Tesla CEO Elon Musk said that the company will add an extra production shift for its Cybertrucks to meet order backlogs before it stops manufacturing them. The vehicles —iconic to some and infamous to others— are being phased out after years of sales far below expectations as the company pivots toward robotics and AI.

Two leading server component manufacturers remain optimistic about AI demand despite potential short-term volatility following the US midterm elections. Chenbro Micom CEO Corona Chen said the elections would not derail AI's medium- to long-term development, while Advanced Energy Solution (AES) President Wei-Che Sung said customer demand would remain strong in 2027.

Automotive powertrain and safety component maker Global PMX reported 3Q26 consolidated revenue of NT$2.417 billion (US$73.76 million), up 5.87% quarter-on-quarter and 24.59% year-on-year. Stronger operating scale and tight cost controls lifted quarterly operating profit to NT$340 million, while net income attributable to the parent company reached NT$271 million, with earnings per share (EPS) of NT$2.36.

China accounts for approximately 36% of the global smart cockpit market, with an established presence in automotive displays, head-up displays (HUDs), voice interaction and cockpit domain controller integration. Yet its strength in system integration has not translated into control over core technologies, leaving the industry heavily dependent on foreign suppliers, according to Wang Chao, a professor at Beijing University of Technology cited by Chinese media. The coming years could prove decisive for Chinese companies seeking greater technological autonomy.

Infineon Technologies is betting on RISC-V scalability with AURIX RC1, its first RISC-V-based microcontroller (MCU) platform, unveiled this week. A single instruction set lets the platform span everything from very small controllers to real-time vehicle computers and robotic motion controllers, so RC1 can serve automotive, robotics, and industrial customers at the same time.

Excellence Opto (EOI), a major automotive LED light-source supplier, posted record revenue and profit for the first nine months as product-mix optimization, supply-chain efficiencies and high global capacity utilization lifted results. The company is also preparing to begin mass production at its Mexico plant in the fourth quarter and to develop SiPh optical communication module samples by 2027.

Democrats have won control of Congress in the US midterm elections, turning the second half of President Donald Trump's term into a lame-duck period. Trump still holds the veto, however, and overriding it requires a two-thirds vote in both chambers. Congress is therefore more likely to apply pressure through budgets, investigations, and blocking new legislation than to overturn executive orders outright. For Taiwan's technology sector and supply chain, several fronts are worth watching closely.

Taiwan-based Primax Electronics plans to increase the share of its business-to-business (B2B) operations over the next five years, expanding beyond traditional PC peripherals into artificial intelligence (AI), smart security, automotive and robotics applications. With public safety and surveillance projects already secured through 2029, the company expects these higher-value businesses to underpin sustained double-digit growth.

Foxconn-backed Foxtron GM Adam Chen said the company exported EVs to Australia and New Zealand in September this year, signed an agreement with Mitsubishi Fuso to develop electric buses, and plans to enter the European market. As protectionism intensifies worldwide, localization will become an unavoidable path for automakers, Chen said.

LG Chem is pursuing a recovery in battery materials and expanding its semiconductor and automotive materials while seeking a year-end decision on petrochemical restructuring, with customer production schedules determining how quickly its newer businesses can grow.

LG Chem's expanding battery business is cushioning the group against another petrochemical downturn, but its latest results show that stronger shipments alone are insufficient to restore profitability. The company is pursuing more specialized chemicals and battery materials as pressure returns to its commodity operations.