AI Chips

Twitter

Facebook

Copy Link

Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Sumitomo Chemical Stock Surges on Glass Core Substrates Deal for AI Chip Packaging

Sumitomo Chemical shares jumped up to 11% following a major joint venture between its Korean subsidiary Dongwoo Fine-Chem and Samsung Electro-Mechanics. The partnership will produce glass core substrates for next-generation AI chip packaging, with production targeted for 2027. Mizuho Securities upgraded the stock from Neutral to Buy, citing undervaluation and semiconductor materials growth potential.

Business2 sources

Sumitomo Chemical Stock Surges on Glass Core Substrates Deal for AI Chip Packaging

Business2 sources

Infineon opens Dresden chip plant ahead of schedule, doubling Europe's power semiconductor capacity

Infineon has launched its €5 billion Smart Power Fab in Dresden three months ahead of schedule, doubling manufacturing capacity for intelligent power semiconductors. The facility creates 1,000 jobs and produces chips for AI data centers, electric vehicles, and renewable energy systems, marking Europe's push toward tech autonomy under the EU Chips Act.

Business2 sources

Infineon opens Dresden chip plant ahead of schedule, doubling Europe's power semiconductor capacity

Business2 sources

Kioxia's $250 billion comeback: AI boom drives next-gen memory mass production in Japan

Japanese chipmaker Kioxia has seen its shares surge more than sevenfold this year to a market capitalization exceeding $250 billion, surpassing Toyota Motor. The dramatic comeback is fueled by the AI boom's growing demand for high-capacity NAND memory as usage expands from training to inference, positioning the once-struggling company years ahead of rivals.

Technology2 sources

Kioxia's $250 billion comeback: AI boom drives next-gen memory mass production in Japan

Technology2 sources

Anthropic enters talks with Samsung to develop custom AI chip, challenging Nvidia's dominance

Anthropic has begun early-stage discussions with Samsung Electronics to manufacture a custom AI chip, marking the Claude developer's first move into in-house silicon. The talks, still preliminary, focus on Samsung's 2nm manufacturing process as Anthropic joins rivals OpenAI, Google, and Amazon in reducing dependence on Nvidia, which controls 74% of the AI chip market.

Technology5 sources

Anthropic enters talks with Samsung to develop custom AI chip, challenging Nvidia's dominance

Technology5 sources

Amazon plans custom processors for Kindle, Fire TV, and Echo devices starting in 2027

Amazon is shifting to custom-designed chips across its device lineup, following Apple's playbook. Supply chain analyst Ming-Chi Kuo reports the transition begins in 2027, with Alchip as exclusive partner aiming to ship 40 million processors annually. The move aims to reduce AI infrastructure costs while giving Amazon greater control over hardware optimization.

Technology3 sources

Amazon plans custom processors for Kindle, Fire TV, and Echo devices starting in 2027

Technology3 sources

Memory chip stocks surge triple digits on AI boom, but analysts warn volatility ahead

Memory chip stocks delivered exceptional gains in 2026, with Micron climbing over 300% as AI infrastructure investments drove unprecedented demand for high-bandwidth memory. But respected research firm Morningstar now warns investors to prepare for sharp corrections of 20-30% as supply begins catching up with demand. The warning highlights a critical inflection point in the AI hardware supply chain.

Business6 sources

Memory chip stocks surge triple digits on AI boom, but analysts warn volatility ahead

Business6 sources

Chip stocks crash despite Samsung's profit surge as AI demand expectations reset valuations

Major semiconductor stocks plunged even after Samsung reported a 1,800% profit jump, signaling investor expectations for AI demand have reached unsustainable levels. Micron and Intel fell up to 8% as concerns mount over whether the AI-driven rally has overextended valuations across the chip sector.

Business15 sources

Chip stocks crash despite Samsung's profit surge as AI demand expectations reset valuations

Business15 sources

Spintronic computing hardware outpaces quantum annealers in speed and energy efficiency

Researchers at the National University of Singapore developed spintronic computing hardware that solves complex optimization problems faster and more efficiently than tested quantum annealers. The probabilistic computing system achieved a 3.2-fold speedup with 58.3% energy savings compared to CPUs, while consistently outperforming D-Wave quantum systems as problem complexity increased.

