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NEWS TAGGED TPU
Tuesday 28 July 2026
Google TPU surge and Meta capacity push fuel CSP capex wave
AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...
Friday 24 July 2026
Google raises capex outlook as compute demand stays tight, boosting Foxconn
Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...
Thursday 23 July 2026
Google bets bigger on AI infrastructure as demand signals grow stronger across the board
Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...
Thursday 16 July 2026
China's TPU path gains traction with low-cost AI inference challenging GPU economics

Generative AI applications are expanding rapidly, making computing costs a growing bottleneck to commercial AI deployment. The AI accelerator...

Thursday 16 July 2026
Samsung weighs outsourcing Google TPU back-end design as 2nm demand grows

Samsung Electronics is considering outsourcing some or all of the back-end design work for an input/output die in Google's reported...

Tuesday 14 July 2026
Google reportedly ramps up TPU push to court Nvidia-backed cloud providers

Google is intensifying its effort to expand adoption of its in-house Tensor Processing Units (TPUs), taking direct aim at Nvidia's...

Monday 6 July 2026
China TPU chipmaker Zhonghao Xinying launches Xuyu AI processor to challenge GPU-based computing

Zhonghao Xinying (Hangzhou) Technology has launched its new self-developed high-performance TPU AI processor, Xuyu, alongside Taize...

Thursday 2 July 2026
Qualcomm's Dragonfly raises the stakes, but MediaTek's TPU and ASIC ties keep it in the race

Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition...

Tuesday 30 June 2026
New GPU and ASIC platforms to drive stronger server shipments in 2H26

The AI infrastructure order boom is spilling into the second half of 2026, and server supply-chain players are turning increasingly...

Thursday 25 June 2026
MediaTek, Google reportedly deepen ASIC ties as SerDes race hits 448G
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide...
Wednesday 24 June 2026
MediaTek-Global Unichip tie-up talk puts TSMC's AI ASIC ecosystem on watch
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the...
Monday 15 June 2026
Google's TPU diversification challenges MediaTek and other ASIC partners
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports...
Friday 12 June 2026
Google weighs Samsung's role in next AI chip as TSMC capacity tightens
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply...
Friday 12 June 2026
MediaTek May 2026 revenue rises nearly 5% ahead of ASIC ramp

MediaTek reported May 2026 revenue of NT$47.43 billion (approx. US$1.5 billion), up 1.49% from the previous month and 4.99% from a...

Friday 12 June 2026
Google TPU orders shift as MediaTek, Marvell, and Broadcom split market
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers,...