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Thursday 12 November 2026
Aleees makes Tainan plant launchpad for North American LFP expansion
Advanced Lithium Electrochemistry (Aleees), a lithium iron phosphate (LFP) cathode-material maker, signed a memorandum of understanding (MOU) with a North American partner on November...
Thursday 12 November 2026
Commentary: AI trend holds despite looming funding squeeze
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...
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...
Wednesday 11 November 2026
Rapidus reportedly falls behind schedule on 2nm chip production target, raising questions over Japan's chip ambitions
Japan's state-backed chipmaker Rapidus is facing mounting technological challenges that could delay its plan to begin mass-producing 2nm semiconductors by March 2028, potentially undermining...
Wednesday 11 November 2026
CoreWeave's faster AI capacity rollout lifts outlook as financing costs weigh
CoreWeave's latest results suggest that delivering AI computing capacity is beginning to improve operating performance, while the cost of financing that expansion continues to weigh...
Wednesday 11 November 2026
Quanta Computer vice chairman sees no slowdown in US AI infrastructure investment after midterms
Quanta Computer vice chairman C.C. Leung said on November 10, following the K.T. Li Award ceremony, that the US must continue expanding its investment in artificial intelligence (AI)...
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
Winbond sees AI data center buildout largely secured through 2028, flags 2029 as possible turning point
Winbond Electronics chairman Arthur Chiao said the AI data center buildout planned by major cloud service providers (CSPs) for 2027 and 2028 is largely secured, with funding, land,...
Monday 9 November 2026
US Department of Defense commits US$75 million to Halo SiC wafer expansion
The Department of Defense's Office of Strategic Capital (OSC) has offered Halo Industries, a semiconductor startup based in Santa Clara, California, a conditional loan commitment of...
Saturday 7 November 2026
Solidigm eyes US NAND fab as funding questions linger
Solidigm, a subsidiary of SK Hynix, is considering building a NAND flash wafer fab in the US. Funding and the investment timeline have yet to be settled, but DIGITIMES Intelligence...
Friday 6 November 2026
Democratic Congress set to challenge Trump on energy, AI, and EVs
Democrats have won control of Congress in the US midterm elections, turning the second half of President Donald Trump's term into a lame-duck period. Trump still holds the veto, however,...
Wednesday 4 November 2026
Solidigm IPO cancellation puts SK Hynix's Kioxia stake in focus
SK Hynix's decision to halt evaluation of a Solidigm pre-IPO and IPO has renewed questions over how it will finance a planned NAND flash plant in the US. Selling remaining assets linked...
Wednesday 4 November 2026
Tech giants commit over US$3 trillion as AI infrastructure faces funding, power test
Alphabet, Meta Platforms, Microsoft, Amazon, and Oracle have disclosed more than US$3 trillion in future commitments for leases, equipment purchases, energy, and construction as the...
Wednesday 4 November 2026
MediaTek targets global AI leadership as Nvidia invests US$3.5 billion
MediaTek CEO Rick Tsai delivered a speech at the opening ceremony of Taiwan Weeks 2026 on November 3, emphasizing that the company is expanding beyond smartphone and connectivity chips...
Tuesday 3 November 2026
AI spending surge puts tech giants’ cash flow under scrutiny
Amazon, Microsoft, Google, and Meta are expected to spend more than US$720 billion on capital expenditures in 2026 to build out AI infrastructure, nearly three times the level of two...