AI Chips news and analysis on Web Pulse: 6155 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Chinese tech giant Huawei has partnered with DRAM maker SwaySure and the Chinese government to set up a 12-inch memory production plant in Shenzhen, according to semiconductor analysts on X, in a move that could reshape …
AMD CEO Lisa Su said the total addressable market for AI products will grow 45% a year through 2030 to $1.4 trillion, up from her previous estimate of $500 billion six months ago, driven by surging demand for compute fro…
China is considering tighter export controls on artificial intelligence models and chips, according to a Financial Times report. The potential restrictions would expand Beijing's oversight of AI technology exports, build…
Nvidia has posted a 15,333% total return over the past decade, the highest in the S&P 500, driven by its dominance in AI infrastructure with GPUs for training and inference. In 2025 alone, Nvidia accounted for roughly 15…
DeepSeek told prospective investors on July 25 to halt a second funding round that would have valued the Chinese AI lab at $71 billion, triggered by a leaked transcript of founder Liang Wenfeng's private investor briefin…
Nvidia shares have risen only 10% since the start of the year, lagging behind memory makers SK Hynix and Samsung Electronics, as competition intensifies and investment shifts to other parts of the AI supply chain, accord…
ChangXin Memory Technologies (CXMT) priced its Shanghai STAR Market IPO at 8.66 yuan per share on July 25, raising roughly $9.8 billion at an $85.2 billion valuation, with trading beginning July 27. The fourth-largest DR…
Anthropic's major chip deal with AMD signals growing demand for AI inference hardware, potentially boosting AMD's stock as it competes with Nvidia in the AI chip market.
Cornell Tech researchers have developed an optical receiver that directly alters a processor's memory using photocurrents from beamed light, enabling AI models to update parameters without power-hungry analog circuits. T…
Roku raised prices on its entire US streaming device lineup by up to 60 percent, with the Streaming Stick 4K jumping from $50 to $80 and the Ultra from $100 to $150, blaming the global memory shortage driven by AI data c…
Alphabet's Q2 earnings revealed capital expenditures of over $78 billion in the first half of the year, with total 2026 spending expected between $195 billion and $205 billion, mostly on data centers and custom silicon. …
Chinese AI pioneer DeepSeek has paused its second funding round, which aimed to raise at least $1.5 billion at a valuation of at least $71 billion, days after viral posts attributed to founder Liang Wenfeng highlighted t…
Samsung Electronics and Broadcom signed a memorandum of understanding for a semiconductor collaboration they estimate will exceed $200 billion over five years through 2030, but the companies disclosed no minimum purchase…
DeepSeek has suspended its second fundraising round after leaked comments from founder Liang Wenfeng about China's dependence on Nvidia chips and the country's AI gap with the United States went viral on Chinese social m…
Microchip Technology signed a definitive agreement on July 24 to acquire edge AI chipmaker Hailo, though the transaction has not yet closed and financial terms were not disclosed. Microchip expects completion near the en…
ChangXin Memory Technologies (CXMT), the world's fourth-largest DRAM maker, is set to become China's most valuable listed company on its first trading day after raising $9.8 billion in an IPO that was oversubscribed 212 …
Nvidia and SK Group signed a $500 billion-plus letter of intent on July 24, 2026, to build a 2-gigawatt AI data center in South Korea using Nvidia's Vera Rubin DSX architecture and secure long-term supply of SK hynix HBM…
Samsung Electronics said on Saturday it struck a pact with US chip designer Broadcom to widen cooperation across memory chips, contract chip making and advanced packaging envisaged to exceed US$200 billion until 2030. Th…
AMD has published a machine-readable ISA for its Instinct GPUs and partnered with Anthropic and OpenAI to let frontier models natively write and optimize low-level kernels, claiming a 38% inference speedup over baseline …
South Korean President Lee Jae Myung announced $950 billion in chip partnerships with global Big Tech firms during a visit to San Francisco, reinforcing Korea's role in the AI supply chain. The agreements involve Samsung…