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Commentary: How FCC ban proposal is affecting China’s optical module makers

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Exclusive: Musk builds a US solar supply chain that may extend to polysilicon

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Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains

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TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers

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Offshore wind projects face bidding failures as supply chain warns of a market gap

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China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain

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From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story

Scarlett Yu, DIGITIMES, Taipei

Aug 5, 2026, 12:51 0

SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband...

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