TSMC approves $1 billion investment plan
The board of directors of Taiwan Semiconductor Manufacturing Company (TSMC) has approved potential investments of up to $500 million in each of Anthropic and OpenAI, for a maximum total of $1 billion. The proposal includes participating in Anthropic’s anticipated public offering and purchasing preferred shares in OpenAI.
Alphabet discloses major investment stake in Qualcomm
Google parent company Alphabet has disclosed a nearly $548 million investment stake in Qualcomm, built up during the third quarter. This financial disclosure comes as Qualcomm expands its ambitions beyond the smartphone market into AI data center processors, targeting $15 billion in revenue by 2029.
Roughly 600,000 Nvidia chips reportedly pile up in Hong Kong
An exclusive Reuters report on November 5, 2026, citing two knowledgeable sources, revealed that approximately 600,000 Nvidia H200 artificial intelligence chips are being held in Hong Kong while awaiting Chinese authorities’ approval to enter the mainland. This buildup comes despite U.S. export rules permitting the sale of certain chip categories.
AMD data centers achieve record revenue
AMD announced total revenue of approximately $13.38 billion in the third quarter and adjusted earnings of $2.09 per share, driven by a record surge in the data center segment, which posted $8.5 billion with year-over-year growth of nearly 97%. The company’s management projected fourth-quarter revenue to reach approximately $17 billion amid expanding demand for artificial intelligence accelerators.
Malaysian customs seizes unauthorized AI servers
Malaysian customs authorities have revealed the seizure of 30 server units containing advanced artificial intelligence chips in the free trade zone at Kuala Lumpur International Airport, with the shipment valued at approximately 49.5 million Malaysian ringgit, equivalent to $12.11 million USD. Officials explained that the shipment was declared as ordinary electronic components and was prepared for re-export within Asia without obtaining the required authorization.
Abu Dhabi-backed G42 looks beyond Nvidia to power its AI campus with chips
In a strategic move to reduce reliance on a single supplier, Abu Dhabi-backed tech group G42 is negotiating with companies like AMD and Qualcomm to supply chips for its massive AI campus. The group is also in advanced talks with tech giants like Google and Microsoft to become tenants in the ambitious project.
Major escalation in chip war: China orders halt to purchases of latest Nvidia AI chips
In a new escalation of the tech war, reports indicate that China’s internet regulator has ordered companies like ByteDance and Alibaba to stop purchasing Nvidia’s latest AI chips in a bid to reduce reliance on US technology.
Tenstorrent raises $1.5 billion in funding
American AI chip developer Tenstorrent announced the closure of a $1.5 billion Series E funding round, bringing its post-investment market valuation to $6.2 billion. Led by engineer Jim Keller, the company plans to direct the new liquidity toward expanding production of Galaxy servers and commercializing its processors based on the open RISC-V architecture.
Korean chip maker Rebellions raises $250 million to reach $1.4 billion valuation with backing from Arm and Samsung
In a strong signal of South Korea’s ambitions in the semiconductor market, AI chip startup Rebellions has raised $250 million in a new funding round, lifting its valuation to $1.4 billion with strategic participation from technology giant Arm.
Microsoft leverages OpenAI chips to develop its own silicon
In a strategic move to boost its semiconductor capabilities, Microsoft plans to leverage its access to OpenAI’s research to develop custom AI chips, aiming to catch up with competitors like Google in the tech hardware arms race.