As Google’s Tensor Processing Units (TPUs) gain traction, key ASIC partner MediaTek is turning increasingly bullish on the business. According to Commercial Times and Liberty Times, CEO Rick Tsai said the company expects ASIC revenue to surpass US$1 billion in 2026 and expand to a multi-billion-do...

As Meta lifts its 2026 capital spending to US$115–135 billion—nearly double its 2025 outlay—CNBC reports that the company’s investment push remains in full swing. Commercial Times notes that Meta’s sustained capex momentum is directly driving stronger demand for AI servers and ASICs (appli...

Amid China’s push for chip self-sufficiency, another domestic GPU player is stepping into the spotlight with bold ambitions. According to ijiwei and Mydrivers, Illuvatar CoreX on January 26 unveiled its fourth-generation GPU roadmap, laying out an aggressive plan to surpass NVIDIA’s Rubin archit...

As price hikes sweep through memory, foundry, and OSAT sectors, major fabless chipmakers may be next in line. The Economic Daily News reports that smartphone chip giant MediaTek has already signaled measured price adjustments, while Taiwanese power management IC suppliers are closely watching for th...

While earlier reports from Wccftech said NVIDIA was reshuffling RTX 50 series supply toward 8GB GeForce RTX 5060 and 5060 Ti models amid memory shortages, the impact now appears to be spreading across Taiwan’s major graphics card makers. According to Commercial Times, MSI has already moved to rais...