Advanced Lithium Electrochemistry (Aleees), a lithium iron phosphate (LFP) cathode-material maker, signed a memorandum of understanding (MOU) with a North American partner on November 12 to trial-produce LFP cathode materials through a joint venture, as demand for power batteries and energy storage rises and Europe and the US accelerate supply-chain localization.
Several Chinese universities, including Northwestern Polytechnical University, one of China's "Seven Sons of National Defense," have successfully obtained Nvidia chips despite US export controls, according to Reuters. Procurement records show the university purchased two Nvidia H200 chips for CNY875,000 (approximately US$177,629) through a domestic supplier rather than directly from Nvidia.
Tata Electronics is lining up fresh debt at a moment when nearly every leg of its expansion has run into friction: a flagship chip fab whose production start has moved from the end of 2026 to mid-2028 and will launch on an older process, losses that widened even as revenue doubled, and a run of incidents at its iPhone component plant in Tamil Nadu.
Synnex Technology International Corp. posted record quarterly revenue in the third quarter of 2026 and expects continued growth and new highs in 2027, driven by AI semiconductors, AI servers and infrastructure, and its China AI server business. The company is also launching fundraising plans, including a cash capital increase, CD issuance and expanded bank credit lines, to meet its funding needs.
Kwang-Hwa Electronic reported consolidated revenue of NT$1.315 billion in the third quarter of 2026, down 2.78% quarter-on-quarter and 3.01% year-on-year. Gross profit was NT$324 million, up 8.61% quarter-on-quarter but down 9.07% year-on-year. Supported by foreign-exchange gains, the company swung to a net profit attributable to its parent of NT$1.98 million, or NT$0.03 per share.
The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) released its first industry white paper in 78 years on November 11, proposing a "Taiwan+N" global expansion strategy centred on overseas technology parks, supply chain integration and stronger domestic manufacturing capabilities.
Samsung Group and Hyundai are deepening their strategic partnership, exploring opportunities in robotics, energy and physical AI alongside existing cooperation in automotive semiconductors, batteries and displays. More than 100 senior executives from the two conglomerates met in Yongin, Gyeonggi-do province, South Korea, on November 9 to map out collaboration in future mobility and industrial applications.
Industrial computer (IPC) maker DFI reported higher revenue and profit in the third quarter of 2026, with earnings per share (EPS) reaching NT$1.29 (US$0.039), up sharply from NT$0.66 in the same period of 2025. The company is focusing on industrial automation, semiconductors and industrial equipment, and mission-critical applications as it expands from boards to systems and scales industrial edge AI deployments.
The award ceremony for the fourth K. T. Li Award was held in Taipei on November 10, with this year's awards presented by former President Ing-wen Tsai to Kinpo-Compal Group president Rock Hsu and Quanta Computer founder Barry Lam.
TSMC is facing unprecedented demand for its advanced chips as artificial intelligence (AI) infrastructure investment accelerates, with advanced packaging and emerging physical AI applications expected to create additional growth opportunities, according to company executives.
The biennial Electronica trade show opened in Munich on November 10, 2026, with industry leaders warning that high wages, energy prices, and bureaucracy continue to undermine Europe's technology competitiveness and manufacturing revival. A roundtable held during the opening examined Europe's industrial position in the AI era.
Samsung Electronics is testing electronic skin on the hands of its humanoid robots with South Korean startup Midas H&T, seeking to overcome a key commercialization barrier: combining powerful gripping with precise force control.
The FBI has launched an investigation following an alleged extramarital affair involving Nvidia CEO Jensen Huang and Alice Huang, a former executive at Singapore-based Megaspeed who has been accused of having ties to Chinese intelligence. Taiwan's Ministry of the Interior said it has revoked Alice Huang's entry documents over the espionage allegations, barring her from entering Taiwan in the future.
Thermal module manufacturer Asia Vital reported record revenue and profit for the third quarter of 2026, driven by rising demand for high-end cooling products used in AI servers. Its gross margin increased 7.29pp from the previous quarter as revenue expanded, improving overall profitability.
Strong iPhone sales and 5G upgrades, combined with continued revenue recognition from AI data center (AIDC), cloud, and enterprise information and communications technology (ICT) projects, drove sustained growth for Taiwan's three major telecom operators in October.
Hon Hai Precision Industry (Foxconn) will hold its third-quarter 2026 investor briefing in person at the Mandarin Oriental, Taipei, on November 12, as investors seek clarity on 2027 orders, AI server deliveries, and whether growth can translate into higher profits.
Taiwan's National Science and Technology Council (NSTC) has proposed expanding the list of national core key technologies from 42 to 46 items, with four additions covering satellite communications, AI chip substrates, drones, and biotechnology. The draft is still under public consultation and must be reviewed by a committee before the Executive Yuan can promulgate it, the council said on November 11, 2026.
Wistron Corp. reported record revenue and profit in the third quarter of 2026 and approved new investments to expand AI server capacity. Consolidated revenue reached about NT$1.15 trillion (US$34.91 billion), up 28.3% quarter on quarter and 102% year on year. Net income attributable to the parent company rose 24.1% from the previous quarter and 149% from a year earlier to NT$18.402 billion. Earnings per share were NT$5.74.
Quanta Computer Inc. delivered record revenue and strong earnings in the third quarter of 2026, while its gross margin fell to 4.75% as notebook material costs rose and the mix of higher-priced AI servers pressured profitability. CFO Elton Yang said it was basically impossible to improve gross margin while keeping revenue from falling, and the company expects the margin to decline further in the fourth quarter.
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.
