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Thursday 12 November 2026
Foxconn's in-person briefing to focus on AI deliveries, 2027 orders
Hon Hai Precision Industry (Foxconn) will hold its third-quarter 2026 investor briefing in person at the Mandarin Oriental, Taipei, on November 12, as investors seek clarity on 2027...
Thursday 12 November 2026
Former Nvidia customer Megaspeed's liabilities balloon to nearly US$3 billion
Singapore-based cloud provider and former Nvidia customer Megaspeed International saw its assets surge about 90-fold in 2024, but liabilities grew even faster, exceeding total assets...
Thursday 12 November 2026
Wistron posts record third-quarter revenue and profit, approves AI capacity investments
Wistron Corp. reported record revenue and profit in the third quarter of 2026 and approved new investments to expand AI server capacity. Consolidated revenue reached about NT$1.15...
Thursday 12 November 2026
Quanta's AI server boom pushes 3Q26 gross margin below 5%
Quanta Computer Inc. delivered record revenue and strong earnings in the third quarter of 2026, while its gross margin fell to 4.75% as notebook material costs rose and the mix of...
Thursday 12 November 2026
Nvidia board meets on Jensen Huang's future as succession gap comes into focus
Nvidia's board met on November 11 to weigh the future of Jensen Huang, the only chief executive the company has ever had. The stakes go beyond one career: the company at the center...
Wednesday 11 November 2026
Moonshot AI reportedly accessed restricted Nvidia chips in China despite US ban
Moonshot AI reportedly accessed advanced Nvidia chips this summer, according to documents filed with Chinese regulators. The finding shows that advanced US chips continue to make their...
Wednesday 11 November 2026
AI server tracker: Beyond GPUs, chassis, power supplies, rail kits and cooling capture a bigger growth story
Taiwan's AI server component suppliers are surpassing last year's revenue well before December. Eleven of the 13 companies tracked across chassis, power supplies, rail kits and thermal...
Wednesday 11 November 2026
Advantech's Korea business grows 67% in first three quarters, says incoming CEO
Advantech's South Korean business grew 67% in the first three quarters of 2026, as industrial equipment, networking and cloud infrastructure, and healthcare remained its largest local...
Wednesday 11 November 2026
AI demand drives record revenue for Altos through October
Acer subsidiary Altos reported October 2026 consolidated revenue of NT$155 million (US$4.72 million), up 44.1% year-over-year, while revenue for the first 10 months reached NT$2.41...
Wednesday 11 November 2026
Acer Synergy Tech rides semiconductor demand to record revenue
Acer subsidiary Acer Synergy Tech benefited from sustained semiconductor industry growth, which drove demand for information technology (IT), operational technology (OT), and workforce...
Wednesday 11 November 2026
Nvidia's OOI architecture paves way for optical interconnects in GPUs
DIGITIMES observed that Nvidia is advancing an optics-on-interposer (OOI) architecture that moves the optical engine from an organic substrate to a silicon interposer to increase interconnect...
Wednesday 11 November 2026
Anthropic expands its business suite amid its IPO filing and launch of Fable 5.2 and Mythos 5.2
Anthropic is taking direct aim at the enterprise productivity market dominated by Microsoft and Alphabet's Google. Beyond its core strength in software engineering, the company is...
Wednesday 11 November 2026
Cooling solutions provider AVC starts shipping double-sided cold plates for AI servers
Asia Vital Components (AVC) expects all GPU- and ASIC-based AI servers to adopt liquid cooling by the end of 2027, with customers increasingly turning to double-sided cold plates to...
Wednesday 11 November 2026
China's Huaqin looks beyond AI servers with US$150M wafer foundry investment
China's leading smart-device original design manufacturer (ODM), Huaqin Technology, plans to invest CNY1 billion (approx. US$149.86 million) in a wafer foundry venture, strengthening...
Wednesday 11 November 2026
Taiwan says it is reviewing information on alleged spy linked to Nvidia CEO
Taiwan will review information related to an alleged Chinese spy linked in media reports to Nvidia CEO Jensen Huang, Premier Jung-tai Cho said, as US authorities investigate related...