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Tuesday 16 June 2026
Supply security over cost: Google leads CSP charge to diversify InP substrate sourcing

China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity...

Tuesday 16 June 2026
China's Starlink rival warns SpaceX is taking prime orbital slots
SpaceX's reported valuation crossing US$1 trillion has renewed global attention on low Earth orbit (LEO) satellites and the broader space economy. As Starlink continues to expand its...
Monday 15 June 2026
NPAQ pivots to AI infrastructure and satellite NTN amid memory market slump

INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year,...

Monday 15 June 2026
Walsin sees passive component crunch stretching into 2028 as memory shortages weigh

Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive...

Monday 15 June 2026
China eases InP substrate exports, lifting compound semiconductor supply

China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026...

Monday 15 June 2026
Exclusive: Wiwynn president rallies AI ecosystem to tackle power, cooling, optics

AI is reshaping Taiwan into the center of a technological revolution, and the upstream and downstream supply chain is running at full...

Friday 12 June 2026
Accton says AI networking demand is rising as it expands capacity for optical products
AI server and cloud data center growth is boosting demand for high-speed switches and optical communications, with global supply chains feeling the strain. Taiwan networking equipment...
Friday 12 June 2026
Sigurd revenue hits record as AI and chip demand lift operations

Sigurd announced that its May revenue reached a historic high, driven by overseas customer expansion, stronger demand for AI-related...

Friday 12 June 2026
Taiwan advances next-generation communications plan for 6G
Taiwan's next-generation communications program, one of the Five Trusted Industry Sectors designated by President Lai Ching-te, is helping companies position early for the 6G market...
Friday 12 June 2026
Jiin Ming highlights tactical fixed-wing drones as Taiwan pushes non-red supply chain expansion
Jiin Ming Industry showcased its tactical fixed-wing drone platform and related technologies at a Taiwan drone alliance event on June 9, 2026, presenting a flight-ready multirotor...
Friday 12 June 2026
Nextron says AI supply chain is in place as orders extend to 2027
Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends...
Thursday 11 June 2026
BizLink to buy Interplex Datacom in up to US$900 million deal
BizLink Holding has agreed to acquire Interplex Datacom, the data communications business of Interplex Group, in a deal that will expand its presence in the data center interconnect...
Thursday 11 June 2026
Pegatron May revenue hits 2026 high as server business gains momentum
Pegatron announced on June 10 that its May 2026 revenue reached NT$95.96 billion (approx. US$3.04 billion), up 10.06% from April and 11.99% from a year earlier, as growth across the...
Wednesday 10 June 2026
TXC eyes 30% optical module share by 2027
AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability....
Wednesday 10 June 2026
Aker to expand capacity by 20% as auto demand drives growth

Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further...