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Friday 13 November 2026
Chinese AI firms reportedly race for overseas compute, fear upcoming chip curbs amid Nvidia spy case
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...
Friday 13 November 2026
Reports emerge tying Alice Huang's business web to Huawei Cloud
CNBC reported that Alice Huang, with whom Nvidia CEO Jensen Huang allegedly had an extramarital relationship, may be connected to Huawei Cloud through a complex web of ownership...
Friday 13 November 2026
Nvidia's 14-point GPU checks tighten AI server supply; full prepayment and 2027 price hikes loom
Nvidia CEO Jensen Huang has stepped down, while the US is preparing another round of tighter export controls on advanced AI chips. Industry sources expect Washington to extend its...
Friday 13 November 2026
Exclusive: Made in Britain, enabled by Taiwan — the hidden dependencies behind critical chips
Imagine a maintenance robot operating inside a fusion reactor, exposed to temperatures reaching 600 degrees Celsius and intense radiation, with an expected service life of 25 years...
Friday 13 November 2026
From personal scandal to national security probe: how Nvidia chips reached China's AI giants
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...
Friday 13 November 2026
Malaysia probes possible Nvidia GPU re-exports to China, targets Megaspeed links with tighter data center rules
Malaysia is reviewing possible breaches of AI chip export restrictions involving Speedmatrix, a local subsidiary of Singapore-based Megaspeed International, while preparing legislation...
Friday 13 November 2026
AI memory may balance after mid-2028 while compute and supporting chips stay short, SMIC says
Semiconductor Manufacturing International Corp. (SMIC) expects artificial intelligence (AI) demand to keep chip supply tight through mid-2028, even as equipment lead times of up to...
Friday 13 November 2026
Remote access emerges as biggest gap in US chip controls as Congress and Commerce move to close it
The loophole that lets Chinese AI developers rent Nvidia chips in overseas data centers is becoming the main target of a tougher US export-control push. Democrats swept both chambers...
Friday 13 November 2026
LG Chem reportedly developing MR-MUF materials for HBM on top of NCF work
LG Chem is developing materials for the mass reflow-molded underfill (MR-MUF) process used to make high-bandwidth memory (HBM), Korean media outlet ETNews reported, citing...
Friday 13 November 2026
AMD, Broadcom, custom chips eye an opening as Nvidia loses its founder CEO
Jensen Huang's departure from Nvidia has given AMD, Broadcom, and in-house chip programs at the largest cloud providers their clearest opening in years, analysts say. They expect existing...
Friday 13 November 2026
Huang's exit leaves Nvidia's role as the AI industry's financier without its dealmaker
Jensen Huang's resignation removes the executive who turned Nvidia's balance sheet into a funding source for the AI buildout, raising questions about whether the company will keep...
Friday 13 November 2026
Samsung reportedly moves up 8-inch foundry exit to 2029, outsources some production to UMC
Samsung Electronics is targeting an exit from its 8-inch foundry business by the end of 2029, a year earlier than previously reported, and has been outsourcing some production to Taiwan's...
Thursday 12 November 2026
Chinese universities obtain Nvidia chips despite US export controls
Several Chinese universities, including Northwestern Polytechnical University, one of China's "Seven Sons of National Defense," have successfully obtained Nvidia chips despite US export...
Thursday 12 November 2026
Sam Altman warns Samsung of short-term AI demand volatility
OpenAI CEO Sam Altman warned Samsung Electronics executives that AI memory demand could fluctuate in the short term, with the market potentially counting the same demand more than...
Thursday 12 November 2026
DB HiTek 3Q26 shows power-chip demand lifts operating profit, but net income falls
DB HiTek's third-quarter 2026 results point to continued strength in its core foundry operations, even as a steep decline in net income shows that operating momentum did not carry...