AI Chips news and analysis on Web Pulse: 6121 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Samsung Electronics unveiled zHBM, an industry-first 3D architecture that stacks high-bandwidth memory atop AI processors, promising up to eight times the performance and threefold energy efficiency gains over HBM5. The …
TSMC is on track to reach a monthly capacity of nearly 100,000 2nm wafers by the end of this year, driven by strong demand from AI customers such as Nvidia, AMD, and Broadcom, according to Taiwan's Economic Daily News. T…
AMD reported record second-quarter revenue of $11.5 billion, up 50% year over year, with data center revenue of $6.7 billion, up 107%, but shares fell nearly 8% in after-hours trading despite beating estimates. CEO Lisa …
South Korean AI chip startup FuriosaAI will supply more than 8,800 RNGD inference accelerators for a 15-megawatt AI data center in Stockholm, developed with US AI infrastructure company I/ONX HPC and data center operator…
SpaceX is grappling with rising AI compute costs as it expands its Starlink satellite network, which now includes one of the world's largest private AI computing networks. The company is investing in custom chip design a…
Goldman Sachs is maintaining its bullish stance on South Korean equities, reiterating an overweight rating and a 12-month Kospi target of 12,000, which implies about 80% upside, despite a recent selloff that has left mar…
SpaceX has committed to using Nvidia's Vera Rubin architecture exclusively for its AI data centers, with plans to expand AI capacity to over 2 GW by the end of 2026 and around 10 GW by the end of 2027, according to Elon …
FuriosaAI said on August 4 that it will supply 1,800 RNGD inference accelerators for the first phase of a Stockholm AI data center developed with I/ONX HPC and Velox, with the first 2 MW of compute expected online in ear…
Semiconductor stocks surged in Asian trading on Wednesday, with the Kospi jumping 4.0% led by SK Hynix and Samsung, despite after-hours declines for SpaceX and AMD. SpaceX disclosed capital expenditure of over $18 billio…
MSCI All Country World Index rose nearly 0.5% on Wednesday, heading for another record close, as Asian-Pacific stocks climbed over 2% and chipmakers SK Hynix and Samsung Electronics advanced more than 7% and 4%, respecti…
Intel shares jumped 10% on August 4, 2026, to close at $99.74, lifting the broader chip sector and increasing the paper value of the U.S. government's 10% stake in the company to more than $40 billion. The rally follows …
Major PC makers HP, Asus, and Acer have begun limited adoption of DRAM chips from China's ChangXin Memory Technologies (CXMT) amid an unprecedented memory chip shortage driven by AI infrastructure demand, according to Ni…
Samsung Electronics unveiled zHBM, a memory architecture stacked directly on AI chips, at the Future of Memory and Storage conference in Santa Clara on August 4, claiming it runs eight times faster than HBM5 while using …
Chinese AI hardware stocks plunged Wednesday after Reuters revealed the Trump administration is drafting a ban on U.S. imports of new Chinese data center components, specifically targeting optical transceivers. The CSI30…
Samsung Electronics showcased its next-generation 3D memory architectures, including zHBM and zNAND-O, at the Future of Memory and Storage 2026 in California on Tuesday. zHBM stacks high-bandwidth memory directly on top …
Samsung Electronics unveiled a new 3D-memory roadmap, including zHBM and zNAND-O, claiming the zHBM system delivers about eight times the performance and over 10 times the memory density of next-generation HBM5, as it co…
AMD reported record second-quarter revenue of $11.5 billion, up 50% year over year, with data center revenue reaching $6.7 billion, up 107%, as CEO Lisa Su said open-source contributions to its ROCm software stack increa…
SpaceX announced on its first earnings call as a public company that it will build exclusively on NVIDIA's Vera Rubin platform, targeting 10 gigawatts of compute capacity by 2027, with over 2 gigawatts online by end of 2…
AMD executives say the chip company's open-source strategy gives it an edge over Nvidia in the AI chip race, with CEO Lisa Su noting that open-source contributions to its ROCm software have increased 10 times in the past…
AMD reported Q2 profits surging 163 percent year-over-year on revenues of $11.5 billion, but its shares fell 10.5 percent after the announcement as investors worried about its exposure to a handful of AI customers. CEO L…