E Ink Holdings (EIH) announced on the November 10 that it has invested in US-based Soofa and formed a strategic partnership with the company. The investment will support Soofa’s growth and expand sustainable outdoor e-paper applications through solar-powered community information displays.

Powerlogic said the rapid growth of global AI applications has diverted chips and key components toward the AI market, disrupting gaming hardware supply chains and customer purchasing schedules. The fan manufacturer's revenue fell 39.25% year-on-year in the first 10 months of 2026.

SynPower has signed a strategic cooperation agreement with AblePrint Technology (APT) to jointly develop substrate equipment with warpage suppression annealing system (WSAS) functions, the companies said, deepening their collaboration in semiconductor advanced packaging and high-end Ajinomoto Build-up Film (ABF) products.

Amtran Technology said its self-reported revenue for the first 10 months of 2026 reached NT$25.06 billion (US$764.45 million), up 20% year on year and already above its full-year revenue for 2025. The company said that it set a new record for annual operating scale ahead of schedule.

Acbel Polytech expanded its operations in the third quarter of 2026, driven primarily by growth in enterprise power supplies as demand for fuel-cell and data-center power products increased. Revenue growth and an improved expense ratio lifted operating profit significantly from the previous quarter, signaling a gradual recovery in core operations despite product-mix pressure on gross margin.

Tatung Co. said its consolidated revenue fell 8.06% year on year to NT$3.392 billion (US$103.47 million) in October 2026, down 8% from September, as weaker shipments of some products at its investee Elitegroup Computer Systems weighed on results. Revenue for the first 10 months totaled NT$39.642 billion, down 2.67% from a year earlier.

Transcom Technology, a power amplifier (PA) manufacturer, reported revenue of NT$568 million (US$17.33 million) and net income of NT$87.15 million for the first three quarters, with earnings per share of about NT$0.88. Gross margin remained above 50%, and the company expects defense tenders and overseas military product shipments in the fourth quarter to be markedly stronger than in the first three quarters.

Ubiqconn Technology reported consolidated revenue of NT$255 million (US$7.78 million) for October, up 79% month on month and 131% year on year and the highest monthly figure so far in 2026, as easing supplies of key components allowed it to ship previously accumulated and deferred products and new satellite communications projects added sales, the company said.

Driven by rising demand for AI, semiconductors, and automation equipment, Hiwin Technologies delivered strong results in the third quarter of 2026, with all three key profit margins improving. Gross margin reached 36.3%, boosted by four factors including a US subsidiary tariff refund, while net profit surged 1.76 times year-over-year to NT$1.23 billion (US$37.4 million).

Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand for AI computing capacity across Southeast Asia.

Former colleagues and business associates describe Alice Huang as an executive skilled at turning relationships into commercial opportunities. Their accounts are now central to understanding how the former Megaspeed executive established credibility in AI infrastructure—and whether her access to Nvidia CEO Jensen Huang influenced hardware supply.

Taiwan's machinery exports grew for a 21st consecutive month in October, led by electronic equipment on strong AI and semiconductor demand, according to the Taiwan Association of Machinery Industry (TAMI). The association warned, however, that the US midterm elections have added uncertainty to AI policy, which could make US capital spending more cautious.

Pegatron Corp. will hold an investor conference on November 12 after reporting consolidated revenue of NT$188.075 billion (US$5.72 billion) for October 2026, down 12.4% month-over-month but up 59.6% year-over-year. The decline from September primarily reflected weaker communications business.

Combined October revenue at 49 Taiwanese companies in the AI server supply chain rose 63.8% from a year earlier to a record NT$3.22 trillion (approx. US$98.23 billion), according to a compilation of the companies' monthly sales filings, suggesting that orders for global AI infrastructure were still accelerating even as investor sentiment in the US turned more cautious.

Inventec expects its server business to grow by a high-double-digit percentage in 2027, led by GPU and ASIC servers, while notebook shipments should stabilize and smart devices are expected to post single-digit growth, president Jack Tsai said.

Qisda is increasing its investment in AI, with chairman Peter Chen saying a short-term slowdown in data-center construction would not derail the long-term AI trend and could ease component shortages across the supply chain. Qisda expects fourth-quarter revenue to remain broadly in line with that of the third quarter while accelerating its AI initiatives.

Apple's generative AI (GenAI) service, Apple Intelligence, has completed regulatory filings for tablets and laptops in China after securing approval to launch on smartphones, advancing the company's AI strategy in the Chinese market.

Y.S. Tech will open a high-performance computing liquid-cooling laboratory at its new Renwu plant in Kaohsiung by the end of 2026, strengthening its ability to develop high-efficiency, low-noise cooling solutions, while its automotive orders extend through 2028.

An alleged affair between Nvidia CEO Jensen Huang and former Singapore-based Megaspeed executive Alice Huang has triggered a storm. In 2024, the US Department of Commerce's Bureau of Industry and Security (BIS) launched an investigation into Megaspeed's alleged chip smuggling. New reports indicate that Nvidia closely monitored the probe and was accused of attempting to intervene.

TSMC reported a 59.7% year-over-year increase in October 2026 revenue, extending its strong growth momentum as demand for advanced chips used in artificial intelligence (AI) infrastructure continues to support the semiconductor industry.

A fatal gas exposure at an Apple supplier's factory in southern India has renewed scrutiny of worker safety as the company expands production in a country that has already seen fires, hazardous factory conditions, and labor disputes at iPhone-linked facilities.

Sharp said it could begin delivering its new AI servers to customers as early as March 2027, leveraging parent company Foxconn's procurement and manufacturing capabilities to target Japan's growing AI server market.

Recent developments, including the Democratic Party's strong showing in the US midterm elections and calls for Nvidia CEO Jensen Huang to brief Congress on national security matters, have stirred uncertainty over the future direction of AI policy and the AI chip market in the US. Huang has also drawn global media attention after addressing an alleged extramarital affair in an open letter.

Taiwan's growth is expected to ease in 2027 as a surge in AI-related exports and business investment lifts this year's comparison base. However, continued spending on AI infrastructure should support trade and private investment, the Taiwan Institute of Economic Research (TIER) said.