AI Chips news and analysis on Web Pulse: 2710 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AMD announced the Versal Premium Gen 2 Memory on Package (MoP) adaptive SoC, integrating up to 32GB of LPDDR5X memory directly into the package to reduce board area by 60% for AI and defense applications. Sampling begins…
South Korea's monthly exports surpassed $100 billion for the first time in June, reaching $102.25 billion, driven by a surge in semiconductor exports and strong demand for AI-related infrastructure. The trade surplus hit…
Global semiconductor exports surged to their largest increase in nearly five decades, driven by demand for AI chips, with China becoming the top exporter and Taiwan a key supplier. Prediction markets show 90% confidence …
South Korea's exports surged 49.7% in the first 20 days of June, driven by a 188.4% jump in semiconductor shipments as AI demand fuels a historic boom. Samsung and SK Hynix announced $520B in new chip fabrication investm…
South Korea announced a plan to build four memory fabs costing 800 trillion won, with Samsung and SK financing all construction while the state provides power, water, and expedited permits. The deal reflects a strategy t…
Japan's Prime Minister Sanae Takaichi unveiled a plan targeting ¥1,100 trillion ($6.8 trillion) nominal GDP by 2040, backed by ¥370 trillion ($2.3 trillion) in investments across 17 sectors including AI, semiconductors, …
South Korea's approval of single-stock leveraged ETFs on Samsung and SK Hynix triggered a $6 billion forced selling event on June 23, wiping nearly 10% off the Kospi and sending Nasdaq futures tumbling, as a regulatory s…
Wall Street is favoring AI suppliers like NVIDIA over tech giants such as Google and Microsoft, as suppliers directly profit from the AI boom while big tech's long-term investments yield less immediate market reward. Thi…
A US congressional hearing on Tuesday urged the United States to accelerate innovation in AI, robotics, and chips to counter China's technological rise, as lawmakers criticized the Trump administration for research cuts …
The GPU Compute Tightness Index fell to 43.8/100 as of June 29, 2026, entering Loose territory after a monthly drop of 13.7 points, indicating abundant idle AI infrastructure and supply exceeding near-term demand. Per-GP…
US PC shipments fell 7.0% year-over-year in Q1 2026 to 15.8 million units, the steepest decline since Q3 2023, according to Omdia. The drop was driven by component supply constraints, rising memory costs, and a demand ha…
OpenAI has reduced inference costs by over 50% for some existing models, operating logged-out ChatGPT traffic on just a few hundred Nvidia GPUs, according to The Information. The efficiency gains, achieved through techni…
Qualcomm unveiled a high-bandwidth compute architecture at its 2026 investor day, aiming to challenge NVIDIA and AMD in the AI datacenter market. The AI250-series Dragonfly rack systems, featuring stacked DRAM on XPUs, p…
AMD announced the Versal Premium Gen 2 Memory on Package adaptive SoCs, integrating up to 32 GB of LPDDR5X on-package to provide 288 GB/s memory bandwidth, reducing board area by 60% compared to discrete designs. The shi…
Stocks closed their best quarter in years on Tuesday, with the Dow, S&P 500, and Nasdaq posting strong gains, driven by chipmaker stocks and easing concerns about an AI bubble. However, analysts warn that volatility may …
Amazon Web Services announced the general availability of EC2 C9g and C9gd instances powered by Graviton5 processors, offering up to 25% higher performance per vCPU than previous-generation C8g instances. The new instanc…
Wall Street investors are diversifying beyond Nvidia, pouring money into other chipmakers like AMD and Intel as the AI boom expands. The shift reflects a desire to hedge bets and capitalize on the growing demand for spec…
A record rally in chip stocks added $2 trillion in combined value to Micron, Intel and AMD in the second quarter, as the artificial intelligence boom expanded beyond Nvidia to include more suppliers.
CoreWeave became the first cloud provider to validate Nvidia's NVL72 Vera Rubin rack platform, featuring 72 Rubin GPUs, 36 Vera CPUs, and 260 TB/s of NVLink 6 fabric. The platform, described as not an incremental upgrade…
Qualcomm announced a new near-memory compute architecture called high-bandwidth compute (HBC) that stacks DRAM on top of its XPUs to improve AI inference efficiency. The technology, launching next year in the AI250-serie…