Zhen Ding Technology said strong seasonal demand for mobile communications products and robust demand for high-end AI applications drove its third-quarter 2026 revenue to a record high. Rising shipments of high-end products and an optimized product mix also lifted gross margin 5.7 percentage points year-over-year to a record 27.7%.

Taiwan is stepping up efforts to develop next-generation semiconductor research equipment, as conventional commercial tools increasingly fall short of emerging R&D requirements for process flexibility, precision parameter control, functional integration, and advanced technology validation. The National Science and Technology Council (NSTC) is seeking equipment development proposals in three priority areas: sub-nanometer silicon-based semiconductors, non-silicon semiconductors, and silicon photonics coupling.

The National Science and Technology Council's Department of Engineering and Technologies recently issued a call for proposals encouraging academia to modify expensive semiconductor equipment through design changes, creating new pathways for talent development and next-generation technology research. Such freedom and flexibility are difficult to achieve at commercial semiconductor companies, but universities have greater autonomy, face no immediate customer delivery pressure, and do not need to prioritize yield at once—allowing a hot-rodding approach to take root in teaching and research.

“Jensanity” has helped fuel the global artificial intelligence (AI) boom, but reports linking Nvidia CEO Jensen Huang to an alleged extramarital relationship involving a suspected Chinese spy are putting the company’s corporate governance under greater scrutiny. While the controversy could benefit Huawei Technologies and other Chinese competitors, tighter US chip export controls could ultimately inflict greater damage on China’s AI industry.

As AI servers and data centers expand, rising DRAM demand is driving up memory prices and supply pressures, making memory an increasingly important infrastructure cost. AMD has introduced AI-predictive memory management technology that tiers DRAM and NAND flash, forecasts application data-access needs, and moves data from Flash to DRAM before CPUs require it, reducing reliance on costly DRAM capacity.

Taiwan's National Science and Technology Council (NSTC) has proposed expanding the list of national core key technologies from 42 to 46 items, with four additions covering satellite communications, AI chip substrates, drones, and biotechnology. The draft is still under public consultation and must be reviewed by a committee before the Executive Yuan can promulgate it, the council said on November 11, 2026.

IC design house Fitpower Integrated Technology reported third-quarter revenue of NT$6.253 billion (US$189.81 million), up 16.09% quarter on quarter and 46.38% year on year, and said AI chips, electronic paper products, and power management ICs were the main growth drivers.

Nvidia's board met on November 11 to weigh the future of Jensen Huang, the only chief executive the company has ever had. The stakes go beyond one career: the company at the center of the AI buildout has no publicly named successor, and the scandal is feeding a push in Washington to tighten control over its chips.

Moonshot AI reportedly accessed advanced Nvidia chips this summer, according to documents filed with Chinese regulators. The finding shows that advanced US chips continue to make their way into China despite Washington's export restrictions. It also reveals Moonshot's continued reliance on American chips even as Beijing seeks to bolster domestic chipmaking.

Diamond Foundry has produced what it calls the first-ever single-crystal diamond measuring 200mm in diameter, according to a company blog post published on November 5, 2026. The post describes the crystal, which the company calls D8-inch, as a single continuous crystal and a step toward treating diamond as a semiconductor-scale material.

Samsung Electronics acquired four US silicon photonics patents from UK-based Rockley Photonics in September 2026, South Korea's Shinailbo reported on November 11, citing US Patent and Trademark Office (USPTO) records. The reported acquisition could strengthen Samsung's intellectual property portfolio in optical interconnect technology as it expands its silicon photonics foundry business to compete with TSMC.