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Friday 13 November 2026
Commentary: From industry definer to industry participant? Nvidia's 2035 outlook in post-Jensen Huang Era
When Jensen Huang's resignation took effect on November 12, most of the market's attention turned to who would be Nvidia's next CEO. However, a better starting point for judging what...
Friday 13 November 2026
Mars Semiconductor posts slight revenue growth, expects eBMC orders in 2H27
Mars Semiconductor's cumulative revenue for the first three quarters of 2026 edged up from the same period in 2025, while quarterly results rose steadily and EPS growth was significant,...
Friday 13 November 2026
Chinese AI firms reportedly race for overseas compute, fear upcoming chip curbs amid Nvidia spy case
Chinese AI companies reportedly are racing to sign overseas compute deals as they fear the political fallout of the Nvidia spy scandal could push US lawmakers to restrict their remote...
Friday 13 November 2026
China's eSSD order opens up US market opportunity for Samsung, SK Hynix
Samsung Electronics and SK Hynix are redirecting some enterprise solid-state drive (eSSD) supplies originally intended for Chinese customers to US cloud service providers (CSPs), following...
Friday 13 November 2026
Huawei spin-off xFusion seeks US$1.2 billion IPO, capitalizing on China's AI server boom
China's expanding AI computing infrastructure is prompting server manufacturers to accelerate their capital-raising plans. xFusion Digital Technologies, spun off from Huawei's x86...
Friday 13 November 2026
CXMT targets higher-value DRAM market with AI server memory, LPDDR6 breakthroughs
Chinese DRAM maker ChangXin Memory Technologies (CXMT) is expanding into higher-value memory markets, introducing DDR5 server modules, mass-produced LPDDR6 chips, and automotive DRAM...
Friday 13 November 2026
Dutch court further curbs Wingtech's control of Nexperia, widening China chip supply chain split
The battle for control of Dutch chipmaker Nexperia is intensifying after a Dutch court further restricted Chinese parent Wingtech Technology and related parties from interfering with...
Friday 13 November 2026
Doosan clears SK Siltron merger reviews; deal could close by end-2026
Doosan Group has completed merger reviews in six countries for its acquisition of SK Siltron within about two months. The deal is valued at KRW2.3 trillion (US$1.73 billion). The key...
Friday 13 November 2026
LGES, Samsung SDI target 2Q27 LFP battery production for AI servers
LG Energy Solution (LGES) and Samsung SDI plan to begin mass production of lithium iron phosphate (LFP) batteries for AI servers in the second quarter of 2027, expanding the technology...
Friday 13 November 2026
Reports emerge tying Alice Huang's business web to Huawei Cloud
CNBC reported that Alice Huang, with whom Nvidia CEO Jensen Huang allegedly had an extramarital relationship, may be connected to Huawei Cloud through a complex web of ownership...
Friday 13 November 2026
FICG returns to growth in 3Q26 as 1.6T enters mass production
FIC Global (FICG) returned to growth in the third quarter of 2026, driven by the gradual ramp-up of overseas capacity in its optical communications business and strong demand for high-speed...
Friday 13 November 2026
CoreWeave adjusts AI data center expansion model as customer prepayments, contracts ease financing concerns
Neocloud provider CoreWeave announced a realignment of its financing strategy for data center expansion, shifting away from its previous heavy reliance on high-yield bonds toward borrowing...
Friday 13 November 2026
China's economy faces structural strain as supply outpaces demand
Taiwan is benefiting from the global AI infrastructure boom, with GDP...
Friday 13 November 2026
Europe's AI ambitions hinge on power semiconductors, and on fending off Chinese rivals
AI has propelled the global semiconductor market to record highs, but growth remains concentrated in memory, advanced logic and advanced packaging, areas in which Europe has limited...
Friday 13 November 2026
From personal scandal to national security probe: how Nvidia chips reached China's AI giants
A network of companies tied to Alice Huang, the alleged Chinese intelligence operative involved in a romantic relationship with former Nvidia CEO Jensen Huang, recently invested in...