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...

With AI compute demand surging, cloud giants are turning to in-house ASICs to reduce their reliance on NVIDIA and AMD. According to Commercial Times, Taiwan-based firms GUC and Alchip are taking the lead as design partners, while established IC design houses like MediaTek are also moving aggressive...

As DRAM giants continue to hike prices amid a memory supercycle—driven by tight supply of legacy products like DDR4—the smartphone supply chain is feeling the heat. According to Commercial Times, citing smartphone makers, delivery lead times for DRAM and NAND have stretched dramatically, with LP...

Apple has recently unveiled its iPhone 17 series, featuring the A19 chip built on TSMC’s N3P process. The next-generation A20 will move into the 2nm era. According to Wccftech, citing China Times, sources say that since mobile chips are expected to enter 2nm next year, prices for 3nm “N3P” wa...

According to Nikkei, MediaTek may produce some chips at TSMC’s Arizona plants, a plan Corporate Vice President JC Hsu said is still under consideration and could involve automotive products or other “sensitive” applications. This marks the first time MediaTek has signaled plans to join TSMC...