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Friday 15 May 2026
China keeps tight InP export controls despite Trump-Xi talks
As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications...
Friday 15 May 2026
Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites
Foxconn used its first quarter of 2026 earnings call to signal that its long-term "3+3+3" strategy is transitioning from technical validation into commercialization, highlighting growth...
Friday 15 May 2026
InP compound semiconductors break AI power and bandwidth barriers
Indium phosphide (InP) and other compound semiconductors are taking on a bigger role as demand rises for highly efficient light emission and ultra-high-frequency transmission. Their...
Friday 15 May 2026
Chunghwa Telecom expands satellite ambitions across multiple orbits
The global satellite industry is entering what many executives and analysts describe as a historic turning point, as telecommunications operators increasingly integrate satellite connectivity...
Friday 15 May 2026
Column: The new space arms race is being fought with AI, lasers, and autonomous satellites
The emerging space arms race toward 2030 is no longer defined simply by the number of satellites nations can launch into orbit. Increasingly, it is being shaped by breakthroughs in...
Friday 15 May 2026
Interview: The 6G clock is ticking — and Ericsson wants Taiwan in its corner
The global mobile standards race has moved into the 6G prelude, with Ericsson saying the first fully implementable 6G specification is expected as early as March 2029. In an exclusive...
Thursday 14 May 2026
China's fiber optic industry evolved from catch-up to supply chain scale
As demand for AI data centers, high-speed transmission, and cloud infrastructure continues to rise, the fiber-optic industry has once again become a focal point in the global market,...
Thursday 14 May 2026
Pegatron 1Q26 earnings fall more than 60% amid off-season, eyes stronger 2Q26 on AI PC demand
Pegatron announced its first-quarter 2026 financial results on May 13, with profit down more than 60% compared with the same period a year earlier, while earnings per share (EPS) hit...
Wednesday 13 May 2026
AI demand lifts Zhen Ding as server and chip substrate sales surge
Taiwanese printed circuit board maker Zhen Ding Technology Holding reported first-quarter 2026 revenue that reached a record for the period, as booming demand for artificial intelligence...
Wednesday 13 May 2026
Column: Global space race shifts from military to sovereign
The global space and defense industry is undergoing a strategic transformation — from treating space as a force multiplier to claiming it as a domain of sovereign control.
Tuesday 12 May 2026
Nvidia's copper-to-fiber AI shift boosts China's optical plays
Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper cable connections with optical fiber in next-generation rack-scale AI systems....
Tuesday 12 May 2026
Ichia targets optical communications growth with Evercast Precision investment
Ichia Technologies announced on May 11 that it plans to make a cash-based strategic investment in optical communications components maker Evercast Precision, totaling no more than...
Monday 11 May 2026
Taiwan targets three key sectors in upcoming 6G era
Taiwan's Ministry of Economic Affairs (MOEA) has launched a new next-generation communications program under its A+ Industrial Innovative R&D Program, aiming to steer company research...
Friday 8 May 2026
AI infrastructure spending just doubled an IC distributor's revenue in one year
WT Microelectronics posted a record quarterly net profit in the first quarter of 2026, driven by an explosive surge in data center and server revenue that the company attributed to...