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Dec 2

Google CTO reveals strategy behind Gemini's comeback

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.

Alibaba Cloud's global expansion tests geopolitical boundaries

Dec 2

Apple AI chief to retire, replaced by ex-Microsoft executive

Dec 2

US reduces South Korea import tariffs to 15% after strategic investment deal

Dec 2

MediaTek secures Google V7e chip order, eyes 2M units by 2027

Dec 2

MORE NEWS

AIAWS plays both sides as Trainium 4 leans into NVLink

Dec 3, 09:06

In a bid to maintain its dominance in cloud computing and challenge Nvidia's chokehold on the artificial intelligence (AI) chip market, Amazon Web Services (AWS) used its annual re:Invent conference to reveal a torrent of new products, headlined by its next-generation custom silicon and a calculated partnership with its main rival.

AIMarvell reports strong third-quarter growth driven by data center demand

Dec 3, 09:04

Marvell Technology reported strong third-quarter results driven by accelerating demand for AI data center products, with revenue, profit, and key business segments posting sharp year-over-year gains. The company also raised its outlook for next year and announced the acquisition of Celestial AI to strengthen its position in next-generation data center infrastructure.

SERVER, IPC, CLOUD COMPUTING, IOTChinese server makers gain ground globally as US tariffs reshape industry manufacturing strategies

Dec 3, 09:03

Taiwanese EMS companies accelerate factory setups in the US, while Chinese server brands expand overseas amid changing global dynamics.

SERVER, IPC, CLOUD COMPUTING, IOTNorth American EMS providers see growth from AI data-center boom

Dec 3, 07:55

North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI servers and data-center infrastructure reshapes the regional manufacturing landscape.

EMS WATCH3Q25 Global ODM/EMS rankings: AI continues to drive revenue growth

Dec 3, 07:54

In December 2025, DIGITIMES tracked global EMS/ODM companies and compiled the rankings of the top 20 companies for the third quarter of 2025. Generative AI has driven a paradigm shift in the technology industry and reshaped market power. It remains the most critical factor affecting EMS/ODM companies' growth this quarter and influenced the reshuffling of the rankings.

IT COMPONENTS, PERIPHERALSZDT, Topoint forge drilling alliance for AI server and IC substrate PCBs

Dec 3, 07:54

Zhen Ding Technology (ZDT) has signed a strategic cooperation agreement with drill-bit supplier Topoint Technology, creating a partnership centred on high-end PCB precision drilling, micro-drill development, and technology and market expansion for AI servers and advanced IC substrates.

SERVER, IPC, CLOUD COMPUTING, IOTDelta Electronics acquires Vivotek outright in US$119m move to cement its smart-building ecosystem

Dec 3, 07:54

Delta Electronics and Vivotek jointly announced on 1 December that Delta will acquire 100% of Vivotek at NT$100 (US$3.18) per share, bringing the total deal value to NT$3.733 billion (approx. US$118.8 million).

IT COMPONENTS, PERIPHERALSChina's Kingboard raises prices again as copper and fiberglass costs soar

Dec 3, 07:53

Following price-hike announcements from Taiwan's major copper-clad laminate (CCL) makers, including Nan Ya, China's market leader Kingboard Laminates Holdings has issued its third price increase in less than a year, citing a sharp surge in copper prices, tightening supplies of electrolytic copper, and an increasingly strained fiberglass market. Confronted with mounting cost pressures, the company said it would implement broad price adjustments on all materials beginning December 1.

AIHuawei Cloud reinforces ICT backbone to navigate the next AI cycle

Dec 3, 07:53

Huawei Cloud entered a new phase of its intelligent-computing strategy in late November 2025 with a sweeping leadership and organizational overhaul.

AIAnthropic's 1 million TPU deal intensifies Google's challenge to Nvidia

Dec 3, 07:52

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 TPUs has begun to loosen Nvidia's seemingly incontestable pricing power.

ICT MANUFACTURINGBizLink to acquire XFS Communications, expand optical interconnect business

Dec 3, 07:52

BizLink said on December 1 that it signed a definitive agreement to acquire Shenzhen-based XFS Communications, aiming to expand its optical interconnect capabilities as demand for high-speed links in AI data centers accelerates. The company expects the deal to close in the first quarter of 2026, after which XFS will be folded into BizLink's High Performance Computing Business Unit.

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