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Thursday 14 May 2026
China's fiber optic industry evolved from catch-up to supply chain scale
As demand for AI data centers, high-speed transmission, and cloud infrastructure continues to rise, the fiber-optic industry has once again become a focal point in the global market,...
Thursday 14 May 2026
Pegatron 1Q26 earnings fall more than 60% amid off-season, eyes stronger 2Q26 on AI PC demand
Pegatron announced its first-quarter 2026 financial results on May 13, with profit down more than 60% compared with the same period a year earlier, while earnings per share (EPS) hit...
Wednesday 13 May 2026
AI demand lifts Zhen Ding as server and chip substrate sales surge
Taiwanese printed circuit board maker Zhen Ding Technology Holding reported first-quarter 2026 revenue that reached a record for the period, as booming demand for artificial intelligence...
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.
Tuesday 12 May 2026
Nvidia's copper-to-fiber AI shift boosts China's optical plays
Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper cable connections with optical fiber in next-generation rack-scale AI systems....
Tuesday 12 May 2026
Ichia targets optical communications growth with Evercast Precision investment
Ichia Technologies announced on May 11 that it plans to make a cash-based strategic investment in optical communications components maker Evercast Precision, totaling no more than...
Monday 11 May 2026
Taiwan targets three key sectors in upcoming 6G era
Taiwan's Ministry of Economic Affairs (MOEA) has launched a new next-generation communications program under its A+ Industrial Innovative R&D Program, aiming to steer company research...
Friday 8 May 2026
AI infrastructure spending just doubled an IC distributor's revenue in one year
WT Microelectronics posted a record quarterly net profit in the first quarter of 2026, driven by an explosive surge in data center and server revenue that the company attributed to...
Friday 8 May 2026
BenQ Materials bets on CPO and microLED amid optical communications push
BenQ Materials is seeing its diversification begin to pay off as it pushes into co-packaged optics (CPO) and microLED. The polarizer maker said its subsidiary Cenefom's chemical mechanical...
Wednesday 6 May 2026
MediaTek unit Airoha targets AI networking surge with triple optical growth
MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical...
Tuesday 5 May 2026
Ardentec's Longtan plant to start AI ASIC testing in 3Q26
Ardentec's Longtan plant is set to begin taking AI ASIC wafer-probing orders in the third quarter of 2026, as the semiconductor testing provider moves to capture spillover demand from...
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...
Monday 4 May 2026
Taiwanese Micro LED suppliers race to tap optical links for AI data centers
Micro LED is emerging as a potential contender in AI optical communications as the industry shift toward "optical replacing copper" gathers pace.
Monday 4 May 2026
PlayNitride reports wider first-quarter loss and plans Singapore unit to boost global ties
PlayNitride's sharp first-quarter loss and strategic Singapore expansion carry implications for international Micro LED supply chains and partnerships, signaling industry consolidation...