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News
Sandisk recruits engineers in Korea as memory talent race heats up
14+ hour, 3+ min ago (147+ words) digitimes Sandisk recruits engineers in Korea as memory talent race heats up Sandisk Vice President Rajeev Nagabhirava discusses AI memory architecture at the SEMICON Taiwan 2026 Memory Summit. Credit: Sherri Wang Sandisk is making an unusual push into engineering recruitment in…...
DIGITIMES Insight: China's GaN challengers are no longer playing catch-up
13+ hour, 41+ min ago (133+ words) digitimes DIGITIMES Insight: China's GaN challengers are no longer playing catch-up Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity…...
Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues
16+ hour, 22+ 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
17+ hour, 17+ 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:…...
AI's energy demand ignites global nuclear rush, straining Taiwan's restart
15+ hour, 51+ min ago (139+ words) digitimes AI's energy demand ignites global nuclear rush, straining Taiwan's restart A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting idle reactors. Keep me…...
The case for an AI speed limit collapsed in a weekend
17+ hour, 13+ 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…...
AI agents drive token use 300-600x, Dell Taiwan says
17+ hour, 54+ min ago (160+ words) Dell Taiwan said the shift from generative AI to agentic AI is pushing token usage up by hundreds of times, sharply lifting costs and accelerating demand for on-premises AI computing as enterprises move faster toward hybrid cloud. General manager Terence…...
Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch
1+ day, 18+ 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…...
AI server exports to US slow; electronics parts jump 1.5 times in August
1+ day, 18+ 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…...
Apple cracks mmWave with C2, weakening Qualcomm's last big iPhone modem edge
3+ day, 12+ hour ago (168+ words) Apple has introduced its new in-house C2 modem in the iPhone 18 Pro, and the US specifications list support for the n258, n260 and n261 mmWave bands, marking the first time Apple's C-series modem has crossed the mmWave threshold. Apple cracks mmWave with C2, weakening Qualcomm's…...