Taiwan's memory chip makers are cashing in big as DRAM chips stay in short supply, while Nvidia wobbles on executive transition and China-related worries.

• Nanya Technology, Winbond, and Macronix all posted record quarterly profits as memory chip prices keep climbing on tight supply.
• Module makers are splitting into winners and losers: some, like ADATA and Phison, are still booking huge profits, while others like Transcend and Apacer saw profit margins shrink as material costs rise faster than they can raise prices.
• Industry players expect DRAM shortages to get even worse next year because factories are prioritizing production for AI chips over regular memory, squeezing out supply for everyone else.
• Nvidia stock swung hard — dropping sharply then recovering some ground — after reports tied CEO Jensen Huang to a China spy investigation, though a strong debut from cloud company CoreWeave helped lift the stock back up; the company says it's still searching for a new CEO with no candidates picked yet.
• Taiwan's financial regulator rolled out measures to stabilize the stock market after a sharp selloff, but hasn't said when those measures will be lifted.

Outlook: Memory chip prices and profits are likely to keep rising into next year as AI demand keeps squeezing supply, while Nvidia's stock stays volatile until clarity emerges on its CEO succession and the China investigation.