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 🌑 Americas 
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 US-China Board of Trade holds first meeting days before Trump-Xi summit  - US, Chinese officials in key trade talks that Donald Trump and Chinese President Xi Jinping first initiated at May summit in Beijing

 Nova Scotia Bets on Microelectronics Integration, Not Chip Fabs  - Atlantic Canada’s coastal engineering cluster is turning specialized components and rugged hardware into exportable tools for subsea research, security, and resource markets. The post Nova Scotia Bets on Microelectronics Integration, Not Chip Fabs appeared first on EE Times .

 Qualcomm Custom ASICs?  - Two hyperscaler programs, Alphawave's IP, and most of a $5B data center target

 Physical AI: Where AI meets the physical world  - Industry experts discuss why touch, multimodal sensing, and edge processing are essential to the next generation of intelligent machines. The post Physical AI: Where AI meets the physical world appeared first on EDN .

 Nvidia CEO Resigns Amid New Affair Allegations  - Huang co-founded Nvidia in 1993 and led the company to global prominence alongside the expansion of artificial intelligence (AI) semiconductor demand.

 Oil Price Cap Stuck in 'Devil Frame' Critique

 Burry urges investors to exit Nvidia, warns Huang exit risks margins and growth

 Alice Huang Scandal Threatens AI Industry, U.S. Probes Supermicro

 Alice Huang linked to Chinese semiconductor unit

 Chip industry urges labor minister to legalize 52-hour cap exemptions for R&D

 Nota Cuts Loss, Posts Record Quarterly Sales

 Nota narrows 3Q loss as sales hit record, backlog reaches 15.4 billion won

 Malaysia Probes Subsidiary Over AI Chip Re-exports

 Malaysia probes Megaspeed subsidiary over suspected illegal Nvidia chip reexports

 KOSPI Drops 1% Despite President Lee's Market Meeting

 Samsung Electronics Unions Fragment Over Performance Pay, Seventh Formed

 KOSPI falls 1% as Nvidia fallout sinks chip stocks despite Lee market push

 TSMC Employee Data Leak: Hacker Demands Bitcoin

 Hacker advertises 46,000 TSMC employee records for sale after cloud leak

 Semifive sets record 245.5 billion won backlog on AI and HPC orders

 Huang resignation jolts Hyundai Motor’s 2028 autonomous plan and Nvidia tie-up

 NVIDIA's Huang Resigns Amid Scandal Over Affairs

 NVIDIA CEO’s Exit Puts Spotlight on South Korea’s Owner-Led Conglomerates

 OpenAI Backs U.S. AI Chip Export Curb to China

 OpenAI backs US bills to tighten AI chip export controls to China

 Nvidia scandal spotlights Korea chaebol governance and weak board checks

 Former Nvidia CEO Jensen Huang Calls Self 'Piece of Shit' Before Resignation

 Semifive's Order Backlog Hits Record 245.5 Billion Won

 China state media urges Korean chipmakers to deepen China focus despite U.S. curbs

 Labor minister backs industry minister’s urgency on China, urges super-gap push

 Hundreds of fake accounts defend Jensen Huang, back Nvidia chip exports to China

 Alice Huang's Indirect Huawei Data Center Investment

 Labor minister urges sustained innovation and good jobs in chip sector

 Exclusive: Vietnamese Students Lead Seoul National University College of Engineering Enrollment

 DeepX Collaborates with Intel on AI Inference, Expanding to Servers

 ISU Petasys jumps on expectations for growing AI server board demand

 NVIDIA's 'Erasing Huang' Shocks Silicon Valley

 Hanyang Cyber University trains semiconductor talent with online program and industry experts

 Technologies Which Died  - 30 years ago the world was debating the claims of WiMAX and HSDPA to be the future. ‘There was dissension in the ranks over the forthcoming mobile variant of the […] The post Technologies Which Died appeared first on Electronics Weekly .

 AI 晶片需求旺 應材 Q4 營收飆 53%、本季再戰新高  - 全球半導體設備大廠應用材料(Applied Materials)12 公布最新財報,受惠 AI 晶片與高階記憶體需求強勁,上季營收 增 53%,表現優於市場預期。展望本季,應材看好 AI 基建投資持續擴張,營收可望再創新高。 繼續閱讀..

