Analysis: Google keeps Sunfish at Broadcom, Zebrafish at MediaTek — Marvell’s US$12.2bn warrant buys a category nobody was defending
One word in Marvell Technology’s August 19 filing decides how the Google agreement should be read. The custom silicon programs, it says, attach to the tensor processing unit (TPU) ecosystem. Attach, not replace.
Qualcomm targets NT$10,000 entry-level PCs as 4 brands adopt
Commentary: How iPad Air became a catalyst for IT OLED expansion
Jusung, PSK China sales plunge over 40% amid China’s chip self-sufficiency drive
Jusung Engineering and PSK each lost more than 40% of their China revenue in 2025. The similarity ends there.
Nvidia, TSMC, chip gear makers ride AI boom into high-margin club
Delta expands AI automation push into robotics, semiconductors, machinery
Delta Electronics outlined a broader AI strategy at the Taipei International Industrial Automation Exhibition on August 19, unveiling robotics and smart manufacturing applications designed to speed deployment across machinery, electronics, and semiconductors. The Taiwan-based industrial technology company also introduced its first Embodied AI Dual-Arm Robot Platform as it sharpened its focus on factory automation and production autonomy.
Manz Asia targets PLP demand with three lines and three sizes
SK Hynix to cancel record KRW40tn in shares, signalling confidence in a long AI memory cycle
SK hynix said on August 19 that its board had approved a plan to repurchase and cancel KRW40 trillion (roughly US$29 billion) of its own shares, the largest share buyback and cancellation ever undertaken by a company listed in South Korea.