Under mounting pressure, Nvidia founder Jensen Huang has resigned as president, CEO, and board member, effective immediately. Executive vice president and chief financial officer Colette Kress will serve as interim CEO, while the board launches an internal and external search for a successor.

DIGITIMES observes that as AI accelerators continue to grow in size, substrate dimensions are gradually moving beyond 100x100mm. Warpage issues in organic substrates have also become increasingly pronounced, prompting industry players to invest in the development of different core-layer materials. Glass, which offers excellent flatness and an adjustable coefficient of thermal expansion (CTE) that can be brought closer to that of silicon, can help reduce warpage. As a result, it has emerged as a closely watched core-layer solution and a key focus of future technology development.

The US midterm election results, which delivered a major Democratic victory, and national security concerns surrounding an affair between an alleged Chinese spy and Nvidia CEO Jensen Huang have raised fears that AI data-center construction in the US could be disrupted. While few in the industry doubt AI's long-term growth, the impact of funding displacement warrants close attention.

The rise of local large language models (LLMs) and AI agents is reshaping operating system competition, according to DIGITIMES Intelligence. While Windows dominates through its software ecosystem, gaming compatibility, and familiar interface, AI-enabled devices featuring mixture-of-experts (MoE) models and large-capacity unified memory are shifting priorities toward GPU acceleration, memory management, containerization, and inference frameworks. Linux is consequently gaining ground as a platform for local AI workloads, despite Windows' continued desktop dominance.

An apology over an extramarital-affair scandal has pushed Nvidia founder and CEO Jensen Huang into the center of public scrutiny. Global markets must now confront an unsettling reality: the AI ecosystem's first "too big to fail" corporate leader is suddenly facing a crisis, and the entire AI industry would have no ready replacement should he be forced to resign.

An incoming Democratic majority in the US Congress is likely to place Nvidia under greater scrutiny in light of recent revelations that the chipmaker's CEO, Jensen Huang, had an affair with an alleged Chinese spy. The legislature is already advancing a series of bills that seek to halt the flow of advanced US chips to China.

Recent developments, including the Democratic Party's strong showing in the US midterm elections and calls for Nvidia CEO Jensen Huang to brief Congress on national security matters, have stirred uncertainty over the future direction of AI policy and the AI chip market in the US. Huang has also drawn global media attention after addressing an alleged extramarital affair in an open letter.

Polytetrafluoroethylene (PTFE), the material behind the Teflon brand, has become one of the most closely watched materials for advanced electronics, drawing attention at the Open Compute Project (OCP) Global Summit and the Taiwan Printed Circuit Association (TPCA) International Exhibition.

Nvidia CEO Jensen Huang's personal relationship controversy continues to widen, now spanning US national security, AI chip export controls, and corporate governance.

A decade ago, China's Tsinghua Unigroup alarmed Taiwan's semiconductor industry with an aggressive acquisition campaign. Under then-chairman Zhao Weiguo, the group acquired Spreadtrum Communications and RDA Microelectronics, sought stakes in Powertech, SPIL and ChipMOS, and publicly expressed interest in integrating MediaTek. Its financial firepower and rapid expansion unsettled Taiwanese chipmakers.

Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions of dollars in capital expenditure.

The US AI data center expansion is entering a critical phase, with electricity supply and local governance emerging as major constraints. Democrat Gina Hinojosa's victory in the 2026 Texas gubernatorial election has added policy uncertainty to new data center projects already delayed by grid interconnection and environmental reviews.

Infineon Technologies is betting on RISC-V scalability with AURIX RC1, its first RISC-V-based microcontroller (MCU) platform, unveiled this week. A single instruction set lets the platform span everything from very small controllers to real-time vehicle computers and robotic motion controllers, so RC1 can serve automotive, robotics, and industrial customers at the same time.

DIGITIMES observes that as large language models (LLMs) and agentic AI development become increasingly widespread, it is driving not only significant growth in data center CPU demand but also a sharp surge in key-value cache (KV cache) storage requirements. As DRAM and HBM capacity face severe supply shortages, demand for data center SSDs is rising rapidly.

As artificial intelligence reshapes global chipmaking, the UK's strength in design, materials and research is being tested by a longstanding challenge: turning technological breakthroughs into scalable commercial products.