Taiwan-based connector vendor Alltop Technology expressed confidence in 2026 during its November 19 earnings call, highlighting the successful pilot production of AI server products on new platforms. The company identified AI servers and new energy vehicles (NEVs) as two key growth drivers, noting there are no factors warranting pessimism about the market outlook.

As the global AI wave pushes computing infrastructure into the megawatt (MW) era, Taiwan's Lite-On Technology is moving quickly to meet the demands of next-generation AI factories. Jin-tsai Wang, general manager of Lite-On's Power & Cabinet Business Unit, said the rising adoption of high-voltage direct current (HVDC) will fundamentally reshape both the manufacturing environment and the technologies required to support high-density AI computing.

AMD, Cisco, and HUMAIN announced a joint venture to develop up to 1GW of AI infrastructure in Saudi Arabia by 2030, beginning with a 100MW deployment in 2026. The project aims to provide cost-efficient, high-performance computing capacity to support regional and global AI applications.

xAI, Elon Musk's AI startup, has partnered with Saudi Arabia's state-backed HUMAIN to build a 500MW data center to host the Grok AI platform. The initiative aims to create a national AI infrastructure, combining large-scale GPU computing with advanced models to support public and private sectors across the Kingdom, according to Grok, Bloomberg, and NBC News.

Nvidia is doubling down on ecosystem expansion to solidify its position as the go-to platform for AI computing, CEO Jensen Huang said during the company's third-quarter fiscal 2026 earnings call. With visibility to approximately US$500 billion in projected revenue from its Blackwell and Rubin platforms, Huang emphasized that the company's cash is being strategically deployed to fund growth, strengthen supply chains, and invest in long-term partnerships.

Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply as clouds remain sold out and the company's entire GPU fleet—spanning Blackwell, Hopper, and Ampere—runs at full utilization.

Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance, while the company issued an upbeat fourth-quarter forecast supported by strong uptake of its next-generation platforms.

Hon Hai (Foxconn) is set to unveil its humanoid robot, developed in collaboration with Taiwanese suppliers, at its Hon Hai Technology Day (HHTD) event scheduled for November 21–22, 2025. Although the global humanoid robot market has not yet reached mass production, Taiwanese manufacturers have advanced in manufacturing complete machines and key components, particularly in the second half of 2025. Industry observers expect these developments to substantially increase revenue contributions by 2026.

Tokyo-based AI developer Sakana AI announced in November 2025 the completion of a JPY20 billion (approx. US$135 million) Series B funding round that doubled its valuation to around JPY400 billion (approx. US$2.635 billion), making it the highest-valued unlisted startup in Japan, surpassing previous leaders like Preferred Networks and SmartNews.

Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation AI factory. It will be based on Nvidia platforms, including Pegatron-developed Nvidia GB300 and B200 server racks.

Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe this mirrors the chip inflation phenomenon of 2021, when semiconductor production was temporarily disrupted due to COVID-19. This time, the difference is that the price surge is being driven by memory chips (DRAM and NAND Flash), produced mainly by South Korean companies.