Quanta Computer Inc. delivered record revenue and strong earnings in the third quarter of 2026, while its gross margin fell to 4.75% as notebook material costs rose and the mix of higher-priced AI servers pressured profitability. CFO Elton Yang said it was basically impossible to improve gross margin while keeping revenue from falling, and the company expects the margin to decline further in the fourth quarter.
Nvidia's board met on November 11 to weigh the future of Jensen Huang, the only chief executive the company has ever had. The stakes go beyond one career: the company at the center of the AI buildout has no publicly named successor, and the scandal is feeding a push in Washington to tighten control over its chips.
Taiwan's AI server component suppliers are surpassing last year's revenue well before December. Eleven of the 13 companies tracked across chassis, power supplies, rail kits and thermal management had already exceeded their full-year 2025 sales in the January–October 2026 period, although October's results show differing shipment momentum.
OpenAI's revenue reached US$10 billion in the third quarter of 2026, up nearly 50% quarter-on-quarter, driven by demand from enterprises and new model products. However, its adjusted operating loss widened to US$10.9 billion, while revenue remained below that of rival Anthropic.
PCB maker Dynamic Holding reported October 2026 consolidated revenue of NT$10.637 billion (approx. US$323.6 million), down slightly from NT$10.648 billion in September as extended holidays reduced working days, but up 70.3% from NT$6.245 billion a year earlier and the company's second-highest monthly figure on record.
E Ink Holdings (EIH) announced on the November 10 that it has invested in US-based Soofa and formed a strategic partnership with the company. The investment will support Soofa’s growth and expand sustainable outdoor e-paper applications through solar-powered community information displays.
Advantech's South Korean business grew 67% in the first three quarters of 2026, as industrial equipment, networking and cloud infrastructure, and healthcare remained its largest local markets. Some South Korean customers and partners have moved edge AI solutions into mass production, while the company is looking to extend its industrial computing and software integration expertise into robotics and energy applications.
Alibaba filed for a Hong Kong IPO for its chip design unit, T-Head, as a spin-off on November 10. The separate listing would let investors gain direct exposure to the group's chipmaking business as China's AI ecosystem seeks to reduce its reliance on US semiconductors through domestic alternatives.
Cadmen Technology reported October revenue of NT$75.61 million (US$2.3 million), up 11.91% year-over-year and marking a record high for the same period as well as its highest monthly revenue of 2026, as peak-season demand emerged. Revenue for the first 10 months reached NT$678 million, up 4.57% year-over-year, also setting a record for the same period.
Asia Electronic Materials is developing high-frequency, high-speed substrate materials based on polytetrafluoroethylene (PTFE) through a Hybrid Coreless solution and continues to submit samples for AI customer validation, targeting advanced semiconductor and AI applications.
Acer subsidiary Altos reported October 2026 consolidated revenue of NT$155 million (US$4.72 million), up 44.1% year-over-year, while revenue for the first 10 months reached NT$2.41 billion, up 57.3%. Fueled by strong global demand for AI infrastructure, revenue through October surpassed its full-year 2025 total, setting new monthly and cumulative records.
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