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.

Taiwan is benefiting from the global AI infrastructure boom, with GDP per capita projected to reach US$46,000 in 2026 and economic growth conservatively forecast at more than 11%. China's economy, however, is expected to grow between 4.3% and 4.8% for the year, averaging 4.6% and landing near the lower end of the government's 4.5%-5% target.

Samsung Electronics is expanding its high-bandwidth memory (HBM) packaging operations in South Korea as its Cheonan campus runs short of space, prompting the company to develop nearby Onyang into another major production base for advanced AI memory.

Taiwan's GDP per capita is projected to exceed US$46,000 in 2026, while the economy is forecast to grow 11.05%, Premier Jung-tai Cho said, crediting the achievement to the combined efforts of the public and industries. The government will continue using policy guidance and budget support to strengthen supplies of electricity, water, and talent, helping small and medium-sized enterprises and high-tech industries grow together.

A network of companies tied to Alice Huang, the alleged Chinese intelligence operative involved in a romantic relationship with former Nvidia CEO Jensen Huang, recently invested in Chinese AI powerhouse DeepSeek to help secure a steady supply of banned Nvidia Blackwell chips, according to reports and corporate records referenced by The Information.