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Semiconductors news today

80 stories from 3 sources in the last 48 hours, every one in English. Each links to its publisher.

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  1. Honda raises full-year profit forecast as weak yen trumps costly EV retreat
    JPNikkei Asia
  2. SoftBank swings to first-half loss as AI ambitions face fresh setbacks
    JPNikkei Asia
  3. Vietnam's FPT sees rising demand for AI adoption in Japan
    JPNikkei Asia
  4. Nvidia showcases factory AI at Seoul event; Jensen Huang's daughter absent
    TWDigiTimes Daily

    Nvidia showcased its work with South Korean manufacturers on robot simulation, precision sanding and factory digital twins as its AI Day Seoul event opened on November 9, despite the absence of senior director Madison Huang, who canceled…

  5. Tesla to add production shift to meet Cybertruck backlog before its phase-out
    TWDigiTimes Daily

    Tesla CEO Elon Musk said that the company will add an extra production shift for its Cybertrucks to meet order backlogs before it stops manufacturing them. The vehicles —iconic to some and infamous to others— are being phased out after…

  6. Nvidia legal chief accused of interfering in Megaspeed probe
    TWDigiTimes Daily

    An alleged affair between Nvidia CEO Jensen Huang and former Singapore-based Megaspeed executive Alice Huang has triggered a storm. In 2024, the US Department of Commerce's Bureau of Industry and Security (BIS) launched an investigation…

  7. TSMC October 2026 revenue surges 59.7% on strong AI chip demand
    TWDigiTimes Daily

    TSMC reported a 59.7% year-over-year increase in October 2026 revenue, extending its strong growth momentum as demand for advanced chips used in artificial intelligence (AI) infrastructure continues to support the semiconductor industry…

  8. China bubble tea chain Mixue shuts more stores as growth model falters
    JPNikkei Asia
  9. China exports stay brisk as annual trade surplus tops $1tn
    JPNikkei Asia
  10. Nvidia could face more scrutiny by new Congress in wake of spy probe
    TWDigiTimes Daily

    An incoming Democratic majority in the US Congress is likely to place Nvidia under greater scrutiny in light of recent revelations that the chipmaker's CEO, Jensen Huang, had an affair with an alleged Chinese spy. The legislature is…

  11. Three workers die at Tata iPhone parts plant, reviving scrutiny of Apple's India supply chain
    TWDigiTimes Daily

    A fatal gas exposure at an Apple supplier's factory in southern India has renewed scrutiny of worker safety as the company expands production in a country that has already seen fires, hazardous factory conditions, and labor disputes at…

  12. Democrats' midterm victory puts future of House China committee in doubt
    JPNikkei Asia
  13. Australia plans new regulator for artificial intelligence after OpenAI hack
    JPNikkei Asia
  14. WuXi AppTec shares jump following Pentagon list removal
    JPNikkei Asia
  15. Tesla plans Cybertruck exit after Model S and Model X; raises stakes for Cybercab and Optimus
    TWDigiTimes Daily

    Tesla's Cybertruck, once hailed by CEO Elon Musk as the company's "best product," is heading towards discontinuation. Musk recently announced on X that production at Tesla's Texas Gigafactory would be phased out around mid-2027, freeing…

  16. SpaceX's US$24B Texas AI data center plan signals a bigger play for energy control
    TWDigiTimes Daily

    SpaceX plans to invest approximately US$24 billion in a natural gas-fired power plant and supercomputing facility in Starbase, Texas, extending Elon Musk's strategy of controlling the energy infrastructure behind the company's expanding AI…

  17. Foxconn extends vertical integration across 5 battery layers
    TWDigiTimes Daily

    Young Liu, chairman of Hon Hai Technology Group (Foxconn), repeatedly highlighted the company's strength in vertical integration at Hon Hai Tech Day 2026 (HHTD26), underscoring progress beyond AI data centers and into battery applications…

