Moonshot AI, a leading Chinese model developer, is reportedly seeking remote access to Nvidia chips held in Europe. With sales of advanced US chips to China limited, the move would exploit a loophole in American law that currently does not restrict cloud service providers (CSPs) from selling compute to Chinese companies.

Debt held by Taiwan's science park operating funds reached NT$163.54 billion (approx. US$4.97 billion) as of the end of September 2026, while the National Science and Technology Council (NSTC) remains confident that rising operating cash flow will accelerate repayment. The government continues to develop and expand science parks to meet industry demand, including new sites and expansions across Taiwan.

Tencent has launched its next-generation artificial intelligence (AI) model, Hy4, adding visual understanding for the first time and limiting cybersecurity training data to reduce the risk of misuse in cyberattacks and harmful biological research.

Democrats have won control of Congress in the US midterm elections, turning the second half of President Donald Trump's term into a lame-duck period. Trump still holds the veto, however, and overriding it requires a two-thirds vote in both chambers. Congress is therefore more likely to apply pressure through budgets, investigations, and blocking new legislation than to overturn executive orders outright. For Taiwan's technology sector and supply chain, several fronts are worth watching closely.

The US midterm election and referendum results show broad public opposition to building more data centers, raising the prospect of tougher local-government reviews for large-scale facilities and prompting hyperscalers to shift some AI infrastructure investment overseas. Meta Platforms President Dina Powell McCormick said the issue had become a key election topic as companies struggle to demonstrate tangible benefits for local communities.

V5 Technologies, a major provider of advanced semiconductor optical inspection and image-processing software, reported consolidated revenue of NT$316 million (US$9.61 million) in October 2026, up 1.67% from September and 32.5% year-on-year. Revenue for the first 10 months surpassed NT$2.6 billion, rising 69.7% from the same period in 2025.

Niching Industrial reported a 369% year-on-year increase in 3Q26 operating profit to NT$45.05 million (US$1.37 million), as the consolidation of Ming Chun Yuan boosted manufacturing contributions and improved its product mix. Gross margin climbed to 28%, up 8 percentage points from the previous quarter.

Rehear Audiology has signed a strategic memorandum of understanding (MOU) with Saudi Arabia's Medical Electrical Equipment Maintenance Professionals Association (MEEMPA) to introduce advanced AI hearing-care technology, conduct clinical validation, and develop a localized healthcare ecosystem in Saudi Arabia and the Gulf Cooperation Council (GCC) region.

SK Hynix's US-based artificial intelligence (AI) investment arm, HYAICO Corporation, has acquired a stake in AI infrastructure provider Penguin Solutions from an SK Telecom affiliate for US$377.16 million, according to filings with the US Securities and Exchange Commission (SEC).

Texas governor-elect Gina Hinojosa has announced plans to suspend new data center approvals until the state establishes legal safeguards for residents, power supplies, and the environment, while also urging the state government to pause land deals that could involve SpaceX. The policy could reshape investment plans by major technology companies in one of the US's fastest-growing AI data center regions and a key base for Tesla and SpaceX.

Taiwan-based Primax Electronics plans to increase the share of its business-to-business (B2B) operations over the next five years, expanding beyond traditional PC peripherals into artificial intelligence (AI), smart security, automotive and robotics applications. With public safety and surveillance projects already secured through 2029, the company expects these higher-value businesses to underpin sustained double-digit growth.