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Thursday 7 May 2026

SpaceX targets AI chip independence with US$119 billion Texas Terafab

Elon Musk is rapidly expanding his ambitions beyond rockets and electric vehicles (EVs), positioning SpaceX at the center of a vertically integrated artificial intelligence (AI) infrastructure strategy spanning semiconductors, data centers, AI models, robotics, and space systems.

Thursday 7 May 2026

Anthropic raises Claude usage limits with SpaceX compute deal

Anthropic announced immediate increases to Claude service limits following a compute partnership with SpaceX that will deliver over 300 megawatts of new capacity within the month.

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

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.

Monday 4 May 2026

US Space Force finishes GPS III launches and pivots to GPS IIIF rollout

The US Space Force completed the deployment of the GPS III generation on April 21 with the launch of the final GPS III satellite from Cape Canaveral Space Force Base, and announced a transition to the next-generation GPS IIIF program for enhanced resilience and capability. The satellite, GPS III-8, was launched after the mission was reassigned from one provider to another following recent booster issues, demonstrating flexibility in national security launch planning.

Sunday 3 May 2026

Foxconn launches second-gen LEO satellites, tests inter-satellite links

Foxconn's two second-generation low-earth orbit satellites — PEARL-1A and PEARL-1B — launched on a SpaceX Falcon 9 from Vandenberg Space Force Base on May 3, riding as part of a CAS500-2 rideshare mission. The satellites are designed for a five-year orbital mission.

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.

Thursday 30 April 2026

Taiwan's UMT reports record profit on satellite demand

Universal Microwave Technology, a Taiwanese maker of satellite and millimeter-wave components, reported record quarterly revenue and profit, driven by surging demand for low-Earth orbit satellite equipment.

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

Meta bets on orbit-to-grid solar to power AI infrastructure around the clock

Meta announced partnerships with Overview Energy and Noon Energy to develop space-based solar collection and ultra‑long‑duration energy storage, aiming to support its data centers and AI infrastructure. These projects could extend renewable generation and store clean power for days, with implications for grid reliability and how organizations use energy worldwide.

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

Tmytek expands testing capacity with new high-frequency lab

As 6G standardization accelerates and low-Earth-orbit satellite applications gain traction, the communications industry is entering a new phase — one defined by the native integration of terrestrial and non-terrestrial networks. That shift is driving sharp demand for high-frequency technologies and the testing infrastructure required to validate them.

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 eyes GPU push as Tesla taps Samsung for chip upgrade

SpaceX is exploring in-house production of graphics processing units (GPUs) as it cites potential chip supply constraints, even as Tesla advances its artificial intelligence (AI) chip roadmap with manufacturing support from Samsung Electronics.

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

AI optical communication and automotive demand boost TXC, Taitien quartz component sales in 1Q26

Benefiting from strong AI high-frequency, high-speed transmission and communications infrastructure demand, TXC reported robust AI optical communication orders in the first quarter of 2026, driving its highest-ever quarterly revenue. The company's March 2026 revenue reached NT$1.1 billion (approx. US$35.3 million), up 2.7% year-over-year; cumulative revenue for the first three months of 2026 hit NT$3.3 billion, a 5.5% annual increase and a record for this period.

Wednesday 22 April 2026

SpaceX reportedly files confidential IPO plans in potential record-breaking offering

SpaceX has reportedly filed confidential paperwork for an initial public offering that could rank among the largest in history, targeting a valuation of up to US$1.75 trillion and aiming to raise as much as US$75 billion.

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.

Monday 20 April 2026

Solar power: the new front in G2 tech rivalry

As China weighs restrictions on exporting heterojunction (HJT) solar equipment to the United States — partly to blunt Elon Musk's space ambitions — a new chapter in the technology's global race is unfolding on American soil.

Monday 20 April 2026

Canary Islands push into semiconductors, build on space tech base

The Canary Islands, an Atlantic archipelago off northwest Africa, have long been defined by tourism rather than technology.

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