CyberLink faces mounting pressure from rising memory prices and removal of some of its products from Apple's platform, with the multimedia software provider warning that restoring its developer account could take up to a year. CyberLink chairman Jau Huang criticized Apple for what he called heavy-handed handling of small software developers.

United Microelectronics Corporation (UMC) expects wafer foundry pricing to continue rising in 2027, with CEO Jason Wang projecting approximately 10% year-over-year growth in the company's full-year average selling price (ASP).

ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. This reflects the memory shortage faced by China's market as it seeks to expand its domestic capacity while facing restrictions on critical equipment imports.

SpaceX's Starship super-heavy rocket completed its 14th test flight on September 28, successfully reaching Earth orbit and deploying 26 next-generation Starlink V3 satellites. A 15th test flight is expected within weeks.

Taiwan's Ministry of Environment (MOENV) will establish an urban forestry smart governance demonstration site around National Taipei University of Technology and the cultural site at the former Air Force Command Headquarters, using digital twin technology to simulate shade and cooling. The system is scheduled to be completed and launched by the end of 2026, with the goal of expanding it to more cities.

As Elon Musk predicts that more than 200 new cloud providers, or neoclouds, face impending bankruptcy or acquisition in a global market consolidation, a new report from Frost & Sullivan and LeadLeo Research indicates that SenseTime Group secured nearly half of China's neocloud market in the first half of 2026. The market share was captured primarily through its AI infrastructure platform, SenseCore.

Samsung Electronics Chairman Lee Jae-yong marked his fourth anniversary as chairman on October 27, 2026, by visiting a robotics research center, where he reviewed humanoid robot technology and preparations for commercialization, instead of holding a commemorative event. As Samsung integrates its research organizations and plans manufacturing-floor applications, robotics is emerging as a key pillar of its physical AI strategy.

Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave two reasons: outside customers keep the chips competitive, and outside volume lowers the cost of every chip Google uses itself. However, it would not say how much money the business makes.

Soaring memory prices have pushed some IC design firms to develop and manufacture their own SRAM as a substitute for DRAM, while electronics assemblers and brand manufacturers that still need DRAM face challenges in passing on higher costs and securing supply through long-term contracts.

Central Bank Governor Chin-long Yang said predictions that the AI bubble will burst in January 2028 represent an extreme scenario, as global cloud service providers (CSPs) face mounting funding pressure to build computing capacity and deploy future applications.

Taiwan's AI and semiconductor stocks have delivered substantial gains for foreign investors, who have recently taken profits, converted the proceeds into US dollars, and repatriated them, driving the New Taiwan dollar lower.