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Friday 16 October 2026
FICG eyes 4x optical communications capacity by 2027
FICG is aggressively expanding optical communications production in Malaysia and China to meet surging AI-driven demand, which the company estimates is 3-4x current supply capacity...
Friday 16 October 2026
LG Innotek targets 2028 glass substrate supply as it expands beyond smartphones
LG Innotek expects to begin supplying glass substrates for advanced semiconductor packaging around 2028 and sees its chip substrate business improving in 2027, as the South Korean...
Friday 16 October 2026
AI server tracker: Optical suppliers' September revenue jumps 90%
Taiwan's optical communications suppliers posted a sharp revenue increase in September 2026, far outpacing major power supply manufacturers in percentage growth as demand for faster...
Thursday 15 October 2026
Luxnet posts record 3Q profit as capacity expansion fuels growth
Optical communications maker Luxnet reported a September 2026 net profit attributable to parent-company owners of NT$103 million (US$3.21 million), up 110.2% year-over-year, with earnings...
Thursday 15 October 2026
Touch Taiwan 2027 expands tech scope with advanced packaging and SiPh shows
Touch Taiwan 2027 will take place on April 21–23, 2027, and will expand its scope with two dedicated co-located shows: the Advanced Packaging & Testing Expo and the Silicon...
Thursday 15 October 2026
Genius Electronic Optical secures US$150 million 3M investment for optical communications
Genius Electronic Optical, a leading manufacturer of optical lenses and precision optical components, announced on October 15 that it had formed a strategic partnership with 3M, a...
Thursday 15 October 2026
Auden expects stronger growth in 2027, sees satellite industry taking another 2–3 years to gain momentum
RF antenna and communications technology company Auden Techno recently inaugurated its global headquarters and R&D center in Bade, Taoyuan. Chairman Chang Yu-Pin said the company's...
Wednesday 14 October 2026
Ubiqconn satellite revenue jumps 175% as 3Q26 operations recover
Ubiqconn Technology reported September 2026 consolidated revenue of NT$142 million (US$4.4 million), up 32.4% month-on-month and 6.7% year-on-year. Third-quarter revenue rose 9.6%...
Wednesday 14 October 2026
Largan chairman casts doubt on Micro LED links for AI data centers
Largan Precision chairman En-ping Lin has questioned the viability of Micro LED-based optical links for AI data centers, citing concerns over power consumption, size, and transmission...
Tuesday 13 October 2026
Engineering salaries deepen Taiwan's doctoral talent shortage
Taiwan's semiconductor and information and communications technology industries are drawing engineering graduates into high-paying jobs, intensifying a shortage of doctoral students...
Tuesday 13 October 2026
Taisic Materials expands SiC capacity for AI data centers, 8-inch markets
Taisic Materials, a Foxconn-backed company under Kenmec Group, operates 65 crystal-growth furnaces as it expands silicon carbide (SiC) ingot and substrate production for AI data centers,...
Monday 12 October 2026
South Korea's Nucode targets US drone identification market with Realtek-based module
South Korean wireless communications module maker Nucode has signed a memorandum of understanding (MOU) with US drone identification and airspace intelligence provider Zing Drone Solutions...
Monday 12 October 2026
Taiwan's UMT extends 50%-plus revenue growth streak as LEO satellite deployments accelerate
Taiwan-based Universal Microwave Technology (UMT) reported September 2026 revenue of NT$292 million (US$9.15 million), up 52.49% year-over-year, extending its streak of monthly year-over-year...
Monday 12 October 2026
Sigurd, Winstek align optical testing push as AI demand shifts toward connectivity
Optical communications is becoming a key global bottleneck as AI workloads expand, and Sigurd is positioning itself to benefit. The IC test and packaging company said demand is rising...
Monday 12 October 2026
Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?
AI data centers are shifting toward faster networking architectures, with optical transceivers advancing from 800G and 1.6T toward 3.2T. Yet China's ability to retain its position...