News from November 2026

U.S. intelligence sources suggest that Nvidia chief Jensen Huang was targeted by Chinese intelligence in a 'honeypot' operation involving Megaspeed executive Alice Huang.

Rep. Josh Gottheimer disclosed new AI-linked stock purchases months after voting for a congressional trading ban, as Democrats prepare to regulate the industry.

Nvidia reportedly asks TSMC to produce '3D DRAM' to address memory shortages.

Nvidia's Jensen Huang officially called to Congress due to reports of Chinese plot — officials mention growing concerns over national security

SPHM/SEHM Series consolidates circuit protection, load switching and real-time monitoring in a single networked COTS module HAUPPAUGE, N.Y., Nov. 6, 2026 /PRNewswire/ -- Sensitron Semiconductor, a U.S.-based manufacturer of high-reliability power electronics, today announced the SPHM/SEHM...

CoreWeave and Nebius earnings, alongside key inflation reports that could shape the Fed's next interest rate decision, are the focus.

Late October was busy for Altera. On October 21, the same day as NVIDIA’s GTC Berlin keynote, the company launched QuartusIQ, an AI companion for its FPGA design software.

One week later, at its Innovators Day event in San Jose, it introduced Agilex 2X, its next-generation FPGA portfolio. When you look at these announcements together, […] The post Altera’s Strategy: QuartusIQ and Agilex 2X appeared first on Moor Insights & Strategy.

Technical debt shoveled aside to make large-scale AI training more resilient

Daniel is joined by Oliver Jones, CEO of Aion Silicon, a global semiconductor design and engineering company delivering custom silicon solutions for the AI age. He leads the company’s strategy and growth as it continuously helps technology companies bring advanced SoC designs to market from architecture through production,… Read More

Will a quantum computer break blockchain cryptography in just two years' time? The post The Countdown to Q-Day Has Begun appeared first on EE Times.

Executives of major tech companies are largely projecting optimism about continued growth in the artificial intelligence sector despite a post-midterm sell-off.

AWS Data Exports for Cost and Usage Report (CUR) 2.0 and AWS Cost Explorer now amortize the upfront fee for Amazon EC2 Capacity Blocks for ML across the duration of each reservation.

You can see the amortized cost of each instance launched into a Capacity Block and the amortized cost of unused capacity, so you can attribute your upfront fee to the workloads that used it and identify capacity that went unused. Previously, a Capacity Block's upfront fee appeared as a single charge on the purchase…

ChipNexus has introduced its NEX Analog Agent, bringing conversational automation to analog engineering workflows built around Cadence Virtuoso, Spectre simulation and Siemens Calibre physical verification.

Available now, the software operates with customers’ installed tools, licenses and process design kits, giving… Read More The post ChipNexus Brings Agentic AI into Established Analog Design Flows appeared first on SemiWiki.

ALTOPASCIO, Italy — Nov. 9, 2026 — Cosmic Group will participate in SEMICON Europa 2026 in Munich, held concurrently with electronica from Nov. 10 to 13, 2026. Cosmic will be located at booth C1255.

Rooted in the tradition of technological innovation “Made in Europe,” the group aligns perfectly with this year’s event focus: “Europe’s Next […] The post Cosmic at SEMICON Europa 2026: Advancing High-Complexity Semiconductor Test Solutions appeared first on EE Times.

Co-design platform for quantum error correction melds IBM quantum kit with AMD CPUs and GPUs

Today, we’re excited to announce the general availability of our next-generation Storage-optimized Z4M machine series in Google Compute Engine, available as both Virtual Machine (VM) and bare-metal instances.

We built Z4M to provide storage for AI/ML training and inference workloads such as checkpointing, distributed key-value (KV) cache and parallel file systems — workloads that handle huge data volumes and require massive parallel data processing, as well as high storage and networking throug…

Avnet Silica has expanded Teltonika Networks distribution through an EMEA-wide master agreement covering industrial connectivity equipment across Europe, the Middle East and Africa.

The agreement includes industrial modems, routers, gateways and Ethernet switches, as well as the manufacturer’s Remote Management System (RMS) for monitoring and managing deployed devices. The agreement, announced on 26 October 2026, […] The post Avnet Silica expands Teltonika Networks distribution in EMEA appeared…

Eulitha AG today announced deliveries of multiple automated tools to foundries for the production of InP DFB lasers to be used in AI data centers. The post Eulitha Ramps Up Deliveries of Advanced Lithography Systems appeared first on Semiconductor Digest.

