Apple's trade-secret lawsuit against OpenAI went to a hearing, where OpenAI pledged not to use confidential information that Apple claims was stolen. OpenAI also accused a former employee of taking more than 100 documents related to unreleased products when joining Apple.

An international AI research team has detected a fleet of more than a dozen AI agents operating in a suspected Tencent Cloud infrastructure sandbox and repeatedly attempting to penetrate Amap, the mapping service owned by Alibaba Group Holding Ltd.

Taiwan's connector and server-chassis suppliers posted broadly higher September revenue, although their growth trajectories differed. Seven of eight tracked companies recorded annual gains for both September and January–September 2026. BizLink, AIC and Chenbro had already exceeded their full-year 2025 revenue, while Argosy remained below last year's levels.

Applied Materials CEO Gary Dickerson said customer demand to produce more good dies per wafer and rapidly expand wafer output has reached levels unprecedented in his career, driven by the rise of AI computing. Speaking at a global investor conference, he said the company expects revenue from related businesses to grow by more than 20% over the next several years.

The rapid expansion of AI data centers in the US is placing growing pressure on conventional power grids, as their substantial and highly variable electricity requirements strain available supply in certain regions. Power shortages have even delayed the construction of some AI data center projects.

Anthropic's third-quarter revenue surged 45% from the previous quarter and has been profitable on an adjusted basis for the last two quarters, the AI lab told prospective investors. As the company nears a record-setting IPO, it is also serving as a gauge of whether the frontier lab business model of heavy compute spending preceding profitability can be successful.

Apple launched the HomeView smart display at its "Welcome Home" event on October 13, priced at US$299. It's scheduled to debut in eight countries: the US, the UK, Canada, Australia, New Zealand, India, Singapore, and South Africa, on November 13. Featuring a 7-inch square display and an A18 chip, the device comes in desktop and wall-mounted versions and centers on a new Siri AI that Apple positions as a smart voice-control hub for the home.

Synopsys CEO Sassine Ghazi said that fully autonomous chip development has not yet crossed the final hurdle to become reality, although the company has advanced from AI-assisted engineering to models that coordinate more than 40 task agents. He made these comments during the CEO Summit at SEMICON West 2026, adding that AI-era chip development requires co-optimization across physics, materials, processes, architectures, software, and models.

Taiwan Perovskite Solar Corp. (TPSC) showcased its theme, "PEROVSKITE AI," at Energy Taiwan 2026, highlighting a two-way synergy between artificial intelligence and perovskite technology. In this paradigm, AI accelerates perovskite material and process development, while perovskite technology meets the AI era's demand for distributed green power, smart sensing, and site-specific energy solutions.

Apple reached a historic financial milestone by closing above a US$5 trillion market capitalization for the first time, ending the trading session at US$5.005 trillion (US$342.96 per share). Driven by investor optimism surrounding its hardware ecosystem, Apple joins Nvidia in this elite valuation territory.

Kaga Electronics and AI infrastructure provider StarSeeds have signed a basic contract manufacturing agreement to produce AI servers at a partner facility in Japan, targeting mass production in December 2026.

South Korean inspection equipment manufacturer Hanwool Semiconductor has secured an order to supply ultrasonic inspection equipment for multilayer ceramic capacitors (MLCCs) to a subsidiary of Taiwan's Delta Electronics Group.

France's artificial intelligence (AI) ecosystem is putting agentic computing into production on Nvidia hardware and open models, according to an Nvidia blog post published on October 12, 2026, listing projects spanning satellites, public-sector software, banking, cosmetics research, and quantum computing.

Nvidia will provide the UK with US$250 million worth of computing resources over five years to support AI safety research, as CEO Jensen Huang defended the industry's ability to manage risks posed by increasingly powerful AI systems.

Taiwan's rail-kit and thermal suppliers posted broad year-over-year revenue growth in September 2026, but sequential performance revealed uneven shipment schedules. All eight tracked companies grew both monthly and January–September revenue from a year earlier, while four recorded declines from August. The results suggest that platform transitions and component availability continue to influence how AI infrastructure demand translates into revenue.

Pegatron Chairman Tung Tzu-Hsien expressed opposition to a proposal to relocate Taipei Songshan Airport and redevelop the site into an AI industrial park, arguing that major capital cities should retain smaller airports to support regional air travel and business connectivity.

The Open Compute Project (OCP) Global Summit 2026 recently took place in San Jose, California, as Taiwan suppliers joined the global AI infrastructure race with offerings spanning power systems, servers, connectors, networking, and optical communications. The event highlighted a shift from standalone server performance to integrated systems focused on 800VDC power, liquid cooling, and 1.6T networking.

Murata Manufacturing is considering additional investment and an earlier expansion of multilayer ceramic capacitor (MLCC) capacity as demand from AI servers accelerates. The company plans to finalize the investment amount, expansion sites, and schedule before releasing its midterm financial results in late October.

As AI investment continues to expand, concerns are mounting over whether capital spending can translate into real revenue and whether data center construction is becoming excessive. Dell Technologies CEO Michael Dell said AI development should not hit the brakes over safety disputes or bubble concerns, arguing that businesses and governments should build safeguards together while managing risks and maintaining technological competitiveness.

Nvidia's share of AI chips in China's data center market has fallen by 34% in the first half of this year, according to a new report. The drop follows months of US restrictions on advanced chip sales to the country, Chinese authorities' push to rely less on Nvidia imports, and domestic players like Huawei moving to fill in this supply gap.

The debut of Google's Gemini 4 family marks a major milestone in frontier artificial intelligence, and Gemini 4 Argon is set to lead this next-generation launch. As autonomous AI capabilities scale rapidly, security incidents across the tech landscape highlight why robust containment controls have become the industry's top priority.

OpenAI is in early talks to acquire Trail of Bits, a cybersecurity research firm specializing in software vulnerabilities and open-source security, The Information reported on October 13, as the ChatGPT maker expands its push into enterprise cybersecurity.

LG Electronics is reportedly working with Bosch to develop automotive chiplets, a move that would mark LG's formal entry into the automotive semiconductor market if the technology reaches production and wins customers. The business could also create synergies with the LG Group's broad automotive electronics operations.

As AI cluster sizes grow, networking systems face challenges beyond higher bandwidth, including power consumption, cooling, cross-site coordination, and large-scale device operations. Cisco is expanding its AI data center technology strategy from high-bandwidth switch chips to cross-site networking, open network operating systems, and device management.

Cisco and Nvidia announced at the 2026 OCP Global Summit that they are jointly developing an ultra-dense small form factor pluggable (USFP) optical module designed to support 400Gb/s electrical signals per lane, targeting AI data centers' demand for higher bandwidth density, greater energy efficiency, and high-speed interconnects.