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Friday 28 November 2025
Google's TPU shakes up ASIC market, challenging Nvidia's lead
Google's push to expand its Tensor Processing Unit platform is drawing renewed attention across the AI chip sector, prompting debate over whether the company intends to challenge...
Friday 28 November 2025
Daikin targets AI cooling boom with plan to triple North America revenue
Daikin Industries said at a 27 November briefing in Osaka that soaring server-cooling demand from the rapid uptake of generative AI has led the company to target over JPY300 billion...
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
Samsung Display cautious on OLEDoS ramp as yields stay low
Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR...
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
Teinco expands green energy trading, US operations, steady through Taiwan solar industry overhaul
Amid rising global demand for green energy and geopolitical supply chain shifts, solar engineering, procurement, and construction (EPC) firm Teinco Technology is harnessing its expertise...
Friday 28 November 2025
Hotai Motor sticks to 2025 sales target as hybrid demand lifts market share

Hotai Motor, the Taiwanese distributor of Toyota, Lexus, and Hino vehicles, expressed confidence in achieving its 2025 sales target of...

Friday 28 November 2025
Acer service arm HSN set to extend double-digit growth into 2026, eyeing presence in India or China
Acer Group subsidiary Highpoint Service Network (HSN) is charting its next phase of expansion after recording three consecutive years of double-digit growth, driven by a "multi-country,...
Friday 28 November 2025
Commentary: Taiwan's IC design edge in ASIC development
Taiwan's IC design sector has rapidly expanded in the application-specific integrated circuit (ASIC) market, driven by growing demand for AI applications. MediaTek has entered Google's...
Friday 28 November 2025
Amazon rebrands Kuiper as 'Amazon Leo' and begins satellite network trials
Amazon has accelerated its push into satellite communications, launching a preview program for enterprise customers as it rebrands its long-delayed Project Kuiper network under a...
Friday 28 November 2025
Commentary: China's humanoid robot boom faces order uncertainty
The humanoid robot sector in China is experiencing rapid growth in production capacity, despite unclear large-scale demand, as companies prepare for anticipated commercialization...
Friday 28 November 2025
Yesterday AOL, today OpenAI: Google's vertical integration threatens to repeat history
In the competitive realm of artificial intelligence computing power, Nvidia currently leads the market, but Google is emerging as a formidable contender with its self-developed TPUs...
Friday 28 November 2025
China's new TPU contender aims for Nvidia's AI chip dominance
China's AI chip startup Zhonghao Xinying has introduced its own tensor processing unit (TPU), a major step in the country's "de-Americanisation" drive as US export curbs continue...
Friday 28 November 2025
India's solar boom meets overcapacity as exports weaken
India's fast-expanding solar sector is entering a critical juncture as ambitious government targets, rising domestic manufacturing capacity, and weakening export demand create the...
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...