Subject


Google


2025-12-31

[News] 2025 Tech Layoffs: Meta, Amazon, Microsoft and Others Cut Tens of Thousands of Roles

As 2025 draws to a close, major technology companies have continued to reshape their workforces amid shifting market conditions, cost pressures, and accelerating investments in AI. Below is a roundup of notable layoffs announced throughout the year, highlighting how some of the industry’s biggest ...

2025-12-15

[News] MediaTek Reportedly Secures Google v7e, v8e TPU Orders, Requests 7-Fold CoWoS Increase from TSMC

While Broadcom signaled strong demand from Google TPUs via Anthropic during last week’s earnings call, another leading Taiwanese ASIC supplier, MediaTek, is reported by the Economic Daily News to have secured orders for Google’s v7e and v8e TPUs. Supply chain sources cited by the report note tha...

2025-12-12

[News] Anthropic Emerges as Broadcom’s Mega-Client; Margin Challenges Ahead

As a key beneficiary of Google’s TPU boom, U.S. chipmaker Broadcom’s ASIC business is drawing heightened attention. On its latest earnings call, despite Broadcom usually keeps its major clients under wraps, CEO Hock Tan revealed that the company’s $10 billion custom-chip megadeal came from AI ...

2025-12-10

[News] Google to Launch First Gemini-Powered AI Glasses in 2026

Google has announced major progress on two categories of AI-powered smart glasses—one equipped with a display and the other focused on audio—setting the stage for head-to-head competition with Meta as early as next year. In a blog post published Monday, Google said that the first co-developed...

2025-12-03

[News] Samsung HBM4 Reportedly Beats Expectations in Broadcom Test, Set to Lead 2026 Google TPU Supply

Google’s TPU is gaining traction as a strong alternative to NVIDIA, and Samsung is emerging as a beneficiary of the growing ASIC trend. According to Chosun Biz, Samsung Electronics is supplying HBM to Broadcom, the world’s largest ASIC design company, and its sixth-generation HBM (HBM4) has repo...

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