Pegatron Corp. Chairman Tung Tzu-hsien said on November 4 that claims AI is in crisis because the Democratic Party won the US election are somewhat overblown, adding that the narrative could be the work of short sellers.

Taiwan has taken a major step toward regulating its virtual asset market, with the Financial Supervisory Commission (FSC) announcing supporting rules for the Virtual Asset Services Act on November 3. As the regulatory framework takes shape, stablecoins, digital asset custody and blockchain-based financial services are emerging as potential drivers of financial innovation, although industry leaders and regulators warn that security and risk management remain critical to market development.

Chunghwa Telecom (CHT) is expanding its partnership with Google beyond Google One, YouTube Premium and Pixel smartphone sales to include GenAI services. On November 4, CHT announced plans to introduce Google's latest AI offerings through its channels, while Google Taiwan said the partners will launch more initiatives in 2027 to promote AI-enabled living.

Supermicro expressed confidence to analysts during its earnings call for the first quarter of fiscal year 2027 regarding quicker turnaround times for orders and improved cash flow. The company cited greater demand for its Data Center Building Block Solutions (DCBBS), which accelerate data center infrastructure deployments, but kept a cautious full-year sales outlook to account for component shortages.

SpaceX, which only entered the AI infrastructure business this year through its merger with xAI, may now be the fastest data center builder in the world, according to research firm SemiAnalysis. The firm argues this pace will make the rocket company the world's biggest AI cloud.

Cloud and AI services provider Acer E-Enabling Service Business (AEB) reported 3Q26 revenue of NT$3.822 billion (approx. US$116.7 million), up 70% year-over-year, as AI application demand drove simultaneous growth in revenue and profit.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

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.

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.

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.

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.

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.

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.

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.