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            🇺🇸 Philly Semi (SOX) -0.54% | 🇦🇺 S&P/ASX Tech -0.53% | 🇺🇸 DJ Semi -0.85% | 🇺🇸 Nasdaq Computer -0.32% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics -1.47% | 🇺🇸 Nasdaq Semi -0.71% | 🇺🇸 Dow (DJI) -0.36% | 🇺🇸 S&P 500 -0.35% | 🇺🇸 NASDAQ -0.39% | 🇪🇺 Euro Stoxx 50 +0.09% | 🇺🇸 Volatility (VIX) +6.92% | 🇺🇸 DJ Large-Cap -0.41% | 🇺🇸 DJ Mid-Cap -1.26% | 🇺🇸 DJ Small-Cap -1.58% | 🇨🇳 NASDAQ China -3.09% | 🇧🇷 Bovespa Brazil 50 -0.34% | 🇺🇸 NYSE 100 -0.39% //             🇺🇸 Philly Semi (SOX) -0.54% | 🇦🇺 S&P/ASX Tech -0.53% | 🇺🇸 DJ Semi -0.85% | 🇺🇸 Nasdaq Computer -0.32% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics -1.47% | 🇺🇸 Nasdaq Semi -0.71% | 🇺🇸 Dow (DJI) -0.36% | 🇺🇸 S&P 500 -0.35% | 🇺🇸 NASDAQ -0.39% | 🇪🇺 Euro Stoxx 50 +0.09% | 🇺🇸 Volatility (VIX) +6.92% | 🇺🇸 DJ Large-Cap -0.41% | 🇺🇸 DJ Mid-Cap -1.26% | 🇺🇸 DJ Small-Cap -1.58% | 🇨🇳 NASDAQ China -3.09% | 🇧🇷 Bovespa Brazil 50 -0.34% | 🇺🇸 NYSE 100 -0.39% //             🇺🇸 Philly Semi (SOX) -0.54% | 🇦🇺 S&P/ASX Tech -0.53% | 🇺🇸 DJ Semi -0.85% | 🇺🇸 Nasdaq Computer -0.32% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics -1.47% | 🇺🇸 Nasdaq Semi -0.71% | 🇺🇸 Dow (DJI) -0.36% | 🇺🇸 S&P 500 -0.35% | 🇺🇸 NASDAQ -0.39% | 🇪🇺 Euro Stoxx 50 +0.09% | 🇺🇸 Volatility (VIX) +6.92% | 🇺🇸 DJ Large-Cap -0.41% | 🇺🇸 DJ Mid-Cap -1.26% | 🇺🇸 DJ Small-Cap -1.58% | 🇨🇳 NASDAQ China -3.09% | 🇧🇷 Bovespa Brazil 50 -0.34% | 🇺🇸 NYSE 100 -0.39% //             🇺🇸 Philly Semi (SOX) -0.54% | 🇦🇺 S&P/ASX Tech -0.53% | 🇺🇸 DJ Semi -0.85% | 🇺🇸 Nasdaq Computer -0.32% | 🇺🇸 Nasdaq Artificial Intelligence & Robotics -1.47% | 🇺🇸 Nasdaq Semi -0.71% | 🇺🇸 Dow (DJI) -0.36% | 🇺🇸 S&P 500 -0.35% | 🇺🇸 NASDAQ -0.39% | 🇪🇺 Euro Stoxx 50 +0.09% | 🇺🇸 Volatility (VIX) +6.92% | 🇺🇸 DJ Large-Cap -0.41% | 🇺🇸 DJ Mid-Cap -1.26% | 🇺🇸 DJ Small-Cap -1.58% | 🇨🇳 NASDAQ China -3.09% | 🇧🇷 Bovespa Brazil 50 -0.34% | 🇺🇸 NYSE 100 -0.39% //
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 🌑 🇨🇭🇫🇷🇮🇱 EMEA 
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↺52h Jenoptik11% beat 🟢

16h Ams

↺52h Infineon Techno…-3.9% miss 🔴

 Nvidia and the World Without Jensen  - Is NVIDIA Over? Export Controls, RASA, Open Source Implications, Supply Chain Implications, Affair, US Still Dependent On China

 OpenAI Joins Groundswell of Support for AI Chip Control Measures  - OpenAI is backing a bipartisan effort in Congress to block China’s access to artificial intelligence chips and curb China’s access to chipmaking equipment, adding support to legislation gaining momentum after the scandal that toppled Jensen Huang as Nvidia Corp.’s chief executive officer.

