Three former TSMC engineers have been indicted for allegedly stealing trade secrets related to TSMC's 2nm process technology, violating the National Security Act (NSA). The case has the possibility of damaging the partnership and trust between TSMC and Tokyo Electron Limited (TEL). The Executive Yuan may also propose amendments to the NSA to expand its scope of restrictions for the future.
SK Group held the SK AI Summit 2025 to demonstrate its AI strengths in semiconductors, energy solutions, AI data centres, and AI agent services. Chairman Chey Tae-won said that as global demand for computing power accelerates, "efficiency" will be the key driver of future AI competition.
Nintendo has increased its global sales forecast for the Nintendo Switch 2 to 19 million units for fiscal 2025, marking a significant rise from its initial target of 15 million units. The revised projection, announced on November 4, accompanies upgraded revenue and profit expectations for the period spanning April 2025 to March 2026.
US Treasury Secretary Scott Bessent has suggested that the government may eventually permit Nvidia's high-end Blackwell-architecture chips to be sold to Chinese companies, while also hinting at a possible 2026 meeting between President Donald Trump and Chinese President Xi Jinping.
The global race to build next-generation AI computing power is accelerating, and Taiwan’s King Yuan Electronics Corp. (KYEC) has emerged as a key winner.
Supermicro reported financial results for the fiscal first quarter of 2026, reflecting a temporary slowdown caused by shipment delays and customer upgrades, but reaffirmed a strong growth outlook driven by record artificial intelligence (AI) infrastructure demand and expanding production capacity.
Apple is reportedly integrating Google's Gemini extensively into its new Siri, while running all computations on Apple's private cloud compute (PCC) servers to ensure data privacy and security.
OpenAI CEO Sam Altman disclosed that the artificial intelligence (AI) company's annual revenue has significantly surpassed the widely reported US$13 billion mark. During a podcast interview with Microsoft CEO Satya Nadella, Altman also denied speculations about an initial public offering (IPO) planned for 2026, stating that there are no current board decisions or concrete plans to go public in the near term.
On November 4, Supermicro reported lower revenue and profit for the fiscal first quarter of 2026 as gross margin narrowed sharply, signaling persistent cost and pricing pressures. However, the company raised its full-year sales forecast, betting on robust demand for artificial intelligence and data center infrastructure systems.
OpenAI has become a key driver of AMD's data center growth, marking a turning point in the chipmaker's AI strategy. As AMD deepens collaboration with OpenAI through massive GPU deployments, the company faces investor scrutiny over customer concentration while reaffirming its diversified growth roadmap through 2026 and beyond.
On November 4, AMD reported record results for the third quarter of 2025, driven by strong demand in the data center and client computing segments, which underscore the company's expanding position in artificial intelligence (AI) infrastructure. AMD notes that the third-quarter results do not include any revenue from shipments of MI308 GPU products to China.
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