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Taiwan Indicts Nine Over Alleged Illegal Export of AI Servers to China

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Taiwanese prosecutors have indicted nine people, including employees linked to Nvidia and Super Micro, over the alleged illegal export of advanced AI servers to China.

The case centers on high-end servers equipped with Nvidia chips that are subject to U.S. export controls. Prosecutors said the defendants used false end-user documents to make it appear that the systems would remain in Taiwan.

Authorities allege that 130 B300 servers were ordered from Super Micro for use at a Taiwanese data center, but 74 were later shipped to Chinese customers through routes including China, Indonesia, Japan and Hong Kong. The remaining 56 servers were reportedly stopped by Taiwanese customs before export.

Eight defendants were charged with offenses including breach of trust and document forgery. A ninth was charged in a related case involving alleged misuse of company funds.

Nvidia said it is cooperating with Taiwanese authorities, while Super Micro said it is not a target of the investigation and that two of the people charged were former employees of its Taiwan subsidiary.

The case comes as Taiwan tightens controls on advanced semiconductor and AI technologies, while Washington continues restricting access to high-performance chips that could support China’s AI and computing capabilities.

Foxconn Sees AI Boom Driving 2026 Growth, Hints at OpenAI Collaboration

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Foxconn, the world’s largest contract electronics manufacturer and key supplier to Apple and Nvidia, projected strong growth from artificial intelligence (AI) demand heading into 2026 — and teased a major announcement with OpenAI next week.

Chairman Young Liu told investors on Wednesday that the AI industry was only in its early stages and would soon become a central driver of global technology growth.
“Judging from what we see now, I am very optimistic about the AI market next year,” Liu said during the company’s quarterly earnings call. “The development of AI is still just beginning.”

Foxconn’s cloud and networking division, which includes AI server manufacturing, has now surpassed its consumer electronics segment — which includes iPhones — for the second consecutive quarter.

The company expects significant year-on-year revenue growth in the fourth quarter, with AI server sales continuing to rise quarter-on-quarter. Third-quarter profit jumped 17% to T$57.67 billion ($1.89 billion), beating analyst expectations.

Liu also hinted at an OpenAI-related announcement to be revealed during Foxconn’s annual Tech Day in Taipei next week, but declined to provide further details. OpenAI has not yet commented on the matter.

Foxconn — formally known as Hon Hai Precision Industry — has benefited from a global data center expansion led by Amazon, Microsoft, and Google, as they ramp up investments in AI infrastructure.

Beyond AI, Foxconn continues to invest in electric vehicles (EVs), despite recent challenges in its EV manufacturing ventures in the U.S.

So far this year, Foxconn’s shares have risen 36%, outperforming Taiwan’s broader market index, which is up 21%.

Dell boosts growth targets as AI server demand soars

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Dell Technologies has nearly doubled its profit growth forecast for the next four years, confident that booming demand for artificial intelligence servers will sustain its momentum. The company now expects adjusted earnings per share to grow at least 15% annually, compared to its earlier projection of about 8%, according to a statement on Tuesday.

The tech giant, which counts Elon Musk’s xAI and cloud computing firm CoreWeave among its major clients, also raised its revenue growth expectations to between 7% and 9% per year, up from a prior range of 3% to 4%.

The surging need for high-performance servers powering AI platforms like ChatGPT has transformed Dell into one of the leading beneficiaries of the generative AI revolution. Analysts say Dell’s large-scale operations, global supply chain, and deep ties with major buyers give it a cost and volume edge over competitors such as Super Micro.

CEO Michael Dell emphasized that customers are “hungry for AI” and the computing infrastructure needed to deploy it at scale. He added that the company is still in the early stages of AI adoption despite two years of strong growth.

Dell reiterated its fiscal targets for the year and maintained its projection for AI server shipments to reach $20 billion in fiscal 2026. The company now forecasts 11% to 14% long-term annual revenue growth for its Infrastructure Solutions Group — which includes storage, software, and servers — up from 6% to 8% previously. Meanwhile, the client solutions segment, including personal computers, is expected to grow at a modest 2% to 3%.