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Thursday 12 February 2026

Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed stronger-than-expected results and sent shares down about 7% in extended trading.

Thursday 12 February 2026

Cisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure

On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence (AI) networks beyond traditional hyperscale operators.

Wednesday 11 February 2026

Inventory pressures ease for Taiwan's networking equipment makers

Inventory pressures across Taiwan's networking equipment supply chain are beginning to ease, offering early signs of a cyclical recovery. Several major manufacturers, including Accton Technology, WNC Corporation, Sercomm, and Arcadyan, have reported January 2026 revenue figures, with Accton and WNC both posting record highs for the month.

Wednesday 11 February 2026

Nokia opens its largest fixed network R&D facility in Tamil Nadu

Nokia has inaugurated a new research and development (R&D) facility for fixed networks in Tamil Nadu, marking the Finnish telecom equipment maker's largest such center globally and reinforcing its long-term commitment to India as a technology and engineering hub.

Tuesday 10 February 2026

MediaTek and Airbus join forces on 5G and 6G satellite Networks

At the Singapore Space Summit 2026, MediaTek joined Airbus, Singapore-based technology firm ST Engineering iDirect, and electronic test-and-measurement company Keysight Technologies in signing a memorandum of understanding to collaborate on the research and development of 5G and 6G non-terrestrial networks (NTN).

Monday 9 February 2026

Sercomm eyes 2026 growth revival on WiFi 7 upgrade cycle

Telecom broadband equipment maker Sercomm Corporation said on February 6, 2026, that its revenue for January 2026 reached NT$5.18 billion (US$164 million), up 32.9% from NT$3.9 billion in the same period in January 2024.

Sunday 8 February 2026

Next-gen Ku/Ka metasurface antenna to launch through JDI-Kymeta collab

Japan Display Inc. (JDI) has entered a strategic master supply agreement with Kymeta, a global leader in mobile satellite communications powered by metamaterials technology, to develop glass substrates for a next-generation multi-band metasurface antenna. The collaboration aims to create the industry's first metasurface terminal capable of operating concurrently across Ku and Ka-band satellite frequencies.

Saturday 7 February 2026

Silicon Labs acquisition enables TI to build AIoT tech advantage

Texas Instruments (TI) recently announced that it will acquire IoT wireless connectivity specialist Silicon Labs for US$7.5 billion, with the deal expected to be completed in the first half of 2027. The announcement surprised the market, as it marks TI's largest acquisition since its purchase of National Semiconductor in 2011.

Friday 23 January 2026

Lite-On Technology launches public bid for U-Media to boost AI and 5G expansion

Lite-On Technology's board has approved a public cash tender offer at NT$54 (US$1.71) per share to acquire common shares of U-Media. The minimum acquisition target is 20% of U-Media's issued shares, with a maximum of 100%. A full takeover would cost approximately NT$2.03 billion.

Friday 16 January 2026

Research Insight: Taiwanese network vendors face mounting cost pressures from memory shortages

The surge in artificial intelligence (AI) applications has pushed cloud service providers to increase capital expenditures on data centers, prompting major memory manufacturers to shift production towards high-margin, high-performance products such as HBM and DDR5. This strategic realignment has led to a sharp reduction in the supply of niche memory types, especially those used in network communication devices, exacerbating price hikes and supply shortages that are expected to impact Taiwanese vendors through the first half of 2026.

Saturday 10 January 2026

Exclusive interview: Hubble’s CEO explains how Bluetooth could power the next space network

As commercial space activity accelerates worldwide, Alex Haro, the chief executive of Hubble, describes the industry as undergoing a structural shift—one that is transforming satellites from experimental hardware into global digital infrastructure.

Saturday 10 January 2026

Sporton passes first Wi-Fi 8 test and receives FCC approval

Sporton International announced that it has completed the world's first Wi-Fi 8-core chip testing project to obtain certification from the US Federal Communications Commission (FCC). The project supported MediaTek's Filogic 8000 series chips that it showcased at CES, making Sporton one of the earliest testing laboratories globally to enable Wi-Fi 8 products to pass FCC approval.

Thursday 8 January 2026

Planet Technology reports record revenue in 2025 despite currency challenges

Networking firm Planet Technology announced consolidated revenue of NT$171.35 million (US$5.44 million) for December 2025, culminating in a full-year revenue of NT$1,884.29 million, marking a historic high for the company. The results highlight strong profitability and gross margins amid currency fluctuations during the first three quarters.

