Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI compute demand surges. He said Qisda will not be absent from the fast-growing race, as the company steps up work on AI servers, data centers, 1.6T switches, and silicon photonics (SiPh).
Optical communications filter manufacturer Apogee Optocom turned a profit in the second quarter of 2026, reporting net income of NT$86 million for the quarter, up 207% from the previous quarter, and reversing a loss from the same period in 2025. Earnings per share (EPS) came to NT$2.22. The company said continued expansion in artificial intelligence (AI) data center construction has kept its book-to-bill ratio healthy, while market supply and demand remain relatively tight.
Electronic paper, once a niche technology overlooked by the display industry, is gaining momentum as E Ink continues to expand its applications from early e-book readers into electronic shelf labels (ESL). Riding the global retail digitalization wave, the technology is now driving rapid market growth.
Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said the company will roll out several new products for sampling and mass production in 2026, laying the groundwork for continued revenue growth. He added that the e-paper and electronic label markets are a major focus, with Fitipower hoping for sequential quarterly growth this year. However, he said end-market demand is not yet strong and still requires caution.
US technology controls are reaching deeper into communications supply chains. Under FCC 26-50, the Federal Communications Commission no longer focuses only on brands or final assembly. Its emerging framework now extends to chips, modules, software, firmware, design ownership, production location and supply-chain control, raising new compliance risks for optical transceivers, networking equipment and ODM suppliers.
