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Tuesday 10 November 2026
Chenbro, AES stay optimistic on AI demand despite US midterm volatility
Two leading server component manufacturers remain optimistic about AI demand despite potential short-term volatility following the US midterm elections. Chenbro Micom CEO Corona Chen...
Tuesday 10 November 2026
Google expands eighth-generation TPU portfolio to target secure, high-context agentic AI
Google has expanded its eighth-generation TPU portfolio with the announcement of two specialized AI systems—the TPU 8tx for hardware-encrypted confidential compute and the TPU...
Tuesday 10 November 2026
Column: Nvidia explores PTFE for AI servers amid PFAS concerns
Polytetrafluoroethylene (PTFE), the material behind the Teflon brand, has become one of the most closely watched materials for advanced electronics, drawing attention at the Open Compute...
Tuesday 10 November 2026
Commentary: Why Nvidia's board would struggle to replace Jensen Huang
Nvidia CEO Jensen Huang's personal relationship controversy continues to widen, now spanning US national security, AI chip export controls, and corporate governance.
Tuesday 10 November 2026
Semiconductor test-interface supplier WinWay revenue falls 11.51% MoM, rises 62.62% YoY
WinWay Technology, a semiconductor test-interface supplier, reported a slight decline in October revenue as holidays reduced shipping days and customer project adjustments affected...
Tuesday 10 November 2026
Phison Electronics' AI business tops 50% of revenue in 3Q26
Phison Electronics' AI business contributed more than 50% of total revenue in the third quarter of 2026, as demand for AI infrastructure and enterprise storage continued to grow. The...
Tuesday 10 November 2026
Intel targets silicon photonics, in-memory computing beyond GPUs
As the global semiconductor industry continues to focus on Nvidia, Intel is looking beyond GPUs to determine where next-generation computing architectures will go. In an interview...
Tuesday 10 November 2026
Horngyu targets global grid market with AI, power integration
Global AI data center construction and Taiwan Power's NT$564.5 billion (US$17.23 billion) resilient-grid initiative are driving demand for highly reliable power equipment and intelligent...
Tuesday 10 November 2026
Infineon, Solum expand cooperation on HVDC power for AI data centers
Infineon Technologies and Solum have agreed to expand cooperation on high-voltage direct current (HVDC) power systems for artificial intelligence data centers, as rising computing...
Tuesday 10 November 2026
Exclusive: Quantum Motion makes 10,000-fold leap in chip integration, but qubit control remains the real test
The race to build powerful quantum computers has long revolved around an unfamiliar set of engineering challenges: maintaining delicate quantum states, operating complex cooling systems,...
Monday 9 November 2026
Nvidia's Taiwan partners rally despite Jensen probe
Shares of Nvidia's major Taiwanese manufacturing partners rose on Monday despite mounting concerns over CEO Jensen Huang's future, suggesting that investors have yet to price in significant...
Monday 9 November 2026
SK chief defends Samsung and SK's US$3.5 trillion investment plans
SK Group chairman Chey Tae-won has defended Samsung and SK's combined KRW4,755 trillion (approx. US$3.52 trillion) investment plans, arguing that South Korea cannot keep pace in the...
Monday 9 November 2026
KYEC warns AI demand is amplifying semiconductor supply-chain risks
King Yuan Electronics (KYEC) president Gauss Chang said the AI era is creating new challenges for capacity expansion, as rapidly rising chip prices and shorter product cycles are reshaping...
Monday 9 November 2026
Nvidia teams up with SK Telecom and Rebellions to develop AI inference systems
Nvidia, SK Telecom and South Korean AI chip startup Rebellions have agreed to develop rack-scale AI inference systems that combine Nvidia GPUs with Rebellions' next-generation neural...
Monday 9 November 2026
Megaspeed chip smuggling probe puts Nvidia NCP certification under scrutiny
Nvidia CEO Jensen Huang appears to have become a target of Chinese intelligence activity, while his admission of an extramarital affair has drawn attention to his relationship with...