Thursday 8 January 2026

Win Semiconductors sees 29.37% revenue boost in 4Q25, driven by US smartphone shipments

Win Semiconductors, the world's leading gallium arsenide (GaAs) wafer foundry, reported consolidated revenue of NT$1.61 billion (US$51.31 million) for December 2025, down slightly by 0.38% from the previous month but up 31.26% year over year. Consolidated revenue for the fourth quarter of 2025 reached NT$4.79 billion, marking a 6.83% sequential increase and a 29.37% rise compared to the same quarter last year. However, full-year 2025 consolidated revenue totaled NT$16.64 billion, reflecting a 4.69% decline compared with full-year 2024.

Wednesday 7 January 2026

CES 2026: MediaTek jumps early into Wi-Fi 8, kicking off the next wireless standards race

At CES 2026, MediaTek unveiled its next-generation Wi-Fi 8 chipset platform, the Filogic 8000 series, moving ahead of rivals by declaring its position early in the next wireless standards race.

Tuesday 6 January 2026

5G and AI demand boost Taiwan's copper wire industry growth

Taiwan's copper wire sector has experienced notable growth since 2021, with output value exceeding NT$200 billion (approx. US$6.36 billion) for the first time, according to the Ministry of Economic Affairs (MOEA). The industry benefits from returns on investment, rising copper prices, and expanding 5G infrastructure.

Monday 5 January 2026

Taiwan fortifies silicon shield with 2026 push to set global chip agenda

As AI server and semiconductor companies look set to close out a profitable 2025, recent Chinese military encirclement exercises and live-fire drills around Taiwan have once again highlighted the island's geopolitical tensions. US President Donald Trump has stated that China doesn't want to invade Taiwan.

Friday 2 January 2026

Taiwan networking firms expect 2026 growth as AI drives switch upgrades and Wi‑Fi 7 adoption

Taiwanese networking companies are broadly optimistic about returning to growth in 2026 as an AI-driven expansion moves beyond chips and servers into network transmission layers, and Wi‑Fi 7 device penetration is expected to rise significantly. The outlook reflects rising demand for higher-capacity switches and consumer broadband upgrades.

Friday 2 January 2026

Twoway chair indicted in Taiwan for alleged attempted breach of trust

Twoway Group announced on December 31, 2025, that its chairperson, Bi-shuang Chen, along with other business personnel, has been indicted by the Taoyuan District Prosecutors' Office in Taiwan on charges of attempted breach of trust under the Criminal Code. The case is currently awaiting court review, and the company emphasized that its financial status and business operations remain unaffected.

Monday 29 December 2025

Drone boom lifts Taiwan's communication and chip suppliers

The global unmanned vehicle market is booming with explosive growth. This surge has revitalized existing sectors while boosting related supply chains that are now targeting a second growth curve. Key component suppliers, such as those from the communication technology and IC design sector,s are seizing new business opportunities.

Monday 22 December 2025

Zinwell reports triple-digit revenue surge driven by 1.8GHz upgrade

Taiwan-based networking solutions provider Zinwell Corp reported a dramatic revenue rebound, with September 2025 sales soaring 216.6% year-over-year and accelerating to 319.8% in October. The company credited the surge to successful product validations and a shift toward mass production for major international clients.

Saturday 20 December 2025

6G shift: Telecom base stations moving to space

The global telecommunications equipment market is entering a period of profound change. As the technological roadmap for 6G increasingly points toward non-terrestrial networks, or NTN, the future of base stations may no longer be grounded on Earth. Instead, they could be deployed in space, mounted directly on satellites.

Thursday 18 December 2025

Manufacturing giant Jabil signals confidence with higher targets for 2026

Jabil Inc., the global manufacturing linchpin that assembles everything from medical devices to data center racks, reported on Wednesday a surge in quarterly profit and revenue that comfortably cleared Wall Street's expectations, fueled by a relentless corporate appetite for artificial intelligence infrastructure.

Wednesday 17 December 2025

Taiwan academia advances E-band research for satellite communication applications

E-band wireless communication, operating between 71-76 GHz and 81-86 GHz, offers extremely high data throughput and ultra-low latency. Beyond its current use in automotive radar, next-generation satellite communications are emerging as a key potential application for E-band technology.

Monday 15 December 2025

Taiwan's MTI advances in O-RAN and satellite markets with US funding and new deployments

Taiwan-based networking equipment maker Microelectronics Technology Inc. (MTI) is poised to enter 2026 with renewed momentum, forecasting a rebound across its two core business lines: open radio access network (O-RAN) and satellite communications.

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