Micron Technology, Inc. today announced that Linnie M. Haynesworth has informed the Company that she will retire from its board of directors at the annual shareholders meeting expected to be held on January 14, 2027. The post Micron Announces Board of Directors Retirement appeared first on Semiconductor Digest.

Voters across the country on Tuesday voiced their support for candidates who have pledged to place restrictions on data center development.

Conductor: the person who keeps every section of the orchestra in time without playing an instrument. In this article, it’s your operating model.

In Part 1, I wrote about the score, your designed workflows across the three layers Gene Kim and Steven Spear describe in Wiring the Winning Organization: the technical work, … Read More The post Delivering Silicon Systems Through AI Disruption, Part 2: The Conductor appeared first on SemiWiki.

In this episode of In the Arena, host Allyson Klein sits down with Jim Sherhart, VP of Products and Solutions at WEKA, to unpack the launch of NeuralMesh 6, WEKA’s biggest software release to date, and WEKApod 3, the company's first purpose-built hardware.

The conversation digs into the shift from GPU scarcity to GPU efficiency, why inference workloads behave nothing like training, and how WEKA’s augmented memory grid pushes up to 7x more tokens through the same GPUs. Jim also explains why a so…

In this episode of Data Insights, TechArena's Allyson Klein and Solidigm's Jeniece Wnorowski sit down with Priya Sawant, SVP of Engineering at ASAPP, to explore what it takes to build AI automation products that enterprise customers can trust.

Priya leads engineering at a company whose AI agents power contact centers at scale, and her perspective cuts across two simultaneous shifts: the tools her engineers use every day are changing, and what they are building with those tools is changing just …

A year ago, NVIDIA open sourced its Aerial wireless software, joining Sionna and a broader suite of open source tools for accelerating next-generation 6G network development.

Together, they give researchers a foundation for testing ideas, comparing results and building on each other’s work — connecting simulation and AI training with experiments on real over-the-air wireless […]

Breakthrough culminates 25 years of scientific pursuit and establishes a new scale for single-crystal diamond SAN FRANCISCO, Nov. 6, 2026 /PRNewswire/ -- Diamond Foundry Inc. today announced a major milestone in the history of materials technology: the creation of the first-ever D200mm...

Silanna's 12- to 16-bit converters deliver sampling rates up to 250 Msps in BGA packages designed to save board space. The post Silanna Targets Edge AI with High-Performance Compact ADCs appeared first on Power Electronics News.

The protesters stormed over the walls and took over the construction site, with the Stop Dirty Data Centers coalition saying that more actions are planned across Europe.

GlobalFoundries reveals new details about its FDX Fusion technology, which promises 7nm-class performance and 8nm-class logic density using planar FD-SOI transistors without EUV lithography, shares what is next for FDX Fusion node, and the FDX program in general.

The market for wide bandgap semiconductor materials and devices has grown at a compound annual growth rate (CAGR) of 10.9% from $10.14bn in 2025 to a projected $11.24bn by 2026, driven mainly by increasing demand for power electronics with enhanced efficiency, wider use of silicon carbide (SiC) materials, growing requirements for semiconductor devices capable of operating at high temperatures, the need for higher breakdown voltages, and the expansion of gallium nitride (GaN) device fabrication,…

Guerrilla RF Inc (GRF) of Greensboro, NC, USA — which provides radio-frequency integrated circuits (RFICs) and monolithic microwave integrated circuits (MMICs) for wireless applications — has appointed David Bell as chairman of its board of directors, separating the chairman and chief executive officer roles as part of the company’s continued enhancement of its corporate governance.

Bell, who has served as an independent director since October 2021, succeeds CEO Ryan Pratt as chairman. Pratt wi…

From High Bandwidth Flash to external LPDDR5X modules, vendors are looking beyond HBM.

Partying like it’s 1999 without knowing that 2001 would see a 32% fall in the semi market, a chip analyst spun a rosy yarn A 1999 EW story started: ’The […] The post Partying like it’s 1999 with the hangover in 2001 appeared first on Electronics Weekly.

What caught our eye this last week? There's the AI bust, Qualcomm supplying Starlink Mobile’s 5G radio equipment, and identifying hostile RF emitters in battlefield conditions...

The post What caught your eye? AI bust, Qualcomm MMIOs, RF emitters appeared first on Electronics Weekly.

IBM, AMD, and Oak Ridge launch hybrid quantum-classical system to accelerate quantum-error correction research ahead of 2028. The post IBM, AMD Mix Quantum and AI at U.S. National Lab appeared first on EE Times.

