An incoming Democratic majority in the US Congress is likely to place Nvidia under greater scrutiny in light of recent revelations that the chipmaker's CEO, Jensen Huang, had an affair with an alleged Chinese spy. The legislature is already advancing a series of bills that seek to halt the flow of advanced US chips to China.
SpaceX plans to invest approximately US$24 billion in a natural gas-fired power plant and supercomputing facility in Starbase, Texas, extending Elon Musk's strategy of controlling the energy infrastructure behind the company's expanding AI and space operations.
US scrutiny surrounding Nvidia CEO Jensen Huang is expanding across national security, chip export enforcement, and shareholder disclosures, with US President Donald Trump saying the FBI is examining his relationship with an alleged Chinese agent as lawmakers seek answers and investors take the company to court.
Two leading server component manufacturers remain optimistic about AI demand despite potential short-term volatility following the US midterm elections. Chenbro Micom CEO Corona Chen said the elections would not derail AI's medium- to long-term development, while Advanced Energy Solution (AES) President Wei-Che Sung said customer demand would remain strong in 2027.
Polytetrafluoroethylene (PTFE), the material behind the Teflon brand, has become one of the most closely watched materials for advanced electronics, drawing attention at the Open Compute Project (OCP) Global Summit and the Taiwan Printed Circuit Association (TPCA) International Exhibition.
Nvidia CEO Jensen Huang's personal relationship controversy continues to widen, now spanning US national security, AI chip export controls, and corporate governance.
Y-S Electronic, a subsidiary of Sun Yad Group, reported consolidated revenue of NT$73.271 million (US$2.24 million) in October 2026, up 31.67% year-on-year. Revenue for the first 10 months reached NT$792.871 million, up 23.20% year-on-year and surpassing its full-year 2025 revenue of NT$782.351 million, highlighting continued momentum in its core businesses.
Foxconn Interconnect Technology (FIT) is expanding its lineup of liquid-cooling quick-disconnect (QD) connectors for Nvidia's Vera Rubin NVL72 platform, offering connections at both the server tray and rack levels. The company is incorporating blind-mate and floating connector mechanisms to reduce manual alignment during equipment installation and maintenance as it pursues opportunities in the next generation of AI data center (AIDC) liquid cooling.
South Korea plans to develop small, medium, and large data centers in orbit under its K-Moonshot initiative, aiming to conduct its first in-orbit demonstration in 2028 and lay the groundwork for commercial space-based AI services before 2035.
Rising power demand at AI data centers is driving demand for power semiconductors used in server power supplies, grid equipment, and chip-level power delivery. Infineon Technologies is positioning its silicon (Si), silicon carbide (SiC) and gallium nitride (GaN) portfolio for a shift toward 800V DC architectures, solid-state transformers and vertical power delivery, addressing different voltage, power and efficiency requirements as it expands its AI infrastructure business.
Taiwan's exports rose 58.9% year on year to a record US$96.76 billion in October, as strong investment in global artificial intelligence infrastructure boosted demand across related supply chains. Imports also set a monthly record at US$68.89 billion, while the Ministry of Finance (MOF) forecast exports would maintain strong growth in the fourth quarter.
On November 7, local US time, Elon Musk appeared remotely at the 33rd Baron Investment Conference in New York. During an hour-long conversation with Baron Capital founder Ron Baron, Musk repeatedly framed space-based computing power as a strategic asset.
Nvidia, SK Telecom and South Korean AI chip startup Rebellions have agreed to develop rack-scale AI inference systems that combine Nvidia GPUs with Rebellions' next-generation neural processing units (NPUs), bringing Korean-designed accelerators into Nvidia's data center infrastructure.
Washington's case for letting Nvidia sell H200 chips to China rested on case-by-case national-security screening. A New York Times investigation published on November 7 suggests that the screening cleared companies whose listed offices stood empty and whose owners have ties to firms on the US trade blacklist. The findings sharpen doubts over whether the licensing channel can keep advanced AI hardware away from restricted entities.
Nvidia is pitching South Korea's factories as the proving ground for robots trained in simulation. At its AI Day Seoul 2026 event on November 9, the company detailed physical AI projects with Hyundai Motor Group, Doosan Robotics, LG Electronics, and SK Hynix, and signed an autonomous driving agreement with Kakao Mobility, even as a controversy surrounding chief executive Jensen Huang hung over the gathering.
Surging demand for AI computing is accelerating data center construction in both the US and China, although the US is expected to retain a substantial lead in installed capacity through 2030.
Microsoft is phasing out a rented compute capacity agreement with Oracle after deciding not to renew a contract with the cloud provider. The separation is a part of a larger rethinking of the software giant's cloud partnerships as the neocloud business model comes under growing scrutiny.
Global server shipments are forecast to reach 4.89 million units in the fourth quarter of 2026, up 5.5% sequentially, marking the year's strongest quarterly growth despite mounting concerns over the AI market, according to DIGITIMES Intelligence. Arm-based CPU servers are expected to lead the expansion, with Nvidia's next-generation Vera Rubin platform facing supply constraints.
Catcher Technology is expanding into AI servers and expects server revenue to account for 20% of total revenue by the end of 2026, chairman Allen Horng said. The company also expects to begin mass production of AI PC-related products in the second quarter of 2027 as it offsets continued declines in notebook demand.
Strong AI server demand drove Wistron’s October 2026 revenue to NT$402.6 billion (US$12.2 billion), up 5.73% month-over-month and 1.18 times year-over-year. Revenue for the first 10 months reached NT$3.29 trillion, increasing 99.53% year-over-year and setting a new high for the same period.
Qualcomm and MediaTek, the two leading smartphone SoC makers, are turning their attention to cloud AI ASICs as the global smartphone market faces what could be its sharpest decline on record in 2026. At their latest earnings briefings, cloud AI dominated the discussion, while smartphone operations took a back seat.
Industrial PC (IPC) manufacturer Adlink reported a 43% year-on-year increase in consolidated revenue for the first nine months of 2026, with its operating margin rising to 11% from approximately 5% a year earlier. Earnings per share (EPS) reached NT$4.83 (approx. US$0.15). The company attributed its improved profitability to greater operating scale, efficiency gains, and a shift from standalone hardware towards integrated systems and platforms.
The US AI data center expansion is entering a critical phase, with electricity supply and local governance emerging as major constraints. Democrat Gina Hinojosa's victory in the 2026 Texas gubernatorial election has added policy uncertainty to new data center projects already delayed by grid interconnection and environmental reviews.
According to an official statement, Nvidia's board has opened an independent investigation into reports that founder and CEO Jensen Huang was targeted in a foreign intelligence effort. The move puts the leadership of the world's most closely watched AI chipmaker under formal review just as lawmakers in both US parties press for answers about China's access to sensitive American technology.
Three US lawmakers asked Nvidia CEO Jensen Huang to attend a closed-door meeting to discuss his interactions with former Megaspeed executive Alice Huang. The request followed recent reports alleging that Alice Huang had fed intelligence to the Chinese government and had developed a "close relationship" with Jensen Huang.
