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Saturday 29 November 2025
Taiwan left out of supercapacitors while AI server capacitor boom builds
As the surge in AI compute drives a shift in data-center power design, backup battery units (BBUs) have secured adoption from at least three cloud service providers, boosting their...
Saturday 29 November 2025
Taiwan optics firms shift to AR glasses as China cuts costs
Taiwan's optical component makers are stepping up spending on augmented reality glasses to capture rising demand worldwide, while Chinese competitors accelerate development of cheaper,...
Friday 28 November 2025
Meta and Nvidia reportedly push to integrate GPUs into HBM for AI boost
To enhance artificial intelligence (AI) performance, Meta and Nvidia are advancing plans to embed GPU compute cores directly into the base die of high-bandwidth memory (HBM). This...
Friday 28 November 2025
Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI...

Friday 28 November 2025
Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers
Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens...
Friday 28 November 2025
TSMC exit fuels Taiwan-US rivalry in GaN market
TSMC announced in mid-2025 that it will fully exit the gallium nitride (GaN) foundry business within two years. The strategic move refocuses resources on advanced silicon manufacturing...
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
SK Hynix reportedly to debut industry's fastest 48Gbps GDDR7 memory at ISSCC 2026
SK Hynix is reportedly set to unveil the fastest graphics double data rate 7 (GDDR7) memory with a data rate of 48 gigabits per second (Gbps), aiming to boost its competitiveness...
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...
Thursday 27 November 2025
Google pushes TPU-OCS architecture as Gemini 3 aims at ChatGPT

Google's release of its Gemini 3 large language model (LLM) in November—trained primarily on the company's in-house TPU chips and...

Wednesday 26 November 2025
Apple enables LLMs to recognize actions from sound, advancing health monitoring and smart fitness
Apple has demonstrated that large language models (LLMs) can accurately identify user activities by integrating textual audio and motion data without accessing raw audio. This multimodal...
Wednesday 26 November 2025
HPE wins US$931M Pentagon cloud contract to modernize defense data centers

The US Department of Defense has awarded Hewlett Packard Enterprise a ten-year, US$931 million contract to build a hybrid cloud system that...

Wednesday 26 November 2025
PenPower expands US footprint as Asteroom 3D platform captures nearly 50% of new-appraisal market
Taiwan's cloud software provider PenPower Technology reported strong momentum for its flagship product Asteroom during an investor briefing on November 25, 2025, revealing that the...
Wednesday 26 November 2025
Kneron unveils KL1140 chip with 3x efficiency and 10x lower costs
Kneron has launched its next-generation KL1140 edge AI chip, introducing a processor that the company claims can reduce inference costs by tenfold and deliver three times higher energy...