 Rubio raises US-China-Russia trilateral in phone call with Wang  - Pair discussed China-US relations and final preparations for when Xi Jinping and Donald Trump sit down at the Apec summit in Shenzhen

 Nexperia’s China unit claims supply chain ‘localisation’ as rift with Dutch parent deepens  - The shift has slashed delivery times for some components to four to six weeks, down from 12 to 16 weeks previously, CEO John Chang says

 Linux MMX optimisations set for removal in kernel 7.5  - The last Linux MMX optimisations are set to be removed from the kernel, ending nearly three decades of specialised support…

 Chip Industry Week In Review  - Nvidia faces questions about security and oversight; 300mm SiC breakthrough; Siemens buys Lauterbach; chiplet standards; new memory bets; imec interposer process flow; TPUs with CPUs; 2D transistors; anti-smuggling tools for chips. The post Chip Industry Week In Review appeared first on Semiconductor...

 光路竹廠一期啟用、二期動土 千億投資擴充先進封裝產能  - 全球封測龍頭 光投控(3711)擴大先進封裝投資腳步,旗下 光13 於南部科學園區高雄園區舉行路竹廠一期啟用暨二期動土典禮,首度進駐科學園區興建大型先進封裝廠房。隨AI及高效能運算(HPC)需求持續攀升, 光加速擴充高階封裝產能,路竹廠一、二期滿載後,整體投資規模預估達新台幣千億元,...

 [News] SMIC Sees Capacity Tightness Through 2027, Possibly into 2H28; Equipment Lead Times Stretch to 16–24 Months  - China’s foundry leader SMIC has posted a record quarter, with Reuters reporting that its third quarter profit soaring 123.4% to $428.4 million, while revenue surged 33.9% YoY to $3.19 billion. Notably, citing SMIC co-CEO Zhao Haijun, IT Home adds that the momentum is expected to continue, as the i......

 Can Huang's Exit Create Chip Competition  - Jensen Huang’s departure from Nvidia is raising questions about whether rivals can chip away at the company’s dominance of the AI semiconductor market. Bloomberg Intelligence analysts Robert Schiffman and Mandeep Singh say demand for AI computing remains strong, but Huang’s exit could create opportunities...

 Physical AI depends on sensor redundancy. Does it need Nvidia redundancy too?  - Robot makers increasingly rely on Nvidia not only for compute, but for simulation, training and AI software. Recent reports of CEO Jensen Huang's affairs raise questions about how much of physical AI should depend on one company.

 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

 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.

 Jensen Huang’s exit clouds future Nvidia demand for Korean chipmakers  - Jensen Huang’s exit clouds future Nvidia demand for Korean chipmakers Huang’s removal raises uncertainty for Samsung and SK hynix, though long-term HBM deals and broader AI demand offer a buffer. 11/12/2026 - 09:13 AM LEE JAE-LIM

 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 .

 Quantum leap: IBM plans to scale beyond 1,000 qubits in 2027 with Nighthawk r3 processor  - New unit sports more qubits and is planned to be part of future fault-tolerant rig

 Sex, spies and salaries shake up AI chipmakers  - The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

 [News] STMicroelectronics Reportedly to Hike Prices on Jan. 1, 2027 After Three Rounds in 2026, Citing Supply Chain Costs  - STMicroelectronics is reportedly preparing another round of price increases amid rising operating and supply chain costs. According to ijiwei, a price adjustment letter recently circulated in the market indicates that the company plans to raise prices on selected products starting January 1, 2027. M......

 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

 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

 🌑 AsiaPac 
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↺72h E Ink-18% miss 🔴

 台積電傳為輝達跨足3D DRAM 華邦電焦佑鈞為何不信?關鍵在「夥伴變對手」  - 記憶體大廠華邦電與台積電同樣創立於1987 ,明 都將迎接成立40周 。近期市場傳出台積電為因應輝達(NVIDIA)需求,可能跨足3D DRAM領域。根據《財訊》雙週刊報導,對此,焦佑鈞在家庭 接受媒體訪問時表示,他個人認為可能性不高,主要考量台積電是否願意在現階段投入大量資源,發展一項必須掌握自主技術的新業務。...

 New Insights Into a Promising Material for Next-Generation Electronics  - Better electron transport without degrading heat transfer offers a promising path for next-generation power electronic devices. The post New Insights Into a Promising Material for Next-Generation Electronics appeared first on Semiconductor Digest .

