Commentary: Jensen Huang’s South Korea charm offensive signals Nvidia’s Asia pivot

When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung’s Lee Jae-yong and Hyundai’s Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went viral across South Korea. The scene captured something larger than corporate networking: Nvidia’s calculated pivot toward Asia’s most agile technology hub.

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Supermicro’s cash flow turns negative as AI infrastructure push strains finances

Supermicro reported a challenging first quarter of fiscal 2026, with rising costs, higher working capital, and negative free cash flow reflecting the company’s rapid expansion to meet surging demand for artificial intelligence (AI) data center infrastructure. CFO David Weigand and CEO Charles Liang emphasized that these pressures are part of a deliberate strategy to support long-term growth.

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Airoha targets Ethernet, optical communication, and Bluetooth for growth by 2026

MediaTek’s subsidiary Airoha has identified Ethernet, optical communication, and Bluetooth applications as key growth drivers, expecting these sectors to account for 20% of its revenue by 2026, according to its November 4, 2025, earnings call. While the company has not finalized its 2026 budget or provided detailed forecasts, it confirmed these areas as core to its expansion plans.

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Nuvoton posts second straight loss on Japan plant woes, automotive slump

Nuvoton disclosed its consolidated financial results for the third quarter of 2024 during an investor briefing held on November 4, 2025, revealing revenue of NT$7.27 billion (US$235 million) and a net loss after tax of NT$513 million. This marks the company’s second consecutive quarterly net loss, although the deficit narrowed from NT$675 million posted in the second quarter.

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Musk highlights spec differences between Tesla AI5 chips made by TSMC and Samsung

Following Tesla’s announcement that the AI5 chip will be produced by both Taiwan Semiconductor Manufacturing Company and Samsung Electronics, CEO Elon Musk explained the slight differences in specifications for the two versions. The chips will be manufactured at TSMC’s Arizona facility and Samsung’s Taylor, Texas plant, underscoring Tesla’s dual-fab approach to enhance supply chain resilience and manufacturing flexibility.

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