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.

Precision gearmaker KHGEARS International reported October 2026 consolidated revenue of NT$283 million (US$8.62 million), up 19.08% year on year and a monthly record. Revenue for the first 10 months totaled NT$2.732 billion, up 6.24% from a year earlier and a record for the period.

Topco reported consolidated revenue of NT$8.186 billion (approx. US$249.4 million) for October 2026, up 6.3% month-over-month and 61.2% year-over-year, setting a record high for monthly revenue. Consolidated revenue for the first 10 months of 2026 reached NT$71.215 billion, up 28.6% year-over-year and surpassing the NT$67.584 billion recorded for all of 2025.

Unmanned vehicle systems developer 7STARLAKE announced on November 6 that it will work with South Korean robotics company Raion Robotics and National Cheng Kung University (NCKU) to develop a physical AI and autonomous quadruped robot platform in Taiwan. The project will integrate multisensor data fusion, robot dynamics and terrain-contact simulations through virtual-physical closed-loop validation to strengthen local autonomy for unmanned vehicles.

Calls to curb artificial intelligence (AI) expansion have intensified after the US Democratic Party's sweeping victory in the midterm elections, but Trans-Sun Materials Technology Chairman Chia-Wang Li said political changes will not derail the AI growth trend. Regulatory measures under Democratic control could slightly delay some AI infrastructure projects, he said, but AI infrastructure remains an irreversible economic trend.

Y-S Electronic, a subsidiary of Sun Yad Group, reported consolidated revenue of NT$73.271 million (US$2.24 million) in October 2026, up 31.67% year-on-year. Revenue for the first 10 months reached NT$792.871 million, up 23.20% year-on-year and surpassing its full-year 2025 revenue of NT$782.351 million, highlighting continued momentum in its core businesses.

As the global semiconductor industry continues to focus on Nvidia, Intel is looking beyond GPUs to determine where next-generation computing architectures will go. In an interview with Japanese publication PC Watch, Intel chief technology officer Pushkar Ranade outlined the company's technology roadmap, spanning advanced process technology, AI accelerators, quantum computing, neuromorphic computing, silicon photonics, in-memory computing, and new materials.

Global AI data center construction and Taiwan Power's NT$564.5 billion (US$17.23 billion) resilient-grid initiative are driving demand for highly reliable power equipment and intelligent management. Smart-power provider Horngyu Electric is integrating hardware and software to capture opportunities in the global power-grid market.

India approved 12 applications involving a proposed investment of INR75.03 billion (US$796.90 million) under its Electronics Component Manufacturing Scheme (ECMS) on November 6, broadening support for domestic materials and manufacturing equipment. The projects are expected to generate production worth INR390.45 billion and create 7,127 direct jobs, the electronics ministry said.

Simplo Technology's third-quarter net profit attributable to shareholders fell 27.6% from the previous quarter as laptop demand softened during the traditional peak season and a US customer's poor smartphone yields weighed on operations. The battery-module maker said weak laptop shipments are expected to continue through the first quarter of 2027, while higher component costs may ease in the second half.

Taiwan's exports rose 58.9% year on year to a record US$96.76 billion in October, as strong investment in global artificial intelligence infrastructure boosted demand across related supply chains. Imports also set a monthly record at US$68.89 billion, while the Ministry of Finance (MOF) forecast exports would maintain strong growth in the fourth quarter.

Shares of Nvidia's major Taiwanese manufacturing partners rose on Monday despite mounting concerns over CEO Jensen Huang's future, suggesting that investors have yet to price in significant disruption to the AI chipmaker's supply chain.

Texas' incoming Democratic governor, Gina Hinojosa, plans to reassess the state's partnerships with the technology sector and strengthen oversight of data-center expansion, potentially reshaping policy for AI data centers and major technology companies. She also said any cooperation with Elon Musk and his companies must prioritize the interests of Texas residents.