Zhen Ding Technology said strong seasonal demand for mobile communications products and robust demand for high-end AI applications drove its third-quarter 2026 revenue to a record high. Rising shipments of high-end products and an optimized product mix also lifted gross margin 5.7 percentage points year-over-year to a record 27.7%.

Taiwan industrial PC maker Ennoconn Technology reported record revenue and profit for the third quarter of 2026. It said it expects strong growth in both measures in 2027, supported by Physical AI applications and deeper integration with Kontron. The company also outlined a goal of lifting return on equity (ROE) to 20% by 2030, while emphasizing capital discipline and higher-margin solutions.

Samsung Electronics is testing electronic skin on the hands of its humanoid robots with South Korean startup Midas H&T, seeking to overcome a key commercialization barrier: combining powerful gripping with precise force control.

The FBI has launched an investigation following an alleged extramarital affair involving Nvidia CEO Jensen Huang and Alice Huang, a former executive at Singapore-based Megaspeed who has been accused of having ties to Chinese intelligence. Taiwan's Ministry of the Interior said it has revoked Alice Huang's entry documents over the espionage allegations, barring her from entering Taiwan in the future.

The US midterm election results, which delivered a major Democratic victory, and national security concerns surrounding an affair between an alleged Chinese spy and Nvidia CEO Jensen Huang have raised fears that AI data-center construction in the US could be disrupted. While few in the industry doubt AI's long-term growth, the impact of funding displacement warrants close attention.

Mitsui Kinzoku will invest about JPY190 billion (approx. US$1.2 billion) to build a copper foil plant near its existing Malaysia site, targeting demand from optical communications components and advanced chips used in AI data centers. The facility will begin phased operations from April 2031.

Global AI data center construction continues to drive demand for GPUs, memory, and other critical hardware, but tight computing capacity, rising material costs, and longer lead times are complicating large-scale AI project delivery. MetaAge general manager Jason Shih said the imbalance between global AI hardware supply and demand will be difficult to resolve in the short term, even as enterprise AI investment continues and demand is expected to grow through 2027.

Thermal module manufacturer Asia Vital reported record revenue and profit for the third quarter of 2026, driven by rising demand for high-end cooling products used in AI servers. Its gross margin increased 7.29pp from the previous quarter as revenue expanded, improving overall profitability.

SoftBank Group (SBG) posted a JPY768 billion (approximately US$4.85 billion) net loss for the first half of fiscal 2026, from April to September 2026, its first loss in nearly two years after booking a US$3.7 billion impairment on a US data-center project and absorbing the impact of falling global AI valuations.

Meta has launched Muse Ember, its smallest model, to handle repetitive tasks at lower cost. Muse Ember features a 1-million-token context window, can generate up to 512,000 tokens per request, and supports text, images, audio, and video.

Strong iPhone sales and 5G upgrades, combined with continued revenue recognition from AI data center (AIDC), cloud, and enterprise information and communications technology (ICT) projects, drove sustained growth for Taiwan's three major telecom operators in October.