AI Chips news and analysis on Web Pulse: 6124 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
MediaTek is lining up $5 billion in financing to expand into AI datacenter silicon, targeting a slice of a market it expects to be worth up to $80 billion next year. The Taiwanese chipmaker aims to capture 15 to 20 perce…
Tech stocks rose in early trading Monday as investors await SpaceX's first-ever quarterly earnings report after the bell on Tuesday, with the company's stock down nearly 30% from its $150 debut price. AMD will also repor…
Saham chip AI di Asia tertekan tajam pada awal pekan, dengan SK Hynix turun 8 persen dan Samsung Electronics merosot 8,4 persen, meskipun ketegangan AS-Iran mereda dan harga minyak Brent turun 5,1 persen menjadi 83,4 dol…
DeepX, a South Korean edge AI chipmaker, has secured new funding at roughly four times its previous valuation, according to Bloomberg, signaling a semiconductor arms race with implications for crypto mining and on-chain …
British semiconductor startup Olix, founded by 25-year-old Thiel fellow James Dacombe in 2024, has raised $312 million in a Series B round to build specialized AI inference chips and take on Nvidia. The round includes in…
Morgan Stanley raised its forecast for global hyperscaler capital expenditures to roughly $1.2 trillion by 2027, up from an earlier estimate of $1.116 trillion, with 75% of spending driven by AI infrastructure. The revis…
OLIX, a London AI chip developer founded by 25-year-old James Dacombe, raised $312 million in a Series B round led by Fundomo, valuing the company at $3.3 billion before its first processor ships. The round, announced Au…
Olix Computing, a UK-based AI chip startup founded in 2024, closed a $312 million Series B at a $3.3 billion post-money valuation, marking Europe's largest semiconductor funding round. The company, which rebranded from F…
Bernstein projects the global server market will exceed $1 trillion by 2028, driven by accelerating AI infrastructure spending, according to its Q2 2026 AI tracker report released on August 3, 2026. The firm raised its s…
AMD will report Q2 earnings on Tuesday as chip stocks have dropped 20% since mid-June. AMD stock is up 194% in the last 12 months, driven by AI demand for CPUs. The company launched its Helios rackscale platform, which C…
Apple Inc.'s MacBook Air is facing its worst supply shortage in recent memory, with delivery estimates on Apple's online store ranging from two to six weeks and higher-RAM configurations facing longer delays, according t…
Olix Computing, a UK-based startup founded by 25-year-old Thiel Fellow James Dacombe, closed a $312 million Series B at a $3.3 billion valuation to scale its photonic AI chips, up from roughly $1 billion after a $220 mil…
Nvidia's CUDA software moat is being challenged as AI coding agents recreate similar software in hours, according to Jeremy Nixon, founder of AI software startup Infinity, whose team built CUDA-like software for chip sta…
TSMC accelerated construction of its 1.4-nanometer fab in Taichung, with trial production targeted for the third quarter of 2027, widening its lead over Samsung and Intel in advanced AI silicon manufacturing. The $49 bil…
ChangXin Memory Technologies (CXMT), China's largest domestic DRAM chipmaker, plans to build a second chip fabrication plant in Beijing and is seeking fresh funding, aiming to more than double production capacity by the …
NXP Semiconductors is in talks to acquire Ambarella, a move that could bolster NXP's automotive and edge AI capabilities. Ambarella, which generates only 22% of its revenue from automotive, brings low-power AI chips for …
Doosan Group agreed to acquire a 70.6 percent stake in chip wafer manufacturer SK Siltron from SK Inc. for 2.3 trillion won ($1.61 billion), accelerating its transformation into an AI infrastructure powerhouse. The deal,…
The AI boom is driving up prices and profits for multilayer ceramic capacitors (MLCCs), with Samsung Electro-Mechanics raising prices by 30 percent this month and Murata Manufacturing and Taiyo Yuden also increasing pric…
ChangXin Memory Technologies (CXMT) has brought its first LPDDR6 chip to the tail end of R&D validation, according to a Yicai report citing unnamed industry sources, less than a week after its Shanghai debut made it the …