 Jensen Was The Rudder, But Nvidia Has Engine Trouble  - [Opinion] The Green Machine faces far bigger problems than China chips and executive turnover

 Coherent Named to Forbes America's Best Companies List for Second Consecutive Year  - Recognition underscores Coherent's technology leadership, business performance, innovation, and commitment to its people

 Polar Light signs first optical interconnect agreement leveraging micro-LED technology platform  - Foxconn collaboration examines light sources for optical connections in data centers and high-performance computing

 AMD launches Zen 6 Venice Based Epyc CPUs  - AMD just launched their 256 core Venice CPU with some subtle and not so subtle changes to the architecture. Read more ▶ The post AMD launches Zen 6 Venice Based Epyc CPUs appeared first on Semiaccurate .

 What 1,000 Arteris Design Starts Reveal About Semiconductor Innovation  - Arteris has surpassed 1,000 customer silicon design starts using its interconnect intellectual property, a milestone that highlights an increasingly consequential shift in chip design: moving data efficiently is becoming as important as processing it.

 Statement from Nexperia  - Nexperia B.V. today issues a statement to provide an update on recent legal developments ...

 Ramtera Challenges the Cost of Chip Design with Calibre-Correlated Physical Verification and an Integrated Place-and-Route Solution  - By Ramtera Design Automation | Technical / industry article for AnySilicon For semiconductor design teams, the challenge is not simply completing a layout. It is getting there with predictable verification results, manageable tool costs and support when a project approaches tapeout. Ramtera Design...

 Micron says it has not required waivers and will keep negotiating in Taoyuan labor dispute  - Micron Technology has responded to an open letter from the Taoyuan Union, a labor group in Taiwan, about its ongoing contract talks. Taoyuan is a city in northern Taiwan where Micron has a large factory, and the dispute centers on a new employee bonus program that the union has been pressing the company...

 Can Machines See a Sick Plant Before a Farmer Can?  - Soybean disease research shows the promise of hyperspectral imaging, while semiconductor advances could make spectral sensing affordable for farmers. The post Can Machines See a Sick Plant Before a Farmer Can? appeared first on EE Times .

 Nvidia’s spy scandal is becoming a headache for ASML  - Jensen Huang’s alleged involvement with a Chinese spy has strengthened the case for US legislation that could take a big bite out of ASML’s revenue.

 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 panel makers are accelerating asset optimization and cross-domain technology integration to unlock new growth drivers....

 Chinese models capture 89% of US corporate spending in open-source AI

 Taiwan's electronics industry targets four overseas tech parks under TEEMA's global expansion plan

 Samsung and Hyundai forge AI alliance

 Kwang-Hwa swings to profit in 3Q26 as EPF film line nears launch

 Meta infrastructure chief to hand over AI compute role in 2027

 Sam Altman warns Samsung of short-term AI demand volatility

 Chinese media question timing of Huang allegations amid chip controls

 SoftBank rejects Musk's default claim, books JPY597.2B data-center loss

 Synnex pivots to AI solution enabler, targets continued growth in 2027

 China's AI short-drama boom opens new token revenue opportunity for ByteDance's Seedance, Volcengine

 India's Tata Electronics reportedly seeks up to US$2 billion in loans

 Chinese universities obtain Nvidia chips despite US export controls

 Naver signs US$1.5 billion AI cloud deal with US firm

 Foxconn sees high-double-digit AI rack growth in 2027

 Pegatron targets multiyear AI server surge, with Nvidia Vera Rubin shipments set for 1H27

 Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs

 TSMC sees surging AI chip demand, highlights advanced packaging and physical AI opportunities

 Nvidia spy case puts Jensen Huang's family in spotlight amid lack of succession plan

 The China chip self-sufficiency paradox: YMTC eyes 2027 IPO as restricted Nvidia GPUs reach Chinese universities

 Tekscend's cost strategy and global edge

 Innovation, AI investments will shape the future, says Kinpo president Hsu

 Exclusive: A world where everything has a chip—Pragmatic reimagines the boundaries of everyday intelligence

 Taiwan's quantum push gathers momentum as Asus, Compal and global tech giants join forces

 Mitsubishi Gas Chemical bets on AI packaging with Thailand BT materials line

 IBM plans 1,040-qubit quantum system for 2027

 DB HiTek 3Q26 shows power-chip demand lifts operating profit, but net income falls

