Jensen Huang resigns as Nvidia CEO November 12, 2026 Jensen Huang has resigned as president and CEO of Nvidia, effective immediately. CFO Colette Kress takes over as interim CEO while the board searches for a permanent successor.
Amkor breaks ground on new building in South Korea November 11, 2026 Amkor has broken ground on an expansion of its campus in Gwangju, South Korea, to meet rising demand for advanced packaging for AI and accelerated computing. The new building will add capacity at a site that has been part of Amkor’s Korean operations since the 1990s.
AI is splitting the PCB industry in two, says Yole November 11, 2026 The PCB industry ended 2025 with revenue of about USD 88 billion and is forecast to reach USD 140 billion by 2031, an average annual growth rate of 8%. But according to Yole Group, that average hides two industries moving in opposite directions: an AI segment growing by 45 to 70% a year, and a commodity segment that is barely growing at all.
Nvidia, Rebellions, SK Telecom to advance sovereign AI infrastructure November 09, 2026 Supported by Korea’s Ministry of Science and ICT (MSIT), the collaboration aims to support AI services tailored to Korea’s language, industries and priorities, connecting Korean semiconductor development with the systems and operational capabilities needed to deliver AI at scale
Nvidia investigates whether CEO Jensen Huang was targeted by foreign intelligence November 09, 2026 Nvidia’s board of directors has launched an independent investigation following reports that CEO Jensen Huang has been the target of a foreign intelligence effort. The board says it has no reason to believe national security or the company’s secrets have been compromised, and that it has confidence in Huang.
Two dead after Panasonic CCL plant fire that may hit AI server supply November 06, 2026 Two employees who had been missing since Wednesday’s fire at a Panasonic factory in Hsinchu County, Taiwan, have been confirmed dead, and five others were injured. The plant makes MEGTRON laminates for high-speed PCBs, and the fire could affect around 4% of global supply of high-end copper-clad laminate (CCL).
Europe wants European PCBs – the question is who commits first November 03, 2026 Europe says it wants its PCB industry back. But when Vytautas Ilgūnas, CCO of TLT PCB, asks whether customers actually mean it, industry veteran Gene H. Weiner’s answer is blunt: “They say yes, but behave no.” Ilgūnas himself sees a European market that has started to move – though not everywhere at the same speed.
Siemens partners with Nvidia to advance AI-powered PCB inspection October 26, 2026 Traditionally, introducing a new product or product variant requires a physical prototype before optical inspection processes can be prepared and trained for quality control. The new approach moves more of that work into the virtual world.
Evertiq Expo Warsaw: Top 10 chip companies took two-thirds of a record market October 22, 2026 The ten largest semiconductor suppliers grew their revenue by more than 30% in 2025, almost three times as fast as the rest of the industry. According to Omdia data presented at Evertiq Expo Warsaw on October 22, they now account for nearly 68% of a market worth USD 831 billion.
Nokia and SoftBank to trial AI-RAN in live commercial network October 22, 2026 Nokia and SoftBank will trial AI-RAN in SoftBank’s commercial network in Japan in 2027, under commercial traffic conditions. The trial will run Nokia’s RAN software on SoftBank’s own platform, built on Nvidia hardware.
Nvidia and Samsung Electro-Mechanics co-invest in ABF substrate capacity October 22, 2026 Nvidia and Samsung Electro-Mechanics will jointly invest in dedicated ABF substrate production lines in South Korea, under a multi-year agreement that makes the Korean company a supplier of package substrates for Nvidia's AI processors and networking switches.
Volvo Cars expands Nvidia partnership for automated driving October 19, 2026 Volvo Cars is extending its partnership with Nvidia to develop automated driving for its future cars. The aim is for the cars to handle everything from highways and city traffic to parking, and to gradually introduce eyes-off and mind-off driving.
Samsung to invest $1 billion in AI infrastructure company Helix September 30, 2026 Samsung Electronics to invest USD 500 million; five other Samsung affiliates investing the remainder. Samsung commits to Helix’s global AI infrastructure build-out alongside KKR, Kuwait Investment Authority, NVIDIA and Vistra.
Semiconductor supply chain on the edge? September 24, 2026 The Q2-2026 semiconductor earnings rush is long gone, and even the laggards have now reported in their first Q3-2026 earnings calls. It is time to get a grip on what is going on in the semiconductor industry and its supply chain.
Taiwan breaks ground on advanced packaging industrial park September 23, 2026 TSMC, the world’s largest contract chipmaker, will build two buildings at the Baipu Industrial Park, including a technology validation laboratory and a talent training centre.
Nvidia to acquire Hugging Face for $12.9 billion September 03, 2026 Nvidia has announced an agreement to acquire Hugging Face, the AI model hub and open-source platform, for USD 12.93 billion.
