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.

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.

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.

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.

Traders on the main prediction markets are betting that Jensen Huang will survive the immediate fallout from his admitted affair. Still, they assign a substantial chance that he leaves the CEO post at Nvidia within the next two to three years. The gap between near-term and longer-term contracts suggests traders expect any change to come through a drawn-out board process rather than an abrupt removal.

CoreWeave said on its third-quarter earnings call on November 10 that it will not tap the unsecured debt market through 2027 at current yields, making customer prepayments and loans secured on specific contracts the main support for one of the AI buildout's most heavily financed companies. According to the call transcript, management also said when it expects to stop losing money and offered pricing, backlog, and supply data that bear on whether AI infrastructure demand is outrunning capacity.

Sysgration returned to profitability in the third quarter of 2026 as shipments of new rugged industrial PC (IPC) projects ramped up, while gross margin rose to 22.73% from 22.23% in the second quarter. The company expects its battery backup unit (BBU) business to add momentum as it supplies power upgrades for existing data centers.

Winmate Inc. said third-quarter revenue and net income set records for the quarter, as warehouse and logistics demand and OEM and ODM shipments lifted revenue 40.4% year on year to NT$1.413 billion (US$43.10 million). The rugged industrial PC maker said the third quarter was its peak shipment period of 2026, while a shift in product mix edged gross margin lower from the second quarter.

Taiwan's machinery exports grew for a 21st consecutive month in October, led by electronic equipment on strong AI and semiconductor demand, according to the Taiwan Association of Machinery Industry (TAMI). The association warned, however, that the US midterm elections have added uncertainty to AI policy, which could make US capital spending more cautious.

Pegatron Corp. will hold an investor conference on November 12 after reporting consolidated revenue of NT$188.075 billion (US$5.72 billion) for October 2026, down 12.4% month-over-month but up 59.6% year-over-year. The decline from September primarily reflected weaker communications business.

Combined October revenue at 49 Taiwanese companies in the AI server supply chain rose 63.8% from a year earlier to a record NT$3.22 trillion (approx. US$98.23 billion), according to a compilation of the companies' monthly sales filings, suggesting that orders for global AI infrastructure were still accelerating even as investor sentiment in the US turned more cautious.

Inventec expects its server business to grow by a high-double-digit percentage in 2027, led by GPU and ASIC servers, while notebook shipments should stabilize and smart devices are expected to post single-digit growth, president Jack Tsai said.

China's AI computing infrastructure is expanding rapidly, with local governments and state-backed investment platforms funding GPU purchases, server deployments, and data center construction. Once facilities begin operating, however, a central question is emerging: whether customer demand can sustain the installed capacity.

CoreWeave's latest results suggest that delivering AI computing capacity is beginning to improve operating performance, while the cost of financing that expansion continues to weigh on its bottom line. The distinction matters for a specialist cloud provider: converting demand into revenue demonstrates execution, but it does not by itself establish that rapid infrastructure growth can produce sustainable net profit.

Quanta Computer vice chairman C.C. Leung said on November 10, following the K.T. Li Award ceremony, that the US must continue expanding its investment in artificial intelligence (AI) if it wants to maintain its global leadership position, with data centers and other infrastructure among the areas where it can make the greatest progress. If investment drops, its competitiveness could gradually erode. However, he stated that even if the pace of AI infrastructure development changes, the impact on Quanta's business is expected to be limited.

SoftBank Group, Grab, and Petroleum Sarawak Berhad (PETROS) have entered into joint development agreements to deploy US$1.85 billion in initial seed capital for large-scale artificial intelligence infrastructure across Malaysia.

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.