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Wednesday 4 November 2026

iPhone Duo opens new growth path as AI, services, costs test Ternus

Apple's first foldable iPhone, the iPhone Duo, could reignite upgrade demand in the mature iPhone market, but supply constraints and reported display-quality issues highlight the challenge of turning product excitement into profits. Slowing Services growth, regulatory pressure on the App Store business model, and rising memory costs from the AI boom are also testing Apple's hardware ecosystem and supply-chain efficiency, placing a major growth challenge before CEO John Ternus.

Wednesday 4 November 2026

Claude's growth surges, but US$895 billion compute burden clouds Anthropic IPO

Anthropic is demonstrating extraordinary demand for frontier AI, with third-quarter revenue reaching about US$17 billion, nearly twelve times the US$1.4 billion recorded a year earlier. But as the company prepares for one of the largest technology IPOs in history, its latest filing also exposes the growing financial burden required to sustain that expansion.

Wednesday 4 November 2026

South Korean chipmakers face financing dilemma behind AI memory demand

Samsung Electronics' and SK Hynix's dependence on sustained AI infrastructure spending is bringing customer financing risk into focus. As demand for high-bandwidth memory and server DRAM lifts their businesses, industry discussion of possible financial support for AI customers raises a further issue: protecting future chip orders could also expose suppliers to customers' investment risks.

Wednesday 4 November 2026

OpenAI taps former Uber executive Jill Hazelbaker to lead corporate affairs

OpenAI has appointed Jill Hazelbaker, formerly president and chief corporate affairs officer at Uber, as its chief corporate affairs officer, putting a veteran of tech and political communications in charge of shaping how the AI developer engages the public and the institutions influencing AI's future.

Wednesday 4 November 2026

Tech giants commit over US$3 trillion as AI infrastructure faces funding, power test

Alphabet, Meta Platforms, Microsoft, Amazon, and Oracle have disclosed more than US$3 trillion in future commitments for leases, equipment purchases, energy, and construction as the AI infrastructure race accelerates, signaling that the data center investment boom will continue. The spending surge is also intensifying concerns over financing, power supplies, and water resources.

Wednesday 4 November 2026

DeepSeek V5 reportedly targets Huawei Ascend 950 training in 2027, a crucial test for a Chinese alternative to Nvidia

DeepSeek plans to use Huawei's Ascend 950 chips as the core training hardware for its next-generation V5 model, potentially extending the companies' partnership from inference to full model training in 2027.

Wednesday 4 November 2026

AMD expands server CPU ambitions as Helios moves its AI business to rack scale

AMD is pursuing a larger role in AI infrastructure by combining its growing server CPU franchise with rack-scale systems, broadening its offering beyond individual processors. The company's earnings call highlighted demand for CPUs that run agents and support accelerators, alongside the first revenue shipments of Helios systems built around its newest AI GPUs.

Wednesday 4 November 2026

AMD expects more than 80% revenue growth in 2027, led by data centers

AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate nearly two-thirds of sales, but management's outlook leaves execution and product mix central to how much demand converts into revenue and profit.

Wednesday 4 November 2026

AMD plans for a weaker PC market in 2027 as embedded growth gains momentum

AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between its businesses: higher component costs are weighing on PC purchases, gaming revenue is contracting, and embedded processors are providing a separate source of growth. Chief executive Lisa Su nevertheless expects company-wide revenue to grow more than 80% in 2027.

Wednesday 4 November 2026

Palantir nearly doubles 3Q26 revenue, riding wave of commercial demand

Palantir reported third-quarter 2026 revenue results that nearly doubled from the previous year. Its performance comes on the back of higher US commercial revenue, overtaking government-related earnings for the first time.

Wednesday 4 November 2026

Column: Can post-quantum encryption survive AI's next breakthrough?

Modern cryptography relies heavily on trapdoor one-way functions: mathematical operations that are easy to perform but difficult to reverse without additional information. Quantum computing and advances in artificial intelligence, however, are raising questions about how long this protection can last.

Wednesday 4 November 2026

Taiwan eyes US FDPR alignment to block AI transshipment

As US export controls make it increasingly difficult for China and other restricted nations to obtain advanced chips and AI servers, Taiwan is taking proactive measures to tighten its own export controls and prevent the nation from becoming a transshipment loophole. Under the Agreement on Reciprocal Trade (ART) between Taiwan and the US, Taiwan's Ministry of Economic Affairs (MOEA) plans to align local regulations with the US Foreign Direct Product Rule (FDPR).

