Higher memory prices caused by tight supply weakened demand for consumer electronics, while investment in Wah Hong Industrial's thermal management division weighed on overall third-quarter performance. The company is accelerating development in AI cooling, semiconductor materials, and other high-value applications to reduce its exposure to market cycles.

Catcher Technology is expanding into AI servers and expects server revenue to account for 20% of total revenue by the end of 2026, chairman Allen Horng said. The company also expects to begin mass production of AI PC-related products in the second quarter of 2027 as it offsets continued declines in notebook demand.

Apple has reached a pivotal juncture in its artificial intelligence (AI) strategy: to modernize Siri and establish a broader AI presence. While new CEO John Ternus has publicly championed the company's privacy-centric, deeply integrated approach to AI, internal pressures highlight an urgent drive to accelerate innovation and close the gap with industry rivals.

Strong AI server demand drove Wistron’s October 2026 revenue to NT$402.6 billion (US$12.2 billion), up 5.73% month-over-month and 1.18 times year-over-year. Revenue for the first 10 months reached NT$3.29 trillion, increasing 99.53% year-over-year and setting a new high for the same period.

Qualcomm and MediaTek, the two leading smartphone SoC makers, are turning their attention to cloud AI ASICs as the global smartphone market faces what could be its sharpest decline on record in 2026. At their latest earnings briefings, cloud AI dominated the discussion, while smartphone operations took a back seat.

Madison Huang, Nvidia CEO Jensen Huang's eldest daughter and the company's senior director of marketing for Omniverse and robotics products, has canceled her entire visit to South Korea, including a planned meeting with South Korean Deputy Prime Minister and Minister of Science and ICT (MSIT) Bae Kyung-hoon. Nvidia cited only "family reasons" for the cancellation.

US President Donald Trump said on November 8 that Jensen Huang should remain CEO of Nvidia, hours after the chipmaker's board opened an independent investigation into whether Huang had been the target of a foreign intelligence effort following his admission of an affair with a woman US officials suspect of spying for China.

FarEasTone Telecommunications is evaluating opportunities in AI data centers (AIDCs) but has no concrete plans to build a new facility, according to company president Chee Ching. Speaking at the company's latest earnings call, Ching said that FarEasTone will assess actual market demand to consider effective strategies for utilizing resources across the corporate group.

Weak PC demand, customer order adjustments, product transitions, and component supply changes are sharply weakening Elitegroup Computer Systems' (ECS) 2026 OEM and channel shipment outlook. Supply-chain sources estimate the company's related shipments at about 1.92 million units for 2026, down 43% from 3.38 million units in 2025, with fourth-quarter shipments expected to fall 55.9% year-over-year.

Industrial PC (IPC) manufacturer Adlink reported a 43% year-on-year increase in consolidated revenue for the first nine months of 2026, with its operating margin rising to 11% from approximately 5% a year earlier. Earnings per share (EPS) reached NT$4.83 (approx. US$0.15). The company attributed its improved profitability to greater operating scale, efficiency gains, and a shift from standalone hardware towards integrated systems and platforms.

WinWay reported record revenue and profit for the third quarter of 2026, driven by fully booked AI and high-performance computing (HPC) orders and expanded production capacity. The semiconductor test-interface supplier said shipments reached a new high, pushing cumulative revenue for the first three quarters of 2026 above NT$10 billion (US$305.4 million) and marking six consecutive quarters of record revenue.