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Thursday 5 November 2026
Beijing restricts equity listings amid market slump as YMTC pauses its stock market debut
Beijing has instructed top securities firms and investment banks to pause initial public offerings and restrict large-scale share sales by major shareholders. Reporting by The...
Thursday 5 November 2026
Qisda revenue rises 13% in October as AI businesses accelerate
Qisda posted October consolidated revenue of NT$19.39 billion (US$590.8 million), up 13.47% year-over-year but down 1.85% from September, as its AI infrastructure, AI solutions, and...
Thursday 5 November 2026
China's Big Fund III pivots to 12-inch chip fabs, equipment acquisitions to close semiconductor supply chain gaps
China's National Integrated Circuit Industry Investment Fund Phase III (Big Fund III) is shifting its focus from targeted semiconductor investments to large-scale manufacturing and...
Thursday 5 November 2026
SDC auto OLED shortage leads Li Auto to ship new Mega with LCDs
Samsung Display (SDC) is facing a shortage of automotive OLED panels supplied to Chinese EV maker Li Auto, prompting Li Auto to temporarily ship some new Mega vehicles with LCD panels...
Thursday 5 November 2026
Apple opens AI beta in China with Qwen-integrated Siri
Apple has opened testing of its China-specific Apple Intelligence service with the iOS 27.3 developer beta released on November 4, integrating Alibaba's Qwen model into Siri. The full...
Thursday 5 November 2026
Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply
AI data centers are accelerating demand for high-speed optical communications, extending competition in the optical transceiver market beyond chips and module manufacturing to critical...
Thursday 5 November 2026
South Korea's Moreh claims AMD MI355X delivers over twice Nvidia B200's inference throughput
South Korean AI software developer Moreh says AMD Instinct MI355X GPUs running its inference software delivered more than twice the throughput of Nvidia B200 GPUs in company tests,...
Thursday 5 November 2026
Naver Cloud ramps up use of AMD EPYC, citing high Intel CPU costs
South Korean cloud services provider Naver Cloud now runs AMD EPYC processors in about 35,000 servers and plans to deploy 144-core fifth-generation EPYC chips in its public cloud services...
Thursday 5 November 2026
Taiwan accelerates unmanned boat fleet as experts urge allied cooperation
The Research Institute for Democracy, Society and Emerging Technology (DSET) released a report on November 4 at the 2026 Taiwan Marine Tech & Unmanned Robotics Expo (MATURE Taiwan),...
Thursday 5 November 2026
Samsung reportedly plans 2nm fab to boost HBM base-die output
Samsung Electronics is preparing to build a 2nm- and 4nm-class foundry fab at its Giheung campus in Yongin, South Korea, to expand production of logic base dies used in high-bandwidth...
Thursday 5 November 2026
MUFG, SMBC to renew JPY600 billion credit lines for scandal-hit Nidec
Mitsubishi UFJ Financial Group's MUFG Bank and Sumitomo Mitsui Financial Group's Sumitomo Mitsui Banking (SMBC) plan to renew a combined JPY600 billion (approx. US$3.8 billion) in...
Thursday 5 November 2026
CXMT prepayments surge 16x with DRAM shortage lifting market share
Global memory supply constraints are creating opportunities for Chinese DRAM maker CXMT to expand its market share. As major international manufacturers prioritise high-bandwidth memory...
Thursday 5 November 2026
Mitsui Chemicals reportedly plans US$8.2B acquisition of JSR in Japan chip materials push
Mitsui Chemicals is planning to acquire semiconductor materials maker JSR from state-backed Japan Investment (JIC) in a deal potentially worth more than JPY1.3 trillion (US$8.2 billion),...
Thursday 5 November 2026
Empyrean's EDA acquisitions could give Korean chip designers cheaper tools—and stronger Chinese rivals
China's efforts to build a complete domestic chip-design software stack are gathering pace through acquisitions and strategic investments. Empyrean Technology's latest transactions...
Thursday 5 November 2026
Taiwan's power density tops Japan, South Korea as AI drives Southern Taiwan Science Park load
AI expansion and rising household electricity demand are pushing Taiwan's power consumption higher, with Taipower forecasting that the Southern Taiwan Science Park's electricity load...