  18. AI server demand squeezes India's PCB supply as material costs surge
    TWDigiTimes Daily

    India's electronics manufacturers are paying sharply more for printed circuit boards (PCBs) as material suppliers shift capacity to artificial intelligence servers, with industry groups warning of production cuts and higher consumer…

  19. Intel looks beyond 18A and 14A to reshape computing
    TWDigiTimes Daily

    Intel has fallen noticeably behind rivals including Nvidia and AMD in the generative AI boom. Rather than concentrating all its resources on catching current market leaders, the company is pursuing quantum computing, neuromorphic…

  20. Ennostar sees weak 4Q26, eyes micro LED, optical communications as growth drivers for 2027
    TWDigiTimes Daily

    Ennostar Holdings posted NT$1.27 billion (US$38.7 million) in net profit for the third quarter of 2026, returning to the black from a loss in the same quarter a year earlier due to pre-stocking demand for the upcoming peak-season and gains…

  21. Taiwan's GIS targets 800G/1.6T AI optics, with laser packaging ramp-up starting 4Q26
    TWDigiTimes Daily

    GIS is shifting from touch displays to semiconductor optics, with laser packaging entering small-volume production in the fourth quarter of 2026 and full capacity expected by the second or third quarter of 2027. Chairman Hsien-ying Chou…

  22. SK Hynix-backed Trinity Fab to test chipmaking tools in 2027
    TWDigiTimes Daily

    Trinity Fab, a semiconductor testing facility backed by SK Hynix and South Korean public bodies, will begin testing chipmaking equipment and materials in October 2027, The Elec reported on November 8. The KRW874.6 billion (approx. US$651…

  23. Jensen Huang drawn into spy allegations as China rejects claims
    TWDigiTimes Daily

    Nvidia CEO Jensen Huang’s admission of an extramarital affair with Alice Huang, a former senior executive at Singapore-based Megaspeed, has triggered controversy, while China’s Ministry of Foreign Affairs has again rejected allegations…

  24. Wistron ITS eyes 2027 growth driven by semiconductors and gaming
    TWDigiTimes Daily

    Wistron ITS posted strong results in the third quarter of 2026, driven by growth in the semiconductor, gaming, and entertainment industries. According to chairman and CEO Ching Hsiao, the company will prioritize improving its profit…

  25. Anthropic breach exposes 100+ South Korean enterprise Claude accounts
    TWDigiTimes Daily

    Anthropic’s generative AI service Claude suffered a data breach affecting more than 100 South Korean enterprise accounts, exposing customer names, email addresses, account IDs, organization IDs, subscription tiers, and usage and spending…

  26. Middle East conflict and supply chain strains squeeze global automakers' margins
    TWDigiTimes Daily

    The prolonged Middle East conflict is adding to mounting pressure on the global automotive industry, disrupting shipping through the Strait of Hormuz and driving up energy, logistics and raw-material costs. With consumer confidence…

  27. Nokia eyes AI optical interconnect market, potentially challenging Lumentum and Coherent
    TWDigiTimes Daily

    The AI data center optical interconnect market may soon see another heavyweight contender. Roughly a week after Marvell announced a US$1.15 billion acquisition of Lumentum to bolster its AI optical communications portfolio, Nokia is…

  28. China exports stay resilient as trade surplus tops $1tn
    JPNikkei Asia
  29. South Korea approves advanced display research platform
    TWDigiTimes Daily

    South Korea has approved a seven-year national research program to support display technology development and provide companies with shared testing and commercialization facilities. The Ministry of Trade, Industry and Resources said the…

  30. Rebellions calls for govt support to test AI chips in space
    TWDigiTimes Daily

    Space-based data centers could open a new market for low-power AI chips, but moving computing workloads into orbit presents challenges involving radiation, cooling, and hardware reliability. South Korean AI chip developer Rebellions is…

