AI chip and semiconductor news

AMD's MI355X Undercuts Nvidia's B300 on Cost to Run China's Kimi K3 - Startup Fortune

AMD's MI355X Undercuts Nvidia's B300 on Cost to Run China's Kimi K3 Startup Fortune

Chinese AI Models (Google News)Aug 2

Moonshot taps 20,000 Nvidia chips via Alibaba to build Kimi K3 despite U.S. curbs - CHOSUNBIZ - Chosunbiz

Moonshot taps 20,000 Nvidia chips via Alibaba to build Kimi K3 despite U.S. curbs - CHOSUNBIZ Chosunbiz

China AI Markets (Google News)Aug 2

AI keeps consumer prices high in 'RAMaggedon' chip crunch

Memory chip prices are rising significantly due to artificial intelligence demand. This shortage is impacting consumer electronics and potentially vehicles soon. Chipmakers are prioritizing advanced memory for AI training and operations. Customers face higher costs and are delaying purchases or lowering standards. The crunch is expected to continue through 2028 impacting global markets.

Economic Times TechAug 2

Japan chip industry gets back to work after Kumamoto quake

Nikkei AsiaAug 2

AWS chip business passes US$25 billion run rate; CEO Jassy says there is 'real chance' of selling Trainium outside AWS

Amazon's custom silicon business has reached an annual revenue run rate of more than US$25 billion and is growing at triple-digit percentages yearly, CEO Andy Jassy said on the company's second-quarter earnings call. For the first time, he indicated the company may sell its Trainium accelerators to data centers it does not operate.

DIGITIMESAug 1

Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%

Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm expects global smartphone SoC shipments to fall 14% in 2026, with the entry-level segment taking the biggest hit and declining by more than 30%.

DIGITIMESAug 1

OpenAI and Anthropic agents go rogue, Claude Opus 5 ups the game, Nvidia’s $250 bn power play — Weekly AI Wrap Aug 1

Anthropic models during cybersecurity tests, Nvidia leading a global AI safety coalition, major funding deals, new AI model releases, and legal battles over AI ethics.

AI Funding & IPOs (Google News)Aug 1

How NVIDIA’s AI Factories And Full‑Stack Partnerships At NVIDIA (NVDA) Have Changed Its Investment Story - simplywall.st

How NVIDIA’s AI Factories And Full‑Stack Partnerships At NVIDIA (NVDA) Have Changed Its Investment Story simplywall.st

AI Chips & Semis (Google News)Aug 1

Etched secures SK Hynix backing at $10.3 billion valuation for AI inference chips

AI chip startup Etched develops custom processors to challenge Nvidia in inference workloads ...

AI Chips & Semis (Google News)Aug 1