Taiwan will review information related to an alleged Chinese spy linked in media reports to Nvidia CEO Jensen Huang, Premier Jung-tai Cho said, as US authorities investigate related matters and the affair prompts investor litigation against the chipmaker.
Tatung Co. said its consolidated revenue fell 8.06% year on year to NT$3.392 billion (US$103.47 million) in October 2026, down 8% from September, as weaker shipments of some products at its investee Elitegroup Computer Systems weighed on results. Revenue for the first 10 months totaled NT$39.642 billion, down 2.67% from a year earlier.
Changs Ascending's October 2026 consolidated revenue rose 3.64% year on year, while revenue for both the month and the first 10 months reached record highs for the same period. The company said Taiwan's ongoing semiconductor fab expansion is driving demand for highly stable uninterruptible power supply (UPS) systems, supporting revenue growth.
Some server buyers are asking for barebones systems and planning to purchase memory separately as component shortages complicate deliveries, according to independent electronic components distributor Smith. Others are upgrading existing infrastructure rather than buying new servers.
Transcom Technology, a power amplifier (PA) manufacturer, reported revenue of NT$568 million (US$17.33 million) and net income of NT$87.15 million for the first three quarters, with earnings per share of about NT$0.88. Gross margin remained above 50%, and the company expects defense tenders and overseas military product shipments in the fourth quarter to be markedly stronger than in the first three quarters.
Ubiqconn Technology reported consolidated revenue of NT$255 million (US$7.78 million) for October, up 79% month on month and 131% year on year and the highest monthly figure so far in 2026, as easing supplies of key components allowed it to ship previously accumulated and deferred products and new satellite communications projects added sales, the company said.
Taiwan has emerged as a key part of the controversy surrounding Nvidia CEO Jensen Huang and Chinese businesswoman Alice Huang, with local media reports pointing to possible introductions through Taiwan's technology and media circles, as well as questions about her visits to the island.
Driven by rising demand for AI, semiconductors, and automation equipment, Hiwin Technologies delivered strong results in the third quarter of 2026, with all three key profit margins improving. Gross margin reached 36.3%, boosted by four factors including a US subsidiary tariff refund, while net profit surged 1.76 times year-over-year to NT$1.23 billion (US$37.4 million).
Anthropic's landmark initial public offering (IPO) filing to list on the Nasdaq under the ticker symbol ANT represents a defining milestone for both the company and the entire artificial intelligence landscape.
Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand for AI computing capacity across Southeast Asia.
Hiwin Technologies Corp. expects demand from AI, data centers, and semiconductor equipment to keep orders for precision motion components strong into mid-2027, chairman Eddie Cho said at an investor briefing on November 10. Lead times for some ball screws have exceeded 6.5 months, while orders for linear guideways are also outpacing available capacity.
More coverage
