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Friday 6 November 2026
Nscale's US$35 billion IPO faces fresh uncertainty after Microsoft rejects Texas AI capacity expansion
UK-based AI computing infrastructure startup Nscale, backed by Nvidia, is planning a US$35 billion initial public offering (IPO) in 2026. However, Microsoft, one of its major customers,...
Friday 6 November 2026
Chunghwa Telecom targets 200,000 Google AI subscribers in consumer-facing AI expansion
Chunghwa Telecom is expanding its Google partnership by bringing the latest Google AI services to consumers, with the aim of achieving 200,000 subscribers in the first year, according...
Friday 6 November 2026
Taiwan's server makers commit billions to Texas as new governor vows data center moratorium
Taiwanese server makers have committed billions of dollars to manufacturing facilities in Texas over the past two years. Now, the state's incoming governor has pledged to suspend new...
Friday 6 November 2026
TI targets next semiconductor supercycle as humanoid robots surge
Humanoid robots require at least US$2,000 worth of semiconductors per unit—twice the content of an EV—and could drive the next semiconductor supercycle, Texas Instruments...
Thursday 5 November 2026
Foxconn October revenue tops NT$1.3T on consumer and AI demand
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,...
Thursday 5 November 2026
Taiwan tech firms disclose US$2.9 billion in Texas factory commitments as data center curbs loom
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...
Thursday 5 November 2026
Acer reshuffles executives as Chan-ping Bo takes product, procurement role
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...
Thursday 5 November 2026
Advantech founder to hand CEO role to embedded IoT head
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...
Thursday 5 November 2026
HP names former GSK chief Emma Walmsley 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...
Thursday 5 November 2026
The 346-GW question: Will anti-data-center votes slow America's AI buildout?
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...
Thursday 5 November 2026
Advantech sees high-double-digit growth through 2027, driven by AI and semiconductor equipment
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,...
Thursday 5 November 2026
Advantech sees edge AI growth accelerating beyond semiconductor equipment into robotics
Advantech expects strong growth in 2027, identifying semiconductor equipment, edge AI and robotics as its principal growth engines. The Taiwanese industrial computing company reported...
Thursday 5 November 2026
Finance firms reportedly begin seeking investors for SpaceX's US$40B chip financing
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...
Thursday 5 November 2026
AI demand lifts Kyocera revenue as company raises forecast again
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),...
Thursday 5 November 2026
Coherent pitches itself as the neutral optics supplier after Marvell-Lumentum deal
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.