Explore AIstify's latest reporting, research, and expert analysis tagged with "ai semiconductor", collected in one continuously updated archive.
AMD and Anthropic have announced a strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale solutions, with the first gigawatt deployment beginning in the first half of 2027.
Google is designing Frozen v2, a chip that hardwires parts of its Gemini model into silicon and could serve six to ten times more tokens per watt, targeting deployment by 2028.
SK Hynix raised $26.5 billion in its Nasdaq debut, the largest US listing ever by a foreign company, as investors rushed to buy into the AI memory chip boom.
Meta plans to begin manufacturing its in-house Iris AI chip in September as it aims to double computing capacity to 14 gigawatts next year and cut its reliance on Nvidia.
Apple expanded its partnership with Broadcom in a multi-year deal worth more than $30 billion, its largest US manufacturing commitment, to produce over 15 billion American-made chips.
South Korea announced about $880 billion in planned investment to expand chipmaking, AI data centers and robotics, aiming to double memory output and revive regions outside Seoul.
ByteDance is developing its own CPUs to reduce dependence on external suppliers as rising demand for AI infrastructure strains global chip supply chains. The company is exploring both Arm and RISC-V architectures to support future AI and data center workloads.
Micron crossed a $1 trillion market valuation for the first time as booming demand for AI memory chips pushed shares to record highs amid the expanding AI infrastructure race.
AMD will invest more than $10 billion across Taiwan’s semiconductor ecosystem to strengthen AI chip manufacturing and packaging technologies. The move supports deployment of the company’s next-generation Helios AI server platform in 2026.
Cerebras Systems completed the largest U.S. tech IPO since Uber, raising $5.55 billion as investors bet on alternative AI chip architectures. The company’s wafer-scale processors are positioned as faster inference systems than traditional GPU-based infrastructure.
More than 45,000 Samsung workers are threatening an 18-day strike over bonus disparities tied to the AI chip boom. The dispute risks disrupting global semiconductor supply chains and deepening tensions inside Samsung’s chip business.
The U.S. approved several Chinese companies to buy Nvidia’s H200 AI chips, but deliveries remain stalled amid political pressure and security concerns in both Washington and Beijing.
SoftBank has invested more than $450 million into Graphcore as the Japanese technology group expands its AI infrastructure and semiconductor ambitions. The funding follows SoftBank’s acquisition of the British AI chip company in 2024.
Toto Ltd. shares jumped after strong semiconductor growth tied to AI demand. The shift highlights how legacy manufacturers are benefiting from the global AI infrastructure boom.
Chinese chipmakers report record revenue driven by AI demand, memory shortages, and U.S. export curbs boosting domestic semiconductor growth.