Recent reports suggest that Google has once again made engineering changes to its Tensor Processing Unit, or TPU, pushing the chip's tape-out to around mid-2026. The product in question—known as the v8x and designed by MediaTek—has raised fresh concerns about whether MediaTek can scale its application-specific integrated circuit, or ASIC, business as planned this year.
Anthropic, Google, and Broadcom today announced a massive expansion of their strategic partnership, unveiling a multi-year roadmap that secures approximately 3.5 gigawatts (GW) of next-generation AI computing capacity for Anthropic.
India is accelerating its push to build a self-reliant electronics and semiconductor ecosystem, approving new component projects, supporting local display and chip manufacturing, and tightening market access for Chinese products, as rising investments, policy incentives, and global partnerships position the country as an emerging hub in the global supply chain.
The global AI narrative is often reduced to a struggle between US- and China-based tech giants. However, a quieter yet more significant movement is emerging among second-tier industrial powers. During a recent lecture, DIGITIMES chairman Colley Hwang spoke about how nations such as Germany, Japan, France, and Canada are increasingly focused on building sovereign AI.
Taiwanese foundry Powerchip Semiconductor Manufacturing Corp. (PSMC) and France's CEA-Leti have signed a multi-year agreement on April 3 aimed at easing one of artificial intelligence's most pressing constraints: rising power consumption and data-transfer bottlenecks inside data centers, executives said in an interview with DIGITIMES Asia.
The 2026 National Trade Estimate (NTE) Report signals a new era of digital friction between the US and its closest Asian allies.
Samsung Electronics has reportedly moved into the equipment installation and testing phase at its foundry in Taylor, Texas, transitioning from construction to operational setup for 2nm production. More than 3,000 engineers from Samsung and global equipment suppliers have begun gathering at the site, according to ET News, signaling the start of large-scale ramp-up activities.
