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.
Samsung Group and SK Group will announce up to 2,000 trillion won ($1.3 trillion) in decade-long investments at a presidential briefing on June 29, including new semiconductor fabs in Gwangju and an AI data center in Asa…
Micron Technology's market cap briefly surpassed Tesla and Meta on June 25 after fiscal Q3 revenue quadrupled to $41.46 billion, driven by surging demand for high-bandwidth memory chips used in AI infrastructure. The com…
Sophon PFG-1, a monolithic-3D AI ASIC with 330 GB of on-die DRAM and no HBM, delivers 2,100 TFLOPS BF16 and 4,200 TFLOPS FP8 on a 750 mm² die, achieving up to 174× the tokens-per-watt of NVIDIA Rubin or AMD Instinct MI45…
Apple is lobbying the Trump administration for permission to buy DRAM chips from ChangXin Memory Technologies, a Chinese manufacturer on the Pentagon's blacklist, to cut costs amid soaring DRAM prices. The move could res…
OpenAI, Anthropic, and xAI collectively consume about 21% of global AI compute capacity, operating fewer than 4 million H100-equivalent GPUs by end of 2025. Google alone controls roughly 25% of global AI compute, more th…
President Lee Jae Myung on Monday was set to unveil large-scale investment plans in advanced tech, including a new chip cluster, as Korea seeks to secure competitiveness in the AI era. Samsung Electronics and SK Group ar…
South Korean President Lee Jae Myung announced a $649 billion public-private technology initiative on June 29, the largest government commitment to semiconductor and AI infrastructure in 2026. The investment, led by Sams…
Chinese stocks are expected to extend gains in the second half of 2026 as resilient exports and recovering producer prices support economic growth, with brokerages forecasting 10-15% earnings growth for mainland-listed c…
A reliable insider claims the PlayStation 6's bill of materials has risen to approximately $960 (£730), up $200 in recent months, driven by soaring memory and hard drive costs as AI data centers consume components. This …
Samsung Electronics and SK Group have pledged over 1,000 trillion won ($646 billion) over the next decade to build a massive semiconductor cluster in Gwangju, South Korea, aiming to dominate the AI memory market. The inv…
South Korean President Lee Jae Myung announced three public-private mega-projects totaling about 1,000 trillion won ($649 billion) to develop semiconductors, AI data centers, and physical AI, aiming to create economic ce…
China's CPU-only LineShine supercomputer, built on the Arm architecture, claimed the top spot on the 67th TOP500 list, achieving 2.198 Exaflops of sustained FP64 performance with over 13 million cores. The system challen…
RBC BlueBay Asset Management expects Japanese AI stocks to correct over the next two months due to peak US hyperscaler spending and seasonal rebalancing, but predicts a rally into 2027. Portfolio manager Maya Funaki is t…
China's LineShine supercomputer, powered entirely by indigenous LX2 CPUs, claimed the #1 spot on the 67th TOP500 list at ISC'26 with 2.198 Exaflops, surpassing El Capitan by 20%. However, the system lacks GPU accelerator…
Baidu's AI chip unit Kunlunxin is targeting a $50 billion Hong Kong IPO and has asked prospective investors to commit to purchasing its semiconductors, blurring the line between shareholder and customer. The unusual prac…
Chinese chipmaker Kunlunxin is targeting a $50 billion initial public offering in Hong Kong and has asked prospective IPO investors to commit to purchasing its AI semiconductors, according to a report by The Information.…
Broadcom CEO Hock Tan said at the Bloomberg Tech conference that the company is prioritizing organic growth in AI over acquisitions, citing surging AI revenue. Broadcom expects its AI business could exceed $100 billion i…
NVIDIA raised $25 billion in investment-grade bonds on June 15, 2026, drawing $85 billion in orders, its first debt issuance since 2021. The company reported $216 billion in fiscal 2026 revenue and $49 billion in quarter…
Russian Zala drones equipped with Nvidia TX2-A AI chips are attacking Ukraine, using onboard artificial intelligence to recognize and target vehicles, people, and military markings. The AI allows the drones to pre-sort t…
A new interactive dataset tracking historical memory and storage prices from 1960 to 2026 shows the lowest retail $/GB for DRAM, NAND flash, and HBM, with breakdowns by generation and accelerator cost estimates from Epoc…