AI Chips news and analysis on Web Pulse: 6238 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Microsoft shares held relatively steady as AI chip stocks sold off, positioning the tech giant as a potentially safer megacap bet amid sector volatility. The company's diversified business model and cloud computing stren…
Seoul shares fell nearly 4% late Friday morning as investors locked in profits from a recent tech-led rally, with the Korea Composite Stock Price Index (KOSPI) losing 334.97 points, or 3.88%, to 8,304.44. The decline was…
Asian technology stocks fell on Friday, June 5, 2026, after Broadcom's disappointing artificial intelligence revenue outlook triggered a sell-off in U.S. chip shares that spread to Asian markets. Broadcom dropped more th…
Marvell Technology surged approximately 30% in a single day after Nvidia CEO Jensen Huang identified the company as a potential "next trillion-dollar" player, highlighting the intense market focus on AI infrastructure. T…
The European Commission has unveiled its tech sovereignty package aimed at reducing Europe's reliance on U.S. cloud services, chips, AI infrastructure and digital tools. Former MEP Marietje Schaake and POLITICO’s Laurens…
Seoul shares plunged sharply Friday, with the KOSPI falling 5.2 percent to 8,190.25, driven by a tech sector selloff and uncertainty over the U.S.-Iran peace deal. Program trading was suspended after the KOSPI 200 Future…
Seeking Alpha estimated in an investing column that Meta, Microsoft, Apple, Nvidia, Google, and Amazon are committing roughly $600 billion to $700 billion or more to AI and related infrastructure. The analysis named Gemi…
Microsoft dropped the Copilot+ PC branding during the June 2026 unveiling of the Surface Laptop Ultra, instead highlighting RTX Spark and local AI compute powered by NVIDIA. The omission marks a shift from Microsoft's or…
Memory chip makers are running at full capacity and unable to significantly expand production, placing a governor on AI spending growth that will slow the pace of upward revenue revisions seen in recent years. Gartner's …
The best-performing artificial intelligence exchange-traded fund this year is not a pure semiconductor fund, according to Yahoo Finance data. The AI-powered ETF has outperformed chip-focused rivals by diversifying across…
Poet Technologies shares rose on Tuesday, bucking a broader trend of pressure on AI-related stocks. The company's performance raises questions about whether the stock is a buy at current levels.
Arm Holdings' stock surged nearly 100% in weeks, pushing its market capitalization to approximately $218 billion as demand for AI chips drives investor enthusiasm. The SoftBank-owned chip architecture company's American …
Netrasemi has begun supplying engineering samples of its A2000 edge AI chip to select customers, marking the first full-feature system-on-chip developed by the startup. The 12-nanometer chip, built on TSMC’s process, del…
Penguin Solutions received a "strong buy" rating from a Seeking Alpha analysis published June 4, 2026, citing growing AI inference demand that increases memory and system-architecture requirements. The analysis set a $10…
SpaceX submitted proposals to build the first phase of its Terafab semiconductor factory in Grimes County, Texas, a project that would cost at least $55 billion and could reach $119 billion. Grimes County commissioners v…
On June 3, 2026, the European Commission launched the European Technological Sovereignty Package, a legislative bundle including Chips Act 2.0, a Cloud and AI Development Act, and an open source strategy targeting 30 mil…
Broadcom is emerging as a potentially dominant but overlooked player in the artificial intelligence chip market, with analysts pointing to its custom AI accelerator chips and networking technology as key growth drivers. …
Taiwan Semiconductor Manufacturing Co. (TSMC) forecast sustained demand for its advanced chips used in artificial intelligence applications, signaling continued growth in the AI sector. The world's largest contract chipm…
Residents of Grimes County, Texas, are protesting SpaceX's proposed $55 billion Terafab semiconductor facility, citing concerns over its size, environmental impact, and lack of transparency. The Grimes County Commissione…
The S&P 500 rose Thursday while the Nasdaq 100 fell as Broadcom's failure to raise its AI chip revenue forecast dragged semiconductor stocks lower. Information technology was the worst-performing sector, while healthcare…