Amazon's third quarter showed its cloud expansion translating into stronger operating profitability, while the cash demands of building AI infrastructure kept rising. The result sharpens the company's central operating challenge: sustaining rapid AWS growth while bringing new capacity into service and maintaining the economics of its much larger retail business.

Silicon Motion Technology reported third-quarter 2026 revenue of about US$560 million, marking a record high for the fourth consecutive quarter. Revenue rose 24% quarter-over-quarter and surged 131% year-over-year, putting the company on track to achieve record full-year revenue in 2026, up more than 100% from 2025.

Chinese AI, robotics, and semiconductor stocks have suffered a steep sell-off in less than four months, casting a shadow over Beijing's push to achieve global technology leadership. According to Reuters, the Shanghai STAR 50 Index has fallen about 40% from its June peak, wiping out approximately US$480 billion in market value across AI and semiconductor components.

Flexible copper-clad laminate (FCCL) maker Taiflex Scientific announced on October 28 that its board had approved a memorandum of understanding with global e-paper leader E Ink Holdings (EIH) to jointly develop AI high-speed connectivity materials. The partnership combines E Ink's expertise in base-material development and manufacturing with Taiflex's circuit-board material capabilities and industry experience to address demand for high-performance materials, mass-production capacity, and stable supply.

Elite Material Co. (EMC), a copper-clad laminate (CCL) maker, reported record third-quarter 2026 revenue of NT$60.88 billion (US$1.875 billion), driven by strong demand for high-end materials used in AI products and fully loaded production capacity. Revenue rose 28.8% quarter-over-quarter and 142% year-over-year.

Nvidia CEO Jensen Huang's visit to Kazakhstan highlights a widening contest over AI computing capacity, as Europe seeks alternatives to infrastructure concentrated in the US and Asia. Kazakhstan, with 21 million people, is developing data centers and pursuing Nvidia partnerships that could position it as a supplier to Europe.

Qisda President Cally Ko said future infrastructure supporting autonomous physical AI would evolve beyond simply providing connectivity and power to also deliver sensing, computing, and autonomous dispatching capabilities. She also disclosed that the company's commercial drones had already secured orders and entered production, while its quadruped robots were expected to be unveiled publicly in early 2027.

Chinese AI developers DeepSeek and Moonshot AI reportedly used outputs from OpenAI's GPT-6 Astra to train their latest models, raising questions about how US companies can protect their technological advantage as rivals seek to reproduce advanced AI capabilities at lower cost.

Global server CPU shipments are projected to surpass the 50 million-unit milestone for the first time in 2027, reaching 52.6 million units as demand accelerates alongside the industry-wide shift from AI training to inference, according to DIGITIMES Intelligence. While Intel is expected to retain its shipment crown, rival AMD is closing in fast.

Marvell Technology is in advanced talks to acquire data-center optical component maker Lumentum Holdings, people familiar with the matter said, in what could become a major AI hardware supply-chain deal. The transaction could be announced as early as next week.

The US Department of Justice (DOJ) is reviewing how Nvidia's acquisition of Hugging Face could affect competition in the AI industry, while a years-long antitrust investigation continues into the company's broader practices. The probes target a chipmaker that has grown into the world's biggest company by market capitalization, with business interests spanning multiple parts of the AI value chain, and is a major backer of data center development.

United Microelectronics Corporation (UMC) expects wafer foundry pricing to continue rising in 2027, with CEO Jason Wang projecting approximately 10% year-over-year growth in the company's full-year average selling price (ASP).

ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. This reflects the memory shortage faced by China's market as it seeks to expand its domestic capacity while facing restrictions on critical equipment imports.

SpaceX's Starship super-heavy rocket completed its 14th test flight on September 28, successfully reaching Earth orbit and deploying 26 next-generation Starlink V3 satellites. A 15th test flight is expected within weeks.

Taiwan's Ministry of Environment (MOENV) will establish an urban forestry smart governance demonstration site around National Taipei University of Technology and the cultural site at the former Air Force Command Headquarters, using digital twin technology to simulate shade and cooling. The system is scheduled to be completed and launched by the end of 2026, with the goal of expanding it to more cities.

As Elon Musk predicts that more than 200 new cloud providers, or neoclouds, face impending bankruptcy or acquisition in a global market consolidation, a new report from Frost & Sullivan and LeadLeo Research indicates that SenseTime Group secured nearly half of China's neocloud market in the first half of 2026. The market share was captured primarily through its AI infrastructure platform, SenseCore.

Samsung Electronics Chairman Lee Jae-yong marked his fourth anniversary as chairman on October 27, 2026, by visiting a robotics research center, where he reviewed humanoid robot technology and preparations for commercialization, instead of holding a commemorative event. As Samsung integrates its research organizations and plans manufacturing-floor applications, robotics is emerging as a key pillar of its physical AI strategy.

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.

Central Bank Governor Chin-long Yang said predictions that the AI bubble will burst in January 2028 represent an extreme scenario, as global cloud service providers (CSPs) face mounting funding pressure to build computing capacity and deploy future applications.

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.

Microsoft kicked off its fiscal year 2027 with an impressive financial performance, reporting total revenue of US$92.3 billion, a 19% year-over-year increase. This financial momentum was heavily anchored by the Microsoft Cloud division, which surpassed US$63 billion in revenue and saw its growth rate accelerate to 30% compared to the same period last year.

As AI spreads across industries and everyday life, the experience of using it is becoming increasingly measurable, routable, and billable. The rapid proliferation of models is turning AI consumption itself into a metered business, with enterprises paying not only for access to models but for the tokens generated, processed, and managed around them.

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.

Google has retaken first place on a closely watched independent ranking of AI models with Gemini 4 Carbon, its second flagship release in a month. The lead is narrow, though; the model remains out of reach for most developers, and independent testers have flagged trade-offs that qualify the company's claims.

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.