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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...
Friday 13 November 2026
Apple's iPhone Duo stumbles in China over app glitches and falling resale prices as Huawei dominates
Apple's first foldable smartphone, the iPhone Duo, is struggling to gain traction in China, the world's largest foldable phone market. Quality concerns, falling resale prices and compatibility...
Friday 13 November 2026
SpaceX-Tesla merger talks advance towards US$3.4 trillion deal, with China ties complicating approval
SpaceX and Tesla are advancing merger negotiations that could create a US$3.4 trillion conglomerate spanning electric vehicles, aerospace, and artificial intelligence, potentially...
Friday 13 November 2026
Commentary: Can Nvidia's AI moat survive without Jensen Huang?
Under mounting pressure, Nvidia founder Jensen Huang has resigned as president, CEO, and board member, effective immediately. Executive vice president and chief financial officer Colette...
Friday 13 November 2026
AI memory may balance after mid-2028 while compute and supporting chips stay short, SMIC says
Semiconductor Manufacturing International Corp. (SMIC) expects artificial intelligence (AI) demand to keep chip supply tight through mid-2028, even as equipment lead times of up to...
Friday 13 November 2026
Former Nvidia CEO Jensen Huang agrees to testify before Congress
Nvidia founder and former CEO Jensen Huang has agreed to appear before the US House of Representatives ahead of the holiday break, addressing export controls and related controversies...
Friday 13 November 2026
E Ink Holdings' assets hit record NT$127.4B as it targets AI materials
E Ink Holdings, a leading e-paper maker, reported third-quarter 2026 consolidated revenue of NT$9.936 billion (US$301.60 million), down 5% from a year earlier. Net income attributable...
Friday 13 November 2026
SK Hynix's HBM4 yield tops 70% as Samsung expands chip packaging capacity
SK Hynix's sixth-generation high-bandwidth memory (HBM4) production yield has reportedly surpassed 70%, Chosun Biz reported on November 12, citing semiconductor industry sources,...
Friday 13 November 2026
Asus sees no major order impact from financing and data-center regulation changes
Tighter financing and stricter local oversight could lead to consolidation among weaker cloud providers and greater concentration in the data-center industry, Asus said. However, based...
Friday 13 November 2026
Asus expects the 2027 PC market to shrink 10–15% as memory costs bite
Asus has turned cautious on the 2027 PC market, forecasting a 10–15% full-year decline as memory prices surge, end-user demand cools, and global regulation of data-center construction...
Friday 13 November 2026
Lutnick's clash with Treasury over Nvidia chip curbs deepens as White House weighs his future
A dispute between Commerce Secretary Howard Lutnick and Treasury Secretary Scott Bessent over how hard to police Nvidia chip shipments to China has moved to the center of Washington's...