The new gate drivers combine reinforced isolation, fast switching performance and flexible outputs for silicon and wide-bandgap power devices. The post Diodes Introduces Dual-Channel Isolated Gate Drivers appeared first on Power Electronics News.

Chinese artificial intelligence models led by Moonshot AI’s Kimi family accounted for nearly nine-tenths of estimated global enterprise spending on open-source systems, according to a new study, even though proprietary US rivals continue to capture the vast majority of overall revenue.

The report, released this week by Silicon Valley venture capital firm Menlo Ventures, said Chinese AI systems accounted for 89 per cent of global enterprise spending on open-source models. Kimi led with a 61 per.…

The latest incident comes amid growing concerns over GPU theft, with experts warning that advanced Nvidia chips can command significantly higher prices abroad and could end up in black-market channels.

Nvidia is requiring Southeast Asian cloud providers seeking Nvidia Cloud Partner status to enroll in its Fleet Intelligence tracking program, giving the chipmaker greater visibility into where its AI GPUs are deployed.

The move comes as Washington increases pressure over suspected chip smuggling into China, with investigations involving Megaspeed International and Super Micro highlighting the challenges of enforcing U.S. export restrictions

The method guides single crystals to begin growing in predefined central regions GYEONGGI-DO, South Korea, Nov. 6, 2026 /PRNewswire/ -- Controlling where crystals begin to form is a challenge in manufacturing two-dimensional semiconductors. Researchers from Hanyang University and...

Brightspeed has over 130 facilities located across the U.S., with Nvidia estimating that they could produce up to 1GW of compute capacity.

AI chip startups can challenge the sector's Goliath's by building substantially better hardware for emerging inference demands, much as Juniper challenged Cisco with a new architecture suited to the internet’s rapid growth.

To win customers, writes guest author R K Anand, co-founder and chief product officer of Tensordyne, challengers must prove their advantages, make switching easy and use small, agile teams to anticipate needs that incumbents have yet to address.

SiC and GaN are reshaping power electronics. What does the parts data show?

Nov 6, 2026 Industry Intelligence By Greg Jaknunas, Accuris, and Mike Carano, Global Electronics Association Whether it's an electric vehicle, an AI data center or a renewable energy system, the demand is the same: more power and less wasted energy.

That pressure is why silicon carbide (SiC) and gallium nitride (GaN) power devices have gone from specialty parts to essential ones. Looking at component data alongside what…

The AI-driven demand is disrupting the semiconductor world’s norms, and it’s apparent from the state of the memory chip industry. The post Five trends driving the chip industry in 2027 appeared first on EDN.

Turns out throwing billions at GPUs doesn't automatically mean everyone gets more done

Save $600 on this customizable RTX 5070 Ti HP Omen Max 16 gaming laptop with 16GB DDR5, 512GB SSD, and a 16-inch display.

Tesla is ramping up its custom silicon ambitions with training-oriented Dojo D3 that can eventually go to orbital data centers and massive SI6 inference accelerator.

New Intel CPUs mean a new LGA 1954 socket and new motherboards. Here’s what we know about Nova Point’s Z990, Z970, and B960 chipsets, including more PCIe 5.0, Thunderbolt 5, faster base RAM speeds, and active cooling

This work presents the design and circuit-level evaluation of a lattice-matched germanium (Ge)-on-AlAs nanosheet field-effect transistor (NSFET) architecture incorporating a negative-capacitance (NC) gate stack for ultra-low-power logic applications.

A calibrated Ge NSFET baseline was first established, followed by systematic optimization of nanosheet geometry, aspect ratio (scaled from 1 to 1/3), and sheet count (from 1 to 3) to maximize the ratio to at a supply voltage of V. Integration of a …

Accurate electrothermal parameter extraction is essential for compact modeling of gallium nitride on silicon carbide (GaN-on-SiC) high-electron-mobility transistors (HEMTs) used in radio-frequency (RF) and high-power circuits.

This study compares four published compact drain-current formulations: the Fager–Pedro LDMOS model, the Yang model, the Curtice cubic model, and the Cao enhanced EEHEMT model. We fitted each formulation to room-temperature, on-wafer direct-current (DC) current–voltage (I–…

Hexagonal boron nitride (h-BN), as a two-dimensional (2D) material with outstanding structural, electrical, thermal, and optical properties, has attracted widespread attention.

This review firstly summarizes the atomic structure and fundamental properties of h-BN, and provides a detailed discussion on its optical, electrical, thermal, and mechanical properties. Particularly, recent spectroscopic breakthroughs are highlighted, confirming the indirect bandgap nature of atomically thin h-BN.

Subse…