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Thursday 27 November 2025
Beijing reportedly bans ByteDance from using Nvidia GPUs in new data centers
Beijing authorities have reportedly imposed strict restrictions on high-end semiconductor imports, prohibiting ByteDance, the parent company of TikTok, from deploying Nvidia GPUs...
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
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...
Thursday 27 November 2025
Samsung poised for memory and foundry gains as Google TPU push accelerates
Google's push to expand its in-house Tensor Processing Unit (TPU) platform is drawing fresh attention across the semiconductor sector, and analysts say Samsung Electronics could emerge...
Wednesday 26 November 2025
Nvidia defends GPU lead as Google TPU gains traction in AI chip market
Nvidia has asserted that its graphics processing unit (GPU) platform remains a full generation ahead of its competitors, responding to increased attention on Google's Tensor Processing...
Wednesday 26 November 2025
Nvidia sparks AI data center power architecture revolution; Taiwan's top wire bonding firms poised to benefit
Nvidia will implement 800V infrastructure in its Vera Rubin platform by 2027, with Taiwanese firms leveraging EV expertise for AI servers, potentially boosting revenue in AI power...
Wednesday 26 November 2025
Exclusive: China's new 3D hybrid-bonded AI chip rivals Nvidia's 4nm class
China has applied disruptive innovation and a fully controllable domestic solution to break through compute bottlenecks, with chip performance now capable of surpassing constraints...
Wednesday 26 November 2025
Google steps up in ASIC war, but brings mixed implications for MediaTek and Broadcom
Google has been on a streak of breakthroughs in AI. Gemini 3 has been outperforming major AI models, while it has also received strong engineering feedback on Antigravity. Its already...
Wednesday 26 November 2025
InWin secures Nvidia certification for server assembly, plans production ramp-up amid strong AI demand
Taiwan-based chassis manufacturer InWin has advanced its system assembly capabilities with its Taoyuan plant obtaining Nvidia's GB300 server rack assembly certification, enabling...
Tuesday 25 November 2025
Investors pile into Moore Threads as China seeks its own Nvidia alternative
China's "first domestic GPU stock," Moore Threads, is preparing for its STAR Market IPO, drawing strong investor interest as Beijing prioritises homegrown AI compute. The overwhelming...
Tuesday 25 November 2025
Meta reportedly eyes Google TPU adoption, intensifying pressure on Nvidia
Meta is reportedly negotiating to adopt Google's tensor processing units (TPUs) in its data centers starting in 2027, with plans to lease TPUs from Google Cloud as early as 2026....
Tuesday 25 November 2025
China edges toward self-reliant robot compute with Black Sesame's SesameX
Amid rising US–China tech tensions and China's "Robot Plus" initiative, humanoid and service robots have emerged as the next major strategic sectors. Yet even as China's humanoid...
Tuesday 25 November 2025
Nvidia casts doubts on OpenAI investment as big tech spreads risk
Nvidia disclosed in its latest earnings report that it cannot guarantee completion of a planned investment in OpenAI, a statement that immediately sparked debate across the tech and...
Monday 24 November 2025
Nvidia's move into mobile memory sparks supply and price concerns
Nvidia plans to incorporate mobile-grade LPDDR memory into future AI servers, a shift that could trigger a severe supply squeeze and drive prices significantly higher through 2026...
Monday 24 November 2025
Nvidia shifts to LPDDR for AI servers, Samsung poised to benefit most
Nvidia is reportedly adopting low-power DDR (LPDDR) memory in its servers to enhance power efficiency, marking a major shift in memory architecture. Industry analysts suggest this...