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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,...
Tuesday 10 November 2026
Novatek faces AI infrastructure squeeze, pins growth ramp-up on new products
Novatek Microelectronics, a leading Taiwanese display driver IC (DDI) design house, hosted its quarterly earnings conference last week. Novatek President and Vice Chairman Steve Wang...
Tuesday 10 November 2026
Trump says FBI examining Huang affair as Nvidia faces widening legal scrutiny
US scrutiny surrounding Nvidia CEO Jensen Huang is expanding across national security, chip export enforcement, and shareholder disclosures, with US President Donald Trump saying the...
Tuesday 10 November 2026
Google expands eighth-generation TPU portfolio to target secure, high-context agentic AI
Google has expanded its eighth-generation TPU portfolio with the announcement of two specialized AI systems—the TPU 8tx for hardware-encrypted confidential compute and the TPU...
Tuesday 10 November 2026
Exclusive: Designing light for everyone—Wave Photonics seeks to make custom photonic chips accessible
In a Cambridge laboratory, an automated testing machine sits at the end of a process that has traditionally demanded years of specialized engineering: designing a photonic chip, sending...
Tuesday 10 November 2026
Column: Nvidia explores PTFE for AI servers amid PFAS concerns
Polytetrafluoroethylene (PTFE), the material behind the Teflon brand, has become one of the most closely watched materials for advanced electronics, drawing attention at the Open Compute...
Tuesday 10 November 2026
Commentary: Why Nvidia's board would struggle to replace Jensen Huang
Nvidia CEO Jensen Huang's personal relationship controversy continues to widen, now spanning US national security, AI chip export controls, and corporate governance.
Tuesday 10 November 2026
Commentary: China's emerging semiconductor investment empire takes quieter route to dominance
A decade ago, China's Tsinghua Unigroup alarmed Taiwan's semiconductor industry with an aggressive acquisition campaign. Under then-chairman Zhao Weiguo, the group acquired Spreadtrum...
Tuesday 10 November 2026
Exclusive: Quantum without quantum computers — QuInAs bets on quantum tunneling to break AI's memory bottleneck
As artificial intelligence pushes computing systems toward unprecedented processing demands, another technological bottleneck is becoming increasingly difficult to ignore: the energy...
Tuesday 10 November 2026
Semiconductor test-interface supplier WinWay revenue falls 11.51% MoM, rises 62.62% YoY
WinWay Technology, a semiconductor test-interface supplier, reported a slight decline in October revenue as holidays reduced shipping days and customer project adjustments affected...
Tuesday 10 November 2026
Intel targets silicon photonics, in-memory computing beyond GPUs
As the global semiconductor industry continues to focus on Nvidia, Intel is looking beyond GPUs to determine where next-generation computing architectures will go. In an interview...
Tuesday 10 November 2026
Infineon bets on 800V DC for megawatt AI racks
Rising power demand at AI data centers is driving demand for power semiconductors used in server power supplies, grid equipment, and chip-level power delivery. Infineon Technologies...
Tuesday 10 November 2026
Infineon, Solum expand cooperation on HVDC power for AI data centers
Infineon Technologies and Solum have agreed to expand cooperation on high-voltage direct current (HVDC) power systems for artificial intelligence data centers, as rising computing...
Tuesday 10 November 2026
Exclusive: Quantum Motion makes 10,000-fold leap in chip integration, but qubit control remains the real test
The race to build powerful quantum computers has long revolved around an unfamiliar set of engineering challenges: maintaining delicate quantum states, operating complex cooling systems,...
Tuesday 10 November 2026
Himax sees 4Q26 auto DDI orders plunge
Himax Technologies expects fourth-quarter 2026 revenue decline after automotive customers reduced orders following inventory restocking, highlighting the volatility of semiconductor...