AI Chips news and analysis on Web Pulse: 2823 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
IBM unveiled a 0.7nm chip technology using a nanostack architecture that doubles transistor density over its 2nm design, packing nearly 100 billion transistors on a fingernail-sized chip. The chip is built for AI workloa…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion, crushing analyst estimates of $35.8 billion and easing fears of an AI spending slowdown. The memory chipmaker guided Q4 revenue to approximately $50 bi…
JPMorgan Global Research projects global AI and data center capital expenditure will reach at least $5 trillion by 2030, with hyperscalers spending $342 billion in 2025 alone. The bank's midyear outlook highlights a 62% …
IBM Research unveiled NanoStack, a sequential stacking CMOS transistor architecture that promises 50% area reduction and up to 70% power savings compared to its 2 nm node. The design targets the CMOS 7A node and beyond, …
South Korean chip stocks rallied on Thursday after Micron Technology reported record quarterly revenue and an upbeat outlook, signaling sustained AI memory demand. Samsung Electronics rose 5.3% and SK Hynix surged 9.2%, …
SoftBank CEO Masayoshi Son dismissed concerns about an AI bubble, calling such talk an 'insult' to a revolution just beginning, and vowed to delay retirement by another 10-15 years to capitalize on the AI boom. Son reaff…
IBM and University of Illinois researchers published a new method for vertically stacking transistor layers using ultrathin silicon nanomembranes, achieving 98-100% device yields at temperatures below 200 degrees Celsius…
Surging demand from AI data centers has doubled memory chip prices in early 2026, driving up costs for smartphones, computers, and home appliances by up to 20%, with potential 50% spikes by mid-year. Residential electric…
South Korean chip giant SK Hynix announced plans to raise up to $29.4 billion through a US stock market listing on Nasdaq, aiming to capitalize on surging investor appetite for AI stocks. The Nvidia supplier's offering w…
A single H200 GPU with 141GB HBM3e cannot comfortably run DeepSeek V4 Flash (284B total, 13B active parameters) due to VRAM constraints, even with 2TB system RAM for offloading. The model requires an 8-GPU H200 node for …
IBM announced the world's first sub-1 nanometer chip technology, a 0.7-nanometer node (7 angstrom) architecture that can integrate nearly 100 billion transistors on a chip the size of a fingernail, doubling transistor de…
IBM unveiled the world's first sub-1-nanometer chip technology, a 0.7 nm NanoStack architecture that packs nearly 100 billion transistors on a fingernail-size die, roughly doubling the density of its 2 nm test chip. The …
Micron Technology reported earnings that blew past analysts' expectations, with revenue of $50 billion versus estimates of $43.2 billion, and raised its capex guidance again to above $25 billion. The results drove a glob…
South Korean President Lee Jae Myung met with Samsung Electronics Chairman Lee Jae-yong on Thursday to discuss plans for a regional semiconductor chip cluster and related investments, signaling government support for dom…
JPMorgan Global Research estimates global AI-related capital expenditures will reach $5.5 trillion through 2030, up from $5.1 trillion, driven by data center, chip, and infrastructure buildout. The bank says the investme…
Micron CEO Sanjay Mehrotra said the AI-fueled global RAM and NAND shortage will continue through 2027 and improve gradually in 2028, but the company has no visibility on when supply will catch up with demand. The shortag…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion, far exceeding Wall Street's $35.8 billion estimate, and earnings per share of $25.11, sending its stock up 15% in after-hours trading. The blowout resu…
Kioxia Holdings plans to offer U.S. depositary shares in spring 2027 and execute a stock split in Japan to capitalize on surging demand for AI-related semiconductor stocks. The NAND storage supplier, now Japan's most val…
OpenAI, Meta, and Google are using food-related codenames for AI projects, including OpenAI's 'Jalapeño' chip and 'Garlic' LLM, Meta's 'Avocado' model, and Google's 'Nano Banana' image generator. The trend highlights a p…
Nvidia became the top vendor by revenue in data center Ethernet switches for the first time, capturing a 21.5% market share in Q1 2026, up from 4% in Q1 2024, according to IDC. The $2.1 billion in revenue reflects surgin…