Marvell Technology and optical communications laser maker Lumentum announced on November 2 that they had signed a definitive agreement for Marvell to acquire Lumentum in an all-stock transaction. Compound semiconductor maker GCS welcomed the deal, saying it will give Marvell's optoelectronics business a more complete product portfolio.

Affected by weak notebook and PC demand, Darfon Electronics reported third-quarter 2026 consolidated revenue of NT$7.011 billion (US$214 million), up 7.8% year-over-year but down about 6.7% quarter-over-quarter. The company said notebook and PC demand weakened after higher raw material and component costs pushed up end-product prices, dragging down its IT peripherals business, which accounts for about 40% of revenue. Although its green energy and integrated components businesses maintained year-over-year growth, they were not enough to offset the decline.

Supermicro expressed confidence to analysts during its earnings call for the first quarter of fiscal year 2027 regarding quicker turnaround times for orders and improved cash flow. The company cited greater demand for its Data Center Building Block Solutions (DCBBS), which accelerate data center infrastructure deployments, but kept a cautious full-year sales outlook to account for component shortages.

PC component maker Darfon Electronics is consolidating its production capacity in China and Southeast Asia, while simultaneously shifting some of its resources for IT peripherals toward components for AI data centers (AIDC), including structural components, thermal solutions, and battery backup systems.

SpaceX, which only entered the AI infrastructure business this year through its merger with xAI, may now be the fastest data center builder in the world, according to research firm SemiAnalysis. The firm argues this pace will make the rocket company the world's biggest AI cloud.

Acer Intelligence Space (ITS) has gained traction in India's home appliance market by hiring a Bollywood star as its brand ambassador and combining competitive pricing with channel expansion. Strong demand for its air conditioners has prompted the company to plan additional major appliances, including washing machines, to accelerate its expansion in India.

Cloud and AI services provider Acer E-Enabling Service Business (AEB) reported 3Q26 revenue of NT$3.822 billion (approx. US$116.7 million), up 70% year-over-year, as AI application demand drove simultaneous growth in revenue and profit.

Despite a sharp slowdown in the overall PC market in the second half of 2026, Acer's consumer PC shipments to the Taiwan market rose 15% year-over-year from January to October. The vendor expects Single's Day promotions to help maintain full-year shipment growth above 15% for the Taiwan market, while higher average selling prices (ASP) should drive stronger revenue growth.

China-based optical communications module maker Zhongji InnoLight reported strong results for the third quarter of 2026 as global AI infrastructure expansion drove robust demand for high-speed optical transceiver modules and increased shipments of 800G and 1.6T products. Revenue reached CNY27.769 billion (US$4.17 billion), up 171.83% year over year, while net profit attributable to the parent company rose 173.74% to CNY8.587 billion.

Apple has given suppliers a shipment forecast of 16 million MacBook Neo units for 2027, about double the nearly 8 million units expected in 2026, according to supply-chain sources.

Taiwan's Syncmold Enterprise grew its third-quarter 2026 revenue even as global PC shipments slumped 20.1%, with its expanding low Earth orbit (LEO) satellite business offering key support and emerging as the precision component maker's mid- to long-term growth engine.