Qisda is increasing its investment in AI, with chairman Peter Chen saying a short-term slowdown in data-center construction would not derail the long-term AI trend and could ease component shortages across the supply chain. Qisda expects fourth-quarter revenue to remain broadly in line with that of the third quarter while accelerating its AI initiatives.

Apple's generative AI (GenAI) service, Apple Intelligence, has completed regulatory filings for tablets and laptops in China after securing approval to launch on smartphones, advancing the company's AI strategy in the Chinese market.

The launch of Claude Fable 5.2 and Claude Mythos 5.2 marks a decisive shift in artificial intelligence, transitioning models from passive task completion to true autonomous collaboration. Built on a shared neural foundation, the twin models divide responsibilities to balance sheer technical capability with safety. Fable 5.2 functions as the safeguarded, general-purpose workhorse for enterprise applications, whereas Mythos 5.2 provides unrestricted capabilities to vetted institutions tackling sensitive cybersecurity and life sciences research.

Y.S. Tech will open a high-performance computing liquid-cooling laboratory at its new Renwu plant in Kaohsiung by the end of 2026, strengthening its ability to develop high-efficiency, low-noise cooling solutions, while its automotive orders extend through 2028.

An alleged affair between Nvidia CEO Jensen Huang and former Singapore-based Megaspeed executive Alice Huang has triggered a storm. In 2024, the US Department of Commerce's Bureau of Industry and Security (BIS) launched an investigation into Megaspeed's alleged chip smuggling. New reports indicate that Nvidia closely monitored the probe and was accused of attempting to intervene.

TSMC reported a 59.7% year-over-year increase in October 2026 revenue, extending its strong growth momentum as demand for advanced chips used in artificial intelligence (AI) infrastructure continues to support the semiconductor industry.

An incoming Democratic majority in the US Congress is likely to place Nvidia under greater scrutiny in light of recent revelations that the chipmaker's CEO, Jensen Huang, had an affair with an alleged Chinese spy. The legislature is already advancing a series of bills that seek to halt the flow of advanced US chips to China.

A fatal gas exposure at an Apple supplier's factory in southern India has renewed scrutiny of worker safety as the company expands production in a country that has already seen fires, hazardous factory conditions, and labor disputes at iPhone-linked facilities.

SpaceX plans to invest approximately US$24 billion in a natural gas-fired power plant and supercomputing facility in Starbase, Texas, extending Elon Musk's strategy of controlling the energy infrastructure behind the company's expanding AI and space operations.

Wistron ITS posted strong results in the third quarter of 2026, driven by growth in the semiconductor, gaming, and entertainment industries. According to chairman and CEO Ching Hsiao, the company will prioritize improving its profit structure moving forward as it expands into semiconductors and other new fields, with plans to build a 100-strong team by year-end dedicated to serving semiconductor customers.

Anthropic’s generative AI service Claude suffered a data breach affecting more than 100 South Korean enterprise accounts, exposing customer names, email addresses, account IDs, organization IDs, subscription tiers, and usage and spending metrics.