Subject

Chips

The latest AI news tracked under Chips.

2039

Articles

This week

AMD gains attention as AI server demand lifts growth outlook

AMD’s case rests on rising hyperscaler accelerator share, record server CPU sales and stronger cash generation.…

6 hours ago

Nvidia

AI data center supply chain shifts toward custom chips

NVIDIA remains the dominant accelerator supplier, but hyperscalers are investing heavily in custom silicon and rack-scale…

18 hours ago

Nvidia

Memory and power bottlenecks reshape the AI chip race

A shortage of high bandwidth memory, advanced packaging and grid capacity is emerging as a deciding…

17 hours ago

AMD

AMD buys Taalas to strengthen AI inference

AMD has agreed to acquire Toronto-based Taalas, a privately held startup focused on AI inference. Deal…

7 hours ago

TSMC

TSMC waits on DRAM to finish Apple chip packaging

TSMC is reportedly holding Apple processors that cannot ship until DRAM dies arrive for final InFO-PoP…

1 day ago

AMD

BofA sees AMD narrowing Nvidia’s chip lead

Bank of America says AMD’s Helios systems and major customer commitments could reshape its role in…

1 day ago

All Chips news

9 AugAMDAMD gains attention as AI server demand lifts growth outlook

8 AugAMDAMD buys Taalas to strengthen AI inference

8 AugDeveloper runs small language model on $10 microcontroller

8 AugNvidiaMemory and power bottlenecks reshape the AI chip race

8 AugNvidiaAI data center supply chain shifts toward custom chips

8 AugTSMCTSMC waits on DRAM to finish Apple chip packaging

8 AugNanya plans EUV DRAM expansion at Fab5A

7 AugAMDBofA sees AMD narrowing Nvidia’s chip lead

7 AugNvidiaNVIDIA leads sovereign AI LLM index with 92% share

7 AugAnthropicAnthropic builds in-house chip team for Claude

7 AugNEO Semiconductor launches NEO.AI memory platform

6 AugVolta claims $10B Norway AI factory deal

6 AugNvidiaAI push adds strain to game hardware prices

6 AugSpaceXSpaceX commits to Nvidia as its exclusive GPU supplier

6 AugNvidiaChip billionaires gain influence as AI reshapes semiconductors

6 AugSamsungMemory capacity for 2027 is already sold out

6 AugCXMT starts LPDDR6 risk production with 12.8 Gbps chips

6 AugKioxiaKioxia and Sandisk unveil denser QLC 3D flash

6 AugSamsungSamsung previews AI memory roadmap at FMS 2026

6 AugAMDAMD reports record quarter as data center revenue doubles

5 AugNvidiaNVIDIA pushes storage closer to GPUs for AI workloads

5 AugCXMT weighs second Beijing fab to expand DRAM output

5 AugTSMCTSMC aims for 100,000 N2 wafers a month by end of 2026

4 AugUK backs OLIX in push for homegrown AI chips