As AI applications expand from cloud model training to end devices, Foxconn is using fan-out redistribution layer (RDL) technology to enter the advanced packaging market. The company showcased approximately 5μm-class fine-line circuitry at Hon Hai Tech Day 2026, targeting automotive chiplets, edge AI, and consumer electronics by balancing interconnect density, package size, and manufacturing cost.

Lite-On expects AI-related revenue to account for 40%–50% of total revenue by 2027, driven by strong growth in high-end AI power systems. As US cloud customers continue expanding AI infrastructure, the company's order visibility extends through 2028, while 800VDC specifications are undergoing major revisions that will delay volume production until late 2027.

As AI computing moves from the cloud to edge devices, Lite-On Technology has reorganized its IT business segments, launching its Edge Computing and Energy Solutions (ECES) division in the third quarter. Through this restructuring, the company is targeting opportunities in low-Earth-orbit (LEO) satellites, on-premises enterprise servers, and networking equipment that are expected to grow severalfold over the next two to three years and eventually surpass IT-related power products in terms of revenue contribution.

Aspeed Technology posted its highest monthly revenue in records dating back to January 2019. BizLink's October sales also rose sharply, partly reflecting its first full month of consolidating Interplex Datacom. Four other cable and connector suppliers reported lower revenue than in September, although four of the five suppliers posted year-to-date growth.

Nvidia CEO Jensen Huang's forced resignation over a personal controversy, alongside looming regulatory and legal battles, is set to reverberate far beyond GPU orders and product roadmaps. His departure directly threatens the sprawling global AI investment and financing network he personally orchestrated, leaving multiple pending deals in limbo.

Foxconn (Hon Hai) expects continued operational growth in 2027 as AI demand expands, chairman Young Liu said at the company's third-quarter 2026 earnings briefing on November 12. However, he warned that supply-chain constraints and global economic and political uncertainty will continue to affect the company's operations, investment decisions, and supply-chain planning.

When Jensen Huang's resignation took effect on November 12, most of the market's attention turned to who would be Nvidia's next CEO. However, a better starting point for judging what Nvidia will look like a decade from now is to ask the reverse question: had Huang stayed on, what kind of company would Nvidia have become by 2035? The gap between that original blueprint and the new reality is the true cost of his departure.

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.

Chinese DRAM maker ChangXin Memory Technologies (CXMT) is expanding into higher-value memory markets, introducing DDR5 server modules, mass-produced LPDDR6 chips, and automotive DRAM at IC China 2026, which opened on November 12. The expansion, backed by manufacturing advances and higher research spending, signals CXMT's ambitions beyond its established mobile memory business.

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

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.

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.

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.

Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company also forecasts another growth year in 2027, planning capital expenditure (capex) of NT$40 billion (US$1.21 billion) to NT$45 billion, although it says spending will begin to moderate.

Foxconn reported third-quarter 2026 revenue of more than NT$3 trillion (US$91 billion) and raised its full-year outlook, while taking a "cautiously optimistic" view of 2027 and forecasting high-double-digit growth in AI rack shipments. The company expects to gain market share through diversified AI solutions and an expanding customer base, but warned that component supplies, geopolitical and economic conditions, inflation, and monetary policy will shape its 2027 operations.

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.

TECO Electric & Machinery is expanding into global AI computing infrastructure, announcing on the November 11 that it will partner with AI cloud service provider GMI Cloud and KSDI to build an modular AI data center in Satsumasendai, Kagoshima Prefecture, Japan. TECO will serve as the modular data center contractor, handling design, electromechanical systems integration, and technical guidance, with the first 6.4MW phase scheduled for delivery within nine months.

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.

Taiwan's AI server component suppliers are surpassing last year's revenue well before December. Eleven of the 13 companies tracked across chassis, power supplies, rail kits and thermal management had already exceeded their full-year 2025 sales in the January–October 2026 period, although October's results show differing shipment momentum.

Nichidenbo Corporation said successive AI server generations, designed for higher power consumption and voltages, are increasing demand for high-end capacitors offering high capacitance and resistance to heat and voltage. AI-related products now account for 55–60% of its revenue, up from about 40% in the first quarter, and could exceed 60% in 2027.

Acer subsidiary Altos reported October 2026 consolidated revenue of NT$155 million (US$4.72 million), up 44.1% year-over-year, while revenue for the first 10 months reached NT$2.41 billion, up 57.3%. Fueled by strong global demand for AI infrastructure, revenue through October surpassed its full-year 2025 total, setting new monthly and cumulative records.

Nvidia is a key customer for Taiwan's semiconductor and AI server supply chains. If recent national security concerns around CEO Jensen Huang affect sales in China, export approvals for the H200, or reviews of customer transactions, it could reshape order allocation and shipment schedules across Taiwan's supply chain.

Asia Vital Components (AVC) expects all GPU- and ASIC-based AI servers to adopt liquid cooling by the end of 2027, with customers increasingly turning to double-sided cold plates to accommodate vertical power delivery (VPD) designs.

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.