AI Chips

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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Intel Arc Pro B70 GPU brings 32GB VRAM to AI inference at half the price of Nvidia's rival

Intel launched the Arc Pro B70 and B65 workstation graphics cards, packing 32GB VRAM for AI workloads at $949. The cards feature Intel's largest Battlemage GPU yet with 32 Xe Cores and 367 TOPS performance, targeting local AI inference and professional applications. But there's a catch—these cards are not for gaming, despite using hardware originally designed for it.

Technology8 sources

Intel Arc Pro B70 GPU brings 32GB VRAM to AI inference at half the price of Nvidia's rival

Technology8 sources

Intel launches Panther Lake vPro platform with AI capabilities to reclaim commercial PC market

Intel officially released its Core Ultra Series 3 Panther Lake processors with vPro certification, targeting the commercial PC market where AMD has gained ground. The chipmaker also launched Xeon 600 workstation CPUs and introduced new vPro features including a certification program for apps and accessories, promising improved power efficiency and AI-driven security capabilities.

Technology2 sources

Intel launches Panther Lake vPro platform with AI capabilities to reclaim commercial PC market

Technology2 sources

Samsung Exynos 1680 brings 33% AI performance boost and enhanced GPU to mid-range phones

Samsung has officially unveiled the Exynos 1680 chipset, bringing significant upgrades to mid-range phones with a 33% improvement in AI performance and 16% GPU boost. The new 4nm SoC features an upgraded Xclipse 550 GPU, 8K MAC NPU delivering 19.6 TOPS, and support for LPDDR5X RAM and UFS 4.1 storage. Set to debut in the Galaxy A57 next month, the chip focuses on faster on-device AI and better graphics.

Technology3 sources

Samsung Exynos 1680 brings 33% AI performance boost and enhanced GPU to mid-range phones

Technology3 sources

SK hynix targets $14B US IPO to fuel AI memory chip production and end RAMmageddon crisis

South Korean memory chip giant SK hynix has confidentially filed for a US IPO that could raise up to $14 billion in the second half of 2026. The company seeks to close a valuation gap with global peers while funding massive capital investments to meet surging demand for high-bandwidth memory chips that power AI systems. The move comes as the industry grapples with RAMmageddon, a critical memory shortage expected to persist until 2027.

Business4 sources

SK hynix targets $14B US IPO to fuel AI memory chip production and end RAMmageddon crisis

Business4 sources

HP unveils AI PCs with local assistant HP IQ, betting big on next generation of work PCs

HP introduced a sweeping refresh of its commercial PC lineup at HP Imagine 2026, unveiling AI-powered PCs with a new local AI assistant called HP IQ. The EliteBook 6 G2q features Snapdragon X2 processors with up to 85 TOPS NPU performance, while updated ZBook workstations target demanding AI workloads. HP is positioning these devices as the foundation for hybrid work, though enterprise adoption may face hurdles.

Technology3 sources

HP unveils AI PCs with local assistant HP IQ, betting big on next generation of work PCs

Technology3 sources

Arm launches its first in-house chip after 35 years, targeting AI data center market with Meta

Arm Holdings is making its own chips for the first time in its 35-year history, unveiling the AGI CPU designed for AI workloads in data centers. Meta is the first customer for the 136-core processor, which Arm says will deliver superior performance per watt compared to traditional x86 platforms. The move shifts Arm from pure IP licensing to direct silicon sales.

Technology29 sources

Arm launches its first in-house chip after 35 years, targeting AI data center market with Meta

Technology29 sources

SK hynix places record $8 billion ASML order for EUV lithography machines to fuel AI memory race

SK hynix has ordered $7.9 billion worth of EUV lithography equipment from ASML, the largest single EUV order ever publicly disclosed. The deal covers approximately 30 scanners to be delivered through December 2027, targeting HBM and advanced DRAM production as AI-driven memory demand surges. The strategic investment aims to secure supply ahead of competitors Samsung and TSMC.

