E Ink Holdings is expanding into materials for AI data centers through a partnership with Taiflex Scientific. The electronic paper maker expects its first revenue from polytetrafluoroethylene (PTFE) materials in 2027, with production ramping up in 2028.

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.

Samsung Electronics is in talks to acquire US data center cooling equipment maker Modine Manufacturing, Bloomberg reported on November 12, as the South Korean company expands its heating, ventilation and air conditioning (HVAC) business following last year's acquisition of Germany's FläktGroup.

China's expanding AI computing infrastructure is prompting server manufacturers to accelerate their capital-raising plans. xFusion Digital Technologies, spun off from Huawei's x86 server business, entered the Shenzhen Stock Exchange's ChiNext listing review process on 12 November, seeking to raise CNY8 billion (approx. US$1.2 billion) in net proceeds.

Pegatron expects servers to account for about 10% of its total revenue in 2026, the first year of its server shipments. It is targeting what management described as "several-fold growth" in 2027 and aims to catch up with peers in server scale and profitability.

Cisco Systems raised its fiscal 2027 revenue and earnings forecasts after AI data centre investment and enterprise network upgrades delivered its strongest quarterly growth in more than 15 years. The networking equipment giant now expects revenue from hyperscaler AI infrastructure to more than double this fiscal year, signalling a broader recovery in networking demand.

Nvidia CEO Jensen Huang has stepped down, while the US is preparing another round of tighter export controls on advanced AI chips. Industry sources expect Washington to extend its oversight beyond the physical movement of hardware to the use of computing power at overseas data centres. NVIDIA Announces CEO Transition+1

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.

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.

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.

SpaceX plans to invest more than US$74 billion in AI supercomputing campuses in Texas and Arizona, expanding beyond rockets and satellite internet into large-scale AI infrastructure. The projects promise thousands of jobs but face regulatory, environmental and political challenges.

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.

Tighter financing and stricter local oversight could lead to consolidation among weaker cloud providers and greater concentration in the data-center industry, Asus said. However, based on its current customer mix and preliminary customer feedback, the company has not seen major effects on construction plans or orders for the fourth quarter of 2026 or 2027.

Asus has turned cautious on the 2027 PC market, forecasting a 10–15% full-year decline as memory prices surge, end-user demand cools, and global regulation of data-center construction tightens. The company expects the decline to be steeper in the first half, with a gradual recovery only in the second half.

Asus posted record brand consolidated revenue of NT$258.788 billion (US$7.86 billion) in the third quarter of 2026, up 7% quarter-on-quarter and 36% year-on-year, as AI server shipments continued to grow. Net income rose 14% sequentially and 105% year-on-year to NT$21.631 billion.

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.

Compal Electronics will transfer the research and development and sales operations of its server-related Infrastructure Solutions Business Group (ISBG) to its wholly owned subsidiary Fusionite Corporation, while retaining manufacturing, under a board-approved spin-off plan.

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.

By handing the top job to its chief financial officer rather than an engineer, Nvidia's board has signaled that its priority after Jensen Huang's abrupt exit is to steady investors, customers, and operations, while the bigger strategic call on who will set the company's technology direction has been deferred to a search that analysts expect to take months.

Jensen Huang's resignation is expected to have short-term effects on Taiwan's server suppliers, which are developing Nvidia's Vera Rubin and Feynman platforms. However, suppliers say the leadership change creates uncertainty over Nvidia's longer-term direction, including products after Feynman, and whether a successor will maintain ties with Taiwan's local supply chain.

Pegatron's third-quarter operating profit jumped 149.7% from a year earlier to NT$8.04 billion (approx. US$244 million), as stronger server and smartphone shipments lifted revenue by more than 50%, the Taiwanese contract electronics manufacturer said on November 12.