Corning's move to begin making optical connectivity products in Pune and add a larger adjacent plant by 2027 shows the AI-driven surge in data center fiber demand, so far strongest in the US, starting to reshape the company's manufacturing footprint in India.

OpenAI plans to acquire Pierre Computer Company, extending its push into the infrastructure behind AI-generated software as competition expands beyond coding assistants to the systems that store, review, and manage their output. The November 4 announcement adds the maker of Code Storage to OpenAI's plans for Codex, though the transaction remains subject to regulatory approvals and other closing conditions.

Google's plan to invest US$15 billion in Malaysia over 2027 and 2028 deepens its bet on what AFP calls Southeast Asia's fastest-growing data center hub, and ties the expansion to commitments on power, water, and skills as Malaysian authorities scrutinize the facilities' demands on national resources.

Asia Optical Group reported record third-quarter profit for 2026 on November 4, as revenue reached approximately NT$7.846 billion (US$239.4 million), while gross profit, operating profit, and net profit attributable to owners of the company all hit new highs for the same period. The company is accelerating its co-packaged optics (CPO) and AI application strategy in Q4 2026.

Qualcomm's fiscal fourth quarter showed a company whose growth now comes almost entirely from outside the smartphone, but not yet at a scale that can offset a shrinking handset business. Revenue fell 8% from a year earlier to US$10.3 billion for the three months ended September 27, according to the company's November 4 earnings release, as a memory-driven downturn in phone demand weighed on its largest product line while automotive chips grew sharply.

As the Physical Intelligence and autonomous vehicle markets heat up, oToBrite is partnering with Yuan High-Tech Development to integrate its 3D binocular stereo vision camera module with NVIDIA Jetson Thor, delivering an end-to-end vision solution for robots and unmanned vehicles. The collaboration addresses the need for precise depth perception and low-latency image transmission in complex environments.

Chicony Power Technology Co. reported weaker quarterly results in the third quarter of 2026 as slowing notebook demand and severe memory shortages among customers weighed on performance. The power supply maker expects AI servers and communications power supplies to drive growth in the fourth quarter, while low-Earth-orbit (LEO) satellite products are positioned as a key growth engine for 2027.

Airoha, a MediaTek subsidiary, expects its optical communications business to deliver another multiple-fold increase in 2027 as 100G pulse-amplitude modulation (PAM4) digital signal processor (DSP) shipments ramp and its 200G product targets tape-out by the end of the year. The company also reported record quarterly revenue and profit in the third quarter of 2026, driven by its wired networking infrastructure and wireless edge AI businesses.

China's efforts to build a complete domestic chip-design software stack are gathering pace through acquisitions and strategic investments. Empyrean Technology's latest transactions target gaps in verification, placement and routing, and logic optimisation, strengthening its challenge to established electronic design automation (EDA) suppliers.

HCLTech said AI chips will need about 1.5 years to move into mass adoption beyond cloud infrastructure, as the industry develops integrated semiconductor platforms to support large-scale AI deployment. The company made the remarks in a white paper released with Omdia on November 3, which highlights Taiwan's key role in powering the next phase of AI infrastructure growth.

As AI data center construction continues to scale up, shortening build times and bringing computing capacity online faster have become key priorities for cloud service providers (CSPs) and AI infrastructure companies. Nvidia's recently launched DSX POD reference design seeks to move equipment installation, cabling, piping, and system testing from data center sites to factories, pushing AI data centers toward prefabricated, modular delivery.