Google's latest TPU gains have rattled the AI hardware market, but IC distributors maintain that Nvidia's GPU-led ecosystem still sets the benchmark for modern AI compute. TPUs may...
ASIC server shipment growth momentum in 2026 is expected to surpass that of Nvidia-led GPU servers, with Google's TPU servers accounting for the largest shipment volume. Inventec,...
Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and...
Google DeepMind's latest AI model, Gemini 3, has made a stunning debut, outperforming ChatGPT, Claude, and other competitors, signaling a new phase in the generative AI landscape...
Google's TPU has drawn massive attention to the competitive landscape between ASIC and GPU servers. During the DIGITIMES Tech Forum 2026, DIGITIMES Research senior analyst Jim Hsiao...
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...
Amid rising demand for Google's TPU chips, MediaTek has emerged as a key ASIC supplier with confirmed orders for its V7e product line set to begin shipping in the second half of 2026...
Artificial intelligence (AI) has remained one of the few sectors with sustained global momentum over the past two years, but the underlying architecture of AI computing is shifting...
Google's success training the Gemini frontier model entirely on in-house TPUs has boosted confidence among China's tech giants. It strengthens the view that reducing Nvidia dependence...
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 has launched Gemini 3, a new generative AI model that has quickly outperformed competing models, including OpenAI's recently released GPT-5.1, across most AI benchmark leaderboards...