Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave two reasons: outside customers keep the chips competitive, and outside volume lowers the cost of every chip Google uses itself. However, it would not say how much money the business makes.

Taiwan's AI and semiconductor stocks have delivered substantial gains for foreign investors, who have recently taken profits, converted the proceeds into US dollars, and repatriated them, driving the New Taiwan dollar lower.

Parade Technologies expects fourth-quarter revenue to fall as notebook inventory digestion continues, underscoring pressure on the chipmaker's near-term results. The company is relying on high-speed connectivity, in-cell TTED, and ASIC-like products to offset weaker PC demand, rising manufacturing costs, and uncertainty over the timing of a market recovery in 2027.

The global memory shortage is no longer lifting only the commodity DRAM giants. Ingenic Semiconductor, a Beijing-based fabless chip designer whose memory chips go mainly into cars, factory equipment, medical devices, and networking gear rather than smartphones and PCs, reported third-quarter net profit attributable to shareholders of CNY1.419 billion (US$212.39 million), up 2,595.49% from a year earlier, as tight supply pushed up prices for the specialty DRAM, static random-access memory (SRAM), and flash products that now make up most of its sales.

Samsung Electronics' latest results show AI infrastructure demand increasingly determining the group's earnings, with soaring semiconductor profit offsetting continued losses in its consumer-device division. The company said a sharp expansion in high-bandwidth memory (HBM) sales and rising memory prices drove another record quarter, while its outlook pointed to supply pressure further as customers expand AI investment.

Google's parent, Alphabet, is turning demand for artificial intelligence into a larger cloud business. Still, its latest quarter shows that stronger operating performance does not yet remove the financial burden of building the infrastructure behind it. Cloud revenue more than doubled, while spending on property and equipment exceeded the cash generated by operations.

Microsoft's latest results suggest that enterprise demand for cloud computing and artificial intelligence is supporting stronger operating earnings even as some infrastructure capacity arrives later than planned. The distinction matters: management said spending below the company's forecast reflected delivery delays, not a retreat from its expansion plans.

Onsemi has been discussing an acquisition of Ferric, a New York-based maker of integrated voltage regulators for AI chips, for close to US$1 billion, The Information reported on October 27, citing people familiar with the matter.

Taiwan directs too much public research and development (R&D) funding to its national research institutes, according to Chenming Hu, a former chief technology officer of Taiwan Semiconductor Manufacturing Company (TSMC). In his new book, Find the Solutions, Hu argues that this funding does not achieve the same multiplier effect as investment in universities.

Oracle has signed partnerships with Cerebras and other chipmakers to host their chips in its cloud infrastructure. The Cerebras deal gives the chipmaker a new large customer to anchor its post-IPO trajectory, while allowing Oracle to reduce its reliance on Nvidia's expensive chips, even though Oracle also announced a purchase of Vera Rubin platforms for its data centers.

AMD is backing one of its largest AI customers with capital and chips. Alongside an update on its hardware work with Meta, the chipmaker said on October 27 that it will invest US$1 billion in Meta's equity offering, joining Nvidia in buying into the social media company's fundraising for AI infrastructure. Critics describe this pattern as circular financing.

Google's tensor processing unit (TPU) business has gained one confirmed and one reported major customer within a week, adding pressure on Nvidia, whose graphics processors still dominate AI computing even as its biggest buyers look for alternatives.

Taiwanese IC design leaders MediaTek, Realtek, and Parade Technologies will hold their third-quarter 2026 earnings conferences in succession this week, offering the market an early read on conditions heading into late 2026 and early 2027. Parade will go first on October 28, followed by Realtek on October 29 and MediaTek on October 30.

Anthropic recently disclosed details of its computing partnerships with Google, Amazon Web Services (AWS), Microsoft, Advanced Micro Devices (AMD), and other providers in its S-1 filing for an initial public offering (IPO), revealing distinct cooperation models and chip technologies across its partner ecosystem.

NXP Semiconductors' latest results point to a business gaining from more complex vehicle electronics and industrial computing, while its emerging data center operation offers another route to growth. The next test is whether those opportunities can sustain demand as the company adds manufacturing capacity and customers weigh their inventory needs.

NXP Semiconductors is heading into 2027 with management arguing that its growth now rests on several structural drivers rather than a cyclical rebound. On the company's October 27 earnings call, executives said software-defined vehicles (SDV), AI at the industrial edge and data center control systems would sustain double-digit revenue growth next year.

Chinese AI chipmaker Cambricon Technologies reported a 131.49% increase in net profit attributable to shareholders for the first nine months of 2026, while revenue more than doubled. Third-quarter net profit rose nearly 150% from a year earlier.

China-based IC design firm Goke Microelectronics will raise prices for its Known Good Die (KGD) packaged products by US$0.5 to US$1.5 per unit from November 2026, depending on capacity. The move marks the second price adjustment known to customers in 2026, as AI-driven memory demand keeps double data rate (DDR) memory supplies tight and pressure spreads to niche memory and integrated packaging products.

Taiwanese startup Skymizer has formally announced a strategic partnership with Egis Technology to develop Flow (T12), a new-generation AI inference chip. Fabricated on TSMC's 12nm node and paired with LPDDR5 memory, the solution requires just three PCIe cards and 750W of power to run 3-trillion-parameter large language models (LLMs). This represents roughly one-tenth the power consumption of a comparable Nvidia H100 deployment.

Speaking at GTC Berlin and on SpaceX's third-quarter 2026 earnings call, respectively, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk reached a rare consensus on a pivotal topic: GPUs are no longer rapidly depreciating consumables. Instead, their effective operational lifespans far exceed initial market expectations.

At its GTC conference in Berlin, Nvidia discussed the RTX Spark notebook, various implementations and partnerships involving physical AI, AI agents, and CUDA-X, as well as the DSX POD and European sovereign AI. Following its recently announced additional US$2 billion investment, Nvidia has committed nearly US$10 billion to Europe's technology ecosystem. The company said that building Europe's AI economy will require the region not only to consume AI, but also to produce it.

Infineon Technologies and ASMedia have announced a partnership to speed up the adoption of 20Gbps USB, driven by demand from machine-learning cameras and other physical AI devices that need to move large amounts of data quickly.

Broadcom has reached a deal with several financial firms for them to finance the purchase of US$63 billion worth of its chips for Anthropic. The agreement highlights how the line between supplier and lender is becoming blurred among some chipmakers, as well as Wall Street's growing involvement in funding arrangements as AI infrastructure spending continues to expand.

Expanding investment in AI data centers is putting pressure on memory supply and demand across the automotive industry. As semiconductor companies prioritize high-bandwidth memory (HBM) and server products, automotive memory faces rising prices and tighter supplies, making automakers' direct procurement, long-term partnerships, and in-house chip design increasingly strategic.

Nvidia CEO Jensen Huang's visit to Kazakhstan highlighted plans to build an AI computing hub for Europe, with projects spanning GPU clusters, data centers, talent, and physical AI. The initiative depends on power infrastructure, foreign technology, and Kazakhstan's ambition to develop and export its own AI capabilities across Central Asia.