  31. Nvidia, SPIL target CPO volume shipments in 2027
    TWDigiTimes Daily

    AI infrastructure investment is accelerating the shift toward optical connectivity, as rising data-center traffic exposes the power and bandwidth limits of conventional electrical signals. Nvidia and ASE's SPIL are expanding the supply of…

  32. OLED smartphone panel market faces pressure in 2026, Counterpoint says
    TWDigiTimes Daily

    The global smartphone display market faces a weaker 2026, as OLED panel shipments and revenue are forecast to decline, while memory constraints, rising production costs, and shifting demand pressure manufacturers worldwide. The downturn is…

  33. Automotive architecture shifts to zonal control as AI cyber risks rise
    TWDigiTimes Daily

    Automotive electrical/electronic architecture (E/EA) continues to evolve—moving from early distributed control systems to today's mature domain-based architectures, and now ushering in the era of zonal control. However, as AI significantly…

  34. Samsung SDI reportedly set to lead early battery supply for Boston Dynamics' Atlas
    TWDigiTimes Daily

    Samsung SDI is expected to provide most of the initial battery supply for Atlas, the humanoid robot developed by Hyundai Motor Group's Boston Dynamics, according to South Korean industry reports. The reported arrangement highlights the…

  35. Sharp eyes AI server deliveries in Japan as early as March 2027
    TWDigiTimes Daily

    Sharp said it could begin delivering its new AI servers to customers as early as March 2027, leveraging parent company Foxconn's procurement and manufacturing capabilities to target Japan's growing AI server market. Credit: DIGITIMES

  36. Apple's OLED iPad Air targets 2027, SDC leads panel supply
    TWDigiTimes Daily

    Apple is reportedly set to launch an OLED iPad Air in the first half of 2027, expanding its OLED tablet lineup. The supply chain expects Samsung Display (SDC) to lead overall OLED iPad panel shipments, while LG Display (LGD) is expected to…

  37. Commentary: How will US midterms and Jensen Huang controversy reshape AI policy?
    TWDigiTimes Daily

    Recent developments, including the Democratic Party's strong showing in the US midterm elections and calls for Nvidia CEO Jensen Huang to brief Congress on national security matters, have stirred uncertainty over the future direction of AI…

  38. Nvidia probe fuels push for China chip curbs, raising risks for Samsung, SK Hynix
    TWDigiTimes Daily

    Samsung Electronics and SK Hynix face uncertainty over demand for high-bandwidth memory (HBM) as US lawmakers press for tighter controls on AI chip exports to China following allegations involving Nvidia CEO Jensen Huang. Nvidia shares…

  39. There Are Likely More Spies at AI Companies, Says Security Executive Lisa Thiergart
    USThe Information

    Other countries likely haven’t yet stolen AI models from leading U.S. companies—but only for a lack of trying, said Lisa Thiergart, co-founder and CEO of Security Level 5, a startup that works with AI companies and the intelligence…

  40. Meet the Nvidia Board Members Who Will Decide Jensen Huang’s Fate
    USThe Information

    The intertwined fates of the world’s most valuable company, Nvidia, and its embattled CEO and co-founder, Jensen Huang, now lie in the hands of a group of Nvidia directors that includes early investors in the company, a one-time Goldman…

  41. Novatek faces AI infrastructure squeeze, pins growth ramp-up on new products
    TWDigiTimes Daily

    Novatek Microelectronics, a leading Taiwanese display driver IC (DDI) design house, hosted its quarterly earnings conference last week. Novatek President and Vice Chairman Steve Wang stated that third-quarter 2026 revenue reached the upper…

  42. Phison locks in 70% of its 2027 NAND supply as AI demand surges
    TWDigiTimes Daily

    Phison Electronics CEO Pua Khein-Seng expects AI demand to surge again after the Lunar New Year, tightening NAND Flash supplies and intensifying competition for high-capacity triple-level cell (TLC) and quad-level cell (QLC) products. The…