Nvidia and MediaTek deepen partnership across AI infrastructure, PCs and automotive September 01, 2026 Nvidia and MediaTek have announced an expanded collaboration spanning cloud AI infrastructure, local AI computing and automotive. As part of the deal, Nvidia has invested USD 3.5 billion in convertible bonds issued by MediaTek.
Taiwan charges 9 over illegal AI server exports to China August 28, 2026 The nine people include one from Nvidia and two from Super Micro, according to a report by Associated Press. Prosecutors said the servers were ‘B300’ GPUs, which have been banned from sale to China.
Memory to account for 68% of cloud giant CapEx by 2027 August 26, 2026 DRAM and NAND Flash combined will account for 47% of major cloud service providers' total capital expenditure in 2026, rising to 68% in 2027, according to TrendForce. The shift reflects both soaring memory contract prices and surging procurement demand for AI infrastructure.
Micron unveils $10 billion AI memory research lab in Boise August 21, 2026 Micron Research Labs will center on a flagship Boise campus designed to support advanced research across critical technology domains. Key research areas include critical memory technologies, advanced memory and compute architectures, packaging and future semiconductor manufacturing.
LG Electronics accelerates robotics collaboration with Nvidia August 21, 2026 Data collected across various environments such as LG’s Data Factory and LG CNS’s logistics automation solutions will be linked with Nvidia’s robotics stack, where it is augmented and synthesized into high-quality data for robot learning.
Tokyo Electron, Nvidia expand collaboration for agentic AI, robotics August 13, 2026 Tokyo Electron (TEL) is collaborating with Nvidia, utilizing Nvidia Agent Toolkit including Nvidia NeMo, Nvidia NIM, Nvidia NemoClaw blueprints and the open robot development platform Nvidia Isaac within TEL’s “Epsira” concept for digital transformation (DX) solutions.
Netlist, Samsung settle patent disputes, sign new memory deal August 06, 2026 Under the agreements, Samsung will receive access to US firm Netlist’s complete patent portfolio, including its server DIMM and High Bandwidth Memory technologies. Samsung will supply Netlist DRAM and NAND products, and the parties agree to settle and mutually release all pending legal actions.
AI server shipments forecast raised to 31% YoY in 2026 August 05, 2026 TrendForce estimates that the combined 2026 CapEx of Google, Amazon, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba, and Baidu will exceed USD 886.7 billion, with the five North American hyperscalers accounting for nearly 90%.
SK Group, Nvidia expand partnership across AI factories, memory August 03, 2026 The planned USD 500 billion comprehensive partnership aims to accelerate large-scale AI infrastructure development, including sovereign, physical, agentic and enterprise AI services and jointly address the increasing AI demand across Asia-Pacific.
Siemens, Nvidia advance self-verifying agentic AI workflows July 31, 2026 The new capabilities build on Siemens’ recently introduced Fuse EDA AI Agent system and add new Nvidia AI technology to help long-running, domain scoped, AI agents reason, act and continuously validate decisions against deterministic, physics-based EDA engines.
TOP500 Supercomputer List: China Returns to the Top, Europe Holds Strong Position July 31, 2026 The latest edition of the TOP500 ranking of the world's most powerful supercomputers has brought a change at the top. China's LineShine has overtaken the United States' El Capitan, while the number of exascale systems has increased to five. Europe has maintained its position among the world's leading high-performance computing regions.
AI infrastructure boom reshapes electronics supply chain, says in4ma July 29, 2026 The unprecedented wave of investment in artificial intelligence infrastructure is transforming the global electronics supply chain, with growing consequences for PCB manufacturers, material suppliers and OEMs worldwide. According to new research from in4ma and EMSNOW, demand generated by hyperscale data centre operators is driving up PCB prices, stretching lead times and redirecting manufacturing capacity towards AI applications.
Silvaco partners with Nvidia to advance physics-based digital twins July 29, 2026 Together, Silvaco’s physics-based simulation portfolio and Nvidia accelerated computing and AI will help customers design, simulate and optimize increasingly complex semiconductor technologies.
Nvidia to invest $5B in startup, accesses its ‘closely guarded research’ July 28, 2026 Safe Superintelligence Inc (SSI) is co-founded by OpenAI’s former chief scientist Ilya Sutskever. Nvidia’s investment combined with access to the Nvidia Vera Rubin platform will help SSI increase its compute by an order of magnitude.
Nvidia to invest $1 billion in Naver to boost Korean AI infrastucture July 27, 2026 South Korean company Naver, Nvidia and Brookfield have announced a proposed expansion of Korea’s sovereign AI factory infrastructure, with planned investments that will grow the initial Nvidia DSX AI factory deployment to 200 megawatts.
Nvidia, Amkor sign $1.5 billion chip packaging agreement July 24, 2026 Nvidia and Amkor Technology will align their long-term roadmaps to advance technologies including high-density interconnects and next-generation heterogeneous integration.