AI Chips news and analysis on Web Pulse: 7104 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
SEMI projects worldwide 300 mm fab equipment investment in the memory sector will surpass $50 billion for the first time in 2026, reaching $52 billion, and grow to $57 billion in 2027, driven by AI demand.
Firefly Aerospace successfully operated an NVIDIA Jetson platform in lunar orbit for the first time aboard its Blue Ghost lander, demonstrating edge AI capabilities in cislunar space. The milestone supports NASA's CLPS p…
Taiwanese prosecutors raided Super Micro Computer's offices on May 21 as part of a criminal probe into an alleged $2.5 billion scheme to smuggle Nvidia AI servers to China, marking a major enforcement action under US sem…
South Korean tech giants Samsung and SK Hynix have committed over $550 billion to build four new memory fabs and an HBM packaging hub, part of a national plan to address the global memory chip shortage (RAMageddon) and b…
Palantir and Nvidia are partnering to develop a new AI platform for government agencies, aiming to shift control of AI systems from contractors to the government itself. The collaboration combines Palantir's data integra…
AMD stock surged over 114% year-to-date in 2026, outperforming Nvidia's modest 12-18% gain, as investors bet on AMD's competitive AI chips like the MI350X and its strategy to win hyperscaler contracts. AMD's Q1 revenue h…
Copper surged to a record $14,527 per metric ton in January 2026, driven by AI data center demand that is creating a structural supply deficit. Citi forecasts copper reaching $15,000 within a year, while Goldman Sachs ra…
EE Times moderated a panel on RISC-V ecosystem growth for Physical AI with Arteris, GlobalFoundries, and Tenstorrent at a Taipei event, discussing scalable robots, computing power balance, and the importance of partnersh…
Micron Technology reported $41.5 billion in fiscal Q3 2026 revenue, quadruple the year-ago figure, while SK Hynix posted $35.53 billion in Q1 revenue, up 198% year-over-year. The semiconductor layer is generating durable…
Apple faces worsening pricing and supply issues through 2027 due to a memory supply-demand gap driven by AI server demand, according to analyst Ming-Chi Kuo. The company has already raised Mac and iPad prices by up to $5…
Amazon invested an additional $5 billion into Anthropic, with up to $20 billion more tied to milestones, bringing the total potential commitment to $33 billion. In return, Anthropic pledged over $100 billion on AWS infra…
A federal antitrust class-action lawsuit filed June 25, 2026 in the Northern District of California accuses Samsung, SK Hynix, and Micron of colluding to cut DRAM production, driving RAM prices up roughly 700% over four …
French private equity giant Ardian is betting over $1.2 billion on Nordic data centers through its Verne platform, leveraging the region's cheap renewable energy and natural cooling to power Europe's AI infrastructure. T…
The Gigabyte Aero X16 gaming laptop, featuring an AMD Ryzen AI 7 350 processor and Nvidia RTX 5060 GPU, has dropped to $1,198 on Amazon as part of a Prime Day deal, a 27% discount from its original price. The 16-inch 2.5…
Apple faces ongoing RAM shortages and price hikes as AI demand devours consumer electronics memory supply, with analysts warning of an existential crisis for smaller tech firms. Memory manufacturers Samsung, SK Hynix, an…
AMD acquired MEXT, a startup that extends DRAM main memory to flash storage, to address soaring DRAM prices driven by GenAI demand. DRAM now accounts for up to 90% of server costs, with prices rising 5x by Q3 2026. MEXT'…
The US and China are engaged in an AI-cybersecurity cold war, with open Chinese AI models advancing while US cyberweapons remain unavailable. South Korea plans a $590 billion investment in chipmaking facilities with Sams…
NVIDIA's CUDA kernel launch involves a multi-stage compilation pipeline from C++ to PTX virtual ISA to SASS machine code, followed by runtime coordination via ioctl system calls and doorbell register writes. Understandin…
A class-action lawsuit filed in the U.S. accuses Micron Technology, Samsung Electronics, and SK Hynix of price-fixing and artificially restricting DRAM supply, causing consumer DDR5 memory prices to surge nearly 700% in …
Apple integrated Alphabet's Gemini large language model into Siri at WWDC 2026, driving demand for higher-memory devices as DRAM prices surged over 60% from the prior quarter, according to Micron Technology. The company …