 Taiwan PCB equipment maker Ta Liang's four-digit backlog sets stage for high-margin TM4 growth

 South Korea’s HBM demand drives 54% surge in Taiwan glass fiber exports

 AI bottleneck shifts from compute to power; European supply chain sees power semiconductors as next shortage

 DFI targets industrial edge AI, with automation leading 42% of opportunities

 DIGITIMES Insight: Entering glass substrate era, core layers are no longer an exclusive process for substrate makers

 Intel China wants to turn untapped renewable energy into AI tokens with computing pods slated for 1H27

 Samsung moves up HBM packaging plant opening to June 2028

 Kospi ends lower as questions over Nvidia’s leadership linger — as it happened  - Kospi ends lower as questions over Nvidia’s leadership linger — as it happened We track what a possible leadership change at Nvidia means for its Korean suppliers through the day, alongside Fed worries, Naver’s earnings and the MSCI review 11/11/2026 - 05:40 PM JIN MIN-JI, PARK EUN-JEE

 [News] Replacing the Irreplaceable: NVIDIA’s Next Moves as CEO Jensen Huang Faces Potential Ouster  - NVIDIA CEO Jensen Huang is facing mounting scrutiny as a second alleged extramarital affair comes to light. Following reports of his relationship with Megaspeed executive Alice Huang, who has been linked to suspicions of Chinese espionage and illicit AI chip transfers, The New York Times has reporte......

 Talking Zen 6 with Mike Clark at AMD In-Depth ...  - Hello you fine Internet folks, ...

 US data center policy clouds AI capacity outlook, MetaAge says  - Global AI data center construction continues to drive demand for GPUs, memory, and other critical hardware, but tight computing capacity, rising material costs, and longer lead times are complicating large-scale AI project delivery. MetaAge general manager Jason Shih said the imbalance between global...

 Optimized E-Beam Evaporation Reduces Metal-Semiconductor Contact Degradation (RWTH Aachen)  - Researchers at RWTH Aachen University published “Mitigating the degradation of metal–semiconductor contacts with optimized electron beam evaporation.” Abstract “An optimized electron beam evaporation (EBE) setup is presented that allows the suppression of charged particle bombardment of 4” semiconductor...

 CTO Interview Kevin Robinson, VP of Operations, yieldHUB  - Kevin Robinson is VP of Operations at yieldHUB, where he leads global operations, program delivery, and customer execution. He oversees structured onboarding, customer delivery, and the scalability of yieldHUB’s operations worldwide.

 Newton Eyes Equipment Loan ABS Bond Sale Including AI Chip Debt  - Newton Commercial Finance, a joint venture between Apple Bank and Eagle Point Credit Management, is in early talks with investors about a potential $180 million bond offering partly backed by artificial intelligence chip loans.

 AI Chips Are Hot as Capacity Weakens, CASCI Shows  - [CASCI] The fast pace of Upstream production is out of sync with the rest of the AI supply chain. Capacity tier Downgraded

 Doubly twisted DPOT ganged programming  - Select and set one or both of the channels of a dual digital potentiometer by means of a simple twist of the wrist. The post Doubly twisted DPOT ganged programming appeared first on EDN .

 Promexx and Verum partner for Axiom adoption  - As of November 2026, Promexx acts as an implementation partner for Verum’s revamped model-based verification tooling, Axiom (formerly known as Dezyne).

 Diamond Foundry unveils first 200mm single-crystal diamond  - Announcement accompanied by CEO’s keynote at CarbonSemi 2026

 Nexperia expands SiC portfolio with 750 V trench ...  - Combining low switching losses, temperature-stable RDS(on) and the introduction of TOLL ...

 Mounting Finished-Goods Inventories Prompt Some PC OEMs to Adjust Memory Procurement Plans for 2027, Says TrendForce  - More than a year of rising memory prices has placed mounting cost pressure on the consumer electronics industry, according to TrendForce's latest memory industry research. Notebook shipments, in particular, are expected to decline sharply quarter-over-quarter beginning in 3Q26, leaving PC OEMs grappling...

 Health Report: CEA-Leti’s Micro- and Nanotechnologies for Healthcare  - From neurotechnologies and medical imaging to smart sensors and personalized medicine, micro- and nanotechnologies are opening up new possibilities for preventing, diagnosing, and treating diseases. At CEA-Leti, these scientific advances are being transformed into technological solutions to shape the...

