AI Chips news and analysis on Web Pulse: 2720 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Samsung Electro-Mechanics secured a $294 million contract to supply multilayer ceramic capacitors for AI servers to an unnamed U.S. Big Tech firm, likely a cloud service provider. The one-year deal, starting January 2025…
Taiwanese authorities raided Supermicro's Taiwan office and eight other locations as part of a U.S. federal probe into alleged AI chip smuggling to China, signaling a potential shift in Taiwan's enforcement of U.S. expor…
Samsung Electro-Mechanics secured a 454 billion won contract to supply multilayer ceramic capacitors (MLCCs) to a global tech firm, driven by surging demand from AI servers that require up to 25,000 MLCCs each. The deal …
South Korea announced a $518 billion semiconductor push to maintain its technological edge over China, led by Samsung Electronics and SK Hynix. The plan includes building a second chipmaking hub in the southwest and larg…
South Korea's Industry Minister Kim Jung-kwan announced on June 29 that Samsung Electronics and SK Hynix will invest 800 trillion won ($518.3 billion) to build a semiconductor cluster in the southwestern Gwangju and Jeol…
Qualcomm announced a series of AI initiatives, including the Dragonfly data center brand, acquisition of Modular to create an open platform, and a deal with Meta, aiming to disrupt Nvidia's dominance in AI hardware and e…
South Korea's government and tech companies, including Samsung and SK Hynix, are investing $1 trillion in megaprojects to boost memory chip production, build AI data centers, and deploy humanoid robots by 2028. President…
Taiwanese prosecutors raided Supermicro's offices on June 29 as part of an investigation into alleged illegal exports of Nvidia AI chips to China, causing Supermicro shares to drop up to 9.2%. The probe, which previously…
Taiwanese prosecutors raided Supermicro's office and 11 other locations on June 29 as part of an investigation into an alleged $2.5 billion scheme to smuggle Nvidia's restricted AI chips to China. The operation, led by t…
Enterprise infrastructure faces bottlenecks when scaling large language models, as accelerators often idle due to data starvation from traditional storage protocols. The SNIA presentation at AI Infrastructure Field Day 5…
SEMI projects worldwide 300 mm fab equipment investment in the memory sector will surpass $50 billion for the first time in 2026, reaching $52 billion, and grow to $57 billion in 2027, driven by AI demand.
Firefly Aerospace successfully operated an NVIDIA Jetson platform in lunar orbit for the first time aboard its Blue Ghost lander, demonstrating edge AI capabilities in cislunar space. The milestone supports NASA's CLPS p…
Taiwanese prosecutors raided Super Micro Computer's offices on May 21 as part of a criminal probe into an alleged $2.5 billion scheme to smuggle Nvidia AI servers to China, marking a major enforcement action under US sem…
South Korean tech giants Samsung and SK Hynix have committed over $550 billion to build four new memory fabs and an HBM packaging hub, part of a national plan to address the global memory chip shortage (RAMageddon) and b…
Palantir and Nvidia are partnering to develop a new AI platform for government agencies, aiming to shift control of AI systems from contractors to the government itself. The collaboration combines Palantir's data integra…
AMD stock surged over 114% year-to-date in 2026, outperforming Nvidia's modest 12-18% gain, as investors bet on AMD's competitive AI chips like the MI350X and its strategy to win hyperscaler contracts. AMD's Q1 revenue h…
Copper surged to a record $14,527 per metric ton in January 2026, driven by AI data center demand that is creating a structural supply deficit. Citi forecasts copper reaching $15,000 within a year, while Goldman Sachs ra…
EE Times moderated a panel on RISC-V ecosystem growth for Physical AI with Arteris, GlobalFoundries, and Tenstorrent at a Taipei event, discussing scalable robots, computing power balance, and the importance of partnersh…
Micron Technology reported $41.5 billion in fiscal Q3 2026 revenue, quadruple the year-ago figure, while SK Hynix posted $35.53 billion in Q1 revenue, up 198% year-over-year. The semiconductor layer is generating durable…
Apple faces worsening pricing and supply issues through 2027 due to a memory supply-demand gap driven by AI server demand, according to analyst Ming-Chi Kuo. The company has already raised Mac and iPad prices by up to $5…