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.

Chang Wah Technology reported October consolidated revenue of NT$1.715 billion (US$52.2 million), up 0.09% month-over-month and 50.83% year-over-year, as demand remained strong despite a weeklong holiday in China and some customers pulling shipments forward into September. Revenue for the first 10 months of 2025 reached NT$14.621 billion, up 32.17% year-over-year.

China announced on November 9 that it would extend the suspension of an additional 24% tariff on US imports for another two months, while retaining the 10% additional tariff, following agreements reached during talks between Chinese and US leaders in Washington. The extension, announced by the State Council Tariff Commission, will take effect at 1:01pm on November 10, 2026, and is intended to maintain stability in bilateral trade relations.

Taiwan's machinery industry has gained strong momentum in recent years, with robust demand for semiconductors, AI applications, industrial automation and smart manufacturing driving sustained exports. The growth is benefiting not only equipment makers but also upstream suppliers of key components, including transmission-component manufacturers, demand for which has risen despite a prolonged downturn in the machine-tool market.

Alphabet has acquired a stake worth nearly US$548 million in Qualcomm, strengthening the financial ties between the longtime partners as the chipmaker seeks to diversify beyond smartphones and establish a foothold in the rapidly expanding AI data-center market.