AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between its businesses: higher component costs are weighing on PC purchases, gaming revenue is contracting, and embedded processors are providing a separate source of growth. Chief executive Lisa Su nevertheless expects company-wide revenue to grow more than 80% in 2027.
Supermicro's latest results show its expansion into complete AI data center systems gaining scale, while leaving open how much of that growth can translate into durable profitability and cash. Record sales lifted earnings sharply, but the company retained less of each sales dollar than in the preceding quarter and continued to consume operating cash.
Palantir reported third-quarter 2026 revenue results that nearly doubled from the previous year. Its performance comes on the back of higher US commercial revenue, overtaking government-related earnings for the first time.
Modern cryptography relies heavily on trapdoor one-way functions: mathematical operations that are easy to perform but difficult to reverse without additional information. Quantum computing and advances in artificial intelligence, however, are raising questions about how long this protection can last.
As US export controls make it increasingly difficult for China and other restricted nations to obtain advanced chips and AI servers, Taiwan is taking proactive measures to tighten its own export controls and prevent the nation from becoming a transshipment loophole. Under the Agreement on Reciprocal Trade (ART) between Taiwan and the US, Taiwan's Ministry of Economic Affairs (MOEA) plans to align local regulations with the US Foreign Direct Product Rule (FDPR).
Foxconn is leveraging its precision manufacturing and vertical integration capabilities to strengthen its position in AI infrastructure, where rapid server upgrades increasingly demand tighter component tolerances and faster system delivery. At its recent Technology Day, the company demonstrated how its expertise in materials processing, optical communications assembly, AI racks, and modular data centers can shorten the path from product design to deployment.
Taiwan-based Horngyu Electric is leveraging manufacturing in Vietnam to meet rising demand for electrical equipment from AI data centers (AIDCs), Taiwan makers investing in the US, and new-energy projects. Horngyu's Vietnam plant is scheduled to begin trial production by the end of 2026 and enter mass production in 2027.
CSBC Taiwan is working with US autonomous systems company Havoc to localize production of autonomous surface vessels (ASVs) in Taiwan, showcasing their jointly developed "Rampage" alongside its domestically built "Endeavor Manta" at the 2026 Taiwan Marine Tech & Unmanned Robotics Expo (MATURE Taiwan) in Tainan.
Nvidia CEO Jensen Huang's latest European trip has highlighted another strategic priority: using massive computing resources to simulate quantum systems and establish a foothold in the underlying quantum computing ecosystem.
OpenAI has appointed former US Army Secretary Daniel P. Driscoll as senior counselor for national security modernization, seeking to expand the use of artificial intelligence (AI) in national security and cybersecurity. Driscoll will advise the company's leadership on applying AI across both areas.
Japan's Mitsui Kinzoku has announced its third capacity expansion plan since the start of fiscal 2026 for MicroThin, its ultrathin copper foil used in optical communications equipment. The company is accelerating production expansion to meet sustained growth in market demand.
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