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Friday 13 November 2026
AMD, Broadcom, custom chips eye an opening as Nvidia loses its founder CEO
Jensen Huang's departure from Nvidia has given AMD, Broadcom, and in-house chip programs at the largest cloud providers their clearest opening in years, analysts say. They expect existing...
Friday 13 November 2026
Huang's exit leaves Nvidia's role as the AI industry's financier without its dealmaker
Jensen Huang's resignation removes the executive who turned Nvidia's balance sheet into a funding source for the AI buildout, raising questions about whether the company will keep...
Friday 13 November 2026
Nvidia's interim CEO Colette Kress signals stability first as board weighs future after Huang
By handing the top job to its chief financial officer rather than an engineer, Nvidia's board has signaled that its priority after Jensen Huang's abrupt exit is to steady investors,...
Friday 13 November 2026
Analysis: Nvidia's leadership change leaves Taiwan suppliers confident in near-term demand
Jensen Huang's resignation is expected to have short-term effects on Taiwan's server suppliers, which are developing Nvidia's Vera Rubin and Feynman platforms. However, suppliers say...
Friday 13 November 2026
Qualcomm begins India job cuts as handset chip sales slide
Qualcomm has started laying off employees in India, its largest engineering base outside the US, as the chipmaker carries out a performance-focused global workforce reduction amid...
Friday 13 November 2026
Analysis: Relationships built on Jensen Huang's personal ties now face test
The controversy surrounding Nvidia CEO Jensen Huang has grown from a personal dispute into a broader question about corporate governance, succession planning, and the shifting power...
Thursday 12 November 2026
Jensen Huang resigns as Nvidia CEO; CFO Colette Kress named interim chief
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...
Thursday 12 November 2026
Chinese media question timing of Huang allegations amid chip controls
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...
Thursday 12 November 2026
South Korea’s HBM demand drives 54% surge in Taiwan glass fiber exports
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...
Thursday 12 November 2026
AI bottleneck shifts from compute to power; European supply chain sees power semiconductors as next shortage
At the opening panel of electronica 2026 in Munich on November 10, industry leaders agreed that the primary bottleneck in artificial intelligence is shifting from computing power to...
Thursday 12 November 2026
Taiwan PCB equipment maker Ta Liang's four-digit backlog sets stage for high-margin TM4 growth
Taiwan-based Ta Liang Technology, a printed circuit board (PCB) equipment manufacturer, said its order visibility for PCB and semiconductor equipment extends through 2027, with its...
Thursday 12 November 2026
AUO and Innolux target 2028 commercial breakthrough in semiconductor packaging
Faced with sluggish end-user demand, chronic overcapacity, and intensifying market competition, global display manufacturers are under pressure to reinvent themselves. In Taiwan, leading...
Thursday 12 November 2026
Samsung Display, BOE weigh low-cost OLED panels as phone sales fall
Samsung Display, BOE Technology Group and Tianma Microelectronics are considering cheaper OLED panels for budget smartphones to boost factory utilization as handset sales decline,...
Thursday 12 November 2026
Nvidia spy case puts Jensen Huang's family in spotlight amid lack of succession plan
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...
Thursday 12 November 2026
Universities aren't factories: Can a hot-rodding spirit drive semiconductor innovation?
The National Science and Technology Council's Department of Engineering and Technologies recently issued a call for proposals encouraging academia to modify expensive semiconductor...