Nvidia co-founder Jensen Huang resigned as president, CEO and board member on November 12, effective immediately, the company's board said. He had led the company for 33 years, since its founding.

With Chinese and US leaders expected to meet on October 18 during the APEC Economic Leaders' Meeting, allegations involving Nvidia CEO Jensen Huang's extramarital affair and supposed links to Chinese espionage continue to escalate. China's state-run Global Times questioned whether the closely timed media reports and congressional actions reflect political maneuvering behind US technology policy toward China.

Taiwan’s glass fiber exports to South Korea rose 54.0% year-over-year in the first nine months of 2026 as demand for high-bandwidth memory (HBM) and advanced packaging expanded. South Korea has also become Taiwan’s largest trade deficit partner, with Taiwan’s deficit reaching US$59.37 billion in the first 10 months of 2026, more than double its US$25.39 billion deficit with Japan.

Nvidia CEO Jensen's Huang's affair with an alleged Chinese spy has raised questions about national security, corporate governance, and even whether he will keep his job. Beyond his outsized role within the company, the case has also brought attention to his family members' roles within the firm and their influence over a public company that is currently the singular force behind the AI revolution.

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.

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.

Infineon Technologies told analysts that demand is no longer what limits its growth. On a November 10 call to discuss its fiscal 2026 results, the German chipmaker said orders for its data center power products already exceed the close to EUR4 billion (approx. US$4.46 billion) of revenue it forecasts for fiscal 2027, and that how much of that it can book will depend on how fast its factories and outsourcing partners can ramp.

Intel is expanding its CPU and GPU portfolio with the Intel GPU D-series, code-named Crescent Island, and next-generation Xeon processors, code-named Diamond Rapids, targeting large-model inference and enterprise high-performance orchestration workloads. The company outlined new GPU D-series technology at the 2026 Open Compute Project (OCP) Global Summit as it pursues server CPU upgrade opportunities driven by agentic AI.

Infineon Technologies ended fiscal 2026 with its strongest quarter ever, and the shape of the result says more than its size: profitability rose much faster than sales, and the German chipmaker now plans for a year in which power supplies for data centers become one of its largest single businesses.

Alibaba filed for a Hong Kong IPO for its chip design unit, T-Head, as a spin-off on November 10. The separate listing would let investors gain direct exposure to the group's chipmaking business as China's AI ecosystem seeks to reduce its reliance on US semiconductors through domestic alternatives.

Powerlogic said the rapid growth of global AI applications has diverted chips and key components toward the AI market, disrupting gaming hardware supply chains and customer purchasing schedules. The fan manufacturer's revenue fell 39.25% year-on-year in the first 10 months of 2026.

DIGITIMES observed that Nvidia is advancing an optics-on-interposer (OOI) architecture that moves the optical engine from an organic substrate to a silicon interposer to increase interconnect density and reduce transmission energy consumption.

Nvidia is a key customer for Taiwan's semiconductor and AI server supply chains. If recent national security concerns around CEO Jensen Huang affect sales in China, export approvals for the H200, or reviews of customer transactions, it could reshape order allocation and shipment schedules across Taiwan's supply chain.

Intel is expanding its computing platform strategy for agentic AI and enterprise workloads with the Intel Core Series 3 processor, codenamed Wildcat Lake, targeting mainstream consumer and commercial notebooks. The processor combines Intel 18A and Taiwan Semiconductor Manufacturing Co. (TSMC) 6nm processes in a two-chiplet design, using the Universal Chiplet Interconnect Express (UCIe) standard chiplet interconnects and organic-substrate multi-chip packaging (MCP) to lower the cost barrier for bringing advanced process technology to mainstream PCs.

Taiwan's Intellectual Property Office (TIPO) has introduced measures allowing companies to accelerate or delay patent examinations based on their business strategies. Intel, MediaTek, ASML and Ford are among the major companies using the delayed examination system, which allows invention patent reviews to be postponed for up to five years.

As quantum computing transitions from academic research into commercial deployment across enterprise data centers, British quantum experts emphasize that system-level integration—combining photonics, heterogeneous integration, chiplets, and novel materials—has become critical. Moving away from the isolated development models of the past, the quantum industry is pivoting toward supply-chain specialization while establishing a complementary co-processing framework alongside traditional CPUs and GPUs, setting the stage for a potential "Sputnik moment" between 2029 and 2030.

UK photonic integrated circuit (PIC) startup Wave Photonics is expanding in Asia and, despite partnerships with the Hon Hai Research Institute (HHRI) and Taiwan-based EDA companies, is considering Singapore as a potential regional base. The company said Singapore offers a concentration of integrated photonics foundries, government support for quantum technology, and proximity to Malaysia's photonics cluster, helping it connect with Asia's supply chain.

Taiwan will review information related to an alleged Chinese spy linked in media reports to Nvidia CEO Jensen Huang, Premier Jung-tai Cho said, as US authorities investigate related matters and the affair prompts investor litigation against the chipmaker.

Driven by rising demand for AI, semiconductors, and automation equipment, Hiwin Technologies delivered strong results in the third quarter of 2026, with all three key profit margins improving. Gross margin reached 36.3%, boosted by four factors including a US subsidiary tariff refund, while net profit surged 1.76 times year-over-year to NT$1.23 billion (US$37.4 million).

ASMedia Technology reported consolidated revenue of NT$2.66 billion (approx. US$80.9 million) in the third quarter of 2026, with a gross margin of 51.6%, as rising substrate, outsourced semiconductor assembly and test (OSAT), and foundry costs prompted the company to adjust prices for its own-brand products and negotiate cost sharing with customers.