Surging demand for AI computing is accelerating data center construction in both the US and China, although the US is expected to retain a substantial lead in installed capacity through 2030.

Microsoft is phasing out a rented compute capacity agreement with Oracle after deciding not to renew a contract with the cloud provider. The separation is a part of a larger rethinking of the software giant's cloud partnerships as the neocloud business model comes under growing scrutiny.

SpaceX CEO Elon Musk said the company's annual recurring revenue (ARR) will likely exceed US$500 billion in December 2027, and that a US$1 trillion run rate is no longer out of the question. However, he put the odds of the higher figure at about 2%. Musk made the remarks on November 6 during a virtual fireside chat with investor Ron Baron at the 33rd Annual Baron Investment Conference in New York, according to a clip posted by Sawyer Merritt on X and a transcript published by Tesla North.

Taiwan's machinery industry has gained strong momentum in recent years, with robust demand for semiconductors, AI applications, industrial automation and smart manufacturing driving sustained exports. The growth is benefiting not only equipment makers but also upstream suppliers of key components, including transmission-component manufacturers, demand for which has risen despite a prolonged downturn in the machine-tool market.

Alphabet has acquired a stake worth nearly US$548 million in Qualcomm, strengthening the financial ties between the longtime partners as the chipmaker seeks to diversify beyond smartphones and establish a foothold in the rapidly expanding AI data-center market.

Everlight Chemical's consolidated revenue reached NT$737 million (US$22.4 million) in October 2026, up 26.2% from NT$584 million a year earlier, driven by a 75% year-over-year increase in electronic chemicals revenue and steady growth in color chemicals.

Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions of dollars in capital expenditure.

Global server shipments are forecast to reach 4.89 million units in the fourth quarter of 2026, up 5.5% sequentially, marking the year's strongest quarterly growth despite mounting concerns over the AI market, according to DIGITIMES Intelligence. Arm-based CPU servers are expected to lead the expansion, with Nvidia's next-generation Vera Rubin platform facing supply constraints.

Surging demand for advanced packaging driven by artificial intelligence (AI) has turned chip-on-wafer-on-substrate (CoWoS) from an "interesting" technology into a headache, making it an urgent priority for MediaTek to secure wafer, packaging, and substrate capacity, said company deputy GM of advanced packaging Shang Hou.

Wiwynn reported record single-quarter revenue and profit for the third quarter of 2026, with consolidated revenue reaching NT$4,346.18 billion (US$132.2 billion), up 62.9% year over year, as strong demand for AI and data centers continued to drive growth.

A fire broke out at Foxlink’s plant in Tucheng, New Taipei City, at around 8 a.m. on November 9, prompting the city’s fire department to dispatch multiple vehicles and emergency personnel. The company said it evacuated all employees, formed a crisis response team, and found no casualties in its initial assessment, while the cause and extent of the damage remain under investigation.