Lite-On expects AI-related revenue to account for 40%–50% of total revenue by 2027, driven by strong growth in high-end AI power systems. As US cloud customers continue expanding AI infrastructure, the company's order visibility extends through 2028, while 800VDC specifications are undergoing major revisions that will delay volume production until late 2027.

Taiwan-based networking equipment maker Gemtek Technology is gaining momentum in its business recovery following a challenging business-model transition, returning to operating profitability in the third quarter of 2026 as margins improved and direct-supply sales expanded. The company expects fourth-quarter performance to remain at a similar level, supported by resilient demand for networking products and the gradual recovery of its high-value-added businesses.

Memory IC designer Etron Technology reported strong Q3 2026 results on robust memory demand and rising product prices, with revenue reaching NT$6.792 billion (US$206.6 million), up 38.6% quarter-over-quarter and 535% year-over-year. Net income attributable to the parent company came to NT$2.493 billion, or earnings per share (EPS) of NT$7.59, reversing a loss of NT$1.74 per share in the same period of 2025.

Jensen Huang's resignation as Nvidia's CEO is unlikely to disrupt Taiwan's technology industry or the broader development of artificial intelligence, Acer founder Stan Shih said. His comments signal that Taiwan's chip and server capabilities remain important to Nvidia's expansion, while highlighting potential adjustments in supplier relationships, investment, and market expectations.

Nvidia CEO Jensen Huang's forced resignation over a personal controversy, alongside looming regulatory and legal battles, is set to reverberate far beyond GPU orders and product roadmaps. His departure directly threatens the sprawling global AI investment and financing network he personally orchestrated, leaving multiple pending deals in limbo.

The United Kingdom's steelmaking hub of Sheffield is transforming from a heavy-industry center into a deep-tech startup cluster, but securing a foothold in the AI, quantum, and photonics wave will require the city to overcome both the mass-production barriers facing high-tech products and a shortage of talent.

Foxconn (Hon Hai) expects continued operational growth in 2027 as AI demand expands, chairman Young Liu said at the company's third-quarter 2026 earnings briefing on November 12. However, he warned that supply-chain constraints and global economic and political uncertainty will continue to affect the company's operations, investment decisions, and supply-chain planning.

When Jensen Huang's resignation took effect on November 12, most of the market's attention turned to who would be Nvidia's next CEO. However, a better starting point for judging what Nvidia will look like a decade from now is to ask the reverse question: had Huang stayed on, what kind of company would Nvidia have become by 2035? The gap between that original blueprint and the new reality is the true cost of his departure.

Digitimes Chairman and CEO Colley Hwang said Taiwan should leverage its strengths in chip manufacturing, advanced packaging, and ICT hardware production to pursue sovereign AI opportunities outside the US and China. Speaking at the 2026 Avnet Ecosystem Technology Forum on November 13, Hwang said AI and semiconductors will remain major industries over the next 10 to 20 years.

Chinese AI companies reportedly are racing to sign overseas compute deals as they fear the political fallout of the Nvidia spy scandal could push US lawmakers to restrict their remote access to advanced chips. Congress could boost passage of such bills after mid-term elections revealed the US public's desire to rein in AI leaders and have possibly limited President Donald Trump's hold over Republican legislators.

Acer is expanding its smart-campus business with the unveiling of a classroom-of-the-future platform at the 2026 IT Month and EdTech Taiwan trade show, spanning AI teaching assistants, AI agents and a smart-campus management platform. Yung-yi Lin, head of innovative businesses at Acer Taiwan, noted that both schools and teachers working on the education frontline need the assistance of AI software, and Acer's efforts in this space will provide a wider range of AI applications for the education market.

CNBC reported that Alice Huang, with whom Nvidia CEO Jensen Huang allegedly had an extramarital relationship, may be connected to Huawei Cloud through a complex web of ownership and business ties involving a Shenzhen data center.

