TSMC Profit Jumps 69% to a Record as 2nm Ramp Lifts Fourth-Quarter Outlook
The contract chipmaker guided fourth-quarter sales as high as US$54.3 billion, well above estimates, as 2-nanometer production ramps up.
Semiconductors
Taiwan
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SK Hynix Posts Record 83 Trillion Won Operating Profit, Plans 100 Trillion Won Payout
Revenue topped 100 trillion won for the first time as HBM4 shipments ramped up, and the stock's 11% jump carried the Kospi back above 6,000.
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Jensen Huang Resigns as Nvidia CEO After 33 Years; Shares Drop as Much as 14%
The board accepted his resignation from the CEO post and the board itself on Nov. 11 and named Harvey Jones its first chair. Nvidia gave no reason in its filing.
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Tokyo Electron Forecasts 87% Profit Jump to 1.17 Trillion Yen as China Sales Surge
Japan's largest chip-equipment maker issued its first forecast for the year to March, raised its dividend and set a buyback of up to 150 billion yen.
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Memory Price Gains Narrow in October as NAND Wafer Contracts Stall, TrendForce Says
Server memory and data center drives still carry the upcycle, while PC and phone buyers push back and NAND wafer prices end their upward run.
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Smuggled Korean HBM Fetches About $4,000 a Stack in China as Huawei Hunts for Memory
A report says Samsung and SK Hynix memory reaches China bonded to decoy processors, exposing a gap in U.S. export rules as Chinese AI chipmakers run short.
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House Chairs Ask Nvidia's Jensen Huang for Nov. 18 Briefing on Megaspeed Executive Contacts
Three Republican committee chairs cite reported U.S. intelligence concerns about a former executive at a Singapore chip buyer. Nvidia says the contacts were ordinary business.
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Nvidia Board Opens Independent Investigation After Jensen Huang Letter; Shares Fall
Huang told staff he was unfaithful to his wife and backed the review. The board says it has no reason to believe U.S. security or Nvidia secrets were compromised.
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Nvidia Names CFO Colette Kress Interim CEO, Five Days Before Third-Quarter Results
Nvidia's finance chief since 2013 will run the company and its finances while the board searches inside and outside for a permanent leader.
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Jensen Huang Willing to Brief 3 House Panels on Megaspeed Contacts After Leaving Nvidia
Republican chairs say the former Nvidia chief has responded to their request for a closed-door briefing. No date is set, and they say subpoenas remain an option.
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Nvidia's 10 Directors, Led by New Chair Harvey Jones, Now Pick Jensen Huang's Successor
Two of the directors have been on the board since 1993. They now control an internal investigation, a CEO search with no timetable and the company's next chapter.
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Nvidia Turmoil Knocks Taiex Down 2.6% as ASE, MediaTek and SK Hynix Fall
Taiwan's benchmark gave back most of a 3.6% jump in one session and the Kospi ended a two-day rally. Korean analysts say long-term memory contracts limit the damage to Samsung and SK Hynix.
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Jensen Huang's Nvidia Exit: A Timeline From the Oct. 29 Report to His Nov. 11 Resignation
Thirteen days separated the first New York Times report on Megaspeed's Alice Huang from the board's acceptance of his resignation. Here is how it unfolded, and the dates still ahead.
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Nvidia Board Met Wednesday Night on Ousting Huang Before His 'Resignation,' Reports Say
Nvidia's filing says the board accepted Jensen Huang's resignation on Nov. 11. CNN, Bloomberg and Fortune describe an ouster that reversed the board's stance in four days.
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Nvidia's Next CEO: Lisa Su, Rene Haas, Ian Buck and 7 Other Names in Huang Succession Talk
Media reports and analysts have floated insiders, rival chip bosses and big-tech veterans to replace Jensen Huang. Here is who named each one, and why.
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DRAM Contract Prices Seen Rising 10% to 15% in Q4 as Spot Market Stalls, TrendForce Says
Memory makers hold the pricing power on long-term deals, but PC makers, phone brands and module houses have stopped chasing chips on the open market.
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Disco Posts Record 67.6 Billion Yen Quarterly Profit but Guides Lower as AI Shipments Hold
The Japanese maker of wafer dicers and grinders expects record shipments again this quarter, but forecast a 14% drop in operating profit from its record July to September level.
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Qualcomm Handset Chip Sales Fall 26% as Memory Costs Bite; Car Chips Top $2 Billion
The Snapdragon maker forecast December quarter revenue of $10.4 billion to $11.2 billion and said price increases will not fully show up in margins until late fiscal 2027.
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What Is Megaspeed? The Singapore Firm at the Center of Nvidia's Crisis
A cloud firm that began as a Chinese gaming company reportedly became Nvidia's biggest Southeast Asian customer, with $3 billion in assets. Regulators in two countries have examined it, and the company denies diverting chips to China.
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UMC Expects 10% Wafer Price Rise in 2027, Adds $3.2 Billion to Expansion as Fabs Hit 92%
The Taiwanese contract chipmaker says years of price erosion on mature nodes are ending, with silicon photonics and AI power chips filling its fabs.
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India Says 5 of 12 Approved Chip Projects Now in Production as Semicon 2.0 Turns to Suppliers
The head of the India Semiconductor Mission says the Rs 1.27 lakh crore second phase is about gases, chemicals, equipment and design, not just more plants.
- India
Madhya Pradesh Draws Rs 15,425 Crore in Chip and Electronics Proposals at Indore Summit
The Indian state handed land letters to five companies and courted Taiwanese and Japanese investors, but most of the money is for data centers and batteries, not chips.
