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Tuesday 10 November 2026
Spy probe highlights Nvidia's heavy reliance on CEO
Nvidia's management structure has become a topic of discussion after CEO Jensen Huang became embroiled in an espionage case following his affair with an alleged Chinese spy. With power...
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
AI demand points to tighter capacity, higher prices at Taiwanese foundry service Vanguard
Vanguard International Semiconductor expects utilization of its 8-inch mature-node fabs to exceed 90% in the fourth quarter of 2026, as AI data center demand lifts orders for power...
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...
Monday 9 November 2026
AI chip testing demands lift Taiwan's wafer testing specialist HTSI as October revenue surges 62%
Taiwanese semiconductor wafer testing solutions provider Hermes Testing Solution Inc. (HTSI) reported sustained revenue growth in October, supported by steady demand for high-power...
Monday 9 November 2026
Samsung, SK Hynix, Micron forge rare alliance to pave way for unmanned chip fabs
Samsung Electronics, SK Hynix and Micron are reportedly collaborating on charging standards for mobile robots used in semiconductor fabs, seeking to accelerate factory automation and...
Monday 9 November 2026
Taiwanese ICT manufacturer Wah Hong accelerates AI cooling as memory hikes hit electronics
Higher memory prices caused by tight supply weakened demand for consumer electronics, while investment in Wah Hong Industrial's thermal management division weighed on overall third-quarter...
Monday 9 November 2026
PMIC supplier GMT sees upside in potential AI spending slowdown
Taiwanese power management IC (PMIC) supplier Global Mixed-mode Technology (GMT) sees a potential slowdown in cloud AI spending as an opportunity to ease wafer capacity constraints...
Friday 6 November 2026
Hua Hong Grace eyes silicon photonics expansion as AI chip shortages lift pricing power
China's second-largest contract chipmaker, Hua Hong Grace Semiconductor, is expanding into silicon photonics and power management chips to capitalise on AI infrastructure demand, following...
Friday 6 November 2026
LG Chem's battery growth fails to offset renewed petrochemical losses
LG Chem's expanding battery business is cushioning the group against another petrochemical downturn, but its latest results show that stronger shipments alone are insufficient to restore...
Thursday 5 November 2026
HP names former GSK chief Emma Walmsley as CEO
Hewlett Packard (HP) has appointed Emma Walmsley, the former head of drugmaker GSK, as its next CEO, ending a search that began after the company named an interim leader earlier this...
Thursday 5 November 2026
Pegatron drives Scope 3 decarbonization through digital platforms, supplier engagement
Scope 3 emissions are emerging as a major test of corporate management capabilities, requiring companies to move beyond carbon accounting and translate data into measurable supply...
Thursday 5 November 2026
Arm reports record fiscal 2Q27 revenue on licensing momentum and AGI CPU demand
Arm delivered a record-breaking second quarter for fiscal year 2027, reporting total revenue of US$1.44 billion, up 27% year-over-year. This milestone marks the company's fifth straight...
Thursday 5 November 2026
GlobalFoundries secures nearly US$1 billion in custom chip design wins as it expands into physical AI

GlobalFoundries is gaining traction in custom silicon, processor intellectual property (IP) and physical AI applications, as the chipmaker seeks...