Is Nvidia's moat still intact? A slide in Anthropic's IPO filing has quickly sparked industry debate after revealing that Anthropic's Claude Mythos Preview model spent only about three days exploring how to run inference for another AI model on Advanced Micro Devices (AMD) Instinct MI355X GPUs.
Cadmen Technology reported October revenue of NT$75.61 million (US$2.3 million), up 11.91% year-over-year and marking a record high for the same period as well as its highest monthly revenue of 2026, as peak-season demand emerged. Revenue for the first 10 months reached NT$678 million, up 4.57% year-over-year, also setting a record for the same period.
Acer subsidiary Altos reported October 2026 consolidated revenue of NT$155 million (US$4.72 million), up 44.1% year-over-year, while revenue for the first 10 months reached NT$2.41 billion, up 57.3%. Fueled by strong global demand for AI infrastructure, revenue through October surpassed its full-year 2025 total, setting new monthly and cumulative records.
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.
Apple's generative AI (GenAI) service, Apple Intelligence, has completed regulatory filings for tablets and laptops in China after securing approval to launch on smartphones, advancing the company's AI strategy in the Chinese market.
Wistron ITS posted strong results in the third quarter of 2026, driven by growth in the semiconductor, gaming, and entertainment industries. According to chairman and CEO Ching Hsiao, the company will prioritize improving its profit structure moving forward as it expands into semiconductors and other new fields, with plans to build a 100-strong team by year-end dedicated to serving semiconductor customers.
Nvidia CEO Jensen Huang's personal relationship controversy continues to widen, now spanning US national security, AI chip export controls, and corporate governance.
As the global semiconductor industry continues to focus on Nvidia, Intel is looking beyond GPUs to determine where next-generation computing architectures will go. In an interview with Japanese publication PC Watch, Intel chief technology officer Pushkar Ranade outlined the company's technology roadmap, spanning advanced process technology, AI accelerators, quantum computing, neuromorphic computing, silicon photonics, in-memory computing, and new materials.
Global AI data center construction and Taiwan Power's NT$564.5 billion (US$17.23 billion) resilient-grid initiative are driving demand for highly reliable power equipment and intelligent management. Smart-power provider Horngyu Electric is integrating hardware and software to capture opportunities in the global power-grid market.
Systex Corporation reported October 2026 consolidated revenue of NT$3.564 billion (US$108.8 million), up 11.64% from NT$3.192 billion a year earlier, as overseas expansion by semiconductor and high-tech manufacturers boosted cross-border IT equipment demand.
When an emergency call comes in, the difference between help arriving in five minutes and ten can be critical. Yet dispatching emergency vehicles across a city involves a complex calculation: where should limited resources be stationed to reach unpredictable incidents as quickly as possible?
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.
IonQ raised its 2026 revenue forecast to US$505 million-US$515 million after reporting record third-quarter revenue of US$173.8 million, as its quantum computing business expanded across data centers, defense programs, and enterprise deployments. The results marked a 336% year-over-year increase and reflected the company’s shift from laboratory research toward commercial quantum applications in the US and global markets.
V5 Technologies, a major provider of advanced semiconductor optical inspection and image-processing software, reported consolidated revenue of NT$316 million (US$9.61 million) in October 2026, up 1.67% from September and 32.5% year-on-year. Revenue for the first 10 months surpassed NT$2.6 billion, rising 69.7% from the same period in 2025.
Meta has acquired AI coding startup Conductor to strengthen its developer tools and multi-agent collaboration capabilities as it competes for the developer market. A Meta spokesperson confirmed the deal but did not disclose its value, according to Axios and TechCrunch.
Ecarx, an automotive technology supplier, reported a 65% year-over-year reduction in profit for the third quarter of 2026 on November 4 as rising memory-chip costs eroded margins despite higher sales.
Coupang announced on November 5 that it was expanding the operating space at its first warehouse and logistics center in Taoyuan, Taiwan, as the company's local business continued to develop. The expansion is intended to increase storage capacity and delivery efficiency for medium and large products, strengthening the e-commerce company's logistics infrastructure in the market.
South Korean AI software developer Moreh says AMD Instinct MI355X GPUs running its inference software delivered more than twice the throughput of Nvidia B200 GPUs in company tests, as South Korea moves ahead with plans to build AI infrastructure combining AMD processors with locally developed chips.
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.
OpenAI plans to acquire Pierre Computer Company, extending its push into the infrastructure behind AI-generated software as competition expands beyond coding assistants to the systems that store, review, and manage their output. The November 4 announcement adds the maker of Code Storage to OpenAI's plans for Codex, though the transaction remains subject to regulatory approvals and other closing conditions.
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.
Taiwan has taken a major step toward regulating its virtual asset market, with the Financial Supervisory Commission (FSC) announcing supporting rules for the Virtual Asset Services Act on November 3. As the regulatory framework takes shape, stablecoins, digital asset custody and blockchain-based financial services are emerging as potential drivers of financial innovation, although industry leaders and regulators warn that security and risk management remain critical to market development.
Supermicro expressed confidence to analysts during its earnings call for the first quarter of fiscal year 2027 regarding quicker turnaround times for orders and improved cash flow. The company cited greater demand for its Data Center Building Block Solutions (DCBBS), which accelerate data center infrastructure deployments, but kept a cautious full-year sales outlook to account for component shortages.
Palantir reported third-quarter 2026 revenue results that nearly doubled from the previous year. Its performance comes on the back of higher US commercial revenue, overtaking government-related earnings for the first time.
