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- Aug 15, 2026earliest in window
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News
Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues
17+ hour, 56+ min ago (186+ words) Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years, with in-house silicon recovering its costs in half that time. This translates to a payback period of less than…...
AI labs ask to be slowed, Congress stirs, and Nvidia calls the alarm a sales pitch
18+ hour, 50+ min ago (74+ words) The strongest case for restraining frontier AI development is now coming from the companies building it, and one of the sharpest rebuttals is from the supplier that sells them the chips. That split is the political problem US lawmakers inherit:…...
Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset
3+ day, 17+ hour ago (120+ words) digitimes Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace,…...
AI server tracker: Taiwan's August filings say demand is still accelerating
3+ day, 18+ hour ago (186+ words) The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies spanning AI server assembly, cooling, power, substrates, materials, networking, test, and optics…...
GPU economics face pressure as token prices fall, d-Matrix says
3+ day, 21+ hour ago (169+ words) digitimes GPU economics face pressure as token prices fall, d-Matrix says d-Matrix Vice President Chris Nicol presents an inference cost model at the SEMICON Taiwan 2026 Memory Executive Summit. Credit: Sherri Wang Falling token prices are putting pressure on the economics…...
Taiwan pushes smart health care partnerships at Singapore medical trade show
4+ day, 8+ hour ago (163+ words) Taiwan's National Science and Technology Council recently led hospitals and smart health care companies to Singapore for Medical Fair Asia 2026, the largest and most influential health care and medical device exhibition in Southeast Asia. The delegation showcased integrated AI, information…...
US Justice Department probes Nvidia-Groq deal over antitrust concerns
4+ day, 11+ hour ago (107+ words) digitimes US Justice Department probes Nvidia-Groq deal over antitrust concerns Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - Google's v10 TPU opens door to AMD…...
Sumitomo, Sakana AI reportedly team up to expand Japan-made AI
4+ day, 17+ hour ago (145+ words) digitimes Sumitomo, Sakana AI reportedly team up to expand Japan-made AI Sumitomo and its IT subsidiary SCSK are partnering with Japanese AI startup Sakana AI to expand the use of domestically developed AI among Japanese companies, leveraging Sumitomo's broad customer…...
Loongson raises funds to expand CPU and GPU development as AI inference boosts domestic chip plans
4+ day, 16+ hour ago (127+ words) digitimes Loongson raises funds to expand CPU and GPU development as AI inference boosts domestic chip plans Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace,…...
Asia Vital revenue hits record as US CSP ASIC server demand climbs
5+ day, 14+ hour ago (114+ words) digitimes Asia Vital revenue hits record as US CSP ASIC server demand climbs Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026: TSMC…...