 The AI pay gap: A chip boom breeds jealousy and labor unrest in Asia  - Massive bonuses benefit local economies but leave other workers behind

 Electrical Stark Tuning and In Situ Field Sensing of V_{2} V_{2} Silicon Vacancies in a 4H-SiC a-Plane Lateral pin-Diode  - …(cubic lattice site) silicon vacancies within the intrinsic region of lateral pin-diodes fabricated on a-plane 4H-SiC wafers using a scalable complementary metal-oxide- semiconductor (CMOS) process. Despite extensive semiconductor processing, the integrated color centers exhibit good optical quality,...

 Scalable Wireless Connectivity Starts with the RW610FML Module  - The RW610FML Wi-Fi 6 and Bluetooth LE module is now available, helping developers accelerate connected product design with integrated processing, robust wireless performance and a scalable ecosystem. From evaluation to production, RW610FML simplifies development across industrial, smart home and IoT applications....

 [News] Coherent Signs Long-Term Supply Agreement with China-Based VOT for 6-Inch InP Substrates  - On November 6, VOT announced that its controlled subsidiary, Guangdong Xianrui Technology Co., Ltd. (Xianrui Technology), had signed a long-term supply letter of intent with Coherent Corp. Under the agreement, Xianrui Technology will supply 6-inch indium phosphide (InP) substrates to Coherent's f...

 Dutch government commits €200M to European scale-up fund  - The Netherlands is committing 200 million euros to the second round of the European Tech Champions Initiative (ETCI), double its contribution to the first round.

 CPO’s Next Challenge: Turning Optical Performance into Manufacturable Systems  - Why integration boundaries, assembly strategies, and manufacturing yield must be engineered together

 Is Nvidia too dependent on Jensen Huang? Who could replace him?  - Some in tech are voicing concerns over Nvidia corporate governance and risk management approach with extraordinary dependence on one man.

 LTE Cat 1bis or 5G RedCap? RF design decisions behind an IoT modem refresh  - The choice among LTE Cat 1bis, LTE-M, NB-IoT, and 5G RedCap should be made as an RF system decision, not from a modem datasheet alone. The post LTE Cat 1bis or 5G RedCap? RF design decisions behind an IoT modem refresh appeared first on EDN .

 E Ink Unveils Spectra™ 6 9-Color for Smoother, More Vibrant Images  - E Ink announced the release of E Ink Spectra™ 6 9-color, a new color system that expands the Spectra 6 platform from six to nine base colors. This increased range moves ePaper further beyond flatter, muted tones to render more vivid, natural-looking photographs.

 🌘 Americas 
🇺🇸  ---  🌑 −

 Aeluma Orders AIXTRON MOCVD System to Expand Photonics Manufacturing  - The tool will support advanced development and the expansion of manufacturing capacity for Aeluma’s non-indium-phosphide (non-InP) photonics platform. The post Aeluma Orders AIXTRON MOCVD System to Expand Photonics Manufacturing appeared first on Semiconductor Digest .

 Jensen Resigns Over Second Affair  - Nvidia CEO’s second affair scandal in a week prompted his resignation, and the board is now searching for a new leader for the company. The post Jensen Resigns Over Second Affair appeared first on EE Times .

 Physical AI and Data  - Artificial Intelligence Physical AI and Data Physical AI is creating new questions about what data to retain, where it belongs and how to store it economically.

 Xanadu and HyperLight Reduce Optical Switch Loss Threefold  - Photonic quantum computing company Xanadu Quantum Technologies has partnered with HyperLight Corporation, a thin-film lithium niobate (TFLN) photonics company, to achieve a significant hardware performance milestone using TFLN technology. The companies claim to have reduced optical switch insertion to...

 The Semiconductor Singularity  - Accelerating IC innovation with AI. The post The Semiconductor Singularity appeared first on Semiconductor Engineering .

 Researchers solve a physics puzzle about radiation that could lead to tougher electronics  - Researchers have solved a longstanding physics puzzle, explaining why electronic devices can fail catastrophically when exposed to radiation. Their findings may hold the key to engineering new electronics that can better ...

 Ukrainian Oko Camera plans thermal-camera production in the Netherlands  - Ukrainian thermal-imaging specialist Oko Camera is establishing production in the Netherlands, targeting an annual output of 100,000 cameras before the end of 2027.

