Demand for AI, high-performance computing (HPC), and semiconductors continued to rise, driving Wah Lee Industrial's 3Q26 profit to record-high levels. Gross profit reached NT$2.06 billion (US$62.7 million), up 28.7% year-on-year, while earnings per share (EPS) reached NT$3.46; cumulative EPS for the first three quarters rose to NT$9.4, also a record for the period.

Samsung Electronics and AMD are teaming up to upgrade the Korean chipmaker's semiconductor manufacturing test infrastructure, combining AMD's new EPYC Embedded 9006 processors with Samsung memory and storage technologies, according to AMD's November 10 announcement.

US silicon carbide (SiC) giant Wolfspeed will re-enter the gallium nitride (GaN) market through a vertically integrated model and expand into the GaN-on-silicon (GaN-on-Si) power device market, according to company CEO Robert Feurle. The announcement, made at a media event during the Electronica 2026 trade fair in Munich, Germany, stated that the company will initially target low-voltage applications below 650V.

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 is stepping up efforts to develop next-generation semiconductor research equipment, as conventional commercial tools increasingly fall short of emerging R&D requirements for process flexibility, precision parameter control, functional integration, and advanced technology validation. The National Science and Technology Council (NSTC) is seeking equipment development proposals in three priority areas: sub-nanometer silicon-based semiconductors, non-silicon semiconductors, and silicon photonics coupling.

The National Science and Technology Council's Department of Engineering and Technologies recently issued a call for proposals encouraging academia to modify expensive semiconductor equipment through design changes, creating new pathways for talent development and next-generation technology research. Such freedom and flexibility are difficult to achieve at commercial semiconductor companies, but universities have greater autonomy, face no immediate customer delivery pressure, and do not need to prioritize yield at once—allowing a hot-rodding approach to take root in teaching and research.

Taiwan's National Science and Technology Council (NSTC) has proposed expanding the list of national core key technologies from 42 to 46 items, with four additions covering satellite communications, AI chip substrates, drones, and biotechnology. The draft is still under public consultation and must be reviewed by a committee before the Executive Yuan can promulgate it, the council said on November 11, 2026.

Diamond Foundry has produced what it calls the first-ever single-crystal diamond measuring 200mm in diameter, according to a company blog post published on November 5, 2026. The post describes the crystal, which the company calls D8-inch, as a single continuous crystal and a step toward treating diamond as a semiconductor-scale material.

Samsung Electronics acquired four US silicon photonics patents from UK-based Rockley Photonics in September 2026, South Korea's Shinailbo reported on November 11, citing US Patent and Trademark Office (USPTO) records. The reported acquisition could strengthen Samsung's intellectual property portfolio in optical interconnect technology as it expands its silicon photonics foundry business to compete with TSMC.

Canon Inc. said on November 10, 2026, that it will launch the FPA-6400ES6a, a krypton fluoride (KrF) scanner for manufacturing memory and logic semiconductors, in early December 2026. The company's release gave no exact launch date, price, or shipment volume.

Samsung Electronics aims to complete its first 3D Cube-H design kit, a hybrid copper bonding technology for vertically stacked logic chips, in early 2027, with prospective customer evaluations to follow, ZDNet Korea reported on November 10, citing an industry source familiar with the plans.

Nexperia could eventually reunite its Chinese and international operations despite an unresolved control dispute with Chinese parent Wingtech Technology, acting CEO Stefan Tilger said recently. If the separation becomes permanent, Wingtech's ownership should entitle it to fair compensation.

Infineon Technologies told analysts that demand is no longer what limits its growth. On a November 10 call to discuss its fiscal 2026 results, the German chipmaker said orders for its data center power products already exceed the close to EUR4 billion (approx. US$4.46 billion) of revenue it forecasts for fiscal 2027, and that how much of that it can book will depend on how fast its factories and outsourcing partners can ramp.

Ingentec’s consolidated revenue reached NT$1.329 billion (US$40.4 million) from January to October 2026, up 79.32% from the same period in 2025. However, October revenue fell 8.59% month-over-month and 18.37% year-over-year to approximately NT$130 million as shipments of specialty gases to Japan, South Korea, and domestic customers declined slightly.

Intel is expanding its CPU and GPU portfolio with the Intel GPU D-series, code-named Crescent Island, and next-generation Xeon processors, code-named Diamond Rapids, targeting large-model inference and enterprise high-performance orchestration workloads. The company outlined new GPU D-series technology at the 2026 Open Compute Project (OCP) Global Summit as it pursues server CPU upgrade opportunities driven by agentic AI.

Charles Kau, chairman of IEMC, said TSMC "cannot make 3D DRAM," dismissing reports that the foundry is evaluating entry into the next-generation memory market at Nvidia's request. TSMC declined to comment on market speculation and stressed that it remains focused on its core foundry business.

Infineon Technologies ended fiscal 2026 with its strongest quarter ever, and the shape of the result says more than its size: profitability rose much faster than sales, and the German chipmaker now plans for a year in which power supplies for data centers become one of its largest single businesses.

Asia Electronic Materials is developing high-frequency, high-speed substrate materials based on polytetrafluoroethylene (PTFE) through a Hybrid Coreless solution and continues to submit samples for AI customer validation, targeting advanced semiconductor and AI applications.

Acer subsidiary Acer Synergy Tech benefited from sustained semiconductor industry growth, which drove demand for information technology (IT), operational technology (OT), and workforce service solutions. Its consolidated revenue reached NT$307 million (US$9.34 million) in October 2026, up 187.93% year-on-year and marking a record high for the second consecutive month.

DIGITIMES observed that Nvidia is advancing an optics-on-interposer (OOI) architecture that moves the optical engine from an organic substrate to a silicon interposer to increase interconnect density and reduce transmission energy consumption.

Intel is expanding its computing platform strategy for agentic AI and enterprise workloads with the Intel Core Series 3 processor, codenamed Wildcat Lake, targeting mainstream consumer and commercial notebooks. The processor combines Intel 18A and Taiwan Semiconductor Manufacturing Co. (TSMC) 6nm processes in a two-chiplet design, using the Universal Chiplet Interconnect Express (UCIe) standard chiplet interconnects and organic-substrate multi-chip packaging (MCP) to lower the cost barrier for bringing advanced process technology to mainstream PCs.

China's leading smart-device original design manufacturer (ODM), Huaqin Technology, plans to invest CNY1 billion (approx. US$149.86 million) in a wafer foundry venture, strengthening upstream semiconductor ties while expanding its AI server and data center businesses.

Infineon Technologies AG said on November 9, 2026, that it has processed 300mm silicon carbide (SiC) wafers into functional power devices at its fab in Villach, Austria, which it described as an industry first in a full-scale semiconductor fab environment. The company plans to show the first processed 300mm SiC wafer publicly at the electronica trade show in Munich, which opens on November 10.

Jiangsu HISI Semiconductor (HISIGK) has prepared 14 automated lithography systems for delivery across 300mm, 200mm and 150mm wafer platforms, expanding its specialty semiconductor equipment business in markets ranging from MEMS to AR optics and LED chips.

UK photonic integrated circuit (PIC) startup Wave Photonics is expanding in Asia and, despite partnerships with the Hon Hai Research Institute (HHRI) and Taiwan-based EDA companies, is considering Singapore as a potential regional base. The company said Singapore offers a concentration of integrated photonics foundries, government support for quantum technology, and proximity to Malaysia's photonics cluster, helping it connect with Asia's supply chain.