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Monday 1 December 2025
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...
Monday 1 December 2025
Jensen Huang says Nvidia must run very fast as AI chip competition intensifies

Nvidia CEO Jensen Huang made his fifth visit to Taiwan in 2025 on November 27, reportedly to pay a personal visit to TSMC founder Morris...

Monday 1 December 2025
Samsung's HBM3E performance leap propels it to become primary supplier of Google's Ironwood TPU
Media reports show that Google's Ironwood TPU is equipped with HBM3E from Samsung Electronics and SK Hynix. According to the Korea Economic Daily, Samsung supplied over 60%...
Monday 1 December 2025
India's Adani to invest up to US$5 billion in Google's AI data center in Andhra Pradesh
According to Reuters and Bloomberg, India's Adani Group plans to invest as much as US$5 billion in Google's artificial intelligence (AI) data center project in Visakhapatnam,...
Monday 1 December 2025
Research Insight: Gemini threatens OpenAI's AI crown: Ecosystem advantage signals strategic shift in tech landscape
Google has launched Gemini 3, a new generative AI model that has quickly outperformed competing models, including OpenAI's recently released GPT-5.1, across most AI benchmark leaderboards...
Saturday 29 November 2025
GPU and TPU dispute illustrates zero-sum fallacy
The AI chip market is witnessing intensifying competition as Google's tensor processing units (TPUs) gain momentum alongside Nvidia's dominant graphics processing units (GPUs). With...
Friday 28 November 2025
Google's TPU shakes up ASIC market, challenging Nvidia's lead
Google's push to expand its Tensor Processing Unit platform is drawing renewed attention across the AI chip sector, prompting debate over whether the company intends to challenge...
Friday 28 November 2025
Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI...

Friday 28 November 2025
Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers
Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens...
Friday 28 November 2025
Commentary: Taiwan's IC design edge in ASIC development
Taiwan's IC design sector has rapidly expanded in the application-specific integrated circuit (ASIC) market, driven by growing demand for AI applications. MediaTek has entered Google's...
Friday 28 November 2025
Yesterday AOL, today OpenAI: Google's vertical integration threatens to repeat history
In the competitive realm of artificial intelligence computing power, Nvidia currently leads the market, but Google is emerging as a formidable contender with its self-developed TPUs...
Friday 28 November 2025
China's new TPU contender aims for Nvidia's AI chip dominance
China's AI chip startup Zhonghao Xinying has introduced its own tensor processing unit (TPU), a major step in the country's "de-Americanisation" drive as US export curbs continue...
Thursday 27 November 2025
Taiwan and US companies advance AI, rejecting bubble concerns
Former Minister of Economic Affairs (MOEA) Mei-Hua Wang said at a forum that demand for AI computing power is skyrocketing, and semiconductor demand shows no sign of slowing. Whether...
Thursday 27 November 2025
Google's Gemini 3 launch marks founder Brin's return to active AI strategy
Google has made a decisive comeback in the artificial intelligence sector with the recent launch of its upgraded Gemini 3 large language model and self-developed Tensor Processing...
Thursday 27 November 2025
Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives
Google's renewed focus on custom Tensor Processing Units (TPUs) for artificial intelligence is driving up demand for its server hardware, giving Taiwan's Inventec new momentum and...