ai chips

""We are now confident of achieving AI chip revenue exceeding $100 billion in 2027," Broadcom CEO Hock Tan said."

"Nvidia CEO Jensen Huang said his company’s recent investments in OpenAI and Anthropic are likely to be its last in both, saying that once they go public, the opportunity to invest in a “consequential company like this” closes."

"Apple unveils M5 Pro and M5 Max, citing up to 4× faster LLM prompt processing than M4 Pro and M4 Max"

"It比人类头发丝细 10 倍，却能在超高频下保持信号完整性，让芯片内部的数万亿个晶体管完美协调工作。"

"Meta Platforms Inc. has reportedly agreed to a multibillion-dollar deal to rent Google Cloud’s custom artificial intelligence chips..."

"AMD gave Mata a warrant: allowing Meta to buy up to 160 million AMD shares at a price of 1 cent per share."

"2026 will become the 'first year of the landing of domestic AI chip training'."

"Axelera AI BV, a Dutch supplier of artificial intelligence chips for edge devices, today announced that it has raised more than $250 million in funding."

"TSMC’s Q4 profit reached a record NT$374.68 billion, with high-performance computing and AI chip demand fueling a 57% annual growth."

""We are proud to expand our strategic partnership with Meta as they push the boundaries of AI at unprecedented scale," said AMD CEO Lisa Su."

"Meta plans to purchase six gigawatts of AMD's Instinct GPUs based on the MI450 architecture and optimized for Meta's workloads, with the first gigawatt deployment set to begin in the second half of 2026."

"AMD will supply Meta with six gigawatts of chips, starting with one gigawatt of the company's upcoming MI450 flagship hardware in the second half of this year."

"Dutch startup Axelera AI, which builds power-efficient AI inference chips, raised $250M+ led by Innovation Industries, with investment from BlackRock and others."

"Anthropic said the labs “targeted Claude’s most differentiated capabilities: agentic reasoning, tool use, and coding.”"

"Analog in-memory computing (IMC) stores AI model weights directly inside the processor and uses physical phenomena (current flow, charge accumulation) to perform the multiply-accumulate operations that dominate neural network inference."

"To expand the potential market, Google is increasing its financial support for the data center partner network, enabling it to provide computing power to a wider range of customers."

"Fei-Fei Li’s World Labs raises $1 Billion, Ricursive secures $335 Million for AI chip design, and Google adds Lyria 3 music generation to Gemini."

"Taalas says that it can generate 17,000 output tokens per second, or 73 times more than Nvidia Corp.’s H200 graphics card."

"AMD's AI chips will be used as debt collateral in a deal to financially support a cloud startup buying the company's processors, The Information reports."

"Sources: AMD agrees to backstop a $300M loan from Goldman Sachs for Crusoe to buy AMD AI chips, the first known case of AMD chips used as debt collateral (The Information)"

"Samsung is planning to increase the pricing of HBM4 to about $700 per chip."

"Efficient Computer, which is developing AI chips with a "spatial dataflow" architecture to minimize energy consumption, raised a $60M Series A"

"Recently, the National Development and Reform Commission, the Financial Regulatory Administration, and the Civil Aviation Administration of China released the "Implementation Opinions on Promoting the High-Quality Development of Low-Altitude Insurance.""

"Samsung Electronics stated that it has started mass production of the "industry's first" HBM4 chip and has delivered commercial products to customers."

"ByteDance is seeking to gradually increase production to 350,000."

"Even with traditional semiconductors still relatively weak, the company is still increasing capital investment to expand capacity and upgrade technology."

"Edge computing market in China has application scenarios, a complete supply chain, and diversified customers, creating opportunities for world-class companies."

"Samsung may begin testing extreme ultraviolet lithography equipment next month, which is crucial for producing advanced 2-nanometer process chips."