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.
TSMC's leading-edge capacity is fully booked by NVIDIA, Apple, and Broadcom through 2028, forcing customers like AMD, Google, Tesla, and BYD to explore Samsung Foundry for future chips. AMD is in talks to manufacture CPU…
BE Semiconductor Industries raised its long-term revenue target to €1.5-1.9 billion from over €1 billion and lifted gross margin guidance to 64-68%, citing surging demand for hybrid bonding from AI data centers and chipm…
Apple CEO Tim Cook said the company will raise prices due to soaring memory and storage chip costs driven by AI demand, without specifying which products or by how much. Cook stated the situation is unsustainable and App…
ByteDance, the owner of TikTok, is spending billions on AI and shifting to domestic chips, potentially benefiting second-tier Chinese chipmakers like Iluvatar CoreX, Biren Technology, and others. The move comes as US san…
The x86 Ecosystem Advisory Group released the AI Compute Extensions (ACE) Specification on June 15, 2026, defining standardized x86 extensions for matrix multiplication and tile registers to accelerate AI inference on CP…
Donald Trump announced that Apple and Intel have agreed to collaborate on designing and manufacturing chips within the United States, a move aimed at bolstering domestic semiconductor production. The partnership would di…
Nvidia H100 GPUs cost $30,000 to $40,000 to buy in 2026, with cloud rental rates ranging from $1.03 to $12.29 per GPU-hour depending on the provider. Neo-clouds offer the cheapest spot instances, while hyperscalers like …
AEM Holdings reported 1Q2026 revenue of S$116.9 million, up 35.8% year-on-year, and net profit of S$14.3 million, up 329.4%, driven by AI hardware demand for its Test Cell Solutions segment. UMS Integration posted 1Q2026…
A Seeking Alpha contributor upgraded Applied Materials to a "Buy" on June 18, 2026, citing record Q2 results and strong AI-driven wafer fab equipment demand. The company's strategic moves, including the NEXX acquisition …
Amkor Technology reported 27% year-on-year revenue growth in Q1 2026 and record AI data center revenue, driven by advanced packaging demand for complex AI chips. However, thin margins and heavy capital expenditure pressu…
Seoul's KOSPI index crossed the 9,000-point milestone on Thursday, reaching 9,000.68, driven by semiconductor and tech stocks. The index broke the new record less than a month after surpassing 8,000 points, fueled by a U…
Apple CEO Tim Cook told The Wall Street Journal that price increases for Apple products are unavoidable due to surging memory chip costs driven by the AI boom. Cook said the situation has become unsustainable despite eff…
Intel has published the x86 AI Compute Extensions (ACE) specification, defining new matrix multiplication primitives and reduced precision data formats to accelerate machine learning workloads. The extensions integrate t…
Epiq and AntaraTek have launched the VNX+ Development Platform, a self-contained RF payload based on the VITA 90 standard, designed to host AI/ML applications out of the box. The platform integrates an Nvidia Orin NX SBC…
Netlist filed a complaint with the US International Trade Commission against Samsung, Google, and Super Micro, alleging infringement of six patents related to DDR5 memory and high-bandwidth memory. The company seeks to b…
Apple CEO Tim Cook told The Wall Street Journal that the company plans to raise prices on its products to offset soaring memory and storage chip costs, which have quadrupled over the past year due to AI data-center deman…
Seeking Alpha rates Micron Technology a Strong Buy with a $1,673 price target, citing tight DRAM/NAND markets and rising enterprise adoption of agentic AI as demand drivers. The firm forecasts $35 billion in revenue and …
SK hynix shipped samples of its 12-layer HBM4E memory to major customers, entering customer qualification about three weeks after rival Samsung Electronics. The device offers 48GB capacity, 16Gbps per-pin speed, and 20% …
SK hynix has shipped samples of its 12-layer HBM4E memory to major customers, entering the customer-qualification stage weeks after rival Samsung Electronics claimed the industry's first such shipment. The next-generatio…
A comparative analysis of scale-out RoCE network traffic patterns in training large language models reveals that hyperscale deployments like xAI's Grok 4.0 generate network loads orders of magnitude higher than smaller-s…