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Friday 28 August 2026
Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay
Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure...
Friday 28 August 2026
Google moves AI safety team into global affairs in DeepMind overhaul
Google is shifting a roughly 90-person artificial intelligence responsibility team out of DeepMind and into its global affairs organization as part of a wider reorganization in early...
Thursday 27 August 2026
Google, MediaTek embrace advanced packaging diversification
Google and MediaTek are moving toward advanced packaging diversification, as Intel's embedded multi-die interconnect bridge (EMIB) gains traction after Google's TPU was confirmed to...
Thursday 27 August 2026
Supply shortages, price hikes fail to slow new phone wave
Mobile phone sales are under pressure as shortages and price increases for multiple upstream components squeeze the market. But brand makers have stepped up new product launches, with...
Wednesday 26 August 2026
Data center leader leaves OpenAI, latest in wave of high-level departures
A key figure responsible for OpenAI's data center plans left the company last week, the latest in a string of departures just as it invests heavily in its AI infrastructure build-out...
Wednesday 26 August 2026
Google's TPU v10 turns multi-vendor, deepening MediaTek's ASIC role
Google's expanding list of TPU partners has sparked widespread industry discussion, centering on whether current IC design suppliers Broadcom and MediaTek will see their orders imp...
Tuesday 25 August 2026
Anthropic bets on in-house chips, reshaping ASIC orders
Anthropic confirmed on August 5 that it is building an internal silicon team to design custom chips for its Claude models, signaling a sharper push into self-developed AI hardware...
Monday 24 August 2026
Pixel 11 preorder surge lifts Google's Taiwan smartphone share
Google's newly launched Pixel 11 series drew a strong preorder response in Taiwan after telecom carriers rolled out expanded promotions and sales plans. The early momentum has renewed...
Monday 24 August 2026
Weekly news roundup: Google diversifies custom chips, TSMC share falls, SK Hynix deepens HBM co-design
Semiconductor supply chains, custom silicon, high-bandwidth memory (HBM), robotics, and India's chip buildout shaped this week's technology agenda, with major moves from Google, Marvell,...
Monday 24 August 2026
MediaTek wins Google TPU deal on three key strengths
Taiwan's IC design industry is set to keep growing strongly in 2026, with revenue expected to rise 10%, driven mainly by companies involved in AI and AI ASIC projects such as MediaTek,...
Monday 24 August 2026
Research Insight: ASIC shipments projected to overtake GPU by 2027 as AI reshapes memory
ASIC and GPU shipments will reach a "golden cross" in 2027, with ASIC shipments expected to surpass GPU shipments for the first time at 15.3 million units, DIGITIMES Intelligence analyst...
Friday 21 August 2026
Broadcom reportedly eyes up to US$100B debt financing to expand AI chip push
Broadcom is in talks with asset managers to raise more than US$60 billion in debt financing, with the potential package reaching as much as US$100 billion, as the chipmaker moves to...
Friday 21 August 2026
Google, Marvell long-term deal keeps Broadcom at bay, limits MediaTek impact

Marvell filed a Form 8-K with the US Securities and Exchange Commission on August 19, 2026, revealing that it signed a commercial agreement...

Thursday 20 August 2026
Analysis: Google keeps Sunfish at Broadcom, Zebrafish at MediaTek — Marvell's US$12.2bn warrant buys a category nobody was defending

One word in Marvell Technology's August 19 filing decides how the Google agreement should be read. The custom silicon programs, it says,...