AI Chips news and analysis on Web Pulse: 2824 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
NVIDIA (NVDA) is highlighted as a promising AI stock to buy and hold for the next two years, given its leadership in AI chips and infrastructure. The article discusses NVIDIA's potential for sustained growth amid rising …
Apple CEO Tim Cook confirmed that price increases for the upcoming iPhone 18 Pro are unavoidable due to a global memory chip shortage driven by AI demand, with DRAM and NAND costs surging up to 75% year-over-year. Analys…
Chinese chip suppliers led by Huawei and Cambricon are set to capture nearly 80% of China's AI server market by 2026, up from 46% in 2025, as geopolitical tensions and Beijing's push for self-reliance erode Nvidia's posi…
European technology stocks rose on Friday after Micron Technology's quarterly report reminded investors of the staying power of the memory cycle and broader AI trend, with ASML up 4.4%, ASM International up 5.6%, ST Micr…
Qualcomm announced a data center strategy that could generate over $1 billion in revenue within a year, including new CPUs, AI accelerators, and networking solutions. The company acquired Alphawave Semi for $2.4 billion …
SK Hynix, the dominant HBM chipmaker with 57% market share, plans a $29.65 billion Nasdaq listing on July 10, 2026, in the largest Korean ADR offering ever. The move challenges Micron Technology's position as the primary…
Morgan Stanley upgraded Qualcomm to Equalweight and raised its price target to $231, citing strong data center growth prospects. The upgrade marks a reversal from the bank's previous bearish stance, as Qualcomm targets o…
OpenAI has built its first custom AI chip, named Jalapeño, in collaboration with Broadcom. The chip is designed for inference, not training, meaning it handles model responses after training is complete, while NVIDIA har…
South Korea's KOSPI surged over 5% on Thursday, briefly topping 9,000 points, driven by a tech rally after US chipmaker Micron Technology reported better-than-expected earnings. The index closed at 8,930.30, with Samsung…
Stockholmsbörsen steg på måndagen med OMXS30 upp 0,6 procent, drivet av AI-optimism efter Microns rapportkross och fallande oljepriser. Saab toppade storbolagsindexet med en uppgång på över 2 procent efter en köpstämpel …
Chinese PCB equipment maker CFMEE saw its Hong Kong IPO oversubscribed 1,009 times, pricing at the top end of HK$252.73 per share, as the global AI boom fuels demand for server components. The Hefei-based firm, which mak…
Micron Technology acknowledged the growing capabilities and market share of China's ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corp (YMTC) during an earnings call, validating their rise amid a ti…
H&M's quarterly report missed expectations on both profit and revenue, while US memory chip maker Micron delivered a strong report that eased market concerns about overheating among AI companies. Analysts commented on th…
Nvidia CEO Jensen Huang told tvN's 'You Quiz on the Block' that he would choose resilience over perfect foresight, and speaking with his future self over his past self. His decisions, such as investing heavily in CUDA in…
Tower Semiconductor's market capitalization surged to approximately $38 billion in mid-June 2026, briefly making it Israel's most valuable publicly traded company, surpassing Teva Pharmaceutical, driven by AI infrastruct…
Micron Technology and Qualcomm reported earnings on June 24 that exceeded expectations, adding over $400 billion in market value to chipmaker stocks. Micron disclosed $22 billion in customer commitments and a sold-out hi…
Cerebras Systems' stock plunged after its first earnings report forecasted narrower gross margins, highlighting the AI chip business's dependence on margins over hype. The market reaction underscores that margin directio…
Qualcomm acquired Modular for $3.9 billion in stock, gaining its Mojo programming language and MAX inference platform to challenge NVIDIA's CUDA dominance. The deal, expected to close in the second half of 2026, aims to …
Thailand projects record $366.8 billion in exports for 2026, driven by surging global demand for AI-related electronics components. The country's electronics sector has expanded for over 19 consecutive months, with Janua…