AI Chips news and analysis on Web Pulse: 6919 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
NVIDIA is reportedly preparing a GeForce RTX 5070 variant built on the larger GB203 die instead of the GB205 chip, according to leaker hongxing2020, who also mentioned a new driver arriving on September 9. The GB203 die,…
Forbes Councils member Ido Susan argues that the future of AI infrastructure is heterogeneous, with specialized silicon becoming the norm and software maturing to support it. Susan notes that inference demand will increa…
Vaire Computing co-founder and CTO Hannah Earley designed a 22-nanometer test chip in 2025 featuring a resonator that recovered more energy than it consumed, marking the first working silicon for reversible computing, a …
Arm's new C2-Ultra CPU core, announced on September 8, 2026, delivers up to 15% improved peak performance over its predecessor, with 8% from a clock speed boost to 4.45GHz and 7% from architectural improvements, while re…
Malaysia's reported plan to use Huawei's Ascend 910C accelerators in its 2 billion ringgit (US$494 million) sovereign AI project could test export-control commitments signed with Washington last year, analysts say. Bloom…
Winbond VP Chen Shao-kun said at SEMICON Taiwan 2026 that AI demand is not a bubble but a supply chain capacity bottleneck, citing continued capital expenditure by wafer fabs, advanced packaging, testing, and equipment p…
Data center GPUs physically last 5+ years, but economic replacement cycles are 2-4 years due to rapid performance gains, according to Data Center Knowledge. Resale or GPU-as-a-Service models help maximize value as organi…
Arm Ltd. unveiled its CSS for Mobile 2 platform at the Arm Everywhere China event in Shanghai, featuring the new C2-Ultra CPU core and the Mali G2-Ultra NX GPU, which the company claims delivers up to 15% higher single-t…
TSMC and Samsung have committed to adopting ASML's High NA EUV lithography tools for advanced chipmaking, driven by AI-fueled demand for smaller, more complex semiconductors. The move underscores the critical role of ASM…
NVIDIA invested $3.5 billion in MediaTek to advance NVLink Fusion, an interconnect technology that extends NVIDIA's proprietary NVLink protocol to custom AI chips from other vendors, enabling them to integrate into NVIDI…
Software developer softwarewrighter reported that SWTOS, a clean-room preemptive microkernel written in the PL/SW systems language for the 24-bit COR24 FPGA soft CPU, has booted on a physical COR24-TB board at 921600 bau…
Arm CEO Rene Haas said in a BBC interview released Tuesday that AI could help cure cancer within our lifetimes, but the industry faces a chip and memory bottleneck as data center demand outstrips supply. Haas noted that …
ASML, TSMC, Samsung and Intel announced on September 8th a joint initiative to transition the chip industry to 12-inch photomasks and High-NA EUV lithography, targeting a 12-inch mask pilot line by 2031 and 12-inch High-…
ASML Holding NV has secured commitments from Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co. to adopt its High NA EUV lithography equipment, with Samsung planning high-volume manufacturing by 2028 and …
TSMC Deputy Co-COO Cliff Hou said at SEMICON Taiwan that the company's quarterly semiconductor equipment demand has reached roughly 1.9 times its December 2025 forecast, up from 1.5x in Q1, driven by an AI build-out that…
DeepSeek has committed to roughly 160,000 Huawei Ascend 950DT chips for a new gigawatt-scale data center in Ulanqab, Inner Mongolia, an order valued at about $2.6 billion that could take over a year to fill due to Huawei…
AMD unveiled the Threadripper Halo Station at IFA 2026 in Berlin on September 4, a desktop workstation it calls a 'personal supercomputer' that packs up to 576 GB of HBM3E memory and aims to run trillion-parameter AI mod…
Arm has unveiled its new Mali G2-Ultra GPU architecture with an integrated NX neural accelerator, promising AI-assisted upscaling and frame generation for Android gaming. The G2-Ultra delivers 9-14% gaming performance ga…
Huawei Technologies launched the Kirin 9050 Pro, the first commercial chip using its LogicFolding architecture, which stacks circuits to boost performance without advanced lithography, delivering a 42% performance leap i…
Arm Ltd. unveiled its AI-native compute platform CSS for Mobile 2 and the Arm Mali G2-Ultra NX GPU at the Arm Everywhere China event in Shanghai, claiming the chip's on-device AI reconstruction technology improves graphi…