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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
China's eSSD order opens up US market opportunity for Samsung, SK Hynix
Samsung Electronics and SK Hynix are redirecting some enterprise solid-state drive (eSSD) supplies originally intended for Chinese customers to US cloud service providers (CSPs), following...
Friday 13 November 2026
Huawei spin-off xFusion seeks US$1.2 billion IPO, capitalizing on China's AI server boom
China's expanding AI computing infrastructure is prompting server manufacturers to accelerate their capital-raising plans. xFusion Digital Technologies, spun off from Huawei's x86...
Friday 13 November 2026
CXMT targets higher-value DRAM market with AI server memory, LPDDR6 breakthroughs
Chinese DRAM maker ChangXin Memory Technologies (CXMT) is expanding into higher-value memory markets, introducing DDR5 server modules, mass-produced LPDDR6 chips, and automotive DRAM...
Friday 13 November 2026
Dutch court further curbs Wingtech's control of Nexperia, widening China chip supply chain split
The battle for control of Dutch chipmaker Nexperia is intensifying after a Dutch court further restricted Chinese parent Wingtech Technology and related parties from interfering with...
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
FICG returns to growth in 3Q26 as 1.6T enters mass production
FIC Global (FICG) returned to growth in the third quarter of 2026, driven by the gradual ramp-up of overseas capacity in its optical communications business and strong demand for high-speed...
Friday 13 November 2026
China's economy faces structural strain as supply outpaces demand
Taiwan is benefiting from the global AI infrastructure boom, with GDP...
Friday 13 November 2026
Europe's AI ambitions hinge on power semiconductors, and on fending off Chinese rivals
AI has propelled the global semiconductor market to record highs, but growth remains concentrated in memory, advanced logic and advanced packaging, areas in which Europe has limited...
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
Apple's iPhone Duo stumbles in China over app glitches and falling resale prices as Huawei dominates
Apple's first foldable smartphone, the iPhone Duo, is struggling to gain traction in China, the world's largest foldable phone market. Quality concerns, falling resale prices and compatibility...
Friday 13 November 2026
SpaceX-Tesla merger talks advance towards US$3.4 trillion deal, with China ties complicating approval
SpaceX and Tesla are advancing merger negotiations that could create a US$3.4 trillion conglomerate spanning electric vehicles, aerospace, and artificial intelligence, potentially...
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
Former Nvidia CEO Jensen Huang agrees to testify before Congress
Nvidia founder and former CEO Jensen Huang has agreed to appear before the US House of Representatives ahead of the holiday break, addressing export controls and related controversies...
Friday 13 November 2026
Lutnick's clash with Treasury over Nvidia chip curbs deepens as White House weighs his future
A dispute between Commerce Secretary Howard Lutnick and Treasury Secretary Scott Bessent over how hard to police Nvidia chip shipments to China has moved to the center of Washington's...