Hardware, Devices & Semiconductors

SEOUL — November 13, 2026 -- SEMIFIVE, a custom AI semiconductor (ASIC) provider, booked KRW 178.4 billion in new orders in the third quarter of 2026. That is up 437% from KRW 33.2 billion a year earlier and about 2.8 times the KRW 63.3 billion of the second quarter.

The consolidated order backlog rose 75% from KRW 140.3 billion in the previous quarter to a company record of KRW 245.5 billion. By FairsOnline's calculation, that is about 1.7 times the KRW 146.1 billion of revenue SEMIFIVE reported for the first nine months of 2026.

ASIC Service orders rise about eightfold to KRW 136.9 billion

The ASIC Service segment booked KRW 136.9 billion in the quarter, up 705% from KRW 17.0 billion in the third quarter of 2025. The segment accounts for roughly 77% of total new orders. The company attributes the increase to advanced-node turnkey projects, including a major high-performance computing (HPC) win in North America.

Berlin — November 12, 2026 -- Nvidia shares fell by more than 13% after the resignation of chief executive Jensen Huang, then narrowed the loss to about 4%, according to a release from the German outlet WELT. By FairsOnline's calculation, that is a recovery of roughly 9 percentage points, or about 70% of the initial drop.

Finance chief Colette Kress takes over as interim CEO while Nvidia searches for a successor

Huang leaves after more than 30 years at the head of the chipmaker. According to the release, his departure followed reports of personal misconduct and internal investigations by the board. CFO Colette Kress leads the company on an interim basis. Nvidia is looking for a permanent CEO both inside and outside the company.

The release describes the organization as built around Huang, with about 60 managers reporting directly to him. The release does not specify the allegations or the board's findings.