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.
Micron Technology reported record fiscal Q3 2026 revenue of $41.46 billion, crushing analyst estimates by over $6 billion, driven by surging AI demand for memory chips. The company also announced a strategic supply agree…
Nvidia's market capitalization reached $5 trillion following the unveiling of its Vera Rubin chip architecture at the GTC developer conference. The new platform offers 3.5 times faster training and 5 times faster inferen…
A developer probed 15 Ampere GA100 cards, including CMP 170HX and A100 variants, and published a cross-variant register comparison. The analysis confirms that restriction fuses are product-line identical while floorsweep…
Qualcomm is in advanced talks to acquire RISC-V AI chip startup Tenstorrent for up to $10 billion, a move that would give Qualcomm Jim Keller's Blackhole silicon and an open-source inference stack. The deal, confirmed by…
Asian stocks rallied as memory chipmakers SK Hynix and Micron Technology surged on AI-driven demand, with SK Hynix reaching a $1.12 trillion market cap and Micron rising nearly 20% after a UBS price target hike. SK Hynix…
SK Hynix shares surged 12% on June 25, 2026, after the company filed plans to raise up to $29.4 billion through American depositary receipts on Nasdaq, nearly tripling its original target. The offering, one of the larges…
China's JCET announced a $1.15 billion investment to build an advanced chip packaging and testing plant in Shanghai's Lin-gang Special Area, aiming to boost domestic chipmaking capabilities amid rising AI demand and US e…
Korean stocks opened sharply higher Thursday, driven by gains in semiconductor shares after U.S. memory chipmaker Micron Technology reported stronger-than-expected earnings. The benchmark KOSPI added 2.74 percent at the …
Dutch Trade Minister Sjoerd Sjoerdsma visited Washington to oppose the MATCH Act, a bill that would bar Chinese chipmakers from accessing Western semiconductor equipment, hitting ASML especially hard. ASML, Europe's most…
Quantum computing advances by Amazon, IBM, Google, and Nvidia pose national security risks as they can break current encryption. President Trump signed executive orders to fast-track a US government quantum supercomputer…
OpenAI unveiled its first custom AI chip, codenamed Jalapeño, built with Broadcom, marking a shift toward hardware self-sufficiency. Google embedded computer use directly into Gemini 3.5 Flash, moving agentic GUI automat…
Micron Technology reported fiscal third-quarter 2026 earnings that topped analyst estimates, citing soaring AI-driven demand for memory chips. The company disclosed $22 billion in customer commitments and $100 billion in…
Micron forecast quarterly profit and revenue well above expectations on Wednesday, with customers committing $22 billion to secure future memory chip supply, sending shares up 12% in after-hours trading. The strong deman…
Micron Technology's HBM4 memory chip is ramping production at twice the speed of its predecessor HBM3E, with full allocation for 2026. The company's fiscal Q3 2026 results crushed Wall Street estimates, posting adjusted …
Qualcomm unveiled High Bandwidth Compute (HBC), a near-memory 3D-stacked accelerator architecture, at its June 24, 2026 Investor Day. The company claims HBC delivers a 6x bandwidth-per-watt increase over HBM and a 200x c…
Qualcomm announced the Dragonfly data center ecosystem and AI300 inference accelerator at its Investor Day on June 23-24, 2026, claiming up to 54x effective memory bandwidth per card and 3-8x tokens-per-watt improvements…
Cerebras Systems shares fell below their $185 IPO price to around $182 on June 24 after the AI chip designer issued disappointing earnings guidance, including a forecast for Q2 core gross margins of 36-38%, down from 46.…
Micron Technology CEO Sanjay Mehrotra announced that the company expects meaningful product shipments from its newly acquired Taiwan fabrication site by mid-2027, ahead of previous projections. The $1.8 billion acquisiti…
Cerebras Systems shares plunged nearly 20% on Wednesday after the AI chipmaker forecast a narrower gross margin of 38% to 41% for the full year, compared to 47% in Q1, despite beating first-quarter earnings estimates wit…
Micron Technology reported fiscal Q3 2026 revenue of $41.5B and adjusted EPS of $25.11, crushing Wall Street estimates, and guided Q4 revenue of approximately $50B, well above the $43.2B consensus. The surge, driven by A…