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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 Communications and RDA Microelectronics, sought stakes in Powertech, SPIL and ChipMOS, and publicly expressed interest in integrating MediaTek...
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Wednesday 11 November 2026
SK Hynix taps Nvidia to speed up memory chip simulations
SK Hynix is using Nvidia's AI technology and GPU acceleration to speed up memory chip simulations, with improvements in etching-process development and tests of thermal and elastic deformation analysis. As memory structures and manufacturing processes become increasingly complex, the companies are working to reduce simulation time and computational demands to support process optimization during R&D.
Wednesday 11 November 2026
Grab, SoftBank deepen Malaysia's push to become SEA's AI infrastructure hub
Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand for AI computing capacity across Southeast Asia.
Wednesday 11 November 2026
China, US extend trade suspensions ahead of APEC
China and the US have extended selected export-control, tariff, and maritime measures ahead of the Asia-Pacific Economic Cooperation (APEC) Economic Leaders' Meeting in Shenzhen on November 18-19. US President Donald Trump has said he expects to meet Chinese President Xi Jinping during the summit, though no bilateral meeting date has been formally announced.
Wednesday 11 November 2026
Nvidia probe: Did Alice Huang's access to Jensen Huang yield an AI chip advantage?
Former colleagues and business associates describe Alice Huang as an executive skilled at turning relationships into commercial opportunities. Their accounts are now central to understanding how the former Megaspeed executive established credibility in AI infrastructure—and whether her access to Nvidia CEO Jensen Huang influenced hardware supply.
Wednesday 11 November 2026
Rapidus reportedly falls behind schedule on 2nm chip production target, raising questions over Japan's chip ambitions
Japan's state-backed chipmaker Rapidus is facing mounting technological challenges that could delay its plan to begin mass-producing 2nm semiconductors by March 2028, potentially undermining Tokyo's efforts to rebuild its domestic advanced semiconductor manufacturing capabilities.
Tuesday 10 November 2026
Apple files China registration for Apple Intelligence on iPad, Mac
Apple's generative AI (GenAI) service, Apple Intelligence, has completed regulatory filings for tablets and laptops in China after securing approval to launch on smartphones, advancing the company's AI strategy in the Chinese market.
Tuesday 10 November 2026
Yageo posts record October sales as China holiday weighs on Walsin's revenue
Taiwanese passive component makers Yageo and Walsin Technology reported contrasting October results, with Yageo posting record monthly revenue on strong AI demand while Walsin's sales declined from September due to China's National Day holidays. Both companies recorded year-over-year revenue growth of more than 50%.
Tuesday 10 November 2026
Nvidia showcases factory AI at Seoul event; Jensen Huang's daughter absent
Nvidia showcased its work with South Korean manufacturers on robot simulation, precision sanding and factory digital twins as its AI Day Seoul event opened on November 9, despite the absence of senior director Madison Huang, who canceled her planned visit to South Korea.
Tuesday 10 November 2026
Nvidia legal chief accused of interfering in Megaspeed probe
An alleged affair between Nvidia CEO Jensen Huang and former Singapore-based Megaspeed executive Alice Huang has triggered a storm. In 2024, the US Department of Commerce's Bureau of Industry and Security (BIS) launched an investigation into Megaspeed's alleged chip smuggling. New reports indicate that Nvidia closely monitored the probe and was accused of attempting to intervene.
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 with an alleged Chinese spy. The legislature is already advancing a series of bills that seek to halt the flow of advanced US chips to China.
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 warning of production cuts and higher consumer prices.
Tuesday 10 November 2026
SK Hynix-backed Trinity Fab to test chipmaking tools in 2027
Trinity Fab, a semiconductor testing facility backed by SK Hynix and South Korean public bodies, will begin testing chipmaking equipment and materials in October 2027, The Elec reported on November 8. The KRW874.6 billion (approx. US$651 million) facility will operate under SK Hynix's mass-production standards, giving domestic suppliers access to production-grade testing without building their own facilities.
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 Ministry of Foreign Affairs has again rejected allegations that she was a Chinese spy.
Tuesday 10 November 2026
Anthropic breach exposes 100+ South Korean enterprise Claude accounts
Anthropic’s generative AI service Claude suffered a data breach affecting more than 100 South Korean enterprise accounts, exposing customer names, email addresses, account IDs, organization IDs, subscription tiers, and usage and spending metrics.
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. The Ministry of Trade, Industry and Resources said the program will run from 2027 to 2033, with a total budget of KRW368.87 billion (US$272.15 million), including KRW278.9 billion in government funding.