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Key components news coverage
IN THE NEWS
Wednesday 11 November 2026
Taiwan says it is reviewing information on alleged spy linked to Nvidia CEO
Taiwan will review information related to an alleged Chinese spy linked in media reports to Nvidia CEO Jensen Huang, Premier Jung-tai Cho said, as US authorities investigate related...
Wednesday 11 November 2026
Hiwin Technologies profit outpaces revenue as gross margin hits 36.3%
Driven by rising demand for AI, semiconductors, and automation equipment, Hiwin Technologies delivered strong results in the third quarter of 2026, with all three key profit margins...
Wednesday 11 November 2026
ASMedia raises own-brand prices as chip supply costs climb
ASMedia Technology reported consolidated revenue of NT$2.66 billion (approx. US$80.9 million) in the third quarter of 2026, with a gross margin of 51.6%, as rising substrate, outsourced...
Wednesday 11 November 2026
Commentary: Can Nvidia's founder-centric brand model hold up
An apology over an extramarital-affair scandal has pushed Nvidia founder and CEO Jensen Huang into the center of public scrutiny. Global markets must now confront an unsettling reality:...
Wednesday 11 November 2026
Prediction markets see short-term Jensen Huang exit as unlikely but price in rising odds by 2028
Traders on the main prediction markets are betting that Jensen Huang will survive the immediate fallout from his admitted affair. Still, they assign a substantial chance that he leaves...
Wednesday 11 November 2026
Samsung and Nvidia demonstrate up to 3,800-fold speedup in chip simulation
At Nvidia AI Day Seoul 2026, Samsung Electronics demonstrated a workflow that combined Nvidia's AI modeling tools and GPU computing with homogenization, cutting one semiconductor simulation...
Tuesday 10 November 2026
Spy probe highlights Nvidia's heavy reliance on CEO
Nvidia's management structure has become a topic of discussion after CEO Jensen Huang became embroiled in an espionage case following his affair with an alleged Chinese spy. With power...
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
AI server demand squeezes India's PCB supply as material costs surge
India's electronics manufacturers are paying sharply more for printed circuit boards (PCBs) as material suppliers shift capacity to artificial intelligence servers, with industry groups...
Tuesday 10 November 2026
Intel looks beyond 18A and 14A to reshape computing
Intel has fallen noticeably behind rivals including Nvidia and AMD in the generative AI boom. Rather than concentrating all its resources on catching current market leaders, the company...
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
South Korea approves advanced display research platform
South Korea has approved a seven-year national research program to support display technology development and provide companies with shared testing and commercialization facilities...
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
Apple's OLED iPad Air targets 2027, SDC leads panel supply
Apple is reportedly set to launch an OLED iPad Air in the first half of 2027, expanding its OLED tablet lineup. The supply chain expects Samsung Display (SDC) to lead overall OLED...