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Tuesday 10 November 2026
Commentary: China's emerging semiconductor investment empire takes quieter route to dominance
A decade ago, China's Tsinghua Unigroup alarmed Taiwan's semiconductor industry with an aggressive acquisition campaign. Under then-chairman Zhao Weiguo, the group acquired Spreadtrum Communications and RDA Microelectronics, sought stakes in Powertech, SPIL and ChipMOS, and publicly expressed interest in integrating MediaTek...
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Wednesday 11 November 2026
China's HISIGK takes a specialty route into lithography with MEMS, AR optics
Jiangsu HISI Semiconductor (HISIGK) has prepared 14 automated lithography systems for delivery across 300mm, 200mm and 150mm wafer platforms, expanding its specialty semiconductor equipment business in markets ranging from MEMS to AR optics and LED chips.
Wednesday 11 November 2026
Qualcomm names Samsung, Micron as memory suppliers in annual filing
Qualcomm has identified Samsung Electronics and Micron Technology as its primary memory suppliers for certain products, including automotive applications, in its fiscal 2026 annual report. The disclosure was absent from the previous two years' filings and comes as Qualcomm's automotive revenue jumped 52%.
Wednesday 11 November 2026
CATL's lithium-air research confronts the endurance problem behind 2,000km EV range
CATL is exploring lithium-air batteries as a long-term research direction, attracting attention to the prospect of electric vehicles travelling more than 2,000km (≈ 1,243 miles) on a charge. That range remains a theoretical scenario, with no announced production battery or vehicle test demonstrating it.
Wednesday 11 November 2026
Taiwan connections draw attention in Jensen Huang controversy

Taiwan has emerged as a key part of the controversy surrounding Nvidia CEO Jensen Huang and Chinese businesswoman Alice Huang, with local media reports pointing to possible introductions through Taiwan's technology and media circles, as well as questions about her visits to the island.

Wednesday 11 November 2026
SK Hynix taps Nvidia to speed up memory chip simulations
SK Hynix is using Nvidia's AI technology and GPU acceleration to speed up memory chip simulations, with improvements in etching-process development and tests of thermal and elastic deformation analysis. As memory structures and manufacturing processes become increasingly complex, the companies are working to reduce simulation time and computational demands to support process optimization during R&D.
Wednesday 11 November 2026
Grab, SoftBank deepen Malaysia's push to become SEA's AI infrastructure hub
Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand for AI computing capacity across Southeast Asia.
Wednesday 11 November 2026
China, US extend trade suspensions ahead of APEC
China and the US have extended selected export-control, tariff, and maritime measures ahead of the Asia-Pacific Economic Cooperation (APEC) Economic Leaders' Meeting in Shenzhen on November 18-19. US President Donald Trump has said he expects to meet Chinese President Xi Jinping during the summit, though no bilateral meeting date has been formally announced.
Wednesday 11 November 2026
Nvidia probe: Did Alice Huang's access to Jensen Huang yield an AI chip advantage?
Former colleagues and business associates describe Alice Huang as an executive skilled at turning relationships into commercial opportunities. Their accounts are now central to understanding how the former Megaspeed executive established credibility in AI infrastructure—and whether her access to Nvidia CEO Jensen Huang influenced hardware supply.
Wednesday 11 November 2026
Rapidus reportedly falls behind schedule on 2nm chip production target, raising questions over Japan's chip ambitions
Japan's state-backed chipmaker Rapidus is facing mounting technological challenges that could delay its plan to begin mass-producing 2nm semiconductors by March 2028, potentially undermining Tokyo's efforts to rebuild its domestic advanced semiconductor manufacturing capabilities.
Tuesday 10 November 2026
Apple files China registration for Apple Intelligence on iPad, Mac
Apple's generative AI (GenAI) service, Apple Intelligence, has completed regulatory filings for tablets and laptops in China after securing approval to launch on smartphones, advancing the company's AI strategy in the Chinese market.
Tuesday 10 November 2026
Yageo posts record October sales as China holiday weighs on Walsin's revenue
Taiwanese passive component makers Yageo and Walsin Technology reported contrasting October results, with Yageo posting record monthly revenue on strong AI demand while Walsin's sales declined from September due to China's National Day holidays. Both companies recorded year-over-year revenue growth of more than 50%.
Tuesday 10 November 2026
Nvidia showcases factory AI at Seoul event; Jensen Huang's daughter absent
Nvidia showcased its work with South Korean manufacturers on robot simulation, precision sanding and factory digital twins as its AI Day Seoul event opened on November 9, despite the absence of senior director Madison Huang, who canceled her planned visit to South Korea.
Tuesday 10 November 2026
Nvidia legal chief accused of interfering in Megaspeed probe
An alleged affair between Nvidia CEO Jensen Huang and former Singapore-based Megaspeed executive Alice Huang has triggered a storm. In 2024, the US Department of Commerce's Bureau of Industry and Security (BIS) launched an investigation into Megaspeed's alleged chip smuggling. New reports indicate that Nvidia closely monitored the probe and was accused of attempting to intervene.
Tuesday 10 November 2026
Nvidia could face more scrutiny by new Congress in wake of spy probe
An incoming Democratic majority in the US Congress is likely to place Nvidia under greater scrutiny in light of recent revelations that the chipmaker's CEO, Jensen Huang, had an affair with an alleged Chinese spy. The legislature is already advancing a series of bills that seek to halt the flow of advanced US chips to China.
Tuesday 10 November 2026
AI server demand squeezes India's PCB supply as material costs surge
India's electronics manufacturers are paying sharply more for printed circuit boards (PCBs) as material suppliers shift capacity to artificial intelligence servers, with industry groups warning of production cuts and higher consumer prices.