Subject


Google


2026-03-20

[News] CSPs Accelerate ASIC Push in 2H26, Challenging NVIDIA as MediaTek, GUC, Alchip Benefit

Please note that this article cites information from Commercial Times, Economic Daily News , Liberty Times, and MoneyDJ. NVIDIA outlined its AI roadmap at GTC 2026, doubling its 2025–2027 revenue target for the Blackwell and Rubin chips to $1 trillion, but the rise of ASICs may intensify compet...

2026-03-12

[News] Google Makes First Appearance in Samsung’s Top Five Clients in 2025 amid Soaring TPU Demand

As NVIDIA reportedly overtook Apple to become TSMC’s largest customer, another chip giant—Samsung Electronics—also saw its key client lineup reshuffled in 2025. According to the company’s latest business report, cited by Korea JoongAng Daily and Sedaily, Google entered Samsung’s top five c...

2026-03-04

[News] Middle East Escalation Hits Tech: NVIDIA Shuts Dubai Office, AWS Data Center Strike Raises Concerns

In the wake of the U.S.–Israeli military campaign against Iran, technology companies operating in the Middle East are tightening security protocols, with some temporarily shutting offices and modifying regional operations. According to CNBC, NVIDIA temporarily closed its Dubai office, with employe...

2026-02-10

[News] US Reportedly Mulls Tariff Exemptions for Amazon, Google, Microsoft on TSMC-Made Chips

While many details of the semiconductor duties remain unclear, one certainty is that in January the Trump administration slapped a 25 percent levy on certain AI chips from AMD and NVIDIA. Now, the Financial Times reports that Washington plans to exempt major tech players like Amazon, Google, and Mic...

2026-02-09

[News] Innoscience GaN Products Break Into Google’s Supply Chain

On February 3, Innoscience released an official announcement regarding a major business breakthrough with Google. The company’s Gallium Nitride (GaN) products have successfully completed critical design-ins for Google’s relevant AI hardware platforms, and a formal compliance supply agreement ...

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