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 to its investment in Kioxia has emerged as a potential funding option, but Kioxia's share-price decline and the investment's strategic and shareholder value have complicated the timing and necessity of any sale.

As Nvidia introduces a new generation of AI chips each year, gains in computing performance are driving increasingly demanding thermal management requirements.

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 a former female executive at Singapore data-center operator Megaspeed. The episode highlights chip-transshipment risks and export-control loopholes in Singapore and Malaysia.

South Korean equipment maker Naintech is expanding beyond secondary-battery equipment by entering TCL China Star Optoelectronic Technology’s 8.6-generation inkjet OLED mass-production line. South Korean media reported that Naintech secured a KRW25.4 billion (approximately US$17.5 million) supply contract with LG Electronics.

Apple is reportedly developing high-mobility oxide (HMO) technology for next-generation OLED displays and evaluating it at its own research facilities in Taiwan. Although the mass-production process has not been finalized, Apple, Samsung Display (SDC), and LG Display (LGD) all appear to favor existing sputtering processes.

Samsung Electronics is considering a major overhaul of its TV lineup for 2027, replacing technology-based product names with three tiers modeled on its Galaxy smartphones as it looks to increase shipments and expand its services business, South Korea's ETNews reported.

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 agreements reached during talks between Chinese and US leaders in Washington. The extension, announced by the State Council Tariff Commission, will take effect at 1:01pm on November 10, 2026, and is intended to maintain stability in bilateral trade relations.

Pegatron Corp. Chairman Tung Tzu-hsien said on November 4 that claims AI is in crisis because the Democratic Party won the US election are somewhat overblown, adding that the narrative could be the work of short sellers.

SK Group chairman Chey Tae-won has defended Samsung and SK's combined KRW4,755 trillion (approx. US$3.52 trillion) investment plans, arguing that South Korea cannot keep pace in the global artificial intelligence (AI) race without committing unprecedented amounts of capital.

China accounts for approximately 36% of the global smart cockpit market, with an established presence in automotive displays, head-up displays (HUDs), voice interaction and cockpit domain controller integration. Yet its strength in system integration has not translated into control over core technologies, leaving the industry heavily dependent on foreign suppliers, according to Wang Chao, a professor at Beijing University of Technology cited by Chinese media. The coming years could prove decisive for Chinese companies seeking greater technological autonomy.

Foxconn-backed Foxtron GM Adam Chen said the company exported EVs to Australia and New Zealand in September this year, signed an agreement with Mitsubishi Fuso to develop electric buses, and plans to enter the European market. As protectionism intensifies worldwide, localization will become an unavoidable path for automakers, Chen said.

Excellence Opto (EOI), a major automotive LED light-source supplier, posted record revenue and profit for the first nine months as product-mix optimization, supply-chain efficiencies and high global capacity utilization lifted results. The company is also preparing to begin mass production at its Mexico plant in the fourth quarter and to develop SiPh optical communication module samples by 2027.

LG Chem is pursuing a recovery in battery materials and expanding its semiconductor and automotive materials while seeking a year-end decision on petrochemical restructuring, with customer production schedules determining how quickly its newer businesses can grow.

LG Chem's expanding battery business is cushioning the group against another petrochemical downturn, but its latest results show that stronger shipments alone are insufficient to restore profitability. The company is pursuing more specialized chemicals and battery materials as pressure returns to its commodity operations.

LG Energy Solution expects revenue to keep rising in the fourth quarter while profit dips. On its November 3 earnings call, it told analysts that its North American energy storage system (ESS) business is improving its profitability more slowly than the market expected. Executives also said tighter sourcing rules in the US and Europe are shaping how the battery maker buys materials, chooses customers, and plans its balance sheet.

SpaceX CEO Elon Musk said the company's annual recurring revenue (ARR) will likely exceed US$500 billion in December 2027, and that a US$1 trillion run rate is no longer out of the question. However, he put the odds of the higher figure at about 2%. Musk made the remarks on November 6 during a virtual fireside chat with investor Ron Baron at the 33rd Annual Baron Investment Conference in New York, according to a clip posted by Sawyer Merritt on X and a transcript published by Tesla North.

Taiwan will continuously elevate its self-reliant space technology capabilities while leveraging its long-standing strengths in semiconductors, electronics, telecommunications, and precision manufacturing, President Ching-Te Lai stated today (Nov. 9) as the 2026 Taiwan International Assembly of Space Science, Technology, and Industry (TASTI 2026) opened in the southern Taiwan city of Tainan.

Foxconn showcased its second-generation PEARL-1A and PEARL-1B low Earth orbit (LEO) satellites at TASTI 2026, highlighting its shift from single-satellite validation to coordinated two-satellite communications. The company also exhibited satellite communications modules, phased-array antennas, user terminals, and key cabling.

Monitor LCD panel prices remained stable in November as panel makers continued to adjust production and maintain a weak supply-demand balance, while notebook panel prices faced broader downward pressure as brand inventories cleared slowly and purchasing momentum weakened.

Recent earnings reports from Apple and Intel highlight growing supply-chain strain driven by soaring memory costs and massive AI infrastructure build-outs. DIGITIMES analyst Luke Lin identified two supply-chain signals: Apple is locking in capacity through aggressive long-term procurement, while Intel is taking the unusual step of converting 18A capacity back to the older Intel 3 node to chase urgent server CPU demand.

Elan Microelectronics posted Q3 2026 revenue of NT$2.22 billion (approx. US$67.8 million), down 30.7% quarter-over-quarter and 33.1% year-over-year due to a weak PC peak season. Gross margin fell 2.7 percentage points quarter-over-quarter to 44.7%, while operating profit dropped 57.5% quarter-over-quarter to NT$296 million (US$9.1 million). The slump stemmed from H1 order pull-forwards, client inventory digestion, supply mismatches, and rising module costs with passive components, PCBs, and packaging. Touch products contributed 73% of revenue, non-touch 13%, and emerging AI lines 14%.

Taiwan's machinery industry has gained strong momentum in recent years, with robust demand for semiconductors, AI applications, industrial automation and smart manufacturing driving sustained exports. The growth is benefiting not only equipment makers but also upstream suppliers of key components, including transmission-component manufacturers, demand for which has risen despite a prolonged downturn in the machine-tool market.

Toyota Motor has established Toyota Robotics, a dedicated robotics division, joining major global rivals in developing robotics technologies and using data from its manufacturing sites to accelerate commercial deployment.

Weak PC demand, customer order adjustments, product transitions, and component supply changes are sharply weakening Elitegroup Computer Systems' (ECS) 2026 OEM and channel shipment outlook. Supply-chain sources estimate the company's related shipments at about 1.92 million units for 2026, down 43% from 3.38 million units in 2025, with fourth-quarter shipments expected to fall 55.9% year-over-year.

Nvidia, SK Telecom and South Korean AI chip startup Rebellions have agreed to develop rack-scale AI inference systems that combine Nvidia GPUs with Rebellions' next-generation neural processing units (NPUs), bringing Korean-designed accelerators into Nvidia's data center infrastructure.

China Mobile plans procurement exceeding CNY500 billion (≈ US$75.1 billion) in 2027, including more than CNY100 billion for AI computing infrastructure, signaling a shift from conventional telecom services towards large-scale AI infrastructure. Chairman Zhongyue Chen expects intelligent computing capacity to double in each of the next two years, supported by an expanding network of gigawatt-scale data centers.

Wireless communications company Climax Technology's third-quarter 2026 gross margin came under pressure from rising memory and key component costs, as well as delayed product validation. The company's board approved its third-quarter consolidated financial report on November 6.