Neocloud provider CoreWeave announced a realignment of its financing strategy for data center expansion, shifting away from its previous heavy reliance on high-yield bonds toward borrowing backed by customer contracts, chip assets, and prepayments. The company is also increasing its use of short-term capacity transactions to reduce financing costs and debt pressures.

Hon Hai Precision Industry (Foxconn) expects continued double-digit growth in 2027, led by artificial intelligence (AI) servers, as application-specific integrated circuit (ASIC) AI server shipments surged 1.5 times year over year and GPU AI server shipments grew about 70% in the third quarter of 2026. Chairman Young Liu said the company remains confident in demand for AI racks and expects to expand its market share through a broader range of AI solutions and a wider customer base.

Is Nvidia's moat still intact? A slide in Anthropic's IPO filing has quickly sparked industry debate after revealing that Anthropic's Claude Mythos Preview model spent only about three days exploring how to run inference for another AI model on Advanced Micro Devices (AMD) Instinct MI355X GPUs.

Inside a refurbished industrial building in Sheffield, a quantum computing laboratory is preparing for a future that could transform how the world develops medicines, advanced materials, and computing infrastructure.

A network of companies tied to Alice Huang, the alleged Chinese intelligence operative involved in a romantic relationship with former Nvidia CEO Jensen Huang, recently invested in Chinese AI powerhouse DeepSeek to help secure a steady supply of banned Nvidia Blackwell chips, according to reports and corporate records referenced by The Information.

SpaceX and Tesla are advancing merger negotiations that could create a US$3.4 trillion conglomerate spanning electric vehicles, aerospace, and artificial intelligence, potentially setting a record for global dealmaking. An announcement could come as early as December 2026, although regulatory hurdles and the companies' competing interests in China and US defense remain significant obstacles.

Under mounting pressure, Nvidia founder Jensen Huang has resigned as president, CEO, and board member, effective immediately. Executive vice president and chief financial officer Colette Kress will serve as interim CEO, while the board launches an internal and external search for a successor.

Cerebras Systems has become more of a cloud inference business than a hardware supplier. In the third quarter ended September 30, 2026, the company reported record GAAP revenue of US$210.8 million, up 55% from a year earlier. Cloud and other services now account for about two-thirds of the total. Reported profitability has not kept pace. Non-cash charges for customer warrants and employee stock compensation, which jumped after the company's listing, pulled GAAP gross margin down to 20% and left operating losses far wider than a year ago.

Singapore said it independently investigated Hong Kong resident Alice Huang and Singapore-registered Megaspeed International over suspected false declarations involving servers exported through Singapore, while stressing that companies must consider foreign export controls. The case highlights Singapore's position on cross-border trade, cooperation with overseas authorities, and enforcement against alleged dishonest practices.

The loophole that lets Chinese AI developers rent Nvidia chips in overseas data centers is becoming the main target of a tougher US export-control push. Democrats swept both chambers of Congress in the November 3 midterms, and the Commerce Department is moving to finalize its own remote-access rule. The stakes are large: remote access accounts for about half of the US-made AI compute that Washington could still cut off from China by the end of 2027, according to the Institute for Progress (IFP).

Nvidia's product pipeline is locked in for the next two years, analysts say, but Jensen Huang's resignation calls into question the annual upgrade cadence he personally drove and exposes how thin the company's formal leadership bench is beneath a CEO who ran it with dozens of direct reports and no second-in-command.

Jensen Huang's departure from Nvidia has given AMD, Broadcom, and in-house chip programs at the largest cloud providers their clearest opening in years, analysts say. They expect existing orders to hold, with any meaningful shift in market share more likely from 2027 onward.

Jensen Huang's resignation removes the executive who turned Nvidia's balance sheet into a funding source for the AI buildout, raising questions about whether the company will keep writing the guarantees, investments, and capacity deals that helped its customers buy its chips, even as financial experts say the commitments already made pose limited systemic risk.