South Korean Second Vice Foreign Minister Kim Jina met with U.S. Under Secretary of State Jacob Helberg in Washington on June 24 to discuss AI and digital-technology supply-chain cooperation. The two sides agreed that tr…
Qualcomm is acquiring Modular, the AI infrastructure startup founded by Chris Lattner and Tim Davis, for approximately $3.92 billion in stock. The deal, announced June 24, 2026, gives Qualcomm Modular's compiler, runtime…
OpenAI announced Jalapeño, its first custom AI chip for LLM inference, built with Broadcom and intended for ChatGPT, Codex, and future agent products, signaling a push to own more of the AI stack. Meanwhile, Qualcomm acq…
Micron has secured five-year deals with major buyers locking in historically high memory prices, ensuring the chipmaker will deliver enormous margins and profits over the period.
Micron Technology reported fiscal Q3 2026 earnings per share of $25.11, far exceeding analyst estimates of $20.5, and revenue of $41.46 billion versus $35.7 billion expected, driven by high-bandwidth memory demand for AI…
The U.S. Department of State launched Pax Silica, an initiative to secure AI supply chains by reducing reliance on Chinese suppliers for compute, semiconductors, and critical minerals. The European Commission is negotiat…
Micron Technology reported record fiscal Q3 2026 revenue of $41.46 billion, crushing analyst estimates by over $6 billion, driven by surging AI demand for memory chips. The company also announced a strategic supply agree…
Nvidia's market capitalization reached $5 trillion following the unveiling of its Vera Rubin chip architecture at the GTC developer conference. The new platform offers 3.5 times faster training and 5 times faster inferen…
A developer probed 15 Ampere GA100 cards, including CMP 170HX and A100 variants, and published a cross-variant register comparison. The analysis confirms that restriction fuses are product-line identical while floorsweep…
Qualcomm is in advanced talks to acquire RISC-V AI chip startup Tenstorrent for up to $10 billion, a move that would give Qualcomm Jim Keller's Blackhole silicon and an open-source inference stack. The deal, confirmed by…
Asian stocks rallied as memory chipmakers SK Hynix and Micron Technology surged on AI-driven demand, with SK Hynix reaching a $1.12 trillion market cap and Micron rising nearly 20% after a UBS price target hike. SK Hynix…
SK Hynix shares surged 12% on June 25, 2026, after the company filed plans to raise up to $29.4 billion through American depositary receipts on Nasdaq, nearly tripling its original target. The offering, one of the larges…
China's JCET announced a $1.15 billion investment to build an advanced chip packaging and testing plant in Shanghai's Lin-gang Special Area, aiming to boost domestic chipmaking capabilities amid rising AI demand and US e…
Korean stocks opened sharply higher Thursday, driven by gains in semiconductor shares after U.S. memory chipmaker Micron Technology reported stronger-than-expected earnings. The benchmark KOSPI added 2.74 percent at the …