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IN THE NEWS
Wednesday 11 November 2026
Hiwin Technologies profit outpaces revenue as gross margin hits 36.3%
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...
Wednesday 11 November 2026
ASMedia raises own-brand prices as chip supply costs climb
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...
Wednesday 11 November 2026
Commentary: Can Nvidia's founder-centric brand model hold up
An apology over an extramarital-affair scandal has pushed Nvidia founder and CEO Jensen Huang into the center of public scrutiny. Global markets must now confront an unsettling reality:...
Wednesday 11 November 2026
Prediction markets see short-term Jensen Huang exit as unlikely but price in rising odds by 2028
Traders on the main prediction markets are betting that Jensen Huang will survive the immediate fallout from his admitted affair. Still, they assign a substantial chance that he leaves...
Wednesday 11 November 2026
CoreWeave rules out unsecured debt through 2027 and leans on customer prepayments, guiding to profit only in 2028
CoreWeave said on its third-quarter earnings call on November 10 that it will not tap the unsecured debt market through 2027 at current yields, making customer prepayments and loans...
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...
Wednesday 11 November 2026
BMW adds LG Energy Solution and Samsung SDI to Gen6 battery supplier network
BMW has added LG Energy Solution (LGES) and Samsung SDI as suppliers of sixth-generation (Gen6) high-voltage battery cells, expanding regional sourcing in the US and Europe. The companies...
Wednesday 11 November 2026
EU-UK electric vehicle origin rules due in 2027 sharpen tariff tensions with China
Tariff friction among the EU, the UK and China over electric vehicles and local supply-chain policy is intensifying as a critical 2027 deadline approaches, reshaping competition in...
Wednesday 11 November 2026
OpenAI unveils AI data center pact amid community resistance
US local officials are intensifying scrutiny of data center expansion and artificial intelligence (AI) regulation. Against this backdrop, OpenAI on November 5 unveiled its "National...
Wednesday 11 November 2026
Ion Electronic Materials targets 2027 profit as specialty gases scale
Ion Electronic Materials is capitalizing on rising demand for localized supplies of electronic specialty gases driven by advanced semiconductor processes, AI, and high-performance...
Wednesday 11 November 2026
AI server tracker: Taiwan's AI server supply shows no sign of cooling despite industry uncertainty
Combined October revenue at 49 Taiwanese companies in the AI server supply chain rose 63.8% from a year earlier to a record NT$3.22 trillion (approx. US$98.23 billion), according to...
Wednesday 11 November 2026
CoreWeave's faster AI capacity rollout lifts outlook as financing costs weigh
CoreWeave's latest results suggest that delivering AI computing capacity is beginning to improve operating performance, while the cost of financing that expansion continues to weigh...
Wednesday 11 November 2026
Quanta Computer vice chairman sees no slowdown in US AI infrastructure investment after midterms
Quanta Computer vice chairman C.C. Leung said on November 10, following the K.T. Li Award ceremony, that the US must continue expanding its investment in artificial intelligence (AI)...
Wednesday 11 November 2026
TSMC plans investments in Anthropic, OpenAI; sets up investment firm to expand semiconductor strategy
Taiwan Semiconductor Manufacturing Company (TSMC) approved three strategic investment plans on November 10. This includes committing up to US$500 million each to Anthropic and OpenAI...
Tuesday 10 November 2026
Spy probe highlights Nvidia's heavy reliance on CEO
Nvidia's management structure has become a topic of discussion after CEO Jensen Huang became embroiled in an espionage case following his affair with an alleged Chinese spy. With power...