Taiwan's AI infrastructure expansion is producing different growth patterns across system manufacturers and optical suppliers. All six original design manufacturers and electronics manufacturing services providers (ODM/EMS) tracked surpassed their full-year 2025 revenue during January–October 2026. Among optical suppliers, LandMark nearly doubled last year's total, while FOCI's strong October growth brought cumulative revenue only marginally above the previous year's corresponding period.

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.

Demand for AI, high-performance computing (HPC), and semiconductors continued to rise, driving Wah Lee Industrial's 3Q26 profit to record-high levels. Gross profit reached NT$2.06 billion (US$62.7 million), up 28.7% year-on-year, while earnings per share (EPS) reached NT$3.46; cumulative EPS for the first three quarters rose to NT$9.4, also a record for the period.

Zhen Ding Technology said strong seasonal demand for mobile communications products and robust demand for high-end AI applications drove its third-quarter 2026 revenue to a record high. Rising shipments of high-end products and an optimized product mix also lifted gross margin 5.7 percentage points year-over-year to a record 27.7%.

Taiwan industrial PC maker Ennoconn Technology reported record revenue and profit for the third quarter of 2026. It said it expects strong growth in both measures in 2027, supported by Physical AI applications and deeper integration with Kontron. The company also outlined a goal of lifting return on equity (ROE) to 20% by 2030, while emphasizing capital discipline and higher-margin solutions.

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.

The US midterm election results, which delivered a major Democratic victory, and national security concerns surrounding an affair between an alleged Chinese spy and Nvidia CEO Jensen Huang have raised fears that AI data-center construction in the US could be disrupted. While few in the industry doubt AI's long-term growth, the impact of funding displacement warrants close attention.

Mitsui Kinzoku will invest about JPY190 billion (approx. US$1.2 billion) to build a copper foil plant near its existing Malaysia site, targeting demand from optical communications components and advanced chips used in AI data centers. The facility will begin phased operations from April 2031.

Global AI data center construction continues to drive demand for GPUs, memory, and other critical hardware, but tight computing capacity, rising material costs, and longer lead times are complicating large-scale AI project delivery. MetaAge general manager Jason Shih said the imbalance between global AI hardware supply and demand will be difficult to resolve in the short term, even as enterprise AI investment continues and demand is expected to grow through 2027.

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.