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News

DIGITIMES
digitimes.com > news > a20/26/0914PD210 > google-tpu-google-cloud-ceo-mediatek.html

Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

2+ hour, 47+ 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…...

DIGITIMES
digitimes.com > news > a20/26/0910PD219 > taiwan-demand-market-management-recovery.html

Blokcert launches Gefjon AI to help Taiwan charging operators improve profitability as EV demand rebounds

4+ hour, 12+ min ago   (179+ words) Taiwan's EV market is staging a strong recovery in 2026, boosting vehicle registrations and charging demand, but operators remain under pressure from high capital costs and thin returns. Against that backdrop, charging software provider Blokcert Technology on September 9 unveiled Gefjon AI,…...

DIGITIMES
digitimes.com > news > a20/26/0911PD235 > testing-btl-certification-revenue-high-power.html

Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch

1+ day, 4+ hour ago   (154+ words) Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems, power delivery infrastructure, liquid-cooling equipment, and related peripherals, positioning the company to meet next-generation AI…...

Google News
digitimes.com > news > a20/26/0910PD202 > exports-taiwan-electronics-2025-ai-server.html

AI server exports to US slow; electronics parts jump 1.5 times in August

1+ day, 4+ hour ago   (105+ words) digitimes AI server exports to US slow; electronics parts jump 1.5 times in August 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…...

DIGITIMES
digitimes.com > news > a20/26/0911VL205 > infrastructure-loan-financing-startup-google.html

Pentagon reportedly weighs US$5B loan to AI infrastructure startup Fluidstack

3+ day, 2+ hour ago   (110+ words) digitimes Pentagon reportedly weighs US$5B loan to AI infrastructure startup Fluidstack 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…...

DIGITIMES
digitimes.com > news > a20/26/0911VL203 > jensen-huang-nvidia-goldman-sachs-growth-silicon.html

Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset

3+ day, 2+ 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,…...

DIGITIMES
digitimes.com > news > a20/26/0911VL204 > ai-server-revenue-taipei-materials.html

AI server tracker: Taiwan's August filings say demand is still accelerating

3+ day, 2+ 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…...

DIGITIMES
digitimes.com > news > a20/26/0910PR202 > prologium-investment-partnership-industrial-manufacturing.html

ProLogium deepens partnership with Kyushu Electric Power through strategic investment

3+ day, 6+ hour ago   (113+ words) digitimes.com ProLogium deepens partnership with Kyushu Electric Power through strategic investment 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…...

Google News
digitimes.com > news > a20/26/0910PD244 > meta-talent-silicon-valley-openai-2023.html

Meta loses key AI researcher after billion-dollar hiring push

3+ day, 18+ 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…...

DIGITIMES
digitimes.com > news > a20/26/0910PD234 > nvidia-antitrust-groq-probe-technology.html

US Justice Department probes Nvidia-Groq deal over antitrust concerns

3+ day, 20+ 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…...