Arm delivered a record-breaking second quarter for fiscal year 2027, reporting total revenue of US$1.44 billion, up 27% year-over-year. This milestone marks the company's fifth straight quarter of growth exceeding 20%, driven by massive acceleration in its licensing business and strong demand for its artificial intelligence (AI) infrastructure.

Anthropic has reportedly told investors that its chip design team, comprising just 15 people, is using its Claude models to design custom chips. It and another frontier lab, OpenAI, are beginning to probe the AI-assisted chip design market as a new business area, even as they seek to produce their own silicon.

Qualcomm has secured a role in SpaceX's planned US terrestrial mobile network, turning Starlink Mobile's ambitions for integrated satellite and ground-based connectivity into a named infrastructure deployment. Announced November 4, the multi-year agreement calls for rollout to begin in 2027, with tens of thousands of sites planned over the life of the deal.

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.

Arm's September quarter showed demand for its technology moving toward data centers while its smartphone royalty base slowed. Revenue rose 27% from a year earlier to a record US$1.44 billion for the fiscal second quarter ended September 30, according to the company's November 4 shareholder letter. Still, the gain came mostly from licensing deals rather than from the per-chip royalties that make up Arm's recurring income.

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.

MediaTek announced that Navid Shahriari will join the company on November 9 as Senior Vice President, reporting to the General Manager and Chief Operating Officer.

South Korea's Supreme Court has upheld a KRW18.664 billion (approx. US$13.9 million) fine against Broadcom for pressuring Samsung Electronics into a long-term smartphone component purchasing agreement by disrupting supplies, bringing the US chipmaker's legal challenge to an end.

Onsemi has agreed to acquire Ferric, Inc., a developer of integrated voltage regulator (IVR) technology, for US$600 million in cash plus up to US$175 million in contingent consideration tied to revenue milestones, the company announced on November 2, 2026. Alongside the deal, Onsemi raised its 2030 AI data center revenue target by US$500 million to more than US$3 billion.

Marvell's proposed all-stock acquisition of Lumentum faces a challenge beyond a shrinking takeover premium: whether optical module makers will shift orders away from its dominant optical digital signal processor (DSP) business.

Marvell Technology and optical communications laser maker Lumentum announced on November 2 that they had signed a definitive agreement for Marvell to acquire Lumentum in an all-stock transaction. Compound semiconductor maker GCS welcomed the deal, saying it will give Marvell's optoelectronics business a more complete product portfolio.

Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive restocking. On its third-quarter 2026 earnings call, the US chipmaker repeated that AI data center revenue should double in 2027 from a higher 2026 base. It also guided automotive revenue down by a high single-digit percentage in the fourth quarter, which management called a supply decision, not a strategic one.

AMD is pursuing a larger role in AI infrastructure by combining its growing server CPU franchise with rack-scale systems, broadening its offering beyond individual processors. The company's earnings call highlighted demand for CPUs that run agents and support accelerators, alongside the first revenue shipments of Helios systems built around its newest AI GPUs.

AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate nearly two-thirds of sales, but management's outlook leaves execution and product mix central to how much demand converts into revenue and profit.

AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between its businesses: higher component costs are weighing on PC purchases, gaming revenue is contracting, and embedded processors are providing a separate source of growth. Chief executive Lisa Su nevertheless expects company-wide revenue to grow more than 80% in 2027.

Bosch plans to create a dedicated semiconductor division as it seeks more business in robotics, AI infrastructure, and manufacturing for external customers, extending a chip strategy rooted in automotive electronics into additional markets.

AMD's third-quarter results show its data center business becoming the main driver of growth and profitability, even as gaming demand retreats. The next test is whether a steep expansion in AI systems and server processors can deliver stronger cash generation without eroding the margins underpinning that growth.

As US export controls make it increasingly difficult for China and other restricted nations to obtain advanced chips and AI servers, Taiwan is taking proactive measures to tighten its own export controls and prevent the nation from becoming a transshipment loophole. Under the Agreement on Reciprocal Trade (ART) between Taiwan and the US, Taiwan's Ministry of Economic Affairs (MOEA) plans to align local regulations with the US Foreign Direct Product Rule (FDPR).

US semiconductor intellectual property (IP) provider Ceva has expanded its NeuPro neural processing unit (NPU) portfolio into AI infrastructure for the first time. At a November 2 press conference in Taiwan, chief strategy officer Iri Trashanski said the company was not seeking to compete with Nvidia or other major chipmakers, but to meet demand for a common architecture spanning edge AI and cloud computing.

The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers. With memory prices projected to keep climbing through 2027, industry observers generally expect end-market sales to remain sluggish, testing the resilience and strategy of players across the entire value chain.

Nvidia will showcase its expanding partnerships with South Korean companies at AI Day Seoul, where Samsung Electronics and SK Hynix will present semiconductor development cases using Nvidia AI technologies. LG Electronics and Doosan Robotics will demonstrate robotics technologies, while SK Telecom (SKT), Naver Cloud, and Coupang will discuss the development and operation of AI data centers and infrastructure.

Competition in the AI application-specific integrated circuit (ASIC) market will extend beyond 2028, industry sources said, with MediaTek, Broadcom, and Marvell competing not only for design wins, but also for secure access to wafers, advanced packaging, substrates, and high-bandwidth memory (HBM). The effectiveness of their supply-chain partnerships will determine how much revenue each company can ultimately generate.