The AI chip market is at a turning point. Nvidia maintains its absolute technological and market dominance with its Blackwell architecture, but the full commercial rollout of Google...
Google's expanding investment in custom AI accelerators is reshaping the high-bandwidth memory market and lifting Samsung Electronics and SK Hynix as demand for tensor processing...
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%...
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...
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...
Rapid advances in AI technology have exposed fundamental network bottlenecks, since traditional connections can no longer keep up with the massive transmission demands of AI. Billions...
Samsung Electro-Mechanics (Semco) is reportedly in supply talks with several Big Tech companies, two years after moving into glass substrates. Seen as a next-generation breakthrough...
AI server high-speed transmission leader Astera Labs delivered strong performance in 2025's first quarter, announcing record results this week alongside a media event in Taiwan outlining...
Samsung Electro-Mechanics is reportedly set to supply advanced semiconductor glass substrates to Broadcom. The move comes as Broadcom, a key chip supplier for tech giants like Google...
At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
Following an internal R&D overhaul, Intel has rolled out its application-specific integrated circuit (ASIC) business to establish a fresh revenue stream beyond CPUs and GPUs....
The Ethernet for Scale-Up Networking (ESUN) Alliance officially launched at the 2025 Open Compute Project (OCP) Global Summit, uniting North America's AI heavyweights, including OpenAI,...
Nvidia currently holds over 90% of the GPU market. However, as Google and AWS continue to invest in self-developed AI accelerators and expand their applications, Nvidia's market share...
OpenAI's recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia Corporation, the dominant supplier in the AI hardware space. Although...
