CONNECT WITH US
Dec 1
Google’s TPU victory widens China’s path to a post-Nvidia future
Google's success training the Gemini frontier model entirely on in-house TPUs has boosted confidence among China's tech giants. It strengthens the view that reducing Nvidia dependence is both viable and commercially sound, accelerating investment in domestic tensor-processor designs and other non-GPU accelerators.
India has ordered smartphone makers to pre-install a state-owned cybersecurity app on all new devices and push it to existing phones via software updates. The move is already drawing industry pushback over privacy implications.
When Google DeepMind launched the Gemini project two and a half years ago, CTO and Chief AI Architect Koray Kavukcuoglu acknowledged that Google was "still far from the top level"—a frank admission that the company was playing catch-up in the generative AI race. Yet Google possessed formidable advantages: an AI infrastructure spanning TPUs, global data centers, product distribution capabilities, a mature safety system, and massive invocation gateways built on Search and Android. Once combined with a unified model, these capabilities would form a network effect difficult to replicate.
Amid rising demand for Google's TPU chips, MediaTek has emerged as a key ASIC supplier with confirmed orders for its V7e product line set to begin shipping in the second half of 2026. Market sources indicate that MediaTek expects shipments of 300,000 to 400,000 units next year, surpassing earlier conservative estimates and positioning the company to reach its US$1 billion revenue target from this segment. Looking at the full V7e product cycle, total shipments could reach at least 2 million units, with peak volume anticipated in 2027.
Artificial intelligence (AI) has remained one of the few sectors with sustained global momentum over the past two years, but the underlying architecture of AI computing is shifting. ChatGPT sparked a GPU-led surge driven by Nvidia, while Google's Gemini 3 has redirected attention to AI servers built on its proprietary TPU accelerators.
OpenAI's decision to take an ownership stake in Thrive Holdings has reignited debate over whether the arrangement constitutes another circular deal. While analysts warn the structure obscures true performance, OpenAI and Thrive insist it is a mutually reinforcing partnership rather than an artificial value loop.
Nvidia's US$2 billion investment in Synopsys marks a pivotal attempt to extend CUDA and GPU-accelerated computing from AI training into the core of industrial and semiconductor engineering, tightening its grip on the entire AI server ecosystem, as ASIC servers, particularly TPU-based, are challenging Nvidia.
Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics' operating profit in 2026. Some projections now approach KRW90-100 trillion (approx. US$61.3-68.1 billion).

Google CEO Sundar Pichai has dismissed concerns that the company's rapid expansion of its proprietary artificial intelligence infrastructure threatens Nvidia's market dominance. He argued that global demand for AI compute is growing fast enough for multiple chipmakers to prosper.

Although Taiwan possesses core upstream technologies in the robotics supply chain, downstream applications are only just getting started. To fill the gap, companies have formed the Robotics Innovation Alliance (RIA), emphasizing that future efforts will begin from actual industry needs to connect the supply and demand sides and push applications toward successful commercialization.
US AI company PaleBlueDot AI is reportedly seeking a US$300 million loan to help Chinese social media platform RedNote (Xiaohongshu) use Nvidia's high-end AI chips through a data center located in Tokyo.
Taiwan is experiencing the highest weekly average of cyberattacks in the Asia-Pacific region, distinguished by a notably large share of attacks targeting the "impact" phase, according to Fortinet's latest threat intelligence data. Derek Manky, Fortinet's global threat intelligence vice president, shared insights with DIGITIMES, revealing Taiwan's cybersecurity landscape deviates significantly from global patterns observed in the first three quarters of 2025.
Research Report Database
biz
TSMC sues ex-VP who jumped to Intel
Will Taiwan, South Korea, Japan join semiconductor alliance with US?