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NEWS TAGGED COMMUNICATIONS

Wednesday 8 April 2026

Rising gallium costs force price increases across GaAs chip supply chain

Prices for gallium arsenide (GaA) substrates — a key material used in power amplifiers for wireless communications — are rising,...

Tuesday 7 April 2026

CCL expansion triggers equipment shortages; lead times extend up to two years

Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...

Wednesday 1 April 2026

Taiwan's CubeSat trio reaches orbit, signaling a new phase for the space startup ecosystem

The Taiwan Space Agency (TASA) launched the second batch of satellites from its Startup CubeSat Program, successfully sending three 8U CubeSats into orbit — the Bellbird-2, Black...

Wednesday 1 April 2026

Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems

US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...

Tuesday 31 March 2026

MediaTek and Airoha deepen telecom open-source platform to challenge Broadcom, Qualcomm in edge AI

Airoha announced on March 30, 2026, that it has expanded the adoption of open-source systems in networking communications, becoming the world's first fiber broadband chip platform...

Monday 30 March 2026

Samsung reportedly aims to begin silicon photonics mass production in 2028

Samsung Electronics plans to mass-produce silicon photonics starting from 2028, a move that could reshape global data-center networking, AI hardware integration, and foundry competition...

Thursday 26 March 2026

Taiwan's Rapidtek expands global presence with Satellite 2026 debut

Rapidtek, a Taiwanese satellite communications firm, is stepping up its international push, showcasing its technologies at Satellite 2026...

Wednesday 25 March 2026

Ramon.Space and Foxconn unit team to develop orbital data centers

Ramon.Space and Ingrasys announced an expanded collaboration to jointly develop a space data center platform, signaling a move to address rising energy and bandwidth pressures on terrestrial...

Tuesday 24 March 2026

MediaTek's Airoha takes on US giants in optical comms DSP chip arena

The expansion of AI data centers is creating new business opportunities that are opening the door for upstarts to challenge industry leaders. A prime example is the four-level pulse...

Monday 23 March 2026

Tai-Saw enters AI server and GPU module supply chains, eyes 800G by late 2026

Tai-Saw Technology's differential oscillators are entering GPU module and AI server supply chains, potentially reshaping global networking hardware availability. With 400G shipments...

Saturday 21 March 2026

Chunghwa Telecom, Far EasTone accelerate 5G SA trials ahead of 6G rollout

As 6G is expected to enter commercial use by 2030, the 5G standalone (SA) architecture is regarded as a crucial technological foundation for the transition to next-generation communications...

Thursday 19 March 2026

Nvidia signals optical future, but materials shortages stand in the way

Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI,...

Wednesday 18 March 2026

Taiwan launches 6G industry forum

The Taiwan Association of Information and Communication Standards (TAICS) established the 6G Industry Forum (6GIF) on March 17, a platform for accelerating 6G technology and product...

Wednesday 18 March 2026

AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%

Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...

Sunday 15 March 2026

Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years

Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook