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.
South Korea's AI chip boom is driving massive bonuses at SK hynix and Samsung, with average payouts potentially reaching $900,000 per employee by 2027, prompting the Bank of Korea to warn that semiconductor wage gains co…
Apple CEO Tim Cook warned of unavoidable iPhone price hikes due to AI-driven demand for memory chips, joining Microsoft's Xbox unit and other companies citing rising component costs. A coalition of trade groups alerted t…
Japan announced a plan to mobilize 370 trillion yen ($2.3 trillion) in public and private investment by 2040 across 17 strategic sectors, including AI and semiconductors. Prime Minister Sanae Takaichi's strategy aims to …
Anthropic confirmed deprecation timelines for several Claude models, with developers needing to migrate before older 4-series models are retired. xAI's Colossus 2 supercluster in Memphis is now operational with GB200/GB3…
Micron Technology's upcoming quarterly report on June 24 is being watched by investors as a key test of whether AI-driven spending can sustain the semiconductor rally. Micron's shares have surged about 298% year-to-date,…
Japan's government growth strategy council targets 370 trillion yen ($2.3 trillion) in public and private investment across 17 strategic sectors by fiscal 2040, aiming to quintuple domestic semiconductor sales to 40 tril…
Multilayer ceramic capacitors (MLCCs) are surging in price due to soaring demand from AI server clusters and electric vehicles, with spot market prices jumping two- to fourfold since Chinese New Year. Traders in Shenzhen…
NVIDIA and Microsoft unveiled the RTX Spark AI PC platform at Computex 2026 on May 31, delivering 1 petaflop of AI performance and up to 128GB of unified memory for local AI agents and creative workflows. OEM partners in…
Samsung, Micron, and SK Hynix have reallocated 93% of DRAM production to high-bandwidth memory for AI, causing a consumer chip shortage. This shift has raised component costs, pushing average smartphone prices to $523 an…
SpaceX went public on June 12, 2026, with a valuation of $2.4 trillion, driven by plans to deploy orbital data centers for AI compute. The company aims to launch 100 gigawatts of compute power annually using up to one mi…
Huawei's Ascend 910C chips successfully completed post-training for DeepSeek's V4-Pro model, a 1.6-trillion-parameter AI system, using a cluster of at least 1,000 chips. This marks a major advance for China's semiconduct…
HyperLight, a Harvard spinout developing thin-film lithium niobate optics for AI data centers, raised $80 million from chip designer MediaTek, contract manufacturers Foxconn and Jabil, and other hardware supply chain inv…
Nvidia, Intel, and AMD are competing in the CPU market as agentic AI and inference workloads increase demand for traditional processors. Nvidia projects $20 billion in CPU revenue in 2026 with its Grace and Vera chips, w…
Meta Platforms has contracted roughly 1.6 gigawatts of AI computing capacity from data center developer Crusoe for two planned campuses in Texas and Missouri, according to a Bloomberg report that could not be independent…
Meta signed approximately 1.6 gigawatts of AI computing capacity deals with Crusoe Energy, covering facilities in Childress, Texas, and Warrenton, Missouri, as hyperscalers race to secure power capacity through 2030. The…
Adeptia hired three executives to lead product, marketing, and revenue operations. Airbyte released version 2.1 of its source connector software with improved scalability and governance. AMD acquired MEXT, a developer of…
A new AI chip stock favored by Donald Trump has outperformed Nvidia (NVDA) in 2026, according to a report. The stock's performance highlights shifting investor interest in the AI chip sector beyond Nvidia.
AI infrastructure startup Tensordyne has taped out its first commercial accelerator, Napier, on TSMC's 3nm process, claiming up to 17x more tokens per watt and 13x higher throughput than Nvidia's Blackwell systems. The c…
Researchers from Princeton University, Together AI, Meta, Colfax Research, NVIDIA, and Georgia Tech introduced FlashAttention-4, an algorithm and kernel co-design that optimizes attention for Blackwell GPUs by overlappin…
Google is using Nvidia's own tactics—financial guarantees and circular financing—to challenge Nvidia's dominance in AI chips. The Wall Street Journal reports Google has provided a $3.2bn guarantee for a data center using…