 Electronica: DPO for students offers remote view for educators  - Tektronix chose electronica to launch of the 1 Series digital phosphor oscilloscope (DPO), aimed at students and educators. Models have two or four analogue channels, 12bit vertical resolution, up to […] The post Electronica: DPO for students offers remote view for educators appeared first on Electronics...

 Noctua brings space-grade carbon nanotube thermal pad to AMD AM5 and AM4 processors — promises years of maintenance-free performance for $24.95  - Noctua says the NT-CP1 uses carbon nanotubes originally developed for aerospace applications, with the material gradually adapting to microscopic surface imperfections to improve heat transfer over repeated heating and cooling cycles.

 Electronica 2026: Low-power industrial embedded controllers  - The electronica exhibition in Munich this week is highlighting significant advances in low power embedded microcontrollers for industrial applications. Various…

 [News] Samsung Reportedly Plans KRW 46T Onyang HBM Hub with Five Lines, Moves Up Operations by One Year to 2028  - Samsung Electronics is accelerating its investment in high-bandwidth memory (HBM) amid surging demand for AI chips. According to Chosun Biz, Chairman Lee Jae-yong outlined plans to transform the company's Onyang Campus in Asan, South Chungcheong Province, into a major HBM production hub, with operat......

 台積電員工個資遭兜售?公司:無證據顯示系統遭入侵  - 台積電(2330)部分現職及離職員工資訊遭未經授權放上外部網站。台積電12 回應表示,目前並無證據顯示公司系統遭到入侵,已知相關資訊與某雲端服務供應商系統服務中的資料相符,且與公司生產或客戶相關資料無關。 據悉,起因為近...

 Excelsior University military students complete immersive semiconductor learning experience in collaboration with NY Creates  - A cohort of 11 military-connected Excelsior students from around the country learned about the industry at NY Creates’ state-of-the-art Albany NanoTech Complex, culminating with a recognition ceremony on Veterans Day. Read the Original Press Release Here. ALBANY, N.Y. – Excelsior University and NY...

 Time to find 2027 soaring stocks  - 接近 終,市場都會棄舊迎新尋找明 飆股及本夢比行情,主要是獲利有倍增潛力的公司都會在獲利還沒爆發前提前先跑,而造成本益比爆表

 Dentro la CDU: il cuore idraulico del data center AI  - 2MW di calore, 500 galloni al minuto. Il cuore del raffreddamento AI è una macchina idraulica.

 Nvidia wants the robotics full-stack. What happens to humanoids?  - From onboard compute to simulation and robot learning, Nvidia technology runs through several leading humanoid programs. But Unitree and Tesla show the industry is far from locked into one supplier.

 How 8-Bit MCUs Are Pushing Sensorless BLDC Motor Control Into High-Speed Territory  - Extreme-speed trapezoidal BLDC control using AVR® demonstration application.

 Three Axes, One Controller: Rethinking the Motor Drive Signal Chain for Factory Automation  - Motor control and power electronics engineers are being asked to fit more axes into the same cabinet, raise efficiency and keep heat in check inside sealed enclosures. This paper walks through the brushless motor drive signal chain, from controller to isolated gate driver to power switch, and shows how...

 Finetech Appoints Co-CEO: People in the News: 11/11/26  - Finetech, a supplier of high-precision die bonding systems for advanced packaging and heterogeneous integration, appointed André Thiemann as co-CEO. He will serve alongside CEO Carlotta Baumann as the company expands its portfolio for volume production, particularly in photonics, quantum technology,...

 SK Group's CEOs to convene to review AI push, align chip and energy businesses  - SK Group's CEOs to convene to review AI push, align chip and energy businesses SK Group will hold a CEO seminar — likely presided over by SK Group Chairman Chey Tae-won — to chart an AI strategy that brings together affiliates' strengths in semiconductors, data centers and energy infrastructure. 11/11/2026...

 The Last Electrical Inches: Why Near-Package Optics Is Becoming Critical to AI Infrastructure  - Original Article By SemiVision Research [Reading time: 11 mins]

 Jensen, Their Jensen, And a Nation of Lost Souls  - [Opinion] The chip affair hits different in Jensen’s homeland

 Risks behind the optimism of Korea's 2027 super budget (KOR)  - Risks behind the optimism of Korea's 2027 super budget (KOR) Temporary chip-driven tax windfalls and state-led investments could weaken Korea’s long-term fiscal resilience. 11/10/2026 - 07:33 PM Opinion Desk

 Alibaba Chip Design Unit T-Head Files for Hong Kong Listing  - Alibaba Group Holding Ltd.’s chip design unit T-Head has filed for a Hong Kong listing, moving ahead with a proposed spinoff of a business that supplies data center processors in China.

