Taiwan-based networking equipment maker Gemtek Technology is gaining momentum in its business recovery following a challenging business-model transition, returning to operating profitability in the third quarter of 2026 as margins improved and direct-supply sales expanded. The company expects fourth-quarter performance to remain at a similar level, supported by resilient demand for networking products and the gradual recovery of its high-value-added businesses.

Pegatron held an online earnings call on November 12, providing updates and an outlook for its product lines beyond servers. The company said revenue from all three major product lines of information products, consumer electronics, and communications recorded double-digit sequential growth in the third quarter of 2026, benefiting from seasonal demand. Communications products posted particularly strong growth, surging 57% from the previous quarter, driven by new smartphone launches and a recovery in networking demand.

Aspeed Technology posted its highest monthly revenue in records dating back to January 2019. BizLink's October sales also rose sharply, partly reflecting its first full month of consolidating Interplex Datacom. Four other cable and connector suppliers reported lower revenue than in September, although four of the five suppliers posted year-to-date growth.

Jensen Huang's resignation as Nvidia's CEO is unlikely to disrupt Taiwan's technology industry or the broader development of artificial intelligence, Acer founder Stan Shih said. His comments signal that Taiwan's chip and server capabilities remain important to Nvidia's expansion, while highlighting potential adjustments in supplier relationships, investment, and market expectations.

The United Kingdom's steelmaking hub of Sheffield is transforming from a heavy-industry center into a deep-tech startup cluster, but securing a foothold in the AI, quantum, and photonics wave will require the city to overcome both the mass-production barriers facing high-tech products and a shortage of talent.

Foxconn (Hon Hai) expects continued operational growth in 2027 as AI demand expands, chairman Young Liu said at the company's third-quarter 2026 earnings briefing on November 12. However, he warned that supply-chain constraints and global economic and political uncertainty will continue to affect the company's operations, investment decisions, and supply-chain planning.

E Ink Holdings is expanding into materials for AI data centers through a partnership with Taiflex Scientific. The electronic paper maker expects its first revenue from polytetrafluoroethylene (PTFE) materials in 2027, with production ramping up in 2028.

Acer is expanding its smart-campus business with the unveiling of a classroom-of-the-future platform at the 2026 IT Month and EdTech Taiwan trade show, spanning AI teaching assistants, AI agents and a smart-campus management platform. Yung-yi Lin, head of innovative businesses at Acer Taiwan, noted that both schools and teachers working on the education frontline need the assistance of AI software, and Acer's efforts in this space will provide a wider range of AI applications for the education market.

Pegatron expects servers to account for about 10% of its total revenue in 2026, the first year of its server shipments. It is targeting what management described as "several-fold growth" in 2027 and aims to catch up with peers in server scale and profitability.

Doosan Group has completed merger reviews in six countries for its acquisition of SK Siltron within about two months. The deal is valued at KRW2.3 trillion (US$1.73 billion). The key regulatory process finished ahead of expectations, potentially accelerating the transaction, industry sources said.

CNBC reported that Alice Huang, with whom Nvidia CEO Jensen Huang allegedly had an extramarital relationship, may be connected to Huawei Cloud through a complex web of ownership and business ties involving a Shenzhen data center.