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    Resonac develops 12-inch SiC substrate to target AI and EV demand
    5h 14min ago
    High-end GPUs may be slowing China’s AI compute expansion
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    2026 smartphone SoC battle centers on NPU as vendors boost cores and memory for agentic AI
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    LGES and Samsung SDI ESS orders reportedly fill two years of North America capacity
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    Analysis: China's 15th five-year plan spotlights diamond materials for AI cooling
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    NEWS TAGGED COMMUNICATIONS
    Thursday 17 September 2026
    Ardentec, Sigurd race into silicon photonics TIA testing as US client books capacity
    The global optical communications module market continues to grow, and Taiwan's test and packaging companies are moving to capture demand in silicon photonics (SiPh) transimpedance...
    Thursday 17 September 2026
    Foxconn Interconnect Technology targets the scaling challenge in AI optical interconnects

    Foxconn Interconnect Technology (FIT), a subsidiary of Foxconn, held FIT Tech Day 2026 on September 16 under the theme "Light at Scale:...

    Thursday 17 September 2026
    FIT ramps up optical interconnect push as AI race shifts to connectivity
    At the FIT Tech Day 2026 on September 16, Foxconn Interconnect Technology (FIT) chairman Sidney Lu noted that as artificial intelligence (AI) advances rapidly, the industry's focus...
    Thursday 17 September 2026
    Foxconn links FII and FIT to tackle AI infrastructure beyond the chip
    Foxconn Industrial Internet (FII) chairman Brand Cheng said Foxconn is integrating four core capabilities — technology, manufacturing, management and vertical integration —...
    Thursday 17 September 2026
    Arcadyan expects third-quarter strength as Wi-Fi 7 upgrade cycle builds

    Arcadyan Technology expects stronger revenue in the third quarter of 2026 as the network communications market enters its seasonal peak,...

    Tuesday 15 September 2026
    China optical transceivers avoid US FCC curbs as NPO, CPO battle for high-speed interconnect supremacy

    The US Federal Communications Commission (FCC) recently updated its equipment authorization rules, prohibiting authorization of devices...

    Tuesday 15 September 2026
    AI demand reshapes capital allocation and operating models in telecom sector

    Introduction

    Monday 14 September 2026
    China optical firms target photonics with mixed high-end, lower-cost push
    The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest...
    Monday 14 September 2026
    Taiwan taps Amazon Leo for next-generation government satellite network
    Two Beyond 5G low-Earth orbit (LEO) satellites being developed by the Taiwan Space Agency (TASA) under a National Science and Technology Council (NSTC) program, along with four LEO...
    Sunday 13 September 2026
    AI server exports to US slow; electronics parts jump 1.5 times in August
    Taiwan's Ministry of Finance on September 9 said electronic parts exports reached US$32.22 billion in August 2026, a record monthly high, rising US$11.83 billion, or 58%, from the...
    Sunday 13 September 2026
    AI server tracker: Taiwan optics race beyond 1.6T

    Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...

    Saturday 12 September 2026
    Europe buys time in the LEO race as Eutelsat extends OneWeb toward the IRIS² era
    Starlink's enormous low-Earth-orbit (LEO) footprint has long cast a shadow over the broader aerospace industry, turning satellite broadband into a race defined as much by constellation...
    Saturday 12 September 2026
    Pegatron's AI server engine starts to outweigh notebook drag, with Apple adding lift

    Pegatron reported consolidated revenue of NT$88.31 billion (approx. US$2.8 billion) in August 2026, up 2.66% from the previous month...

    Friday 11 September 2026
    FCC closes a chip-level loophole while media debate another White House retreat

    A rule published in the Federal Register on September 11 pushes US communications supply-chain...

    Thursday 10 September 2026
    ITRI to showcase 3.2T silicon photonics and AI data center cooling
    Taiwan's 2026 Innovation Technology Expo will run from September 17 to 19 at Taipei World Trade Center Hall 1. The Ministry of Economic Affairs Industrial Development Administration...
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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
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