 Saskatchewan’s Semiconductor Strength Is Connecting the Pieces  - Saskatchewan brings together AI infrastructure, quantum research, chip design talent, and advanced materials expertise to expand its role in Canada’s technology ecosystem. The post Saskatchewan’s Semiconductor Strength Is Connecting the Pieces appeared first on EE Times .

 Kioxia leveraged product debuts in Hong Kong in first for Japan stock  - Tool targets 25% greater movement in memory chip maker's shares

 AMD’s Zen 6 Family: Feeding the Beast ...  - Hello you fine Internet folks, ...

 ☀️ 🇰🇷🇦🇺 AsiaPac 
🇹🇼  ---  ☀️ −

 台灣大 完成收購精誠資訊  - 台灣大12 舉辦法說會,透過旗下台信電訊公開收購精誠資訊已完成收購股權61.02%,依擬制性資產負債表試算,收購後台灣大合併總資產將增加至3,000億元。獲利貢獻方面,以2026 前三季精誠獲利為基礎,在未考量相關利息支出的情況下進行擬制試算,精誠對台灣大淨利貢獻將由約2.34億元提升至12.26億元,約為收購前的5.2倍。...

 Jensen Huang Resigns As Nvidia’s CEO  - Who will take his place at the AI chip vendor?

 Corsair HX1000i Shift Crystal power supply review: 1000W Platinum efficiency with an eye-catching transparent aesthetic  - Corsair puts the internals of a CWT-built, Cybenetics Platinum 1000W platform on display behind three clear panels, adding side-mounted connectors, iCUE LINK integration and per-pin 12V-2x6 protection.

 MCU revitalizing SDVs with diverse compute, virtual prototyping  - The new MCU aims to simplify SDV development with a scalable device that supports multiple automotive domains. The post MCU revitalizing SDVs with diverse compute, virtual prototyping appeared first on EDN .

 Nvidia scandal raises risks for Korean chipmakers  - Nvidia scandal raises risks for Korean chipmakers Leadership uncertainty and looming U.S. export controls could disrupt Korean chipmakers’ AI partnerships, China operations and broader economy. 11/12/2026 - 10:01 AM Opinion Desk

 Jensen Huang resigns  - NVIDIA’s Board of Directors announced today that Jensen Huang has resigned as President, Chief Executive Officer, and a member of the Board, effective immediately. Colette Kress, current Executive Vice President […] The post Jensen Huang resigns appeared first on Electronics Weekly .

 Jensen Huang Resigns as NVIDIA CEO Over Extramarital Affair Allegations  - The fallout could intensify U.S. semiconductor export restrictions on China and affect global AI data center investments. NVIDIA’s stock plummeted over 13% in after-hours trading on the 12th.

 Chinese Spies: Ancient Tactics to Tech Espionage

 NVIDIA CEO Jensen Huang Resigns Amid Affair Allegations

 KOSPI slips as Jensen Huang scandal and options expiration weigh

 Samsung Electro-Mechanics to build Sejong FC-BGA plant, target mass production in 2028

 Stock Market Crash Freezes Seoul Real Estate Transactions

 Intel and SK Hynix Present Solutions to AI Inference Bottlenecks

 Intel, SK hynix push CPU-led orchestration and shared memory to cut AI costs

 Baidu Unveils 1,024-Chip AI System for 2027 Launch

 Baidu unveils AI chip roadmap, to launch 1,024-accelerator system in 2027

 Intel Korea Launches AI Alliance With 23 Companies at Seoul Summit

 KOSPI Drops on NVIDIA CEO Scandal, Options Expiration

 Samsung Electro-Mechanics Builds AI Semiconductor Substrate Factory

 Housing Sales Rise 2.0%, Jeonse Prices Jump 4.5%

 Korea research institute sees home prices up 2% next year, jeonse rising 4.5%

 Multiple Honeytrap Cases Emerge in U.S. Semiconductor Industry

 Seoul apartment prices rise for 92nd week as Gangnam falls and southern Gyeonggi strengthens