  43. CXMT chairman's reported DeepSeek investment spotlights China's semiconductor capital network
    TWDigiTimes Daily

    Zhu Yiming, chairman of ChangXin Memory Technologies (CXMT), reportedly participated in Chinese AI startup DeepSeek's second funding round, drawing attention to his semiconductor investment network. Neither DeepSeek nor the reported…

  44. Trump says FBI examining Huang affair as Nvidia faces widening legal scrutiny
    TWDigiTimes Daily

    US scrutiny surrounding Nvidia CEO Jensen Huang is expanding across national security, chip export enforcement, and shareholder disclosures, with US President Donald Trump saying the FBI is examining his relationship with an alleged…

  45. NASA launches US$10 billion lunar transport contracts
    TWDigiTimes Daily

    NASA is accelerating construction of a lunar south pole base by selecting eight aerospace companies for the second phase of its Commercial Lunar Payload Services (CLPS 2) program. The companies will compete for lunar transport missions…

  46. India forms commando units for close combat along China border
    JPNikkei Asia
  47. How Japan is charting its own path to Mars
    JPNikkei Asia
  48. India's electronics firms face PCB squeeze as AI demand drives up costs
    JPNikkei Asia
  49. Anthropic Sent Banks Wrong Documents Before Launching IPO
    USThe Information

    Anthropic’s outside counsel in Canada late Monday sent banks an updated prospectus for its initial public offering and then retracted it, saying some of the details are incorrect, according to people familiar with the matter. The counsel…

  50. Chenbro, AES stay optimistic on AI demand despite US midterm volatility
    TWDigiTimes Daily

    Two leading server component manufacturers remain optimistic about AI demand despite potential short-term volatility following the US midterm elections. Chenbro Micom CEO Corona Chen said the elections would not derail AI's medium- to…

  51. Mitsui Chemicals to acquire JSR for US$11.6 billion, targeting semiconductor materials growth
    TWDigiTimes Daily

    Mitsui Chemicals plans to acquire semiconductor materials maker JSR in a transaction valued at JPY1.84 trillion (approx. US$11.6 billion), including assumed debt, as it seeks to strengthen its position in the global semiconductor materials…

  52. Google expands eighth-generation TPU portfolio to target secure, high-context agentic AI
    TWDigiTimes Daily

    Google has expanded its eighth-generation TPU portfolio with the announcement of two specialized AI systems—the TPU 8tx for hardware-encrypted confidential compute and the TPU 8i Max for high-density context workloads. Joining the…

  53. Exclusive: Designing light for everyone＆mdash;Wave Photonics seeks to make custom photonic chips accessible
    TWDigiTimes Daily

    In a Cambridge laboratory, an automated testing machine sits at the end of a process that has traditionally demanded years of specialized engineering: designing a photonic chip, sending it for fabrication, and discovering whether light…

  54. Column: Nvidia explores PTFE for AI servers amid PFAS concerns
    TWDigiTimes Daily

    Polytetrafluoroethylene (PTFE), the material behind the Teflon brand, has become one of the most closely watched materials for advanced electronics, drawing attention at the Open Compute Project (OCP) Global Summit and the Taiwan Printed…

  55. Taiwan's proposed Amazon Leo network would broaden emergency communications
    TWDigiTimes Daily

    Taiwan's proposed 2027 government budget would fund a low Earth orbit satellite network using Amazon Leo, adding backup communications for critical sites during disasters and emergencies. The plan reflects concern over the island's…

  56. Commentary: Why Nvidia's board would struggle to replace Jensen Huang
    TWDigiTimes Daily

    Nvidia CEO Jensen Huang's personal relationship controversy continues to widen, now spanning US national security, AI chip export controls, and corporate governance. Credit: DIGITIMES

  57. TIER sees Taiwan growth slowing to 6.45% in 2027
    TWDigiTimes Daily

    Taiwan's growth is expected to ease in 2027 as a surge in AI-related exports and business investment lifts this year's comparison base. However, continued spending on AI infrastructure should support trade and private investment, the…

