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Friday 15 May 2026
Fiber shortage deepens as orders for Chinese vendors extend to 2027
The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...
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...
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
Wieson eyes 2Q26 recovery as new businesses gain traction
Wieson Technology said on May 12 that its first quarter 2026 results lagged expectations as soaring global memory costs and chip shortages delayed customer shipments, and intensifying...
Thursday 14 May 2026
Khgears deepens robot supply chain role as smart transmission tops 10% of revenue
Khgears International said it has expanded its robot-related supply chain presence, with smart transmission products accounting for more than 10% of revenue in the first quarter of...
Thursday 7 May 2026
Gemtek sees no end to high-end optical demand, 1.6T mass production set for 4Q26
Network equipment maker Gemtek Technology, following the launch of its 800G linear-drive pluggable optics (LPO) optical module in 2025, announced on April 6 that it has successfully...
Thursday 7 May 2026
Taipower plans grid upgrades as Longtan Phase 3 heads to NSTC review
The Longtan Science Park expansion known as Longke Phase 3 is being resubmitted for review to the National Science and Technology Council in May as Taiwan Power Company prepares for...
Wednesday 6 May 2026
MediaTek unit Airoha targets AI networking surge with triple optical growth
MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical...
Monday 4 May 2026
Taiwanese Micro LED suppliers race to tap optical links for AI data centers
Micro LED is emerging as a potential contender in AI optical communications as the industry shift toward "optical replacing copper" gathers pace.
Monday 4 May 2026
Foxconn shoots for the stars — and Starlink's playbook
Foxconn's Hon Hai Research Institute has launched its second-generation low-Earth-orbit satellites, PEARL-1A and PEARL-1B, from Vandenberg Space Force Base in California aboard a SpaceX...
Thursday 30 April 2026
China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus
As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...
Thursday 30 April 2026
AI drives power interconnect surge as BizLink and JPC target high-end markets
The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...
Wednesday 29 April 2026
Analysis: Taiwan's two major panel makers enter semiconductor packaging; CPO and FOPLP become key
Optical communication technology is shifting from traditional pluggable optics toward co-packaged optics (CPO) architectures. Advanced packaging technologies are extending from wafer-level...
Tuesday 28 April 2026
Radiant Opto-Electronics delays optical communications push by 2–3 years
Radiant Opto-Electronics will wait two to three years before accelerating investment in optical communications and co-packaged optics (CPO), as uncertainties around industry structure...