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Wednesday 11 November 2026
China, US extend trade suspensions ahead of APEC
China and the US have extended selected export-control, tariff, and maritime measures ahead of the Asia-Pacific Economic Cooperation (APEC) Economic Leaders' Meeting in Shenzhen on...
Wednesday 11 November 2026
Nvidia probe: Did Alice Huang's access to Jensen Huang yield an AI chip advantage?
Former colleagues and business associates describe Alice Huang as an executive skilled at turning relationships into commercial opportunities. Their accounts are now central to understanding...
Wednesday 11 November 2026
EU-UK electric vehicle origin rules due in 2027 sharpen tariff tensions with China
Tariff friction among the EU, the UK and China over electric vehicles and local supply-chain policy is intensifying as a critical 2027 deadline approaches, reshaping competition in...
Wednesday 11 November 2026
Taiwan machinery exports rise for 21st month on AI demand, but US election adds uncertainty
Taiwan's machinery exports grew for a 21st consecutive month in October, led by electronic equipment on strong AI and semiconductor demand, according to the Taiwan Association of Machinery...
Wednesday 11 November 2026
AI server tracker: Taiwan's AI server supply shows no sign of cooling despite industry uncertainty
Combined October revenue at 49 Taiwanese companies in the AI server supply chain rose 63.8% from a year earlier to a record NT$3.22 trillion (approx. US$98.23 billion), according to...
Wednesday 11 November 2026
Topco Scientific makes European semiconductor show debut, targets localized foundry opportunities
Driven by the European Chips Act (ECA) and the trend toward localizing semiconductor manufacturing, demand for materials, equipment, and technical services in the European market has...
Tuesday 10 November 2026
Apple files China registration for Apple Intelligence on iPad, Mac
Apple's generative AI (GenAI) service, Apple Intelligence, has completed regulatory filings for tablets and laptops in China after securing approval to launch on smartphones, advancing...
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 denies complicity
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
Nokia eyes AI optical interconnect market, potentially challenging Lumentum and Coherent
The AI data center optical interconnect market may soon see another heavyweight contender. Roughly a week after Marvell announced a US$1.15 billion acquisition of Lumentum to bolster...
Tuesday 10 November 2026
Rebellions calls for govt support to test AI chips in space
Space-based data centers could open a new market for low-power AI chips, but moving computing workloads into orbit presents challenges involving radiation, cooling, and hardware reliability...
Tuesday 10 November 2026
OLED smartphone panel market faces pressure in 2026, Counterpoint says
The global smartphone display market faces a weaker 2026, as OLED panel shipments and revenue are forecast to decline, while memory constraints, rising production costs, and shifting...
Tuesday 10 November 2026
Automotive architecture shifts to zonal control as AI cyber risks rise
Automotive electrical/electronic architecture (E/EA) continues to evolve—moving from early distributed control systems to today's mature domain-based architectures, and now ushering...
Tuesday 10 November 2026
Commentary: How will US midterms and Jensen Huang controversy reshape AI policy?
Recent developments, including the Democratic Party's strong showing in the US midterm elections and calls for Nvidia CEO Jensen Huang to brief Congress on national security matters,...