Taiwan Tech Dispatch

Independent analysis on Taiwan’s technology, startups, and global strategy – by White Hsu

The Rise of AI ASICs: How TPUs, Custom Silicon, and MediaTek Are Reshaping AI Infrastructure Beyond NVIDIA

The Rise of AI ASICs: How TPUs, Custom Silicon, and MediaTek Are Reshaping AI Infrastructure Beyond NVIDIA

2026-05-28

The AI industry is shifting beyond GPU-only infrastructure toward AI ASICs, TPUs, and custom silicon. Here’s why MediaTek, Google TPU, and hyperscaler AI chips may reshape the future of AI infrastructure beyond NVIDIA. … More The Rise of AI ASICs: How TPUs, Custom Silicon, and MediaTek Are Reshaping AI Infrastructure Beyond NVIDIA

Advanced Node Competition: What Rapidus Reveals About the Real Moat in Semiconductor Manufacturing

Advanced Node Competition: What Rapidus Reveals About the Real Moat in Semiconductor Manufacturing

2026-04-16

The advanced node competition is intensifying as Japan-backed Rapidus targets 2nm and 1nm chips. This analysis explains why high-volume manufacturing, yield, and ecosystem maturity remain TSMC’s strongest advantages. … More Advanced Node Competition: What Rapidus Reveals About the Real Moat in Semiconductor Manufacturing