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News
Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues
11+ hour, 45+ 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
12+ hour, 39+ 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:…...
The case for an AI speed limit collapsed in a weekend
12+ hour, 36+ min ago (168+ words) The AI industry's proposal to slow frontier model development ran into geopolitics over the weekend. US President Donald Trump rejected a slowdown, saying America must stay ahead of China, while Chinese President Xi Jinping used the BRICS summit in New…...
China's robot champions can run; now they have to prove they can earn
1+ day, 13+ hour ago (105+ words) digitimes China's robot champions can run; now they have to prove they can earn 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…...
Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset
3+ day, 11+ 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,…...
Apple's foldable arrives late to a supply chain already moving on
3+ day, 12+ hour ago (147+ words) digitimes Apple's foldable arrives late to a supply chain already moving on Apple has unveiled its first foldable smartphone, the iPhone Duo, raising expectations that its entry will expand the foldable phone market and lift component prices. For Taiwanese suppliers,…...
Apple's iPhone Duo raises the stakes for foldable smartphone cameras
4+ day, 9+ hour ago (113+ words) digitimes Apple's iPhone Duo raises the stakes for foldable smartphone cameras 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…...
Apple's 100-part iPhone Duo hinge puts spotlight on Chinese suppliers
4+ day, 10+ hour ago (135+ words) digitimes Apple's 100-part iPhone Duo hinge puts spotlight on Chinese suppliers Apple's first foldable iPhone is putting Chinese precision-component makers under closer scrutiny as its complex hinge creates new opportunities in structural parts, metal injection molding and other high-value components....
Meta loses key AI researcher after billion-dollar hiring push
4+ day, 3+ hour ago (104+ words) digitimes Meta loses key AI researcher after billion-dollar hiring push 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…...
MicroIP lands NT$630 million AI smart-building contract in northern Taiwan
4+ day, 4+ hour ago (111+ words) digitimes MicroIP lands NT$630 million AI smart-building contract in northern Taiwan 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…...