Wednesday 4 November 2026

Horngyu targets AI power demand with Vietnam plant, North American expansion

Taiwan-based Horngyu Electric is leveraging manufacturing in Vietnam to meet rising demand for electrical equipment from AI data centers (AIDCs), Taiwan makers investing in the US, and new-energy projects. Horngyu's Vietnam plant is scheduled to begin trial production by the end of 2026 and enter mass production in 2027.

Wednesday 4 November 2026

MediaTek targets global AI leadership as Nvidia invests US$3.5 billion

MediaTek CEO Rick Tsai delivered a speech at the opening ceremony of Taiwan Weeks 2026 on November 3, emphasizing that the company is expanding beyond smartphone and connectivity chips into computing, automotive, and artificial intelligence (AI) data centers. He also noted that Nvidia and Alphabet's recent investment in MediaTek convertible bonds represents more than just capital injections, but also confidence in MediaTek from leading global AI players.

Tuesday 3 November 2026

Nvidia uses 8,192 GPUs to set fault-tolerant quantum simulation record, targeting error correction costs

Nvidia CEO Jensen Huang's latest European trip has highlighted another strategic priority: using massive computing resources to simulate quantum systems and establish a foothold in the underlying quantum computing ecosystem.

Tuesday 3 November 2026

Google's Suncatcher milestone tests whether AI data centers can leave Earth

Google's Project Suncatcher has crossed an important threshold in orbital computing after its prototype satellite successfully returned an AI response generated onboard using the Gemma 4 model, marking what the company calls the first successful inference from a data center-class tensor processing unit (TPU) in orbit.

Tuesday 3 November 2026

OpenAI recruits former US Army secretary Dan Driscoll to strengthen its national security, cybersecurity ambitions

OpenAI has appointed former US Army Secretary Daniel P. Driscoll as senior counselor for national security modernization, seeking to expand the use of artificial intelligence (AI) in national security and cybersecurity. Driscoll will advise the company's leadership on applying AI across both areas.

Tuesday 3 November 2026

Mitsui Kinzoku raises ultrathin copper foil capacity target for third time as optical demand surges

Japan's Mitsui Kinzoku has announced its third capacity expansion plan since the start of fiscal 2026 for MicroThin, its ultrathin copper foil used in optical communications equipment. The company is accelerating production expansion to meet sustained growth in market demand.

Tuesday 3 November 2026

Motorola taps Taboola to bring trusted-media AI to smartphones

Performance advertising company Taboola is partnering with Motorola to bring its DeeperDive AI question-and-answer engine to the Moto G series of smartphones, offering users a new way to interact with AI.

Tuesday 3 November 2026

Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion

Oracle aims to raise US$20 billion through selling stock and issuing bonds to fund its AI build-out. Its stock value dropped after the company filed the plans, a sign that investors are growing wary of hyperscalers' increasing debt before anticipated AI revenues trickle in.

Tuesday 3 November 2026

Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough growth to justify a valuation approaching US$5 trillion? For new CEO John Ternus, the challenge is converting product innovation into lasting earnings growth rather than relying on Apple's established customer base.

Tuesday 3 November 2026

Gemtek joins three optical standards groups for AI data center development

Gemtek Technology has joined three optical communications standards groups as the industry develops alternatives for connecting AI data centers. The move could influence interoperability, power use, scalability, and supply-chain integration across global data-center networks, while giving the company exposure to specifications for pluggable, co-packaged, and near-packaged optical architectures across markets.

Tuesday 3 November 2026

Analysis: AI supply chain expansion persists despite concerns over a downturn

AI chip and data center suppliers continue to announce capacity expansions and stronger earnings in response to surging AI demand, even as concerns grow over the sustainability of the AI boom. Murata, Ibiden, Sumitomo Electric, and Toto are among the companies investing to expand production, while Kioxia reported a sharp increase in profits driven by AI-related demand.

Tuesday 3 November 2026

Metaage posts 17% revenue growth through 3Q26, eyes AI expansion

Metaage, a subsidiary of Qisda, posted consolidated revenue of approximately NT$19 billion (US$583 million) for the first three quarters of 2026, up 17% from NT$16.2 billion in the same period of 2025, as enterprise IT infrastructure, software, and cloud businesses expanded. The company is targeting AI infrastructure and cloud opportunities in 2027.

Tuesday 3 November 2026

Apple's HomeView launch faces uphill battle as AI struggles delay ambitious HomeView Ultra

Apple's recent entry into the smart display market, the US$299 HomeView, was designed to anchor the modern smart home ecosystem. However, the product arrives amid strong competitive pressure, regional usability hurdles, and AI challenges. These ongoing software and AI bottlenecks are directly impacting Apple's future roadmap, most notably delaying the company's ambitious robotic smart display, internally known as project J595 and widely referred to as the HomeView Ultra.

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