The Netherlands has suspended its ministerial order under the Goods Availability Act concerning Nexperia, signaling a potential easing of tensions with China. The move carries implications for global semiconductor supply chains, particularly for the automotive industry, but key governance and control issues at the company remain unresolved

Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply as clouds remain sold out and the company's entire GPU fleet—spanning Blackwell, Hopper, and Ampere—runs at full utilization

Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance, while the company issued an upbeat fourth-quarter forecast supported by strong uptake of its next-generation platforms

Tokyo-based AI developer Sakana AI announced in November 2025 the completion of a JPY20 billion (approx. US$135 million) Series B funding round that doubled its valuation to around JPY400 billion (approx. US$2.635 billion), making it the highest-valued unlisted startup in Japan, surpassing previous leaders like Preferred Networks and SmartNews

Chung Hyun-ho, long regarded as Samsung Electronics' "second-in-command," stepped down from his frontline role on November 7, prompting renewed scrutiny of potential changes within Samsung Group's top decision-making structure

Huawei is accelerating acquisitions, factory builds, and investment across China's semiconductor sector, advancing a multi-year effort to establish a self-reliant supply chain for high-performance chips, including its Ascend AI processors. The effort began after Washington restricted the company's access to US technology in 2019 and has since grown into one of China's largest semiconductor initiatives

Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx. US$270 million). The investments include rebuilding an old factory in Taoyuan acquired from CMC Magnetics and expanding its plant in Thailand

After three years of legal battles over OLED patents, Samsung Display and Beijing Oriental Electronics (BOE) have settled. According to several South Korean media outlets, including ET News and The Elec, BOE will pay patent royalties to Samsung Display as part of a licensing contract

Global memory prices are surging as shortages disrupt the consumer electronics supply chain, placing particular stress on PC makers. Executives across the sector anticipate that current inventories will last through the fourth quarter of 2025, but competition for components is expected to intensify in early 2026

The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across the supply chain, pushing SMIC back into a prominent role as a foundry

Xiaomi highlighted mounting pressure from sharply rising memory prices even as its electric vehicle business continued its rapid expansion and achieved first-time quarterly profitability. Executives said the company is balancing cost challenges in smartphones with strong performance in EVs and IoT, while preparing for continued volatility into 2026

Xiaomi reported a sharp rise in net income for the third quarter of 2025, supported by strong momentum in its electric vehicle business and solid demand for its IoT and lifestyle products. The period, which ended on September 30, marked a significant milestone for the company as its EV division delivered its first quarterly profit. However, intensifying competition in the smartphone market and rising component costs continued to cloud its near-term outlook

Global memory-chip price increases continue to intensify, putting fresh pressure on the smartphone supply chain. With DRAM and NAND prices rising across the board, several brands have halted new procurement rounds as suppliers request increases approaching 50%

South Korea's memory chip industry is enjoying its strongest upturn in years, with soaring demand for high-bandwidth memory and AI-related DRAM pushing inventories at Samsung Electronics and SK Hynix to multi-year lows