  58. Commentary: China's emerging semiconductor investment empire takes quieter route to dominance
    TWDigiTimes Daily

    A decade ago, China's Tsinghua Unigroup alarmed Taiwan's semiconductor industry with an aggressive acquisition campaign. Under then-chairman Zhao Weiguo, the group acquired Spreadtrum Communications and RDA Microelectronics, sought stakes…

  59. Exclusive: Quantum without quantum computers ＆mdash; Quinas bets on quantum tunneling to break AI's memory bottleneck
    TWDigiTimes Daily

    As artificial intelligence pushes computing systems toward unprecedented processing demands, another technological bottleneck is becoming increasingly difficult to ignore: the energy and time required to store, retrieve, and move data…

  60. Global smartphone revenue rises despite sharp shipment decline
    TWDigiTimes Daily

    Global smartphone revenue rose 3% year on year to US$114 billion in the third quarter of 2026, even as shipments fell 19%, highlighting a worldwide shift toward more expensive devices. Higher prices supported value, but rising memory costs…

  61. AI boom drives photomask outsourcing despite IP fears, Tekscend says
    TWDigiTimes Daily

    Memory chipmakers have long been reluctant to outsource sensitive photomask production over intellectual property concerns, but growing artificial intelligence (AI) demand and capacity constraints are pushing more work to merchant…

  62. Integration among ASEAN, China, Japan, South Korea boosted by AI boom
    JPNikkei Asia
  63. Taiwan begins 6G spectrum prep as 4G licenses expire in 2030
    TWDigiTimes Daily

    Taiwan's Ministry of Digital Affairs (MODA) plans to begin preparatory work in 2027 for a potential 6G spectrum release, as licenses for the 700MHz, 900MHz, and 1800MHz bands are due to expire at the end of 2030. The ministry has said the…

  64. KHGEARS posts record October revenue as new product shipments continue
    TWDigiTimes Daily

    Precision gearmaker KHGEARS International reported October 2026 consolidated revenue of NT$283 million (US$8.62 million), up 19.08% year on year and a monthly record. Revenue for the first 10 months totaled NT$2.732 billion, up 6.24% from…

  65. Environmental engineering and advanced process materials drive Topco's revenue above full-year 2025 level in first 10 months
    TWDigiTimes Daily

    Topco reported consolidated revenue of NT$8.186 billion (approx. US$249.4 million) for October 2026, up 6.3% month-over-month and 61.2% year-over-year, setting a record high for monthly revenue. Consolidated revenue for the first 10 months…

  66. 7STARLAKE, South Korea's Raion Robotics, builds Taiwan AI platform
    TWDigiTimes Daily

    Unmanned vehicle systems developer 7STARLAKE announced on November 6 that it will work with South Korean robotics company Raion Robotics and National Cheng Kung University (NCKU) to develop a physical AI and autonomous quadruped robot…

  67. Trans-Sun Materials Technology sees AI server, robot growth defying US political shifts
    TWDigiTimes Daily

    Calls to curb artificial intelligence (AI) expansion have intensified after the US Democratic Party's sweeping victory in the midterm elections, but Trans-Sun Materials Technology Chairman Chia-Wang Li said political changes will not…

  68. Semiconductor test-interface supplier WinWay revenue falls 11.51% MoM, rises 62.62% YoY
    TWDigiTimes Daily

    WinWay Technology, a semiconductor test-interface supplier, reported a slight decline in October revenue as holidays reduced shipping days and customer project adjustments affected deliveries. However, AI demand kept annual growth above…

  69. Qisda operating profit jumps 44% QoQ in 3Q26
    TWDigiTimes Daily

    Qisda’s board approved its third-quarter 2026 financial results, with consolidated revenue rising 8% quarter-over-quarter and operating margin holding above 17%. Net income attributable to the parent company also increased from a year…

