Chinese Internet Mourns Nvidia's 'Soul' as Jensen Huang Exits
Jensen Huang resigned Thursday after reports of three affairs. Weibo mourned Nvidia's 'soul,' but analysts say China's AI industry stands to gain from the fallout.
Topic
Semiconductors
Topic
Semiconductors
Yokowo Puts $44M More Into Chip-Test Capacity, Mostly Vietnam
Yokowo adds JPY7 billion ($44M) to its Vietnam-Malaysia chip-test expansion, lifting total investment to JPY15.1 billion through…
AMD Presses Toward 594 After a 30% Five-Session Surge
AMD closed at $585.30 on Nov 12, up 5.9%, capping a five-day run of about 30% from $449. Traders now watch $594 as the cap and $5…
SMIC Q3 Profit More Than Doubles to $428.4M on AI Demand
SMIC's Q3 profit attributable to shareholders jumped 123.4 percent to $428.4 million on record revenue of $3.19 billion, as AI de…
Lam Research Down 34% in a Month as AI Trade Gets Repriced
Lam Research has lost about 34% in a month as semiconductors trade 38% below June highs. Bernstein's Stacy Rasgon still likes the…
AMD Traders Pile Into Calls as Stock Reclaims 50-Day Average
Traders put $1.2B into AMD options on Nov 12, 81% in calls, as the stock rose 5% near $580 and reclaimed its 50-day average after…
Nvidia Loses Jensen Huang as CEO; Stock Down Over $300 Billion
Jensen Huang resigned as Nvidia CEO after admitting an affair with an alleged Chinese spy; CFO Colette Kress takes over as interi…
Nvidia Leadership Shock Sends AI Stocks Lower Before the Bell
QQQ fell 1.50% premarket on Nov. 12, 2026 after a WSJ report that Nvidia's board is preparing to replace Jensen Huang; bitcoin sl…
Dow's Long Cycles Put AI Selling in a Broader Market Context
Dow history and 1802-2019 research frame the recent AI selloff: average bull markets lasted 25 months, versus 17 for bears, but n…
Malaysia Reviews Laws to Block GPU Re-Export Transits: Miti
Malaysia's Miti is reviewing existing laws to stop GPU chips from being re-exported through the country, with Minister Johari Abd…
ASEAN+3 Supplies Almost Half of World's AI-Enabling Exports, AMRO Warns of Timing Risks
AI-related goods drove about two-thirds of ASEAN+3 export growth in the first half of 2026, AMRO says, but three timing mismatche…