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MediaTek Inc's shares surged by 3.51% on March 18, 2025, following news of a collaboration with Google to develop a next-generation AI chip. The partnership focuses on the seventh-generation Tensor Processing Unit (TPU), set to launch next year, building on the sixth-generation TPU released recently.
The UK High Court has denied Huawei's request for a stay in MediaTek's lawsuit regarding alleged antitrust violations and patent infringement, emphasizing that Huawei's offer to refrain from enforcing its standard essential patents was insufficient. The court's ruling allows MediaTek to pursue claims related to three 4G and 5G SEPs and seek a global cross-license on fair, reasonable, and nondiscriminatory terms.
Google is partnering with Taiwan's MediaTek to develop next-generation Tensor Processing Units (TPUs), with production anticipated next year. This collaboration will complement its ongoing work with Broadcom, chosen for MediaTek's strong ties with TSMC and cost advantages. The TPUs will support internal R&D and cloud clients, following a significant investment of $6-$9 billion in TPUs for 2024.
Huawei, Qualcomm, MediaTek, and LG are vying for leadership in the WiFi 7 patent landscape, with significant advancements in technologies like Multi-Link Operation and 4K QAM Modulation. Patent activity has surged, particularly in the U.S., while the absence of a WiFi 7 patent pool raises concerns over potential licensing disputes. Key players are adapting their strategies, revealing opportunities for high-value patent acquisitions and partnerships.
Nvidia kicked off 2025 at CES with major announcements, including Project DIGITS, a $3,000 personal AI supercomputer capable of running models with up to 405 billion parameters. The company also unveiled the GeForce RTX 5000 Series, featuring significant performance upgrades and new AI-driven graphics capabilities. Additionally, Nvidia introduced Nemotron, a family of AI models with enhanced visual understanding, and partnerships to streamline AI agent development.
Apple and Samsung face growth challenges in saturated Western markets, while India presents a significant opportunity with its low smartphone penetration and rising economic status. Chinese brands like Vivo dominate the Indian market, driving a shift towards premium devices as consumers increasingly view smartphones as essential investments. However, the complexity of global semiconductor manufacturing poses challenges for relocating production to India, especially amid geopolitical tensions surrounding Taiwan.
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