AI Chips news and analysis on Web Pulse: 6118 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
TSMC reported July 2026 consolidated revenue of NT$467.58 billion, a 44.7% year-over-year increase and a 5.6% increase from June, according to the company's monthly revenue disclosure. The result follows TSMC's raised fu…
Tesla Inc. is planning a $10.1 billion solar cell factory in Texas, named 'Project Crystal Sun,' which is expected to create 9,712 permanent jobs and begin commercial operations in Q1 2029. Additionally, Tesla and SpaceX…
Situational Awareness invested $400 million in Source Foundry, a stealth semiconductor-manufacturing startup founded by Stanford researchers Abdulmalik Obaid and Joe Burg, bringing its reported total investment to $500 m…
Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest chipmaker, reported a 45% surge in sales for the third quarter, driven by robust demand for AI chips from customers like Nvidia and Google. The company's…
Rep. John Moolenaar, the Michigan Republican chairing the House Select Committee on the Chinese Communist Party, is urging the Commerce Department to impose tighter export controls on advanced AI chips to China, proposin…
Republican Congressman John Moolenaar, chair of the House Select Committee on China, urged the Trump administration to enforce a Biden-era rule requiring chip manufacturers to scrutinize advanced chip orders to prevent t…
Apple is lobbying the Trump administration for permission to buy memory chips from ChangXin Memory Technologies (CXMT), a Chinese manufacturer blacklisted by the Pentagon on June 8, 2026, as AI data centers drive up DRAM…
Taiwan Semiconductor Manufacturing Company (TSMC) is in advanced talks to acquire two unused panel plants from AU Optronics (AUO) for over NT$30 billion (approximately $930 million), according to reports. The facilities,…
AMD has acquired Canadian AI chip startup Taalas to integrate its technology into AMD Instinct GPUs for more efficient inference workloads. Financial terms were not disclosed. Taalas, founded in August 2023 by Ljubisa Ba…
AMD has acquired Toronto-based chipmaker Taalas, the latest in a series of Canadian semiconductor startups snapped up by U.S. firms, prompting calls for a national strategy to retain homegrown talent. Paul Slaby, managin…
ChangXin Memory Technologies (CXMT) plans an $8.6 billion Shanghai IPO, holding a 7.7% share of the global DRAM market despite lacking advanced EUV tools, demonstrating that China has bypassed U.S. export controls by sca…
Micron Technology Inc. trades at roughly 5.4x to 6x forward earnings estimates for fiscal years 2027 and 2028, a steep discount to the S&P 500's typical 20x multiple, as the market prices in fears of a future memory pric…
Microchip Technology reported 98% year-over-year growth in data center revenue for Q1 of fiscal year 2027, with total net sales reaching $1.485 billion, a 38% increase. The company is targeting approximately $1 billion i…
Morgan Stanley warned that the memory cycle will enter its late stage in the fourth quarter as price increases moderate and inventories build, signaling a potential end to the AI-driven memory price boom. Bernstein Resea…
China's most advanced AI models are still being trained on Nvidia chips despite Beijing's push for semiconductor self-sufficiency, with industry insiders citing the high cost and complexity of switching to domestic alter…
Yihao Sun's doctoral dissertation, completed at Syracuse University under advisor Kristopher Micinski, demonstrates that GPU-accelerated HPC architectures can scale Datalog logic reasoning to supercomputing levels, achie…
South Korean President Lee Jae-myung is pushing to relocate the Gwangju Air Base, a joint US military facility, by mid-2028 to build a semiconductor megacluster, with Samsung Electronics and SK Hynix committing over $518…
Taiwan Semiconductor Manufacturing Co. (TSMC), the world's leading contract chipmaker, reported July sales of 467.58 billion Taiwan dollars (about $14.5 billion), a 45% year-over-year increase, signaling robust AI chip d…
Taiwan Semiconductor Manufacturing Co. reported July sales rose about 45% year over year, its strongest monthly growth in a year, signaling that AI infrastructure spending is translating into real revenue. The company's …
TSMC reported a 45% year-over-year increase in July 2026 monthly sales, following a June revenue of NT$442.68 billion (up 67.9% YoY), and raised its full-year 2026 revenue growth outlook to slightly above 40% in US dolla…