AI Chips news and analysis on Web Pulse: 2819 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Micron Technology Inc. shares surged after the company issued a quarterly sales forecast of approximately $50 billion, far exceeding analyst estimates of $43.2 billion, signaling sustained AI-driven growth. The memory ch…
Qualcomm Inc. shares surged after the chipmaker forecast annual sales of more than $15 billion from AI data center components by fiscal 2029, part of a broader $40 billion revenue target for non-handset businesses. The c…
Apple raised prices on all Macs, iPads, home devices and Vision Pro globally due to a memory chip shortage driven by AI data center demand, causing shares to fall up to 5.3%. The company hinted at further price adjustmen…
Apple shares fell 5% on Tuesday, wiping out $215 billion in market capitalization, after CEO Tim Cook acknowledged that rising memory chip costs driven by AI demand will force price increases across Apple's product lineu…
Agility Robotics goes public at $2.5B via SPAC, raising $620M to fund Digit v5 production and a 30+ enterprise customer pipeline. OpenAI and Broadcom unveil the Jalapeño inference chip, reducing Nvidia dependency for LLM…
Cerebras Systems shares plunged up to 20% on June 24 after its first earnings report as a public company revealed a gross margin forecast of 38-41% for 2026, far below Nvidia's mid-70% margins, despite beating Q1 revenue…
IBM Research introduced its 0.7 nm NanoStack platform at the VLSI 2026 symposium, a vertical transistor architecture that doubles transistor density over its 2 nm node by stacking NMOS and PMOS layers sequentially. The b…
The European Union has joined the US-led Pax Silica initiative, a multinational pact to secure AI and semiconductor supply chains, expanding transatlantic tech cooperation. The non-binding agreement covers critical miner…
South Korean chipmaker SK Hynix plans to raise up to $29.4 billion in a U.S. IPO to build chip factories in South Korea, not America, highlighting a reliance on foreign suppliers for AI infrastructure. The offering would…
Micron Technology reported record Q3 FY26 revenue of $41.16 billion, up 74% sequentially and 346% year-over-year, with net income surging 1,400% to $28.2 billion. The memory maker's strong performance, driven by demand f…
Micron Technology shares surged 19% on June 25, 2026, pushing its market capitalization above Meta Platforms for the first time after reporting fiscal Q3 2026 revenue of $41.5 billion, beating estimates, and disclosing $…
Apple rolled out significant price increases across most of its products due to AI-driven RAM and storage constraints, but spared the iPhone, Apple Watch, and AirPods lines from any price hikes. The company may be waitin…
Micron Technology's fiscal third-quarter earnings validate market enthusiasm for AI demand, according to Franklin Templeton Global Investment Strategist Michael Browne, who said any 10% pullback in the stock would be a b…
Nasdaq futures surged 2.24% on June 25 after Micron reported an earnings beat and issued an upbeat outlook, while Qualcomm set a $15 billion data-center revenue target by 2029, boosting chip stocks. Markets await the PCE…
Micron reported record fiscal Q3 2026 revenue of $38.24 billion, up 346% year-over-year, driven by AI demand for memory and NAND. The company raised DRAM prices by low-60s% and NAND prices by mid-80s% sequentially, and s…
Wall Street opened higher on Wednesday after Micron Technology's strong quarterly earnings report boosted other semiconductor stocks. The Nasdaq Composite rose 0.9%, the S&P 500 gained 0.8%, and the Dow Jones increased 0…
Apple is raising prices on Macs and iPads due to soaring memory and storage chip costs driven by AI demand. CEO Tim Cook called the shortage a "hundred-year flood" and said price increases are unavoidable. The Mac mini e…
DRAM prices surged over 60% in 2025 as AI demand overwhelms semiconductor production capacity, with downstream effects rippling into consumer goods and automotive sectors. A coalition of nine U.S. trade associations appe…
Apple raised prices on Macs by up to 20% and iPads by up to 25%, with the entry-level MacBook Neo now costing $699 and the 14-inch MacBook Pro starting at $1,999. The price hikes follow CEO Tim Cook's warning due to a me…
Apple raised the starting price of the M4 Pro Mac Mini by $200 to $1,599, citing rising memory and storage chip costs driven by AI data center demand. The company also increased prices across Mac and iPad lines by 15-25%…