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.
Taiwan’s stock market surge is not just about rankings. It reflects a structural shift in global capital allocation toward the Taiwan AI supply chain. Here’s why it matters.
Explore Taiwan’s critical role in the global AI supply chain. This research series maps the companies and infrastructure behind Nvidia AI servers and modern AI systems.
Taiwan–US trade reached a historic turning point in 2025 as Taiwan’s exports surpassed Singapore and exports to the United States overtook China and Hong Kong, signaling a structural shift in global supply chains.
Discover how Taiwan AI supply chain shifted from Apple-dependent manufacturing to becoming the core of the global AI supply chain, powering GPUs, CoWoS packaging, and AI infrastructure.
Google Nvidia Taiwan — two global AI giants now expanding aggressively in Taipei. Google’s TPU push and Nvidia’s GPU dominance are colliding, turning Taiwan into the strategic center of the AI compute war. Here’s how it reshapes data centers, supply chains, and the future of AI hardware.