AI Chips news and analysis on Web Pulse: 7071 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Samsung and SK hynix announced a 1,350 trillion won ($870 billion) ten-year plan to expand semiconductor manufacturing capacity and data centers, including memory, storage, and logic production. The South Korean governme…
Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, and Microsoft disclosed advanced packaging technologies at ECTC 2026, including Intel's EMIB-T with 36/35 µm bump pitch and plans for 25 µm, Marvell's custom …
Infineon Technologies opened a five-billion-euro smart power fab in Dresden, Germany, highlighting that power delivery, not just compute density, is becoming the key bottleneck for AI scaling. The facility, supported by …
General Motors has signed a long-term agreement with Micron for the supply of DRAM and NAND chips, securing critical memory technologies for its next-generation vehicles with AI-enabled features and advanced driver assis…
Intel engineers posted initial GCC compiler patches for the AI Compute Extensions (ACE), a cross-vendor x86 specification for optimizing AI and machine learning workloads. The ACE specification, developed by the x86 Ecos…
Unified memory in mini PCs like the AMD Ryzen AI Max+ 395 allows them to run 70-billion-parameter models that exceed the VRAM capacity of high-end GPUs like the NVIDIA RTX 5090, but at significantly slower speeds due to …
Apple's decade-long investment in custom silicon, including neural processing and unified memory, has positioned its devices as the preferred platform for AI developers, with Macs dominating frontier AI labs. Senior prod…
IEEE Spectrum reports that orbital data centers remain economically and technically impractical despite Elon Musk's predictions, citing massive scaling challenges in launch capacity, satellite manufacturing, cooling, and…
NVIDIA launched a new business model enabling AI clouds to procure its infrastructure through revenue-sharing and credit-support, accelerating access to large-scale accelerated computing for startups, model builders, and…
The semiconductor industry is shifting from traditional chip scaling to heterogeneous large-scale integration (HLSI) to meet AI demands, according to imec. This new approach combines specialized technologies like 3D stac…
The richest people in AI include Chen Tianshi ($40B), Greg Brockman ($28B), Liang Wenfeng ($27B), Brett Adcock ($19B), and Edwin Chen ($16B), with fortunes tied to stakes in Cambricon Technologies, OpenAI, DeepSeek, Figu…
Wedbush analyst Dan Ives initiated coverage of SpaceX with an Outperform rating and $190 price target, citing the company's three-way bet on launch, connectivity, and artificial intelligence. Ives highlighted SpaceX's po…
Cargo thieves are stealing millions of dollars worth of supplies from AI data center construction projects, including copper wire and electronics, as demand for AI infrastructure surges. A coordinated theft of two traile…
Big Tech's AI competition is shifting from chatbots to data centres, with companies investing hundreds of billions in computing infrastructure. Google, Meta, Microsoft, and Oracle are racing to build capacity, facing con…
Ten stocks, led by Micron Technology, drove nearly all of the Nasdaq-100's 20% gain in the first half of 2026, with Micron alone contributing 26% of the index's returns after its stock quadrupled. The concentration raise…
Console prices are skyrocketing as Sony and Microsoft hike prices on PS5 and Xbox models, driven by a semiconductor squeeze from AI data center demand. OpenAI's deal with Samsung and SK Hynix tripled DRAM prices, leaving…
CoreWeave stock fell nearly 10% to $89 on July 1, 2026, as investors questioned AI spending durability despite the company reporting $2.08 billion in quarterly revenue, a 112% year-over-year increase. The GPU-centric clo…
OXMIQ Labs, founded by former Intel chief GPU architect Raja Koduri, raised $35 million in Series A funding to scale its OxCore architecture, a licensable GPU core designed to run CUDA and PyTorch code without modificati…
Id Software announced 'Doom: The Dark Ages – Revelations,' a downloadable expansion adding 10-12 hours of new content, including a Chain Spear weapon, new enemies, and six levels set in hell. The expansion, releasing Jul…
Sony and Microsoft have raised prices on their PlayStation 5 and Xbox Series X/S consoles, respectively, citing soaring costs for semiconductors and memory driven by AI datacentre demand. The price hikes, which add up to…