Foxconn reported October 2026 revenue of NT$1.3053 trillion (US$39.8 billion), up 12.66% from September and 45.73% from a year earlier, as consumer smart products, computer terminals, components and other products posted strong growth. The result marked another month in which revenue exceeded NT$1 trillion. According to DIGITIMES, the performance was supported by stronger product pull-in activity and higher shipment prices.

Eight Taiwanese electronics manufacturers have disclosed approximately US$2.9 billion in factory-related asset transactions and investment plans in Texas since January 2024, accounting for nearly half of their US factory-site commitments.

Acer is set to approve a senior executive reshuffle at its board meeting on Thursday afternoon, with Acer Being Communication general manager Chan-ping Bo reportedly taking over product and procurement responsibilities after chief operating officer Jerry Kao resigned. Bo is familiar with PC procurement and development operations and is considered a suitable successor, according to sources in the PC supply chain.

Industrial PC (IPC) maker Advantech announced on November 5, 2026, that founder K.C. Liu will become full-time chairman on January 1, 2027, while Miller Chang, currently president of its Embedded Sector, will succeed him as CEO.

Hewlett Packard (HP) has appointed Emma Walmsley, the former head of drugmaker GSK, as its next CEO, ending a search that began after the company named an interim leader earlier this year.

US voters favored restrictions on data center development in 40 of 41 local ballot measures across 10 states on November 3, signaling growing opposition to AI infrastructure expansion. Meanwhile, the election of a governor in Texas who has pledged to halt new data center approvals raises broader questions about the country's 345.9 GW pipeline of planned and under-construction projects.

Industrial PC leader Advantech reported record quarterly revenue and net profit for the third quarter of 2026, propelled by strong demand across semiconductor equipment, factory automation, and medical devices, alongside surging shipments of high-end edge AI systems. However, component price increases squeezed its gross margin down to 36.7%. Looking ahead, the company expects to maintain high-double-digit growth in both revenue and profit through 2027.

Advantech expects strong growth in 2027, identifying semiconductor equipment, edge AI and robotics as its principal growth engines. The Taiwanese industrial computing company reported robust orders across North America, China, Europe and Taiwan, although demand in parts of Southeast Asia and other emerging markets remains subdued. It is also monitoring potential US policy changes following the midterm elections.

Goldman Sachs and Apollo Global Management have reportedly begun approaching potential investors about purchasing parts of a US$40 billion deal to finance SpaceX's leasing of Nvidia chips. The firms are seeking to complete the transaction quickly in the wake of Democratic victories in this week's midterm elections, which some worry could slow the growth of AI development.

Japanese electronic components giant Kyocera reported record revenue of JPY1.08 trillion (approximately US$6.83 billion) for the first half of fiscal 2026 (April to September 2026), up 8.8% from the same period a year earlier. Operating profit and net income also grew by 32% to 56%. The results prompted Kyocera to raise its fiscal 2026 outlook for the second time, increasing its full-year revenue forecast to JPY2.12 trillion, 9% above its initial projection.

Coherent is positioning itself as the optics supplier with no stake in the chip wars, two days after Marvell Technology agreed to acquire one of its closest rivals.