  70. Y-S Electronic tops 2025 revenue in October 2026, expands AI server push
    TWDigiTimes Daily

    Y-S Electronic, a subsidiary of Sun Yad Group, reported consolidated revenue of NT$73.271 million (US$2.24 million) in October 2026, up 31.67% year-on-year. Revenue for the first 10 months reached NT$792.871 million, up 23.20% year-on-year…

  71. ITRI forecasts global EV sales to grow 11.9% to over 36 million units in 2026; BYD set to join top five automakers
    TWDigiTimes Daily

    Global sales of electrified vehicles, including hybrid electric vehicles (HEVs), are forecast to rise 11.9% to more than 36 million units in 2026, even as overall vehicle sales decline 1.4%, reflecting the accelerating shift toward…

  72. Taiwan telecom leader pledges more film, TV investment as OTT competition intensifies
    TWDigiTimes Daily

    Chunghwa Telecom (CHT) is expanding its investment in film and television content as competition in Taiwan's over-the-top (OTT) market intensifies. The Chunghwa Digital Cultural and Creative Fund (CDCCF), jointly backed by CHT, the Taiwan…

  73. Winbond sees AI data center buildout largely secured through 2028, flags 2029 as possible turning point
    TWDigiTimes Daily

    Winbond Electronics chairman Arthur Chiao said the AI data center buildout planned by major cloud service providers (CSPs) for 2027 and 2028 is largely secured, with funding, land, power, and infrastructure almost all in place, so there is…

  74. Winbond to run Infineon flash unit as independent, fabless Spansion brand
    TWDigiTimes Daily

    Winbond Electronics will revive the Spansion brand for the NOR Flash and F-RAM business it is buying from Infineon Technologies and run it as a fully independent, fabless company, chairman Arthur Chiao said, describing the US$1.12 billion…

  75. Fino raises capital again to dilute Chinese ownership, meet US PFE rules
    TWDigiTimes Daily

    Fino, a South Korean company backed by Chinese precursor producer CNGR Advanced Material, will raise about KRW183 billion (approximately US$130 million) through a cash capital increase to fund its lithium iron phosphate (LFP) cathode…

  76. Agility Robotics lists on Nasdaq, faces profit test despite US$300 million order
    TWDigiTimes Daily

    Agility Robotics listed on Nasdaq on November 5, becoming the first publicly traded US humanoid robot maker and a key benchmark for assessing the sector’s commercial value. The company raised approximately US$465 million through the…

  77. Phison Electronics' AI business tops 50% of revenue in 3Q26
    TWDigiTimes Daily

    Phison Electronics' AI business contributed more than 50% of total revenue in the third quarter of 2026, as demand for AI infrastructure and enterprise storage continued to grow. The company reported record revenue, gross profit, and…

  78. Taiwanese engineering company Yankey holds NT$57.1 billion orders, Kumamoto wafer fab project to boost 2027 revenue
    TWDigiTimes Daily

    Yankey Engineering’s order backlog reached a record NT$57.1 billion (US$1.74 billion) as of the end of September, with its subcontracting project for the second wafer fab in Kumamoto, Japan, expected to contribute revenue from 2027. The…

  79. Intel targets silicon photonics, in-memory computing beyond GPUs
    TWDigiTimes Daily

    As the global semiconductor industry continues to focus on Nvidia, Intel is looking beyond GPUs to determine where next-generation computing architectures will go. In an interview with Japanese publication PC Watch , Intel chief technology…

  80. Exclusive: influx of Chinese capital drives gallium oxide substrate price cuts toward 2027
    TWDigiTimes Daily

    Gallium oxide (Ga 2 O 3 ), a compound ultra-wide-bandgap semiconductor material, is poised to hit a critical turning point in 2027. Semiconductor supply chain sources indicate that market attention is currently focused on whether substrate…