 Podcast EP378: An Overview of the 2026 Wilson Research Group Functional Verification Study with Harry Foster  - Daniel is joined by Harry Foster, Chief Scientist of Verification for Siemens Digital Industries Software. Harry is also the Co-Founder and Executive Editor for the Verification Academy. Harry served as the 2021 Design Automation Conference General Chair and is currently serving as a Past Chair. He...

 Picture of the Day: Lemo drives Sauber F1 to Electronica  - One of the visual highlights of the Messe Munchen during Electronica was the Lemo stand, featuring the red and white, and black, Alfa Romeo F1 race car. The post Picture of the Day: Lemo drives Sauber F1 to Electronica appeared first on Electronics Weekly .

 Jensen Huang's Resignation Shakes AI Alliance, Supply Chain  - Huang had secured advanced semiconductor processes from Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest foundry, to align with next-generation AI chip development timelines.

 Unannounced Intel Core Ultra 7 260K CPU surfaces in Newegg prebuilt gaming PCs  - The mysterious Intel Core Ultra 7 260K has surfaced in some prebuilt gaming PCs on Newegg, despite no official mention of the chip from Intel.

 electronica 2026: Chipmakers Move Up the Stack as Data Centers and Physical AI Take Center Stage  - Explore how electronica 2026 shows chipmakers shifting to AI platforms as data centers, edge AI, and robotics reshape power and silicon. The post electronica 2026: Chipmakers Move Up the Stack as Data Centers and Physical AI Take Center Stage appeared first on EE Times .

 The Real Cost of Enterprise AI Agents in 2027: How to Measure ROI, Inference Costs, and Infrastructure TCO  - Nearly half of enterprises are over budget on AI. Research from Futurum, ETR and Signal65, alongside Six Five executive interviews, reveals how to measure cost per successful task, infrastructure TCO and agentic AI ROI.

 ‘Web of complexity’: Jensen Huang’s position in doubt as Nvidia shares plunge overnight  - US media reports have said company’s board could meet as soon as today to consider his role

 Navitas files further patent infringement lawsuit against Renesas  - Renesas’ sued after launching REXGaN and 650V SuperGaN products

 高雄半導體供應鏈再添生力軍 新特系統橋科新廠啟用  - 高雄產業轉型持續展現成果,半導體供應鏈再添生力軍!隨著台積電等指標企業落腳高雄,帶動上下游供應鏈加速聚集,矽創集團旗下半導體測試設備業者新特系統,於橋頭科學園區設立的首期半導體封測設備零組件研發製造工廠正式啟用。新特系統13...

 Alice Huang-Linked Firm Procured Banned Nvidia Chips in China  - A Chinese company founded by Alice Huang, the woman at the center of a controversy dogging Nvidia Corp., procured smuggled AI chips that were installed at a Shanghai data center with links to Megaspeed International Pte, according to documents reviewed by Bloomberg News.

 Interfacial Effects of Thermal Reorganization on Charge and Spin Transport in Organic Spin Valves  - Organic semiconductors are attractive for spintronic applications owing to their weak spin-orbit coupling, small hyperfine interactions, mechanical flexibility, and tunable electronic properties. Organic spin valves (OSVs) provide a representative platform for investigating spin-dependent transport. However,...

 Jensen Huang Resigns: NVIDIA's Succession Crisis and the Fate of the AI Supply Chain  - In this explosive episode of The Circuit, Ben Bajarin and Jay Goldberg react to the shocking resignation of NVIDIA CEO Jensen Huang following a scandal involving affairs with direct reports and alleged ties to a Chinese spy. The hosts compare Huang's sudden departure to the absence of Steve Jobs at Apple,...

 A breakthrough in magnetism could make AI chips use dramatically ...  - Aug. 9, 2026 — Atomically thin semiconductors could enable ... Ultraprecise Method of Aligning 3D Semiconductor Chips Invented. Oct ...

 Nvidia scandal raises risks for Korean chipmakers (KOR)  - Nvidia scandal raises risks for Korean chipmakers (KOR) Leadership uncertainty and looming U.S. export controls could disrupt Korean chipmakers’ AI partnerships, China operations and broader economy. 11/12/2026 - 07:33 PM Opinion Desk

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

 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.

 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

 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.

 Why space electronics is a harder code to crack than Moore’s Law  - Ionising radiation and its types Space vehicles do not need advanced node Moore’s Law follower chips with a billion-transistor count, just less-complex chips to handle navigation, commands, faults and transmit […] The post Why space electronics is a harder code to crack than Moore’s Law appeared...

