Sustainable energy company Hengs Technology has partnered with printed circuit board (PCB) maker Unitech Printed Circuit Board to launch a large behind-the-meter energy storage project at Unitech's Yilan plant in Taiwan, as demand for stable power and energy cost management rises among high-consumption industries driven by AI, high-performance computing (HPC), and electronics manufacturing expansion.

Japan's Hoya has reportedly told Samsung Electronics it would struggle to meet the chipmaker's request for additional extreme ultraviolet (EUV) mask blanks in 2027.

Lite-On expects AI-related revenue to account for 40%–50% of total revenue by 2027, driven by strong growth in high-end AI power systems. As US cloud customers continue expanding AI infrastructure, the company's order visibility extends through 2028, while 800VDC specifications are undergoing major revisions that will delay volume production until late 2027.

Jensen Huang's resignation as Nvidia's CEO is unlikely to disrupt Taiwan's technology industry or the broader development of artificial intelligence, Acer founder Stan Shih said. His comments signal that Taiwan's chip and server capabilities remain important to Nvidia's expansion, while highlighting potential adjustments in supplier relationships, investment, and market expectations.

Samsung Electronics may appoint separate heads of its memory and mobile businesses in an upcoming executive reshuffle, as record semiconductor profits contrast with losses in its consumer electronics division.

Chinese AI companies reportedly are racing to sign overseas compute deals as they fear the political fallout of the Nvidia spy scandal could push US lawmakers to restrict their remote access to advanced chips. Congress could boost passage of such bills after mid-term elections revealed the US public's desire to rein in AI leaders and have possibly limited President Donald Trump's hold over Republican legislators.

South Korea's labor minister met semiconductor companies on November 13 to hear how the 52-hour workweek cap affects their research and development staff, as unions, employers, and the government remain split over exempting workers in planned super-regional special zones from the limit.

Samsung Electronics is in talks to acquire US data center cooling equipment maker Modine Manufacturing, Bloomberg reported on November 12, as the South Korean company expands its heating, ventilation and air conditioning (HVAC) business following last year's acquisition of Germany's FläktGroup.

Samsung Electronics and SK Hynix are redirecting some enterprise solid-state drive (eSSD) supplies originally intended for Chinese customers to US cloud service providers (CSPs), following order reductions by major Chinese AI companies struggling to secure advanced processors under US export restrictions.

Samsung Electronics has reportedly secured new AI chip manufacturing orders from major US cloud service providers for a second consecutive quarter, with commercial shipments expected to begin in 2028 as tight capacity at TSMC creates opportunities for Samsung's foundry business.

Chinese DRAM maker ChangXin Memory Technologies (CXMT) is expanding into higher-value memory markets, introducing DDR5 server modules, mass-produced LPDDR6 chips, and automotive DRAM at IC China 2026, which opened on November 12. The expansion, backed by manufacturing advances and higher research spending, signals CXMT's ambitions beyond its established mobile memory business.

SK Hynix is working with Intel and other industry partners to develop memory-centric computing architectures that would allow AI servers to share memory resources, as agentic AI drives up demand for memory capacity and bandwidth.

Megaspeed International said it is reviewing its graphics processing unit inventory and export-control practices as it seeks to demonstrate compliance with applicable US laws. The company's statement, issued November 12, 2026, signals scrutiny of technology shipments and regulatory obligations, with relevance for businesses and governments that operate across markets.

The battle for control of Dutch chipmaker Nexperia is intensifying after a Dutch court further restricted Chinese parent Wingtech Technology and related parties from interfering with the company's operations. Meanwhile, Nexperia China is accelerating efforts to establish an independent supply chain, deepening the divide between the two sides' management and manufacturing operations.

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 optical modules used in AI data centers. The company said its 1.6T products have entered mass production, while 3.2T and 6.4T products are moving into pilot production, strengthening its outlook.