The shortage of indium phosphide (InP) lasers that feed AI data center optics is lengthening, not easing. Lumentum now says its capacity is spoken for into early 2029, and its largest...

AI data centers are shifting toward faster networking architectures, with optical transceivers advancing from 800G and 1.6T toward 3.2T. Yet China's ability to retain its position...

CyberTAN Technology is moving into the fast-growing AI data center switch market, joining Marvell Technology on a new 3nm Pallas 1.6T platform. The effort underscores rising global...

As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end application processor (AP) segment is intensifying. MediaTek is accelerating its push into...

This week's (October 5 to October 11, 2026) coverage highlights intensifying efforts to build resilient semiconductor and AI hardware supply chains. Elon Musk's Terafab project faces...

AI is changing the logic of telecom traffic growth, with Ericsson and industry researchers warning that mobile networks must now handle not only more data, but also more uplink traffic,...

Sysgration posted record monthly consolidated revenue in September 2026 for the third consecutive month, pushing third-quarter revenue above NT$1 billion (approx. US$31.4 million)...

Everlight Chemical reported higher September and year-to-date revenue, with electronic chemicals driving most of the growth. The results suggest continued resilience in industrial...

Taiwan has relaxed its IFRS sustainability disclosure rules for listed and OTC companies, shrinking the number of firms required to fully comply from an originally planned 1,970 to...

Growth in the smartphone and notebook markets is slowing in 2026 as memory price hikes and other factors weigh on shipments. The market even expects that smartphone shipments in 2026...

Huawei consumer business group chairman Richard Yu said surging memory component costs have added more than US$200 to the hardware cost of each Huawei smartphone, putting fresh pressure...

The hardware boundary separating cloud-scale AI from local inference is becoming increasingly porous as PC vendors expand memory capacity and software platforms make larger open-weight...

China's state-backed Guowang (GW) low-Earth-orbit (LEO) satellite network has completed its first communications test during the country's 16th Arctic expedition, enabling a live video...

As artificial intelligence (AI) moves into headphones, a problem often hidden by hardware specs is becoming clearer: the audio market has a huge installed base, but lacks a common...