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Thursday 12 November 2026
Universities aren't factories: Can a hot-rodding spirit drive semiconductor innovation?
The National Science and Technology Council's Department of Engineering and Technologies recently issued a call for proposals encouraging academia to modify expensive semiconductor equipment through design changes, creating new pathways for talent development and next-generation technology research. Such freedom and flexibility are difficult to achieve at commercial semiconductor companies, but universities have greater autonomy, face no immediate customer delivery pressure, and do not need to prioritize yield at once—allowing a hot-rodding approach to take root in teaching and research.
Thursday 12 November 2026
Jensen Huang scandal could reshape China’s AI chip landscape
“Jensanity” has helped fuel the global artificial intelligence (AI) boom, but reports linking Nvidia CEO Jensen Huang to an alleged extramarital relationship involving a suspected Chinese spy are putting the company’s corporate governance under greater scrutiny. While the controversy could benefit Huawei Technologies and other Chinese competitors, tighter US chip export controls could ultimately inflict greater damage on China’s AI industry.
Thursday 12 November 2026
China's US$225 million space computing venture confronts cost of taking data centers into orbit

Zhongke Nebula has registered in Hefei with CNY1.5 billion (approx. US$225 million) in committed capital, bringing state-backed investors and domestic technology suppliers together to develop space computing infrastructure. Commercial viability remains unproven.

Thursday 12 November 2026
Former Nvidia customer Megaspeed's assets surge 90-fold, but liabilities exceed assets
Singapore-based cloud provider and former Nvidia customer Megaspeed International saw its assets surge about 90-fold in 2024, but liabilities grew even faster, exceeding total assets by US$10.08 million, according to company filings reviewed by Singapore's Lianhe Zaobao.
Wednesday 11 November 2026
Samsung reportedly buys four silicon photonics patents from Rockley
Samsung Electronics acquired four US silicon photonics patents from UK-based Rockley Photonics in September 2026, South Korea's Shinailbo reported on November 11, citing US Patent and Trademark Office (USPTO) records. The reported acquisition could strengthen Samsung's intellectual property portfolio in optical interconnect technology as it expands its silicon photonics foundry business to compete with TSMC.
Wednesday 11 November 2026
Samsung targets early 2027 for first 3D Cube-H design kit
Samsung Electronics aims to complete its first 3D Cube-H design kit, a hybrid copper bonding technology for vertically stacked logic chips, in early 2027, with prospective customer evaluations to follow, ZDNet Korea reported on November 10, citing an industry source familiar with the plans.
Wednesday 11 November 2026
Ingentec revenue jumps 79% in first 10 months
Ingentec’s consolidated revenue reached NT$1.329 billion (US$40.4 million) from January to October 2026, up 79.32% from the same period in 2025. However, October revenue fell 8.59% month-over-month and 18.37% year-over-year to approximately NT$130 million as shipments of specialty gases to Japan, South Korea, and domestic customers declined slightly.
Wednesday 11 November 2026
SK Hynix locks in over half of 2027–28 capacity as smaller buyers turn to spot market
Smaller electronics manufacturers are relying on the spot market for memory as major customers lock in future supply through long-term agreements, according to independent electronic components distributor Smith.
Wednesday 11 November 2026
Advantech's Korea business grows 67% in first three quarters, says incoming CEO
Advantech's South Korean business grew 67% in the first three quarters of 2026, as industrial equipment, networking and cloud infrastructure, and healthcare remained its largest local markets. Some South Korean customers and partners have moved edge AI solutions into mass production, while the company is looking to extend its industrial computing and software integration expertise into robotics and energy applications.
Wednesday 11 November 2026
China's Nebula project links AI chips to satellites in bid to take computing beyond Earth

Rising AI demand and constraints on power, land and cooling at terrestrial data centers are drawing international interest in space computing. Chinese cloud computing providers are assessing whether the concept can progress from validation to industrial development.

Wednesday 11 November 2026
Anwar's China remarks threaten Taiwan investment in Malaysia
Malaysia's Prime Minister Anwar Ibrahim's comments supporting the one-China principle and the use of force to unify Taiwan continue to weigh on Taiwan-Malaysia ties nearly three months later, raising concerns over Taiwanese companies' willingness to invest in Malaysia.
Wednesday 11 November 2026
China's Huaqin looks beyond AI servers with US$150M wafer foundry investment
China's leading smart-device original design manufacturer (ODM), Huaqin Technology, plans to invest CNY1 billion (approx. US$149.86 million) in a wafer foundry venture, strengthening upstream semiconductor ties while expanding its AI server and data center businesses.
Wednesday 11 November 2026
China's HISIGK takes a specialty route into lithography with MEMS, AR optics
Jiangsu HISI Semiconductor (HISIGK) has prepared 14 automated lithography systems for delivery across 300mm, 200mm and 150mm wafer platforms, expanding its specialty semiconductor equipment business in markets ranging from MEMS to AR optics and LED chips.
Wednesday 11 November 2026
Qualcomm names Samsung, Micron as memory suppliers in annual filing
Qualcomm has identified Samsung Electronics and Micron Technology as its primary memory suppliers for certain products, including automotive applications, in its fiscal 2026 annual report. The disclosure was absent from the previous two years' filings and comes as Qualcomm's automotive revenue jumped 52%.
Wednesday 11 November 2026
CATL's lithium-air research confronts the endurance problem behind 2,000km EV range
CATL is exploring lithium-air batteries as a long-term research direction, attracting attention to the prospect of electric vehicles travelling more than 2,000km (≈ 1,243 miles) on a charge. That range remains a theoretical scenario, with no announced production battery or vehicle test demonstrating it.