AI Chips news and analysis on Web Pulse: 2814 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Micron Technology's market capitalization surged by $100 billion in a single day after reporting $41.5 billion in quarterly revenue, a 350% increase year-over-year, driven by soaring demand for AI memory chips. The price…
NEA partner Lila Tretikov says AI companies are prioritizing immediate chip delivery over quality due to severe supply constraints, with GPU and memory prices more than doubling since February 2025. The venture capital f…
South Korea's KOSPI index has more than doubled in 2026, driven by domestic retail investors pouring money into semiconductor stocks Samsung Electronics and SK Hynix amid surging AI chip demand. The rally has raised conc…
Apple raised prices for MacBooks, iPads, and other products due to soaring memory and storage costs driven by AI data center expansion. The price hikes, ranging from $30 to $300, caused Apple shares to drop over 4.7%. iP…
The U.S. stock market ended mixed Thursday as Micron Technology surged 15.7% on strong earnings and AI demand, while Apple dropped 6.1% after raising product prices. The S&P 500 slipped less than 0.1%, the Dow added 71 p…
Onsemi announced a $7 billion all-stock acquisition of Synaptics, paying a 19% premium to gain its edge computing and connectivity portfolio. The deal expands Onsemi's addressable market by $30 billion and targets $200 m…
Qualcomm's stock rose after the chipmaker announced its entry into the AI data center market, signaling a strategic expansion beyond mobile chips. The move positions Qualcomm to compete with established players like Nvid…
Apple announced a 20% price increase for MacBook and iPad models due to an AI-driven memory chip shortage that raised production costs. The company lost approximately $263 billion in market cap, and its stock dropped 5% …
Apple raised prices on Macs, iPads, and HomePods by 15-25% due to soaring AI-driven memory and storage costs, but spared the iPhone from increases. The move follows warnings from CEO Tim Cook about unsustainable cost pre…
Apple raised prices on MacBooks, iPads, and HomePods due to a storage and memory chip shortage driven by AI infrastructure demand, with increases up to 33%. iPhone prices remain unchanged, but analysts expect price hikes…
Qualcomm unveiled a line of AI data center components and servers at its investor day, nearly doubling its fiscal 2029 non-handset revenue projection to $40 billion as it pivots from a smartphone chip designer to a data …
Apple raised prices across its Mac, iPad, HomePod, and Apple TV lineups by hundreds of dollars, citing surging AI-driven demand causing a global memory and storage shortage. Increases range from $30 for the HomePod mini …
IBM unveiled the world's first sub-1 nanometer chip technology on June 25, 2026, using a new 0.7nm 'Nanostack' 3D transistor architecture that packs nearly 100 billion transistors onto a fingernail-sized die. The chip of…
Yangtze Memory Technologies Corporation (YMTC) surged to 13% of the global NAND flash market in Q1 2026, tying with SanDisk and Micron, driven by AI-fueled demand and nearly 445% year-over-year revenue growth. The Chines…
Riot Platforms (NASDAQ: RIOT) has secured a data center deal with AMD at its Rockdale, Texas facility, expanding contracted capacity to 50 MW with an option for 200 MW. The 10-year agreement is expected to generate appro…
Micron reported blowout third-quarter results and a better-than-expected outlook, sending its stock up 15%. The company is adopting long-term customer agreements with price floors to avoid the memory industry's tradition…
The collective market value of the Magnificent Seven tech giants has shrunk by nearly $3 trillion over the past month, with the CNBC Magnificent Seven index down over 11% and continuing to fall. Microsoft and Apple are h…
Elon Musk warned that the recent memory chip price surge is the largest he has ever seen, driven by insatiable AI demand for DRAM and high-bandwidth memory. The shortage has caused chipmaker stocks to soar, with Sandisk …
Apple raised prices on Macs and iPads, citing a memory chip shortage driven by AI demand. The entry-level MacBook Neo now costs $699, up from $599, and the 128GB iPad Air rose to $749 from $599. Analysts expect iPhone pr…
Unconventional AI, a two-month-old chip startup founded by Naveen Rao, raised $475 million in seed funding at a $4.5 billion valuation to develop hardware that could cut AI inference power consumption by 1,000 times. The…