AI Chips

China's industrial production grew 4.5% in May, beating forecasts, driven by a 19.4% surge in exports and strong AI-related demand for semiconductors and hardware. The AI export boom is expanding global compute capacity,…

SpaceX has revealed plans to build orbital AI data centers using a constellation of up to one million satellites, as reported by Reuters on June 9. The initiative aims to move AI inference infrastructure into low Earth o…

Nvidia's Vera Rubin NVL72, announced at CES and detailed at GTC, promises up to 10x lower cost per token than Blackwell, but the headline figure depends on ideal conditions: mixture-of-experts models, long contexts, and …

Six months after mapping the AI value chain, the compute supply chain and operational infrastructure layers show strong revenue growth and stability, but the intelligence layer faces uncertainty as enterprise adoption re…

Dell Technologies raised its full-year AI server revenue guidance to roughly $60 billion after booking $24.4 billion in new AI orders in Q1, with shares surging up to 40% in after-hours trading. A $1.6 billion deal with …

At TSMC's European Technology Symposium, Kevin Zhang, TSMC's senior vice president, stated that wafer-level packaging technologies like CoWoS currently offer superior interconnection density for the largest AI chips comp…

Chinese electric-vehicle makers are designing their own smart-driving chips to reduce reliance on Nvidia and Horizon Robotics. Li Auto unveiled the Mach M100 5nm AI chip with 1,280 TOPS, while BYD debuted the Xuanji A3 4…

MSI has launched pre-orders for the Claw 8 EX AI+ gaming handheld, powered by the Intel Arc G3 Extreme chip, starting at $1,699. The device, announced at Computex, sold out at some US retailers like the official MSI stor…

Apple's iPhone 18 will feature 12GB of RAM to support advanced on-device AI and Siri features, with no price increase, according to KB Securities. The base model will match the memory of higher-end iPhones, enabling more…

Apple announced its third generation of Apple Foundation Models at WWDC26, comprising five models built on Google's Gemini foundation but retrained with Apple's own data, weights, and guardrails. The models include on-de…

Goldman Sachs raised its price target for Taiwan Semiconductor Manufacturing Co. (TSMC) by 35% to NT$2,330, citing surging AI chip demand. The bank expects TSMC to achieve 30% revenue growth in 2026 and 28% in 2027, driv…

Nvidia is reportedly considering a $4 billion investment to build a large AI-focused data center in Romania, according to local reports. The company has evaluated potential sites in southern and southeastern regions, whi…

Tensordyne announced Napier, a 3nm AI processor and rack-scale inference platform using logarithmic math to reduce multiplier area and improve inference economics. The company claims its TDN72 rack can outperform larger …

Big tech companies are amassing massive GPU clusters, giving them an insurmountable compute advantage over local models. Even as local models improve, the gap in intelligence between local and datacenter models will wide…

IREN Limited, formerly Iris Energy, acquired Spanish data center developer Ingenostrum, adding 490 megawatts of grid-connected power capacity in Spain. The deal marks IREN's expansion into Europe and its pivot from Bitco…

Top 10 foundries saw 3.7% QoQ revenue growth in Q1 2026, driven by AI and consumer electronics, according to TrendForce. TSMC's market share grows on advanced AI chips, while SMIC gains from consumer demand, reflecting a…

David Silver, the DeepMind researcher behind AlphaGo, has chosen Google Cloud as the infrastructure partner for his new startup Ineffable Intelligence, which aims to build a 'superlearner' AI system. The deal, announced …

Spotify reported 250% better performance on Google Cloud Axion processors built on Arm architecture, as hyperscalers like AWS, Microsoft, and Google shift to Arm-based compute for AI workloads. Arm's Neoverse platform no…

Politicians in Korea's southwest region hint that Samsung Electronics and SK hynix may invest in semiconductor packaging there, driven by the AI memory boom, but both companies deny knowledge of such plans. The governmen…

KAIST researchers developed an ultra-high-efficiency liquid cooling method embedding manifold microchannels inside semiconductor chips, achieving a coefficient of performance of 106,000 and reducing cooling energy by 90%…