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Thursday 12 November 2026
PCB giant Zhen Ding targets 2028 for 50% AI business revenue share
Zhen Ding Technology said strong seasonal demand for mobile communications products and robust demand for high-end AI applications drove its third-quarter 2026 revenue to a record...
Thursday 12 November 2026
China spy allegations intensify as Taiwan revokes Alice Huang's entry permit
The FBI has launched an investigation following an alleged extramarital affair involving Nvidia CEO Jensen Huang and Alice Huang, a former executive at Singapore-based Megaspeed who...
Thursday 12 November 2026
Commentary: AI trend holds despite looming funding squeeze
The US midterm election results, which delivered a major Democratic victory, and national security concerns surrounding an affair between an alleged Chinese spy and Nvidia CEO Jensen...
Thursday 12 November 2026
US data center policy clouds AI capacity outlook, MetaAge says
Global AI data center construction continues to drive demand for GPUs, memory, and other critical hardware, but tight computing capacity, rising material costs, and longer lead times...
Thursday 12 November 2026
SoftBank takes JPY768 billion AI hit, rethinks equipment strategy
SoftBank Group (SBG) posted a JPY768 billion (approximately US$4.85 billion) net loss for the first half of fiscal 2026, from April to September 2026, its first loss in nearly two...
Thursday 12 November 2026
Meta launches Muse Ember for repetitive AI workloads
Meta has launched Muse Ember, its smallest model, to handle repetitive tasks at lower cost. Muse Ember features a 1-million-token context window, can generate up to 512,000 tokens...
Thursday 12 November 2026
iPhone, enterprise ICT lift Taiwan's telecom trio in October
Strong iPhone sales and 5G upgrades, combined with continued revenue recognition from AI data center (AIDC), cloud, and enterprise information and communications technology (ICT) projects,...
Thursday 12 November 2026
AMD targets lower DRAM use with AI-predictive memory management
As AI servers and data centers expand, rising DRAM demand is driving up memory prices and supply pressures, making memory an increasingly important infrastructure cost. AMD has introduced...
Thursday 12 November 2026
Nvidia board meets on Jensen Huang's future as succession gap comes into focus
Nvidia's board met on November 11 to weigh the future of Jensen Huang, the only chief executive the company has ever had. The stakes go beyond one career: the company at the center...
Wednesday 11 November 2026
Moonshot AI reportedly accessed restricted Nvidia chips in China despite US ban
Moonshot AI reportedly accessed advanced Nvidia chips this summer, according to documents filed with Chinese regulators. The finding shows that advanced US chips continue to make their...
Wednesday 11 November 2026
OpenAI 3Q26 revenue tops US$10B as losses persist
OpenAI's revenue reached US$10 billion in the third quarter of 2026, up nearly 50% quarter-on-quarter, driven by demand from enterprises and new model products. However, its adjusted...
Wednesday 11 November 2026
Intel targets agentic AI with GPUs and Xeon
Intel is expanding its CPU and GPU portfolio with the Intel GPU D-series, code-named Crescent Island, and next-generation Xeon processors, code-named Diamond Rapids, targeting large-model...
Wednesday 11 November 2026
Alibaba files to spin off chip design unit T-Head for Hong Kong IPO
Alibaba filed for a Hong Kong IPO for its chip design unit, T-Head, as a spin-off on November 10. The separate listing would let investors gain direct exposure to the group's chipmaking...
Wednesday 11 November 2026
Brinno posts five-quarter high on defense imaging demand
Time-lapse camera maker Brinno reported 3Q26 revenue of NT$151 million (US$4.59 million), up 15.3% year-on-year and 20.9% quarter-on-quarter, as defense imaging products began contributing...
Wednesday 11 November 2026
Asia Electronic Materials advances PTFE Hybrid solution for AI clients
Asia Electronic Materials is developing high-frequency, high-speed substrate materials based on polytetrafluoroethylene (PTFE) through a Hybrid Coreless solution and continues to submit...