Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave two reasons: outside customers keep the chips competitive, and outside volume lowers the cost of every chip Google uses itself. However, it would not say how much money the business makes.

Soaring memory prices have pushed some IC design firms to develop and manufacture their own SRAM as a substitute for DRAM, while electronics assemblers and brand manufacturers that still need DRAM face challenges in passing on higher costs and securing supply through long-term contracts.

Central Bank Governor Chin-long Yang said predictions that the AI bubble will burst in January 2028 represent an extreme scenario, as global cloud service providers (CSPs) face mounting funding pressure to build computing capacity and deploy future applications.

Taiwan's AI and semiconductor stocks have delivered substantial gains for foreign investors, who have recently taken profits, converted the proceeds into US dollars, and repatriated them, driving the New Taiwan dollar lower.

Microsoft kicked off its fiscal year 2027 with an impressive financial performance, reporting total revenue of US$92.3 billion, a 19% year-over-year increase. This financial momentum was heavily anchored by the Microsoft Cloud division, which surpassed US$63 billion in revenue and saw its growth rate accelerate to 30% compared to the same period last year.

LG Electronics used its third-quarter earnings call on October 28 to add physical milestones to its two main AI bets. In data center cooling, it named a US production site and new Korean lines, and listed the Nvidia qualifications its liquid-cooling units have won. In robotics, it outlined an actuator production ramp, a robot-data hub opening this quarter, and a plan to enter the home humanoid market around 2030. It did not provide a revenue target for either business.

Parade Technologies expects fourth-quarter revenue to fall as notebook inventory digestion continues, underscoring pressure on the chipmaker's near-term results. The company is relying on high-speed connectivity, in-cell TTED, and ASIC-like products to offset weaker PC demand, rising manufacturing costs, and uncertainty over the timing of a market recovery in 2027.

Chinese robotics maker Unitree Robotics reported a 55.71% year-over-year increase in revenue to CNY1.82 billion (US$273 million) for the first nine months of 2026, driven by product innovation and business expansion, according to its third-quarter report released on October 28.

The global notebook market faces steep cost increases for key components including memory and processors, but Asus is keeping annual shipments relatively stable through its commercial PC and high-value product strategies. According to the notebook supply chain, Asus' 2026 notebook shipments are expected to remain broadly flat or decline 1.3% from 2025, as commercial notebooks and Chromebooks grow 27% and 9%, respectively, offsetting declines in consumer and gaming notebooks.

As AI spreads across industries and everyday life, the experience of using it is becoming increasingly measurable, routable, and billable. The rapid proliferation of models is turning AI consumption itself into a metered business, with enterprises paying not only for access to models but for the tokens generated, processed, and managed around them.

Samsung Electronics' latest results show AI infrastructure demand increasingly determining the group's earnings, with soaring semiconductor profit offsetting continued losses in its consumer-device division. The company said a sharp expansion in high-bandwidth memory (HBM) sales and rising memory prices drove another record quarter, while its outlook pointed to supply pressure further as customers expand AI investment.