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IN THE NEWS
Wednesday 4 November 2026
Waymo fleet crowds San Diego chargers, straining EV access
Alphabet's autonomous taxi service Waymo began operations in San Diego, California, in September 2026 and expanded its coverage on October 27. However, EV owners have reported that...
Wednesday 4 November 2026
Amazon's US$2 billion Ohio data center plan faces new hurdle as voters approve ban
Voters in Sunbury, Ohio, approved a ban on large data centers in the November 3 election, raising a new obstacle to Amazon's proposed US$2 billion project as communities across the...
Wednesday 4 November 2026
US election previews shift toward AI oversight and data center regulation
Asian stocks wavered on November 4 in response to the US midterm election results. While the final votes are still being counted, current results show the Democratic Party winning...
Wednesday 4 November 2026
Pegatron chairman says AI crisis fears after Democratic midterm win are overblown
Pegatron Corp. Chairman Tung Tzu-hsien said on November 4 that claims AI is in crisis because the Democratic Party won the US election are somewhat overblown, adding that the narrative...
Wednesday 4 November 2026
Taiwan advances virtual asset governance as FSC unveils new regulatory framework
Taiwan has taken a major step toward regulating its virtual asset market, with the Financial Supervisory Commission (FSC) announcing supporting rules for the Virtual Asset Services...
Wednesday 4 November 2026
CHT expands Google partnership with AI services
Chunghwa Telecom (CHT) is expanding its partnership with Google beyond Google One, YouTube Premium and Pixel smartphone sales to include GenAI services. On November 4, CHT announced...
Wednesday 4 November 2026
Why defense's blue ocean is no smooth sailing for automakers
Although the defense market has emerged as a new blue ocean for the auto industry, entering it is far from smooth sailing. The main concern remains the national security sensitivities...
Wednesday 4 November 2026
Supermicro eyes faster cash conversion as turnaround times shrink to 74 days
Supermicro expressed confidence to analysts during its earnings call for the first quarter of fiscal year 2027 regarding quicker turnaround times for orders and improved cash flow...
Wednesday 4 November 2026
SpaceX is reportedly building AI data centers faster than anyone
SpaceX, which only entered the AI infrastructure business this year through its merger with xAI, may now be the fastest data center builder in the world, according to research firm...
Wednesday 4 November 2026
AEB 3Q26 revenue jumps 70% on AI demand
Cloud and AI services provider Acer E-Enabling Service Business (AEB) reported 3Q26 revenue of NT$3.822 billion (approx. US$116.7 million), up 70% year-over-year, as AI application...
Wednesday 4 November 2026
LG Energy Solution expects fourth-quarter profit to slip as storage ramp costs linger
LG Energy Solution expects revenue to keep rising in the fourth quarter while profit dips. On its November 3 earnings call, it told analysts that its North American energy storage...
Wednesday 4 November 2026
iPhone Duo opens new growth path as AI, services, costs test Ternus
Apple's first foldable iPhone, the iPhone Duo, could reignite upgrade demand in the mature iPhone market, but supply constraints and reported display-quality issues highlight the challenge...
Wednesday 4 November 2026
Claude's growth surges, but US$895 billion compute burden clouds Anthropic IPO
Anthropic is demonstrating extraordinary demand for frontier AI, with third-quarter revenue reaching about US$17 billion, nearly twelve times the US$1.4 billion recorded a year earlier...
Wednesday 4 November 2026
South Korean chipmakers face financing dilemma behind AI memory demand
Samsung Electronics' and SK Hynix's dependence on sustained AI infrastructure spending is bringing customer financing risk into focus. As demand for high-bandwidth memory and server...
Wednesday 4 November 2026
OpenAI taps former Uber executive Jill Hazelbaker to lead corporate affairs
OpenAI has appointed Jill Hazelbaker, formerly president and chief corporate affairs officer at Uber, as its chief corporate affairs officer, putting a veteran of tech and political...