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    NEWS TAGGED CLOUD AI
    Monday 24 November 2025
    Intel's EMIB becomes potential alternative to TSMC's CoWoS
    TSMC's advanced CoWoS packaging capacity has become extremely tight, resulting in only a few leading AI chipmakers having the means to book capacity in large quantities. Other ASIC...
    Wednesday 19 November 2025
    Taiwan IC designers: Edge AI boom hinges on shipment volume
    The stark contrast between cloud AI and edge AI markets has led chipmakers to respond very differently when assessing AI opportunities. While semiconductor companies in Europe and...
    Tuesday 18 November 2025
    PDG announces US$700 million data-center investment in South Korea

    Princeton Digital Group (PDG) has announced plans to enter the South Korean market with a US$700 million data-center investment, marking...

    Monday 17 November 2025
    Ceva's chief strategy officer says edge AI trend is set; physical AI to reshape chip industry
    IP provider Ceva held its Technology Symposium this week in Hsinchu, showcasing multiple edge AI technology solutions co-developed with partner IC design houses. Ceva chief strategy...
    Monday 17 November 2025
    Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027
    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.
    Thursday 6 November 2025
    IC designers race to win orders despite declining margins
    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,...
    Tuesday 4 November 2025
    Sanmina beats estimates, raises guidance on AI demand, and ZT Systems deal
    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...
    Thursday 30 October 2025
    AMD completes divestiture of ZT Systems manufacturing business to Sanmina
    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...
    Wednesday 29 October 2025
    Commentary: With new AI chips, Qualcomm joins race to challenge Nvidia in the cloud

    Qualcomm on Tuesday unveiled its latest AI accelerator cards, the AI200 and AI250, along with corresponding rack-level system designs,...

    Tuesday 28 October 2025
    Commentary: Intel's ASIC play fails to impress chipmakers
    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....
    Friday 3 October 2025
    AWS teams up with NBA to drive smart basketball analytics
    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...
    Friday 12 September 2025
    Taiwan Mobile invests NT$930 million to capture AI opportunities, forecasts triple-digit growth in cloud and AI business
    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...
    Thursday 11 September 2025
    SEMICON Taiwan 2025: Infineon CEO reveals future opportunities in power semiconductors
    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...
    Wednesday 10 September 2025
    Google leads cloud AI race with advanced TPU chips, says industry insiders
    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...
    Tuesday 9 September 2025
    Chip, cloud, and AI firms unite to break Nvidia's stranglehold
    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,...
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    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    APD: Technology-Driven Innovation Powering Global Growth
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