Google has announced plans to invest US$40 billion in Texas through 2027, expanding its cloud and AI infrastructure with new data center campuses in Armstrong and Haskell counties.
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,...
Sanmina reported better-than-expected fourth-quarter results and issued upbeat guidance, citing strong demand from communications networks and cloud, and AI infrastructure, and momentum...
On October 27, 2025, AMD completed the divestiture of ZT Systems' US-headquartered data center infrastructure manufacturing business to Sanmina Corporation. Under the agreement, AMD...
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....
Amazon Web Services (AWS) has established a new multi-year partnership with the National Basketball Association (NBA), becoming the official cloud and cloud AI partner of the NBA...
Generative AI has moved beyond the "model arms race" into practical deployment, and Taiwan Mobile (TWM) is moving quickly to capitalize on the momentum. Company president Jamie Lin...
Jochen Hanebeck, CEO of Infineon, emphasized the concept "no AI without power" during his keynote speech at the SEMICON Taiwan 2025 Master Forum. Power semiconductors play a critical...
Competition among major US cloud service providers (CSPs) and AI firms is intensifying, with Google currently perceived as holding a leading position in the overall AI market. Its...
AMD will launch new products in 2025 and 2026, with OpenAI set to adopt them. OpenAI and Broadcom are targeting mass production in 2026. Interest in diverse AI chip solutions is growing,...
With global smartphone sales leveling off, Qualcomm and MediaTek are taking their long-running rivalry into the fast-growing cloud AI ASIC market. DIGITIMES Research estimates MediaTek...
The global market for high-end cloud AI accelerators is approaching a major turning point. DIGITIMES forecasts that beginning in 2026, the supply chain will enter a new "decentralized"...
China's Cambricon Technologies, a leading domestic AI chip startup, has endured a turbulent rise marked by the brilliance of its founding brothers and the pressure of shifting geopolitics...
Nvidia currently holds a dominant position in the cloud AI GPU computing market. However, there is a growing demand for specialized chips known as application-specific integrated...
