Chicony Electronics reported unaudited consolidated revenue of NT$5.647 billion (US$172 million) for October 2026, down 9.1% month-over-month and 24% year-over-year. Persistent global PC component cost pressure, cautious purchasing by brand customers, and continued corrections in second-half PC shipments reduced demand, prompting the company to prioritize profitability, premium product shipments, and expansion beyond traditional PCs.

UK-based AI computing infrastructure startup Nscale, backed by Nvidia, is planning a US$35 billion initial public offering (IPO) in 2026. However, Microsoft, one of its major customers, has reportedly decided not to exercise an option to expand its computing capacity lease at a Texas data center.

Chunghwa Telecom is expanding its Google partnership by bringing the latest Google AI services to consumers, with the aim of achieving 200,000 subscribers in the first year, according to Chunghwa Telecom Consumer Business Group president Hsueh-hai Hu. The focus will be on converting existing Google One users to higher-tier plans by combining cloud storage with AI features.

Hewlett Packard (HP) has appointed Emma Walmsley, the former head of drugmaker GSK, as its next CEO, ending a search that began after the company named an interim leader earlier this year.

Goldman Sachs and Apollo Global Management have reportedly begun approaching potential investors about purchasing parts of a US$40 billion deal to finance SpaceX's leasing of Nvidia chips. The firms are seeking to complete the transaction quickly in the wake of Democratic victories in this week's midterm elections, which some worry could slow the growth of AI development.

Japanese electronic components giant Kyocera reported record revenue of JPY1.08 trillion (approximately US$6.83 billion) for the first half of fiscal 2026 (April to September 2026), up 8.8% from the same period a year earlier. Operating profit and net income also grew by 32% to 56%. The results prompted Kyocera to raise its fiscal 2026 outlook for the second time, increasing its full-year revenue forecast to JPY2.12 trillion, 9% above its initial projection.

Coherent is positioning itself as the optics supplier with no stake in the chip wars, two days after Marvell Technology agreed to acquire one of its closest rivals.

Qisda posted October consolidated revenue of NT$19.39 billion (US$590.8 million), up 13.47% year-over-year but down 1.85% from September, as its AI infrastructure, AI solutions, and smart manufacturing, and AI healthcare businesses all recorded double-digit growth from a year earlier.

US chipmaker Qualcomm will present its latest developments in 6G and AI agent-powered devices at the ninth China International Import Expo (CIIE), held from November 5 to 10 at the National Exhibition and Convention Center in Shanghai. The exhibition will mark the first public display of what Qualcomm describes as the world's first 6G terminal prototype conforming to the latest 3GPP definition.

Apple has opened testing of its China-specific Apple Intelligence service with the iOS 27.3 developer beta released on November 4, integrating Alibaba's Qwen model into Siri. The full version is expected in December, as Apple works to close the gap in its generative AI offerings in China.

South Korean AI software developer Moreh says AMD Instinct MI355X GPUs running its inference software delivered more than twice the throughput of Nvidia B200 GPUs in company tests, as South Korea moves ahead with plans to build AI infrastructure combining AMD processors with locally developed chips.

Chinese AI developers are losing a key route to advanced US chips, renting them in data centers outside China, as Washington and US companies stretch American controls over compute well beyond US borders. The squeeze falls heavily on Southeast Asian data center operators that built capacity around Chinese demand. Beijing, meanwhile, is pressing its own tech giants to rely less on American hardware.

Syntec Technology is actively advancing its global production capacity expansion and artificial intelligence (AI) technology deployment. The company announced on November 4 that its Suzhou Plant 2 in China, Malaysia Plant 2, and new facilities in India are expected to be completed and begin relocation in phases starting in February 2027. As the new sites gradually become operational, the company expects its overall capacity in 2027 to reach roughly 2.6 times its current level.

As concerns over AI deepen and negative headlines continue to emerge, companies across the AI server supply chain say customer orders remain strong. Industry sources said Nvidia GPU servers are entering a transition phase between old and new platforms. However, ASIC servers are filling the gap, supporting a positive outlook for the fourth quarter of 2026 as Nvidia's Vera Rubin shipments gradually ramp up in the first quarter of 2027.

Anthropic has reportedly told investors that its chip design team, comprising just 15 people, is using its Claude models to design custom chips. It and another frontier lab, OpenAI, are beginning to probe the AI-assisted chip design market as a new business area, even as they seek to produce their own silicon.

OpenAI plans to acquire Pierre Computer Company, extending its push into the infrastructure behind AI-generated software as competition expands beyond coding assistants to the systems that store, review, and manage their output. The November 4 announcement adds the maker of Code Storage to OpenAI's plans for Codex, though the transaction remains subject to regulatory approvals and other closing conditions.

Asia Optical Group reported record third-quarter profit for 2026 on November 4, as revenue reached approximately NT$7.846 billion (US$239.4 million), while gross profit, operating profit, and net profit attributable to owners of the company all hit new highs for the same period. The company is accelerating its co-packaged optics (CPO) and AI application strategy in Q4 2026.

As the Physical Intelligence and autonomous vehicle markets heat up, oToBrite is partnering with Yuan High-Tech Development to integrate its 3D binocular stereo vision camera module with NVIDIA Jetson Thor, delivering an end-to-end vision solution for robots and unmanned vehicles. The collaboration addresses the need for precise depth perception and low-latency image transmission in complex environments.

HCLTech said AI chips will need about 1.5 years to move into mass adoption beyond cloud infrastructure, as the industry develops integrated semiconductor platforms to support large-scale AI deployment. The company made the remarks in a white paper released with Omdia on November 3, which highlights Taiwan's key role in powering the next phase of AI infrastructure growth.

As AI data center construction continues to scale up, shortening build times and bringing computing capacity online faster have become key priorities for cloud service providers (CSPs) and AI infrastructure companies. Nvidia's recently launched DSX POD reference design seeks to move equipment installation, cabling, piping, and system testing from data center sites to factories, pushing AI data centers toward prefabricated, modular delivery.

Voters in Sunbury, Ohio, approved a ban on large data centers in the November 3 election, raising a new obstacle to Amazon's proposed US$2 billion project as communities across the US move to restrict AI infrastructure development.

Asian stocks wavered on November 4 in response to the US midterm election results. While the final votes are still being counted, current results show the Democratic Party winning majorities in both the House of Representatives and Senate, a clear indication of voters' discontent about data center development in their localities, which could usher in more regulation of the AI industry.

Pegatron Corp. Chairman Tung Tzu-hsien said on November 4 that claims AI is in crisis because the Democratic Party won the US election are somewhat overblown, adding that the narrative could be the work of short sellers.

Taiwan has taken a major step toward regulating its virtual asset market, with the Financial Supervisory Commission (FSC) announcing supporting rules for the Virtual Asset Services Act on November 3. As the regulatory framework takes shape, stablecoins, digital asset custody and blockchain-based financial services are emerging as potential drivers of financial innovation, although industry leaders and regulators warn that security and risk management remain critical to market development.

Chunghwa Telecom (CHT) is expanding its partnership with Google beyond Google One, YouTube Premium and Pixel smartphone sales to include GenAI services. On November 4, CHT announced plans to introduce Google's latest AI offerings through its channels, while Google Taiwan said the partners will launch more initiatives in 2027 to promote AI-enabled living.