AI Chips

France's antitrust regulator is finalizing an investigation into Nvidia over alleged anti-competitive practices tied to its GPU dominance and CUDA software ecosystem, with potential fines of up to 10% of global revenue. …

SK Hynix's $28 billion US share sale was oversubscribed seven times, drawing $196 billion in demand, as Wall Street investors rush to gain exposure to the AI infrastructure boom. The South Korean memory chipmaker, a key …

Cerebras Systems announced plans to deploy 200 megawatts of AI compute capacity across Europe by 2027, with initial capacity online by late 2026. The build-out, spanning France, Norway, and Finland, will partly serve Ope…

Budget smartphones face a severe threat as surging RAM prices, driven by AI data center demand for memory chips, push costs to unsustainable levels. Memory now accounts for up to 64% of the bill of materials for sub-$99 …

SK Hynix, the South Korean memory chipmaker, is preparing to list on the Nasdaq through American depositary receipts, targeting approximately $28 billion in proceeds. The offering is already more than seven times oversub…

Sales of refurbished tech devices like Xbox, iPhone, and MacBook are surging as new device prices spike due to memory chip shortages driven by the AI buildout. Apple, Dell, and Microsoft have raised prices, pushing consu…

Bain Capital confirmed that a special-purpose vehicle it set up for SK Hynix still holds a 14% stake in Kioxia Holdings, as Bain itself fully exited its position in the Japanese NAND flash memory company. The exit caps o…

ChangXin Memory Technologies (CXMT), China's leading DRAM chipmaker, received approval for a $4.3 billion IPO on Shanghai's STAR Market, the largest in the exchange's history. The company plans to use the proceeds to exp…

ChangXin Memory Technologies (CXMT) is raising $4.3 billion in its Shanghai STAR Market IPO, the largest A-share listing in China this year, driven by surging AI memory demand that boosted its first-quarter net profit to…

Chinese AI labs, including DeepSeek and Zhipu AI, are developing custom chips to reduce long-term operating costs and improve hardware-software synergy, but the strategy carries significant risk due to heavy upfront inve…

Meta announced plans to build a C$13 billion data centre in Sturgeon County, Alberta, its first in Canada and largest outside the US. The 1-gigawatt campus will be powered by a natural-gas plant from Pembina Pipeline, su…

XAI released Grok 4.5 on July 8, topping the SWE Marathon benchmark with a 29.0% resolution rate and surpassing Anthropic's Claude Opus 4.8. The model, trained on tens of thousands of NVIDIA GB300 GPUs, is positioned as …

Hewlett Packard Enterprise reported fiscal Q2 2026 revenue of $10.68 billion, a 40% year-over-year increase, driven by AI infrastructure demand. The company's AI server backlog reached nearly $6 billion, and its stock su…

As AI shifts from training to inference, optical interconnects are moving closer to chips to address bandwidth, latency, and energy bottlenecks. Imec researchers argue that co-packaged optics will be insufficient for fut…

NVIDIA's next-generation Rosa CPU may use TSMC's A16 process with back-side power delivery for a 2028 data-center platform, according to TrendForce and Wccftech reports. The technology could improve performance per watt …

ChangXin Memory Technologies (CXMT), China's top DRAM maker, set a subscription date for its Shanghai IPO expected to raise at least 29.5 billion yuan (US$4.3 billion), making it the second-largest on the Star Market. Th…

A new Omdia report warns that memory costs driven by AI infrastructure demand will reduce the number of smartphones priced under $400 by 22% through 2027, hitting budget-conscious consumers hardest. Chinese phone makers …

SK Group Chairman Chey Tae-won will attend SK hynix's Nasdaq debut in New York this week, as the chipmaker seeks to highlight its AI memory business and attract global investors. The ADR offering has seen strong demand, …

Chinese AI firm Zhipu AI and chipmaker Iluvatar CoreX Semiconductor saw their shares surge after launching secondary placements to raise HK$31.4 billion and HK$7.1 billion, respectively, for hardware and research. The pl…

China plans to allow top AI companies including Alibaba, ByteDance, and DeepSeek to purchase limited Nvidia H200 chips, according to a July 8, 2026 report. The move signals potential shifts in supply-chain dynamics and i…