 LH Injects 2 Trillion Won to Accelerate Housing, Semiconductor Projects

 CoreWeave to raise at least $4 billion via investment-grade loan

 LH to add 2 trillion won to speed housing in Gwangmyeong-Siheung and Yongin chip hub

 Yongin Semiconductor High School selects first 134 students at 4.84 to 1

 Husband Who Introduced Wife to NVIDIA CEO Faces Scrutiny

 NVIDIA's Interim CEO: CFO, Apple's Srouji Considered

 NVIDIA board considers removing Jensen Huang after new affair allegations

 President Lee Jae Myung Hails Mega-Projects Sparking SME Innovation

 NVIDIA CEO Jensen Huang Faces New Affair Allegation, Dismissal Talks

 President Lee Jae Myung Unveils Additional 23.6 Trillion Investment in Chungcheong

 Lee hails mega projects for spurring SME tech investment and regional growth

 President Lee and Samsung's Lee Laugh at Student's Interview Remark

 Seoul Apartment Prices Rise 92 Consecutive Weeks

 KDI says oil prices slow consumption rebound despite semiconductor boom

 DB HiTek Reports Higher Sales, Profit on Power Semiconductor Demand

 DB HiTek posts Q3 profit as power chip demand drives near-full utilization

 Sandisk 高毛利不拚降價搶市+長約加持 券商唱多  - 快閃記憶體模組供應商 Sandisk Corp. 股價近期大幅回檔,但華爾街分析師認為,市場可能低估記憶體產業正在發生的結構性轉變。隨著 Sandisk 毛利率突破 80%,公司已缺乏透過降價、擴產搶奪市占率的誘因,加上客戶逐漸改簽多 期供應協議,有望降低未來景氣反轉時的獲利波動。...

 Alibaba Shares Drop 7% as Nvidia Saga Triggers Chip Access Fears  - Chinese artificial intelligence stocks tumbled on concerns that cloud operators’ access to advanced chips may face tighter US scrutiny amid the escalating espionage and leadership controversy surrounding Nvidia Corp.

 Jensen Huang scandal sends ripples through tech  - Tech Latest: Tune in to Nikkei Asia's podcast for the freshest updates on the tech sector

 Jensen Huang’s fate may be decided today  - The Nvidia board is meeting today to decide if CEO Jensen Huang should be replaced and, if so, who by. Leading candidates are vp for hyperscale and HPC Ian Buck […] The post Jensen Huang’s fate may be decided today appeared first on Electronics Weekly .

 Imec Expands Alliance With Vertical Chip Startup  - The organization has also released a silicon interposer reference platform for a European R&D fab

 黃仁勳桃色風暴引爆AI變局 「6變數」牽動輝達與台積電  - 輝達(NVIDIA)執行長黃仁勳捲入桃色風波,引發全球科技產業高度關注。這場風暴是否動搖黃仁勳的執行長地位,甚至衝擊全球AI產業供應鏈,尤其輝達與台積電合作緊密,一旦美國進一步收緊AI晶片輸中限制,將牽動新一波AI晶片板塊移動,影響甚深。輝達面臨執掌33...

 Nvidia shares plunge almost 10% on report board may oust Jensen Huang  - WSJ says CEO's fate could be decided on Wednesday after purported second affair

 Aixtron’s revenue grow 60% in Q3, driven by opto demand for AI data centers  - GaN and SiC power electronic-related orders continue to recover from Q1 trough

 Navitas Acquires Claros: From Grid to xPU, the Next Frontier in AI Power Infrastructure  - Original Article By SemiVision Research [Reading time: 10 mins]

 PMIC boosts efficiency in 1.6T optical modules  - Jeju is a custom multiphase PMIC from MaxLinear designed for DSP-based 1.6T pluggable optical modules used in AI infrastructure. The post PMIC boosts efficiency in 1.6T optical modules appeared first on EDN .

 Automotive Tech Forum: GaN Building Blocks in EV’s and Their Design Roadmap in 2026 and Beyond  - This keynote exmines GaN reliability and present the case for GaN being not only the most efficient solution, but also a necessary step for reducing system cost The post Automotive Tech Forum: GaN Building Blocks in EV’s and Their Design Roadmap in 2026 and Beyond appeared first on EE Times .

 Organic semiconductor sheet enables light-driven water splitting without external voltage  - EPFL researchers have shown that a single organic semiconductor layer can drive either hydrogen or oxygen evolution, depending only on the molecular layer beneath it. Using this effect, they built the first organic semiconductor-based ...

