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.
PC and console prices continue to rise, with an HP Victus 15.6 gaming laptop that cost $600 last year now priced at $955 at Best Buy, according to Boing Boing. The price surge is driven by AI datacenters consuming compon…
ChangXin Memory Technologies (CXMT) shares surged over 500% in its Shanghai debut on July 27 and closed at 57.60 yuan ($8.50) on Friday, giving it a market capitalization of 3.54 trillion yuan ($523 billion) and making i…
ASML Holding NV is pushing price hikes of 10% on mature DUV lithography systems and increases on EUV machines, with TSMC, its largest customer, resisting the increases, according to The Information. The standoff comes as…
Apple Inc. is facing shortages of its MacBook Air laptops due to the global memory shortage caused by the AI buildout, according to an anonymously sourced report from Bloomberg's Mark Gurman. Supplies are "more constrain…
Arm Holdings plc reported that customer commitments for its AGI CPU, its first data center chip built for AI agent workloads, have doubled to over $2 billion in a single quarter, but the company has only secured manufact…
Amazon, Alphabet, Meta, and Microsoft spent $170 billion on data centers in a single quarter, a 72% increase year-over-year, and are on track to spend $1.5 trillion by end of 2027, according to Wall Street estimates. Ama…
A report that China has begun mass-producing specialty chips for AI triggered a selloff that erased $1 trillion in market value from other chip manufacturers, according to the Guardian. The same week, the Federal Communi…
Bloomberg News reported that Chinese AI startup Moonshot AI has access to approximately 20,000 Nvidia Hopper-generation chips through a computing agreement with Alibaba Group, providing key compute for its Kimi models, i…
Apple Inc. is facing major supply shortages for its MacBook Air due to an AI-driven memory crisis, according to a Bloomberg report. The surge in demand for high-bandwidth memory (HBM2) for AI datacenters has disrupted su…
Deloitte reports that AI demand caused AI server DRAM prices to roughly double in Q1 2026, with a projected fourfold increase for the full year, and the memory chip shortage, dubbed 'RAMageddon,' is expected to last unti…
Semiconductor stocks lost approximately $1.3 trillion in market value in early June 2026 as the crowded AI trade unraveled, with the Philadelphia Semiconductor Index (SOX) falling into bear market territory by July after…
Wedbush Securities flagged near-term risks for Nvidia Corp. following reports that the chipmaker is supporting OpenAI's data center expansion, according to a note from analyst Dan Ives. The alleged involvement could stra…
Lumentum Holdings Inc. told investors on May 5 that demand for its electro-absorption modulated laser chips exceeded supply by more than 30%, as indium phosphide (InP) capacity lags. CEO Michael Hurlston later warned at …
Chinese memory chipmaker CXMT's Shanghai debut, which surged 466% to 3.3 trillion yuan (£365bn), and reports of domestic deep-ultraviolet lithography tools triggered a global AI stock rout, with South Korea's Kospi plung…
A global sell-off in AI-linked shares, triggered by the Shanghai debut of Chinese memory chipmaker CXMT and reports that China developed its own deep-ultraviolet lithography tools, sent the Kospi down 11.5% on Tuesday an…
Wedbush analyst Dan Ives said on CNBC on July 27 that demand for Nvidia's AI chips is outpacing supply by 12 to 1, a figure he has since raised to 15 to 1. The shortage is driven by a bottleneck in TSMC's CoWoS packaging…
Nvidia, the leading supplier of AI GPUs, faces demand that outpaces supply by a 12-to-1 ratio, according to analyst Dan Ives, boosting its revenue prospects. The company reported $82 billion in Q1 revenue and guided Q2 r…
ChangXin Memory Technologies (CXMT), China's top memory chipmaker, raised 57.92 billion yuan (S$11 billion) in its Jul 27 Shanghai IPO, boosting its market valuation to 3.65 trillion yuan and making it China's most valua…
South Korea's Kospi fell 22.19 percent in July after surging 101.14 percent in the first half, prompting calls for tighter scrutiny of overly bullish brokerage research and stricter margin-lending rules. Industry officia…
Benchmarking by an unnamed engineer shows AMD's MI355X GPU delivers lower cost per million tokens than Nvidia's B300 for serving Kimi K3, due to memory bandwidth and quantization fitting the model on a single card.