Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company also forecasts another growth year in 2027, planning capital expenditure (capex) of NT$40 billion (US$1.21 billion) to NT$45 billion, although it says spending will begin to moderate.

Pegatron said at its November 12 earnings briefing that 2026 would mark its first year of server shipments, with the business expected to contribute about 10% of consolidated revenue and grow severalfold in 2027. Its portfolio spans Nvidia's GB series and HGX platforms, as well as custom ASIC servers, while shipments of next-generation Vera Rubin systems are expected to begin in the first half of 2027.

Several Chinese universities, including Northwestern Polytechnical University, one of China's "Seven Sons of National Defense," have successfully obtained Nvidia chips despite US export controls, according to Reuters. Procurement records show the university purchased two Nvidia H200 chips for CNY875,000 (approximately US$177,629) through a domestic supplier rather than directly from Nvidia.

Naver said on November 12 it had signed a KRW2 trillion (approx. US$1.5 billion) AI computing services contract with a US-based AI inference company, securing its first major customer for the AI Factory business it is developing with Nvidia and Brookfield.

ByteDance reportedly intends to release an AI agent similar to Meta's Muse within several weeks. The firm, whose AI assistant tool Doubao has seen wide adoption within China, seeks to catch up with leading US labs within a few years, even as its co-founder has called for reducing reliance on distillation techniques.

Synnex Technology International Corp. posted record quarterly revenue in the third quarter of 2026 and expects continued growth and new highs in 2027, driven by AI semiconductors, AI servers and infrastructure, and its China AI server business. The company is also launching fundraising plans, including a cash capital increase, CD issuance and expanded bank credit lines, to meet its funding needs.

China's AI-generated short-drama market is expanding rapidly, with surging content production and viewership making the sector an increasingly significant source of demand for AI computing resources.

OpenAI CEO Sam Altman warned Samsung Electronics executives that AI memory demand could fluctuate in the short term, with the market potentially counting the same demand more than once. He nevertheless expects long-term AI demand to surge, creating shortages of chips and data centers and underscoring the need for greater supply chain investment.

Kwang-Hwa Electronic reported consolidated revenue of NT$1.315 billion in the third quarter of 2026, down 2.78% quarter-on-quarter and 3.01% year-on-year. Gross profit was NT$324 million, up 8.61% quarter-on-quarter but down 9.07% year-on-year. Supported by foreign-exchange gains, the company swung to a net profit attributable to its parent of NT$1.98 million, or NT$0.03 per share.

The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) released its first industry white paper in 78 years on November 11, proposing a "Taiwan+N" global expansion strategy centred on overseas technology parks, supply chain integration and stronger domestic manufacturing capabilities.

Samsung Group and Hyundai are deepening their strategic partnership, exploring opportunities in robotics, energy and physical AI alongside existing cooperation in automotive semiconductors, batteries and displays. More than 100 senior executives from the two conglomerates met in Yongin, Gyeonggi-do province, South Korea, on November 9 to map out collaboration in future mobility and industrial applications.