Business2 sources

SK hynix places record $8 billion ASML order for EUV lithography machines to fuel AI memory race

Business2 sources

US Lawmakers Demand Suspension of Nvidia AI Chips Export Licenses to China After Smuggling Charges

US Senators Elizabeth Warren and Jim Banks are calling for immediate suspension of Nvidia's export licenses to China and Southeast Asian intermediaries following charges against Supermicro executives for allegedly smuggling $2.5 billion worth of AI chips. The lawmakers claim Jensen Huang's statements about no chip diversion misled US officials, contradicting available evidence at the time.

Policy4 sources

US Lawmakers Demand Suspension of Nvidia AI Chips Export Licenses to China After Smuggling Charges

Policy4 sources

Alibaba unveils XuanTie C950 RISC-V chip designed for AI agents and cloud workloads

Alibaba revealed its XuanTie C950, claiming it's the most powerful RISC-V server chip available. Built on 5nm process technology, the processor runs at 3.2 GHz and is optimized for AI workloads including agentic AI and large language models. However, performance benchmarks suggest it trails western chips by several years, with capabilities comparable to Apple's 2020 M1 chip.

Technology3 sources

Alibaba unveils XuanTie C950 RISC-V chip designed for AI agents and cloud workloads

Technology3 sources

Broadcom sounds alarm as TSMC capacity constraints threaten AI chip supply through 2026

Broadcom has flagged critical supply constraints across the semiconductor industry, with TSMC hitting production capacity limits as soaring demand for AI chips strains global manufacturing. The bottleneck extends beyond semiconductors to lasers and printed circuit boards, prompting companies to secure multi-year supply agreements stretching three to four years.

Business3 sources

Broadcom sounds alarm as TSMC capacity constraints threaten AI chip supply through 2026

Business3 sources

Microsoft-backed Lace Lithography raises $40M to create chip designs 10 times smaller

Norway-based Lace Lithography has secured $40 million in Series A funding to develop helium atom beam lithography technology. The Microsoft-backed startup aims to create chip designs 10 times smaller than what's currently possible, potentially transforming semiconductor manufacturing with atomic resolution capabilities by 2029.

Technology3 sources

Microsoft-backed Lace Lithography raises $40M to create chip designs 10 times smaller

Technology3 sources

Sony confirms AI frame generation for PlayStation as PSSR upscaling gets 100 microseconds faster

Mark Cerny reveals that machine learning-based frame generation will arrive on PlayStation platforms, though not in 2025. Sony's updated PSSR AI upscaling technology is now 100 microseconds faster than the original, co-developed with AMD through Project Amethyst. The enhanced upscaler delivers improved image stability and clarity across PS5 Pro titles.

Technology4 sources

Sony confirms AI frame generation for PlayStation as PSSR upscaling gets 100 microseconds faster

Technology4 sources

Upstage in talks with AMD to acquire 10,000 MI355 chips for South Korea AI infrastructure

Korean AI startup Upstage is negotiating with AMD to purchase 10,000 MI355 AI accelerators, marking a strategic move to diversify beyond Nvidia chips. CEO Sung Kim met with AMD's Lisa Su in Seoul to discuss bringing large-scale AI compute infrastructure to South Korea, as local firms seek broader hardware options for domestic AI projects.

Business2 sources

Upstage in talks with AMD to acquire 10,000 MI355 chips for South Korea AI infrastructure

Business2 sources

China's Open-Source AI Dominance Threatens US AI Lead Despite Chip Export Restrictions

A U.S. congressional advisory body warns that China open-source AI is creating a self-reinforcing competitive advantage that challenges American leadership despite restricted access to advanced chips. Chinese large language models from Alibaba, DeepSeek, and others now dominate global usage rankings, with around 80% of U.S. AI startups adopting them for their cost advantages.

Technology2 sources

China's Open-Source AI Dominance Threatens US AI Lead Despite Chip Export Restrictions

Technology2 sources

Apple Store storage prices surge as AI data centers devour memory chips, SanDisk SSDs hit 200% hike

Apple Store has dramatically increased prices on external storage devices, with some SanDisk SSDs jumping 200% as AI data centers consume massive quantities of memory and storage chips. A 1TB SanDisk drive that cost $120 now sells for $360, while a 4TB model jumped from $500 to $1,200. The shortage is expected to worsen throughout 2026.

Business2 sources

Apple Store storage prices surge as AI data centers devour memory chips, SanDisk SSDs hit 200% hike

Business2 sources

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