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Wednesday 11 November 2026
ASMedia raises own-brand prices as chip supply costs climb
ASMedia Technology reported consolidated revenue of NT$2.66 billion (approx. US$80.9 million) in the third quarter of 2026, with a gross margin of 51.6%, as rising substrate, outsourced...
Wednesday 11 November 2026
Commentary: Can Nvidia's founder-centric brand model hold up
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:...
Wednesday 11 November 2026
Prediction markets see short-term Jensen Huang exit as unlikely but price in rising odds by 2028
Traders on the main prediction markets are betting that Jensen Huang will survive the immediate fallout from his admitted affair. Still, they assign a substantial chance that he leaves...
Wednesday 11 November 2026
Samsung and Nvidia demonstrate up to 3,800-fold speedup in chip simulation
At Nvidia AI Day Seoul 2026, Samsung Electronics demonstrated a workflow that combined Nvidia's AI modeling tools and GPU computing with homogenization, cutting one semiconductor simulation...
Tuesday 10 November 2026
Spy probe highlights Nvidia's heavy reliance on CEO
Nvidia's management structure has become a topic of discussion after CEO Jensen Huang became embroiled in an espionage case following his affair with an alleged Chinese spy. With power...
Tuesday 10 November 2026
Nvidia could face more scrutiny by new Congress in wake of spy probe
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...
Tuesday 10 November 2026
Intel looks beyond 18A and 14A to reshape computing
Intel has fallen noticeably behind rivals including Nvidia and AMD in the generative AI boom. Rather than concentrating all its resources on catching current market leaders, the company...
Tuesday 10 November 2026
Jensen Huang drawn into spy allegations as China denies complicity
Nvidia CEO Jensen Huang’s admission of an extramarital affair with Alice Huang, a former senior executive at Singapore-based Megaspeed, has triggered controversy, while China’s...
Tuesday 10 November 2026
Nokia eyes AI optical interconnect market, potentially challenging Lumentum and Coherent
The AI data center optical interconnect market may soon see another heavyweight contender. Roughly a week after Marvell announced a US$1.15 billion acquisition of Lumentum to bolster...
Tuesday 10 November 2026
Commentary: How will US midterms and Jensen Huang controversy reshape AI policy?
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,...
Tuesday 10 November 2026
Novatek faces AI infrastructure squeeze, pins growth ramp-up on new products
Novatek Microelectronics, a leading Taiwanese display driver IC (DDI) design house, hosted its quarterly earnings conference last week. Novatek President and Vice Chairman Steve Wang...
Tuesday 10 November 2026
Trump says FBI examining Huang affair as Nvidia faces widening legal scrutiny
US scrutiny surrounding Nvidia CEO Jensen Huang is expanding across national security, chip export enforcement, and shareholder disclosures, with US President Donald Trump saying the...
Tuesday 10 November 2026
Google expands eighth-generation TPU portfolio to target secure, high-context agentic AI
Google has expanded its eighth-generation TPU portfolio with the announcement of two specialized AI systems—the TPU 8tx for hardware-encrypted confidential compute and the TPU...
Tuesday 10 November 2026
Exclusive: Designing light for everyone—Wave Photonics seeks to make custom photonic chips accessible
In a Cambridge laboratory, an automated testing machine sits at the end of a process that has traditionally demanded years of specialized engineering: designing a photonic chip, sending...
Tuesday 10 November 2026
Column: Nvidia explores PTFE for AI servers amid PFAS concerns
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...