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Saturday 16 May 2026

Column: Orbit are now battlefields—how the world's powers are militarizing space

In April 2024, the People's Liberation Army (PLA) executed one of the most significant overhauls of its military architecture in decades. The former Strategic Support Force was disbanded and reorganized into three distinct branches: the Military Aerospace Force, the Cyberspace Force, and the Information Support Force. Together with the existing Joint Logistics Support Force, these constitute a new four-branch support structure — one designed not merely to support terrestrial warfare, but to dominate the space domain itself.

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 in AI servers and advances across smart manufacturing, electric vehicles, semiconductors, and low-Earth-orbit communications. The group also framed its COMPUTEX 2026 positioning as a "Token Factory" to signal a broader role in the AI era, executives said.

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 into mainstream communications infrastructure and commercial services.

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 advanced communications, artificial intelligence (AI), orbital logistics, and rapid launch systems, technologies that could redefine military power in space over the next decade.

Wednesday 13 May 2026

SpaceX pushes toward global launch network for rapid Starship operations

SpaceX is exploring potential sites in the US and overseas to build new "spaceports," CEO Elon Musk said on X on May 12, as the company prepares for a future in which its Starship rocket could launch at an unprecedented scale.

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.

Friday 8 May 2026

Taiwan's Syncmold bets on the satellite internet boom to power its next growth cycle

Syncmold, a precision mechanical components manufacturer, is positioning itself more deeply within the fast-expanding low-Earth-orbit (LEO) satellite supply chain, betting that space infrastructure will become a new long-term growth engine for the company.

Tuesday 5 May 2026

Tron Future Tech's T.MicroSat-2 completes downlink verification

Tron Future Tech's successful Ka-band downlink verification for T.MicroSat-1 and T.MicroSat-2 signals progress toward global low-earth-orbit (LEO) communication services, validating Taiwan-made ground terminals and hosted payloads and underscoring potential improvements in satellite rapid-redeployment and space computing reliability for international partners and operators.

Tuesday 5 May 2026

Ubiqconn establishes R&D base in Shalun to build collaborative unmanned vehicle ecosystem

Ubiqconn Technology said it moved into the Shalun Artificial Intelligence Industrial Zone and established an R&D base to create Taiwan's first application ecosystem for a collaborative control platform for unmanned vehicles. The company announced this month its relocation to southern Taiwan to strengthen research and development in unmanned vehicles and edge computing, and to support the government's Big South New Silicon Valley initiative.

Tuesday 5 May 2026

'Puzzle-style M&A': Meet the construction firm building an AI ecosystem, one acquisition at a time

As AI reshapes industries from healthcare to finance, companies far beyond Silicon Valley are racing to stake their claim — and some of the most ambitious bets are coming from unexpected corners. Sun Yad Construction, a Taiwan-based firm best known for real estate development, is one of them.

Monday 4 May 2026

Win Semiconductors: GaAs and InP supply still meets production demand

Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key material used in power amplifiers (PA). Win Semiconductors said that its scale gives it stronger bargaining power, but the company will renegotiate prices with customers if input costs swing sharply.

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 Falcon 9 rocket. The mission has entered an on-orbit validation phase as part of a satellite networking strategy.

Sunday 3 May 2026

Taiwanese makers chip in as LEO satellite launches reshape global supply chains

The rapid rise in low Earth orbit satellite launches is reshaping global supply chains, opening opportunities — and risks — for Taiwanese component makers in connectors, battery modules, and cables. Their early foothold could influence downstream costs, certification hurdles, and manufacturing footprints worldwide, affecting satellite program timelines, sourcing strategies, and investment decisions.

Sunday 3 May 2026

Taiwan quartz makers target LEO satellite boom by 2027

As wireless communication applications surge, demand for quartz components and filters is rising in tandem, with manufacturers actively expanding into the low Earth orbit (LEO) satellite sector. An industry insider says ground receiving stations currently drive the strongest demand for filters and quartz parts, forecasting a market explosion by 2027 as satellite communication users grow.

