Nvidia's record third-quarter earnings provided rare relief for markets facing rising geopolitical risks. Jensen Huang remained characteristically optimistic, once again rejecting claims that artificial intelligence (AI) is drifting toward a bubble. He highlighted the overwhelming demand for Blackwell chips and cloud GPUs, which continue to sell out across major customers, as evidence of lasting momentum.

China's latest IC design forecast projects Shenzhen's chip design revenue will reach CNY204.23 billion (approx. US$28.7 billion) in 2025, keeping it firmly in second place behind Shanghai. Its growth has outstripped other major tech centres in recent years, positioning the city as one of the fastest-rising semiconductor design hubs in the country.

Samsung Electronics has begun notifying senior executives nearing retirement, prompting expectations that its annual year-end management reshuffle is close. ChosunBiz and ZDNet Korea reported that Samsung began issuing retirement notices to selected executives on the morning of November 20. With the process underway, industry watchers expect the president-level reshuffle to be announced as early as November 21 or early next week.