 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.

 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.

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

 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

 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

 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.

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

 🌑 EMEA 
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↺4¼d Jenoptik11% beat 🟢

↺8½h Ams

↺4¼d Infineon Techno…-4.8% miss 🔴

 Nvidia board reportedly approached Arm CEO Rene Haas during replacement search  - Nvidia's board of directors reportedly approached Rene Haas, chief executive of Arm and a long-time Nvidia veteran, in CEO search.

 Huang’s exit gives physical AI firms reason to break the Nvidia habit  - Some companies had already wanted to move away from Nvidia’s CUDA software, and might want to further diversify architectures in robots and other machines.

 CEO Interview with Sergiy Nesterenko of Quilter on AI PCB Layout  - Sergiy Nesterenko is founder and CEO of Quilter, which builds physics-driven AI for printed circuit board (PCB) layout. He triple majored in mathematics, physics, and chemistry at UC Berkeley and worked in the electromagnetic interference and compatibility (EMI/EMC) group at SpaceX during the early Falcon...

 Sony IMX905: The Sensor Technology Behind the iPhone 18 Pro Max  - TechInsights’ teardown confirms the Sony IMX905 in the iPhone 18 Pro Max’s wide-angle rear main camera, alongside a new sensor in its front-facing infrared camera. The analysis examines these findings in the context of reused sensors and identifies the camera system’s design wins.

 EARASHI: Improving Working Conditions and Workplace Safety Through AI and Robotics  - From September 2022 to February 2026, CEA-Leti coordinated the European EARASHI project.

 Q.ANT, IONOS Collaborate on Photonic Computing: Week in Brief: 11/13/26  - Q.ANT, a developer of photonic processing technologies, launched a joint pilot program with IONOS, a digitalization partner and cloud enabler, to bring photonic computing to commercial bare metal server environments. The pilot program will give software developers the opportunity to test and evaluate...

 Nvidia reaffirms Korea GPU deployment plan despite Jensen Huang's resignation  - Nvidia reaffirms Korea GPU deployment plan despite Jensen Huang's resignation Nvidia will proceed with plans to deploy up to 260,000 GPUs in Korea for AI computing centers despite Jensen Huang's resignation, Seoul's science minister said. 11/13/2026 - 05:40 AM

 If Jensen Huang exits Nvidia, who could take the US$4 trillion chipmaker’s reins?  - A look at the potential shortlist as odds increase that the company will part with the CEO who, in the words of one analyst, ‘is Nvidia’

 China’s SMIC sees AI computing crunch until 2028 as Nvidia heat risks tighter chip curbs  - Soaring enterprise demand for domestic AI infrastructure drives 82 per cent profit surge at China’s top chipmaker

 Cisco lifts FY2027 outlook after record earnings, with AI networking revenue set to double  - Cisco Systems raised its fiscal 2027 revenue and earnings forecasts after AI data centre investment and enterprise network upgrades delivered its strongest quarterly growth in more than 15 years. The networking equipment giant now expects revenue from hyperscaler AI infrastructure to more than double...

 Samsung reportedly in talks to acquire data center cooling firm Modine

 China's eSSD order opens up US market opportunity for Samsung, SK Hynix

 Korean labor minister hears chipmakers on 52-hour cap amid dragging special-zone talks

 DIGITIMES Chairman urges Taiwan to become sovereign AI partner

 Samsung weighs separating memory and mobile leadership

 Cerebras Systems 3Q26 earnings: macro resilience, sector performance, and future outlook

 Mars Semiconductor posts slight revenue growth, expects eBMC orders in 2H27

 DEEPX tapes out AI chip on Samsung's 2nm process

 E Ink targets 2027 revenue from PTFE materials for AI data centers

 Commentary: From industry definer to industry participant? Nvidia's 2035 outlook in post-Jensen Huang Era

 Foxconn ASIC AI server shipments surge 1.5x YoY in 3Q26, GPU servers up 70%

 Anthropic cuts CUDA migration costs, challenging Nvidia's platform moat

 Sheffield, Taiwan firms target aerospace, defense semiconductor opportunities

 CoreWeave adjusts AI data center expansion model as customer prepayments, contracts ease financing concerns

 AMD and PsiQuantum expand partnership on quantum computing infrastructure

 FICG returns to growth in 3Q26 as 1.6T enters mass production

 Nvidia's 14-point GPU checks tighten AI server supply; full prepayment and 2027 price hikes loom