 US bit barn boom sees energy needs grow 10x as fast as grid capacity  - Operators face longer connection waits and a growing need to bring their own electricity

 UK semi company Fractile raises $720m at $7bn valuation  - Fractile, the four year-old UK semiconductor company, has raised $720 million at a $7 billion valuation. Investors were: Thrive Capital, Founders Fund, Conviction, Alphabet’s independent venture arm CapitalG, Lightspeed Venture […] The post UK semi company Fractile raises $720m at $7bn valuation appeared...

 How FireCuda Forge adapts its cache  - Innovation How FireCuda Forge adapts its cache See how FireCuda Forge uses Alkemi to adapt its SSD cache as active data changes.

 Variable-Length Prompts on Chimera GPNPU  - How a flexible binary can serve every length up to the capacity you set. The post Variable-Length Prompts on Chimera GPNPU appeared first on Semiconductor Engineering .

 AMD: Where we're going we don't need (as much) DRAM  - The House of Zen's Mext team promises smarter SWAP through the power of, you'll never guess: AI

 AI 熱潮搶排產能,安世與意法半導體雙雙示警:汽車業恐迎新一波晶片短缺  - 隨著半導體晶圓代工與封裝產能大量轉向 AI 資料中心,全球汽車產業恐將再次面臨晶片短缺危機。荷蘭安世半導體(Nexperia)與瑞士意法半導體(STMicroelectronics)高層相繼發出警告,指出成熟製程產能正遭受嚴重排擠,供應鏈瓶頸已逐漸浮現。...

 Electronica: TME showcases the ‘Dual Brain’ Arduino VENTUNO Q  - Distributor TME (Transfer Multisort Elektronik) showcased the Arduino VENTUNO Q at this year’s electronica. The high-performance single-board computer (SBC) targets Edge AI, robotics, and real-time control applications, reflecting the prominence […] The post Electronica: TME showcases the ‘Dual...

 Ultrafast Hole Transport and Electron Localization in Superatomic Re _{6} _{6} Se _{8} _{8} Cl _{2} _{2}  - …of materials, exhibiting unique ultrafast electronic and structural responses arising from their hierarchical crystal structure. These materials bridge the properties of semiconductors , molecular solids, and nanocrystal arrays, hosting a range of many-body interactions that can be controlled with...

 CGD partners with Ricardo on developing traction inverters for Nissan-led venture  - UK-backed Project SUITE targets smarter, more efficient and convenient EVs

 We Tore Down the MacBook PROLED XDR and Found the Secret of the Glowing Apple  - “Fancy new display” makes our screwdrivers nervous, and Apple’s latest MacBook has the fanciest display yet. The MacBook Pro with PROLED XDR is the first-ever touchscreen MacBook. It’s got a…

 How a Single Missing Atom Can Leave a Secret Fingerprint in Laser Light  - Researchers have uncovered subtle optical signatures that could help distinguish atomic defects in a promising quantum material. An atomic defect too small to see could leave a recognizable signature in laser light, giving scientists a new way to identify structures that may be useful for quantum technology....

 What Taiwan semi/tech Oct sales tell us about global tech outlook  - 從10 份台灣科技及半導體營收數字來趨吉避凶

 The Chip Insider®– Variability’s role in fab strategies, tactics, and die yield  - Inside G. Dan Hutcheson’s latest analysis: Revenue per wafer is the key to semiconductor profitability, and six decades of tighter process control have reduced variability 113-fold, helping make today’s AI infrastructure affordable.

 CXO Interview with Solaiman Rahim of ChipAgents  - Dr. Solaiman Rahim is a multidisciplinary technology executive with over 25 years of experience driving innovation in the chip automation space at the intersection of systems, semiconductors, high-performance computing, and AI. As Chief Product Officer at ChipAgents, he leads the scaling of the Agentic...

 Staera emerges from stealth with $4.6m in pre-seed funding  - GaN LED optical links fabricated in silicon chips to move AI data faster and scale further without adding power or heat

 Risks behind the optimism of Korea's 2027 super budget  - Risks behind the optimism of Korea's 2027 super budget Temporary chip-driven tax windfalls and state-led investments could weaken Korea’s long-term fiscal resilience. 11/10/2026 - 10:01 AM Opinion Desk

 Why AI Data Center Constraints Make Efficiency More Valuable  - From 800 VDC power delivery to specialized AI accelerators, the next opportunity is generating more tokens from limited power and space.