Simplo Technology's third-quarter net profit attributable to shareholders fell 27.6% from the previous quarter as laptop demand softened during the traditional peak season and a US customer's poor smartphone yields weighed on operations. The battery-module maker said weak laptop shipments are expected to continue through the first quarter of 2027, while higher component costs may ease in the second half.
Systex Corporation reported October 2026 consolidated revenue of NT$3.564 billion (US$108.8 million), up 11.64% from NT$3.192 billion a year earlier, as overseas expansion by semiconductor and high-tech manufacturers boosted cross-border IT equipment demand.
Taiwan's exports rose 58.9% year on year to a record US$96.76 billion in October, as strong investment in global artificial intelligence infrastructure boosted demand across related supply chains. Imports also set a monthly record at US$68.89 billion, while the Ministry of Finance (MOF) forecast exports would maintain strong growth in the fourth quarter.
Shares of Nvidia's major Taiwanese manufacturing partners rose on Monday despite mounting concerns over CEO Jensen Huang's future, suggesting that investors have yet to price in significant disruption to the AI chipmaker's supply chain.
King Yuan Electronics (KYEC) president Gauss Chang said the AI era is creating new challenges for capacity expansion, as rapidly rising chip prices and shorter product cycles are reshaping the value of semiconductor testing. He also warned that demand can become increasingly distorted as it moves through the AI supply chain, making actual end-market demand difficult to assess.
Anthropic has committed US$3.4 billion to acquire 1.7 GW of heavy-duty gas-fired generators, along with the engineering and construction services needed to install them, marking the largest single power-equipment purchase by an AI company.
Texas' incoming Democratic governor, Gina Hinojosa, plans to reassess the state's partnerships with the technology sector and strengthen oversight of data-center expansion, potentially reshaping policy for AI data centers and major technology companies. She also said any cooperation with Elon Musk and his companies must prioritize the interests of Texas residents.
Nvidia is pitching South Korea's factories as the proving ground for robots trained in simulation. At its AI Day Seoul 2026 event on November 9, the company detailed physical AI projects with Hyundai Motor Group, Doosan Robotics, LG Electronics, and SK Hynix, and signed an autonomous driving agreement with Kakao Mobility, even as a controversy surrounding chief executive Jensen Huang hung over the gathering.
DeepSeek said its open-source AI agent framework, DeepSeek Harness, had 1.54 million daily active users as of November 4, more than quadrupling in less than three months. The company also plans to launch an official plugin marketplace to expand its developer ecosystem.
Chang Wah Technology reported October consolidated revenue of NT$1.715 billion (US$52.2 million), up 0.09% month-over-month and 50.83% year-over-year, as demand remained strong despite a weeklong holiday in China and some customers pulling shipments forward into September. Revenue for the first 10 months of 2025 reached NT$14.621 billion, up 32.17% year-over-year.
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.
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