AI Chips

Chinese AI startup Moonshot is reportedly seeking greater access to Nvidia's advanced Blackwell GPUs to develop its next-generation AI model, highlighting the growing importance of computing power in the global AI race. …

Micron Technology Inc.'s entire high-bandwidth memory output for 2026 is sold out under binding multi-year contracts, and the broader memory industry is expected to remain sold out through 2027, according to analysts. SK…

Lattice Semiconductor Corp. shares rose 5.8% to close at $128.50 on Monday, hitting a 52-week high, even as the broader chip sector fell more than 20% from its summer peak. The company reported first-quarter 2026 revenue…

The AI chip boom is intensifying patent, antitrust, and geopolitical risks for Samsung Electronics and SK hynix, which face a US class action alleging they coordinated DRAM supply cuts, according to John Quinn, founder a…

China's stock traders cut leveraged bets by 14% in July, with margin debt falling to 2.59 trillion yuan ($383.4 billion) from a record 3.01 trillion yuan on June 25, according to Wind data. The unwind hit technology boar…

AMD reported second quarter 2026 revenue of $11.5 billion, up 50% year-over-year, with record profitability driven by Data Center revenue more than doubling to $6.7 billion. Non-GAAP diluted earnings per share was $1.66,…

Olix Computing Ltd., a London-based artificial intelligence hardware startup, announced it raised $312 million in a Series C round backed by Arm Holding plc and Netflix Inc. co-founder Reed Hastings, valuing the company …

Forbes Asia's Best Under A Billion 2026 list features 200 Asia-Pacific public companies with revenue between $10 million and $1 billion, with 25% from software and semiconductor-related sectors. China leads with 28 compa…

NPR reports that surging demand from AI data centers has driven up computer memory prices, with DRAM and NAND flash prices rising significantly in 2026. The price increases are attributed to the massive memory requiremen…

The European Union has launched a tender to establish seven AI gigafactories, backed by $11 billion in public funding expected to unlock $23 billion in private investment, aiming to double the bloc's AI compute capacity …

Citadel Securities projects that more than $500 billion in new public and private debt will be issued by 2028 to fund AI chips and data centers, with AI capital expenditures expected to reach $600 billion in 2026, a 50% …

AMD's Helios rackscale system, combining EPYC 9006 'Venice' CPUs, Instinct MI455X GPUs, and Pensando NICs/DPUs, is now in production, delivering 2.9 EFLOPS of peak MXFP4 compute and 31TB of HBM4 memory with 1.7PB/second …

Micron Technology Inc. shares fell as much as 22% in July 2026, their worst monthly performance in over a decade, after ChangXin Memory Technologies (CXMT) surged 466% in its Shanghai STAR Market IPO, raising $8.6–$9.8 b…

Etched, a San Jose-based AI hardware startup backed by hundreds of millions from top-tier investors, is hiring a Performance Tools Intern to design and develop performance analysis tools for its custom ML accelerator. Th…

At MWC Barcelona 2026, Huawei unveiled its latest SuperPoD products, including the Atlas 950 SuperPoD and TaiShan 950 SuperPoD, and fully open-sourced its CANN heterogeneous compute architecture. The Atlas 950 SuperPoD c…

Gaming hardware costs have risen 16% in 2026, according to a US analyst, and Samsung predicts the AI-driven demand behind the increase will intensify in 2027.

Advanced Micro Devices (AMD) is set to report fiscal second-quarter 2026 earnings on August 4, with data center revenue of $5.8 billion in Q1, up 57% year-over-year, and projected total revenue of approximately $11.2 bil…

AMD unveiled the Instinct MI455X accelerator at its Advancing AI 2026 event, a flagship GPU with 320 billion transistors, 432GB of HBM4 memory, and up to 40 petaflops of FP4 AI compute, designed to challenge Nvidia's Rub…

AWS CEO Matt Garman said at AWS re:Invent 2025 that AI inference now accounts for roughly two-thirds of all AI compute demand, up from about one-third in 2023, and predicted that 80-90% of enterprise AI value will come f…

Samsung Electronics executive vice president of memory Jaejune Kim said the memory supply shortage will persist through 2028, with supply constraints expected to become even more severe in 2027 than 2026, driven by deman…