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.
LG Innotek Co. is ramping up production of a variable-aperture camera module for Apple Inc.'s iPhone 18 Pro, the first iPhone to feature the technology, and expanding its semiconductor substrate output for AI servers. Th…
South Korea's semiconductor sector is driving economic recovery, with investment in semiconductor manufacturing equipment surging 75.9% in May, according to the Korea Development Institute's July Economic Trends report. …
NVIDIA's H100, H200, and B200 GPUs offer different trade-offs for AI workloads, and choosing among them depends on factors like model size, memory requirements, and whether the use case is training or inference. The H100…
AMD acquired Toronto-based Taalas on August 6, a chip startup that hardwires AI model weights into silicon using Mask ROM, eliminating the memory bottleneck. Taalas's HC1 chip, built on TSMC's 6nm process with 53 billion…
SK hynix and Sandisk unveiled the first HBF (High Bandwidth Flash) standard specifications at FMS 2026, presenting AI memory solutions. The announcement, made on August 4, 2026, aims to address the growing demand for hig…
Mark Cuban warned on July 28 that Nvidia's vendor financing practices mirror the credit structures that fueled the dot-com bubble, saying 'One breakthrough in another chip provider, or a misstep, and it all could crumble…
Anthropic confirmed on August 5 that it is building an in-house silicon team to co-design Claude and custom AI inference chips, aiming to cut per-token inference costs by roughly 50%, with Samsung reportedly in early tal…
Situational Awareness, the AI-focused hedge fund run by Leopold Aschenbrenner, invested an additional $400 million in Source Foundry, a California chip manufacturing startup founded in 2025 by Stanford researchers Abdulm…
AI-focused hedge fund Situational Awareness invested $400 million in Source Foundry, a stealth chip startup founded by Stanford researchers, bringing its total investment to $500 million. The fund, founded by former Open…
Microsoft raised Xbox Series X prices to $799.99 in the United States, up from $649.99, effective August 1, citing memory and storage costs that have more than doubled and are expected to double again by fall 2027. The i…
An open-source Verilog implementation of a Tensor Processing Unit (TPU) with a 32x32 systolic array was designed, but due to excessive area (1,749,468.03 units) preventing place-and-route, the design was scaled down to a…
South Korea's chip industry, which supplies about 80% of the world's high-bandwidth memory chips for AI systems, is reshaping the economy and society, with factory workers at Samsung Electronics and SK Hynix now earning …
Marvell Technology Inc. (MRVL) faces a test of whether its AI interconnect growth can justify a premium valuation relative to Broadcom Inc. (AVGO) and Nvidia Corp. (NVDA), as investors weigh the company's earnings potent…
Apple Inc. has been testing memory chips from China's CXMT for iPhones and MacBooks to mitigate a component shortage fueled by the AI boom, the Wall Street Journal reported on Sunday. Apple held early talks with CXMT, Ch…
AMD has agreed to acquire Toronto-based Taalas, a startup founded in 2023 that develops AI inference silicon tailored to specific models, to expand its inference capabilities for real-time and high-volume AI workloads. T…
Nvidia is reportedly investing up to $3 billion in Lancium, a power-infrastructure developer, to secure access to power for its AI accelerators. The deal includes a $2 billion stake for about 20% of Lancium, with an addi…
Nvidia is reportedly investing up to $3 billion in Lancium, a Texas power-infrastructure developer tied to the Stargate data-center project, with an initial $2 billion for a 20% stake and up to $1 billion more if grid-co…
The U.S. Patent and Trademark Office published more than 600 new patent applications this week, and Patentlyze highlighted ten notable filings from big tech companies, including OpenAI's chip design for running AI math w…
Optical networking stocks Lumentum, Ciena, and Corning are outperforming the broader AI trade as investors shift focus to the hardware enabling AI data centers to move data efficiently. Lumentum's stock has surged over 1…
Moore Threads Technology, a Beijing-based AI chip designer founded in 2020 by former Nvidia executive Zhang Jianzhong, plans a secondary listing in Hong Kong to deepen international expansion and attract talent, accordin…