 Reports emerge tying Alice Huang's business web to Huawei Cloud

 Dutch court further curbs Wingtech's control of Nexperia, widening China chip supply chain split

 Doosan clears SK Siltron merger reviews; deal could close by end-2026

 Pegatron targets several-fold growth in 2027

 Megaspeed says it is strengthening US export-control compliance

 Acer targets education market with AI teaching assistants and agents

 SK Hynix, Intel explore shared memory to ease AI bottlenecks

 Intel forms 23-company Korean AI alliance as it pitches HBM-free inference GPU

 Samsung reportedly wins more AI chip orders from US cloud firms

 CXMT targets higher-value DRAM market with AI server memory, LPDDR6 breakthroughs

 Huawei spin-off xFusion seeks US$1.2 billion IPO, capitalizing on China's AI server boom

 Jensen Huang Exit Sets Up US-China Showdown Over AI Chip Curbs  - The fall of Nvidia Corp. Chief Executive Officer Jensen Huang has removed the industry’s most prominent opponent of US chip controls, setting up a showdown over potential new curbs that could accelerate China’s drive for semiconductor self-sufficiency.

 Panmesia and Intel hook up on CXL  - Panmnesia, the Korean developer of link solutions for AI infrastructure, has signed an MOU with Intel Korea to collaborate on CXL technology. The agreement aims to bring CXL-based servers into […] The post Panmesia and Intel hook up on CXL appeared first on Electronics Weekly .

 Nvidia's roadmap is set through 2028, but its tempo, talent bench were built around Huang  - Nvidia's product pipeline is locked in for the next two years, analysts say, but Jensen Huang's resignation calls into question the annual upgrade cadence he personally drove and exposes how thin the company's formal leadership bench is beneath a CEO who ran it with dozens of direct reports and no second-in-command....

 LG Chem reportedly developing MR-MUF materials for HBM on top of NCF work

 Remote access emerges as biggest gap in US chip controls as Congress and Commerce move to close it

 Lutnick's clash with Treasury over Nvidia chip curbs deepens as White House weighs his future

 Asus expects the 2027 PC market to shrink 10–15% as memory costs bite

 Asus reports record third-quarter revenue as server business grows

 Asus sees no major order impact from financing and data-center regulation changes

 Applied Materials posts record fourth-quarter revenue as AI-driven chip equipment demand accelerates

 Singapore bars Alice Huang from reentry, says investigation into Megaspeed remains ongoing

 SK Hynix's HBM4 yield tops 70% as Samsung expands chip packaging capacity

 SpaceX's US$74 billion Texas-Arizona AI data center expansion faces local opposition and political hurdles

 Cerebras lifts third-quarter revenue 55% as cloud inference overtakes hardware sales

 CMC Magnetics' operating profit surges 20-fold in 1Q–3Q26

 AI memory may balance after mid-2028 while compute and supporting chips stay short, SMIC says

 Commentary: Can Nvidia's AI moat survive without Jensen Huang?

 SMIC posts record third-quarter revenue as factory utilization nears full capacity

 Compal splits server R&D and sales into subsidiary

 AMD, Broadcom, custom chips eye an opening as Nvidia loses its founder CEO

 Analysis: Nvidia's leadership change leaves Taiwan suppliers confident in near-term demand

 Nvidia's interim CEO Colette Kress signals stability first as board weighs future after Huang

 Huang's exit leaves Nvidia's role as the AI industry's financier without its dealmaker

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

 Xanadu and HyperLight Reduce Optical Swtich 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...

 Google’s Fitbit Air: Another display-less option for tech you wear  - Minimal- and no-display device values aren’t unique to wearables but are uniquely optimal for the needs and desires of wearable device users. The post Google’s Fitbit Air: Another display-less option for tech you wear appeared first on EDN .

 Statement from the court-appointed officials at ...  - Nexperia B.V. today shares a statement from the officials appointed by the Dutch Enterprise Chamber

 Semiconductor IP Core Companies & Vendors Directory A–Z  - Explore our alphabetical directory of semiconductor IP core companies and silicon IP vendors for ASIC and system-on-chip (SoC) design. Find companies working with processor IP, interface IP, memory IP, analog and mixed-signal IP, security IP, and other reusable semiconductor design blocks. Whether you...

 [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......

 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

 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...

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

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

 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.

 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.