AI Chips news and analysis on Web Pulse: 7107 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
SK Hynix, the dominant HBM chipmaker with 57% market share, plans a $29.65 billion Nasdaq listing on July 10, 2026, in the largest Korean ADR offering ever. The move challenges Micron Technology's position as the primary…
Morgan Stanley upgraded Qualcomm to Equalweight and raised its price target to $231, citing strong data center growth prospects. The upgrade marks a reversal from the bank's previous bearish stance, as Qualcomm targets o…
OpenAI has built its first custom AI chip, named Jalapeño, in collaboration with Broadcom. The chip is designed for inference, not training, meaning it handles model responses after training is complete, while NVIDIA har…
South Korea's KOSPI surged over 5% on Thursday, briefly topping 9,000 points, driven by a tech rally after US chipmaker Micron Technology reported better-than-expected earnings. The index closed at 8,930.30, with Samsung…
Chinese PCB equipment maker CFMEE saw its Hong Kong IPO oversubscribed 1,009 times, pricing at the top end of HK$252.73 per share, as the global AI boom fuels demand for server components. The Hefei-based firm, which mak…
Micron Technology acknowledged the growing capabilities and market share of China's ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corp (YMTC) during an earnings call, validating their rise amid a ti…
Nvidia CEO Jensen Huang told tvN's 'You Quiz on the Block' that he would choose resilience over perfect foresight, and speaking with his future self over his past self. His decisions, such as investing heavily in CUDA in…
Tower Semiconductor's market capitalization surged to approximately $38 billion in mid-June 2026, briefly making it Israel's most valuable publicly traded company, surpassing Teva Pharmaceutical, driven by AI infrastruct…
Micron Technology and Qualcomm reported earnings on June 24 that exceeded expectations, adding over $400 billion in market value to chipmaker stocks. Micron disclosed $22 billion in customer commitments and a sold-out hi…
Cerebras Systems' stock plunged after its first earnings report forecasted narrower gross margins, highlighting the AI chip business's dependence on margins over hype. The market reaction underscores that margin directio…
Qualcomm acquired Modular for $3.9 billion in stock, gaining its Mojo programming language and MAX inference platform to challenge NVIDIA's CUDA dominance. The deal, expected to close in the second half of 2026, aims to …
Thailand projects record $366.8 billion in exports for 2026, driven by surging global demand for AI-related electronics components. The country's electronics sector has expanded for over 19 consecutive months, with Janua…
Micron Technology's shares fell 13% in early June 2026 as the debasement trade unraveled, but the chipmaker's AI-driven demand for high-bandwidth memory and DRAM chips has kept it resilient. The PHLX Semiconductor Index …
China launched three regional venture capital guidance funds, each exceeding 50 billion yuan ($7.1 billion), to back early-stage hard tech startups in semiconductors, AI, quantum computing, and other strategic sectors. T…
South Korean Second Vice Foreign Minister Kim Jina met with U.S. Under Secretary of State Jacob Helberg in Washington on June 24 to discuss AI and digital-technology supply-chain cooperation. The two sides agreed that tr…
Qualcomm is acquiring Modular, the AI infrastructure startup founded by Chris Lattner and Tim Davis, for approximately $3.92 billion in stock. The deal, announced June 24, 2026, gives Qualcomm Modular's compiler, runtime…
OpenAI announced Jalapeño, its first custom AI chip for LLM inference, built with Broadcom and intended for ChatGPT, Codex, and future agent products, signaling a push to own more of the AI stack. Meanwhile, Qualcomm acq…
Micron has secured five-year deals with major buyers locking in historically high memory prices, ensuring the chipmaker will deliver enormous margins and profits over the period.
Micron Technology reported fiscal Q3 2026 earnings per share of $25.11, far exceeding analyst estimates of $20.5, and revenue of $41.46 billion versus $35.7 billion expected, driven by high-bandwidth memory demand for AI…
The U.S. Department of State launched Pax Silica, an initiative to secure AI supply chains by reducing reliance on Chinese suppliers for compute, semiconductors, and critical minerals. The European Commission is negotiat…