AI Chips news and analysis on Web Pulse: 2718 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Chip stocks have more than doubled in the first half of 2026 despite a turbulent period marked by the Iran war and geopolitical tensions, with the U.S. SOX chip index posting its best second quarter on record. The Federa…
Intel has removed AMX-TF32 support from its ISA programming reference manual and is stripping the feature from the GNU Compiler Collection, killing the planned extension before its debut in Xeon Diamond Rapids processors…
South Korea President Lee Jae Myung announced a $518 billion plan to build a chip production cluster in the southwest, with Samsung and SK Hynix constructing four new fabrication plants. The initiative aims to decentrali…
The Predator 2TB GM7000 SSD has dropped to $279, its lowest price since February, amid a broader SSD market slowdown driven by AI-related memory chip shortages. The drive offers read speeds up to 7400 MB/s and a 5-year w…
Amazon announced an additional $13 billion investment to expand AI and cloud infrastructure in India, raising its planned 2026-2030 outlay to $48 billion. The funds will expand AWS data center capacity in Mumbai and Hyde…
On June 26, 2026, Reps. Josh Gottheimer and John Moolenaar introduced the Cloud Security Act to close a loophole in US export controls that allows Chinese entities to rent advanced AI chips from US cloud providers withou…
GCC 17 has landed support for the SpacemiT X100 RISC-V core, the first widely-available RVA23 profile compliant design, via -mcpu=spacemit-x100 and -mtune=spacemit-x100 targeting. The SpacemiT K3 SoC features eight X100 …
AMD announced the Versal Premium Gen 2 Memory on Package adaptive SoCs, integrating up to 32 GB of LPDDR5X to deliver 288 GB/s bandwidth in 60% less board area, targeting high-bandwidth applications like AI, networking, …
Technology stocks are on pace for their best first half since 2023, rallying 28% year to date, driven by AI infrastructure investments despite underperformance from the 'Magnificent Seven' megacap stocks. Investors have …
The memory shortage driving consumer electronics price hikes is worsening as AI data center buildouts divert capacity from consumer products. Analysts and CEOs expect pricing pressures to persist into 2027, with memory s…
Samsung Electronics, SK hynix, and Micron Technology face a proposed US class-action lawsuit alleging they coordinated to reduce supply of conventional DRAM while ramping HBM production, causing DRAM prices to rise rough…
Chip stocks are heading for their best quarter ever, with the Philadelphia Stock Exchange Semiconductor Index soaring 81% in Q2, driven by AI demand. However, recent volatility and concerns about sustainability have inve…
Samsung and SK hynix reaffirmed plans to invest about 800 trillion won ($518 billion) to build new semiconductor fabs and AI data centers in Korea's southwest, citing surging AI-driven memory demand. The companies argued…
Taiwanese authorities raided Super Micro Computer's local office and affiliated sites on June 29, escalating a probe into allegations that Nvidia AI chips were smuggled into China via Super Micro servers. The investigati…
Sugon's ParaStor F9000 all-flash distributed storage system achieved the top score of 79,110 on the IO500 Production SC26 List at ISC High Performance 2026 in Hamburg, more than doubling the second-ranked system. The ben…
Samsung Electronics and SK Hynix pledged 3,200 trillion won ($2.07 trillion) in investments to expand South Korea's memory chip production capacity, betting on sustained AI demand. The plan, supported by President Lee Ja…
Deepseek's new DSpark framework boosts per-user AI response speed by 60 to 85 percent by using a small model to propose token candidates that a larger model checks in batches, reducing dependence on US high-end chips ami…
Micron Technology and SanDisk stocks have surged over 200% as AI-driven demand for high bandwidth memory and NAND flash creates a global shortage, with Micron up 550% to a $600B market cap and SanDisk up 3,000% to $157B.…
Meituan's LongCat team released LongCat-2.0, a 1.6 trillion-parameter mixture-of-experts AI model trained entirely on domestic AI ASICs, claiming it as China's largest model trained on home-grown hardware. The model, des…
SPHERE AX signed an MOU with Blaize Holdings to collaborate on edge AI products, targeting smart cities, factories, security, robotics, and mobility. The partnership aims to combine Blaize's AI semiconductors with SPHERE…