Friday 1 May 2026

TeraFab is already changing the semiconductor landscape — before a single chip is made

Elon Musk has a habit of building what he cannot buy.

Friday 1 May 2026

Macronix eyes steady growth from 1Q26 amid eMMC supply gap

Memory maker Macronix (MXIC) is emerging from an operational slump in the first quarter of 2026, driven by explosive revenue growth in embedded multi-media cards (eMMCs) as major global players exit the multi-level cell (MLC) NAND segment. The company reported a quarterly increase of 94% and an annual surge of 3,993% in eMMC sales.

Thursday 30 April 2026

Amazon highlights US$50 billion chip potential and advances LEO satellite plans

On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward with plans for the Amazon low-Earth-orbit (LEO) satellite service, including the planned acquisition of Globalstar. Executives framed the moves as complementary elements of a broader strategy to capture a wave of demand driven by generative AI, even as they flagged memory and storage supply pressures and elevated capital spending tied to cloud and satellite buildouts.

Wednesday 29 April 2026

UMT identifies UK partner linked to Starlink supply chain

Universal Microwave Technology, a Taiwanese maker of satellite and millimeter-wave components, has disclosed a previously unnamed European customer supplying high-power amplifiers for SpaceX, underscoring the growing role of Taiwan's supply chain in the global race to build low-Earth orbit (LEO) satellite networks.

Tuesday 28 April 2026

Emerging supplier targets low-earth orbit satellite market with cryogenic high-frequency cables

An electronics components firm, U-leam, founded in September 2022, said it is targeting the low-earth orbit satellite market by supplying high-frequency connectors, cable assemblies, and battery modules designed for extreme environments. The company stated it has secured long-term supply partnerships with major international satellite manufacturers and is developing cryogenic cable technology for quantum computing as it expands into aerospace, industrial, medical, and automotive electronics.

Tuesday 28 April 2026

Taiwan's Tmytek targets profitability with push into satellite communications

TMY Technology, a maker of millimeter-wave (mmWave) phased-array solutions, is reshaping its business as it pushes beyond its traditional reliance on test and measurement equipment, betting on satellites, defense, and next-generation communications to drive growth and a potential return to profitability as early as 2027.

Monday 27 April 2026

Taiwan's Rapidtek establishes link with second IoT CubeSat in orbit

Rapidtek Technologies said its second 8U Internet-of-Things CubeSat, Black Kite-2, developed under a startup satellite program led by Taiwan Space Agency (TASA), has successfully established communications with ground stations after reaching orbit, marking an incremental but significant step in Taiwan's low-Earth-orbit (LEO) ambitions.

Thursday 23 April 2026

SpaceX loads up on debt to fund AI push before IPO

SpaceX is preparing for what could become one of the most ambitious public offerings in history, even as its balance sheet reflects the rising cost of its expanding ambitions in both space and artificial intelligence.

Wednesday 22 April 2026

Blue Origin launch falls short, but satellite race presses on

Blue Origin, the American space company founded by Jeff Bezos, recently carried out the third launch of its flagship New Glenn rocket. While the mission successfully recovered its first-stage booster, the second stage fell short of the required thrust, failing to deliver BlueBird 7, a communications satellite built by AST SpaceMobile, into its intended orbit.

Tuesday 21 April 2026

Exclusive: Beijing eyes solar export curbs to ground Musk's space power play

Recent reports from foreign media indicate that China is preparing to restrict exports of heterojunction (HJT) solar equipment to the United States — a move that industry sources say is aimed squarely at the ambitions of Elon Musk.

Monday 20 April 2026

LEO satellites set to transform in-flight connectivity

For years, one of the most frustrating aspects of long-haul travel has been expensive, slow, and often unreliable in-flight Wi-Fi. With the rapid rise of low Earth orbit (LEO) satellite communications, that frustration may soon be a thing of the past. Analysis from Aviation Week's podcast highlights how LEO players such as SpaceX's Starlink and Amazon's Project Kuiper are reshaping aviation connectivity across technology, business models, and passenger experience.

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