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Tuesday 10 November 2026
Yageo posts record October sales as China holiday weighs on Walsin's revenue
Taiwanese passive component makers Yageo and Walsin Technology reported contrasting October results, with Yageo posting record monthly revenue on strong AI demand while Walsin's sales...
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
Jensen Huang drawn into spy allegations as China rejects claims
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
Nvidia probe fuels push for China chip curbs, raising risks for Samsung, SK Hynix
Samsung Electronics and SK Hynix face uncertainty over demand for high-bandwidth memory (HBM) as US lawmakers press for tighter controls on AI chip exports to China following allegations...
Tuesday 10 November 2026
CXMT chairman's reported DeepSeek investment spotlights China's semiconductor capital network
Zhu Yiming, chairman of ChangXin Memory Technologies (CXMT), reportedly participated in Chinese AI startup DeepSeek's second funding round, drawing attention to his semiconductor investment...
Tuesday 10 November 2026
Commentary: China's emerging semiconductor investment empire takes quieter route to dominance
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...
Tuesday 10 November 2026
ITRI forecasts global EV sales to grow 11.9% to over 36 million units in 2026; BYD set to join top five automakers
Global sales of electrified vehicles, including hybrid electric vehicles (HEVs), are forecast to rise 11.9% to more than 36 million units in 2026, even as overall vehicle sales decline...
Tuesday 10 November 2026
Fino raises capital again to dilute Chinese ownership, meet US PFE rules
Fino, a South Korean company backed by Chinese precursor producer CNGR Advanced Material, will raise about KRW183 billion (approximately US$130 million) through a cash capital increase...
Tuesday 10 November 2026
Taiwanese engineering company Yankey holds NT$57.1 billion orders, Kumamoto wafer fab project to boost 2027 revenue
Yankey Engineering’s order backlog reached a record NT$57.1 billion (US$1.74 billion) as of the end of September, with its subcontracting project for the second wafer fab in...
Tuesday 10 November 2026
Seoul court rejects LG Chem bid to halt Ronbay unit's cathode output, report says
A Seoul court has dismissed LG Chem's request for a preliminary injunction that would have halted production and sales of certain cathode materials by JS Energy, the South Korean subsidiary...
Monday 9 November 2026
Megaspeed chip smuggling probe puts Nvidia NCP certification under scrutiny
Nvidia CEO Jensen Huang appears to have become a target of Chinese intelligence activity, while his admission of an extramarital affair has drawn attention to his relationship with...
Monday 9 November 2026
US-approved Nvidia H200 handlers in China include firms with empty offices and blacklist ties
Washington's case for letting Nvidia sell H200 chips to China rested on case-by-case national-security screening. A New York Times investigation published on November 7 suggests...
Monday 9 November 2026
China extends 24% US tariff suspension, but Section 301 threat clouds trade truce
China announced on November 9 that it would extend the suspension of an additional 24% tariff on US imports for another two months, while retaining the 10% additional tariff, following...
Monday 9 November 2026
In US-China AI data center race, America's 118 GW capacity forecast faces China's rapid expansion by 2030
Surging demand for AI computing is accelerating data center construction in both the US and China, although the US is expected to retain a substantial lead in installed capacity through...
Monday 9 November 2026
China's lithography ambitions gain ground as SMEE claims 90% local sourcing in chipmaking tools
Shanghai Micro Electronics Equipment (SMEE) has showcased a new generation of domestically developed lithography systems spanning front-end wafer fabrication and advanced packaging,...