Science2 sources

Spintronic computing hardware outpaces quantum annealers in speed and energy efficiency

Science2 sources

Singapore seizes $42 million mansion tied to alleged Nvidia AI GPU smuggling route to China

Singapore authorities have charged four individuals with fraud and money laundering in connection with an alleged scheme to smuggle Nvidia AI GPUs to China. Police seized a $42 million mansion and froze $772,000 in bank accounts, revealing Singapore's role as a transit hub for bypassing US export controls on advanced AI chips.

Policy3 sources

Singapore seizes $42 million mansion tied to alleged Nvidia AI GPU smuggling route to China

Policy3 sources

Nvidia offers AI startups compute power now in exchange for a cut of future revenue

Nvidia unveiled a new revenue sharing program that lets AI startups access expensive GPU infrastructure today by trading a percentage of their future earnings. The chip giant will collect standard hardware sales revenue plus an ongoing cut of cloud income generated on that capacity. Sharon AI and Firmus are the first partners, deploying a combined total of up to 210,000 GPUs.

Business6 sources

Nvidia offers AI startups compute power now in exchange for a cut of future revenue

Business6 sources

Amazon designs custom AI chips for Echo and Fire TV as Alexa Plus expands to mobile devices

Amazon is manufacturing its own AI chips for Echo Show and Fire TV devices while planning a new wave of mobile gadgets. The company's head of devices, Panos Panay, revealed the in-house semiconductor strategy aims to improve security and on-device AI processing. Amazon acquired wearables brand Bee in 2025 and is developing a roadmap of on-the-go devices that integrate with Alexa Plus.

Technology4 sources

Amazon designs custom AI chips for Echo and Fire TV as Alexa Plus expands to mobile devices

Technology4 sources

SK Hynix invests $64 billion in AI memory chips as NAND flash shortage intensifies

SK Hynix announced a $64 billion investment to build new NAND flash memory and chip packaging facilities in South Korea by 2029. The move addresses a global memory shortage driven by AI datacentre demand, with the company spending $51 billion on a NAND factory and $13 billion on advanced packaging. The investment comes amid concerns about whether massive AI infrastructure spending can deliver returns.

Business6 sources

SK Hynix invests $64 billion in AI memory chips as NAND flash shortage intensifies

Business6 sources

Valar Atomics activates nuclear microreactor live to power Nvidia AI chip in first US demonstration

Valar Atomics made history by activating its Ward 250 nuclear microreactor on stage to power an Nvidia Blackwell-powered desktop PC. The California startup partnered with Nvidia to build a 30MW AI factory in Utah that eliminates local water consumption. The demonstration addresses growing concerns about AI data centers' massive power demands and water usage.

Technology6 sources

Valar Atomics activates nuclear microreactor live to power Nvidia AI chip in first US demonstration

Technology6 sources

Elon Musk denies SpaceX AI device prototype report as company eyes mobile market expansion

The Wall Street Journal reports SpaceX demonstrated a sleeker-than-iPhone AI phone prototype to investors before its June IPO, featuring xAI technology and a proprietary OS. Elon Musk swiftly denied the claims as 'utterly false,' though the company is actively exploring Starlink-branded mobile services. The conflicting signals raise questions about SpaceX's hardware ambitions as it pours billions into AI infrastructure.

Technology21 sources

Elon Musk denies SpaceX AI device prototype report as company eyes mobile market expansion

Technology21 sources

Raja Koduri's Oxmiq raises $35M to license AI chip designs instead of selling finished chips

Oxmiq Labs, founded by veteran chip architect Raja Koduri, has closed a $35 million Series A to scale OxCore, a licensable GPU architecture that lets chipmakers build custom AI silicon without years of design work. The startup aims to become the 'Arm for AI GPUs,' licensing chip designs rather than selling finished chips, with backing from Samsung Catalyst Fund and legendary chip architect Jim Keller joining its board.

Technology6 sources

Raja Koduri's Oxmiq raises $35M to license AI chip designs instead of selling finished chips

Technology6 sources

Prev 1…161718…84 Next