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    Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene
    7min ago
    Broadcom, Marvell set to benefit as 1.6T optical modules near mass production
    10min ago
    Taiwan's supply chain remains irreplaceable as AI hardware demand continues to surge
    18min ago
    HCL-Foxconn JV taps Taiwan's CTCI to build India OSAT facility
    19min ago
    Foxconn's 48% export surge cements India's role in Apple's supply chain
    22min ago
    NEWS TAGGED TELECOM SERVICE, INFRASTRUCTURE
    Monday 27 April 2026
    South Korea's telecom giants unveil full-stack AI strategies at WIS 2026, highlighting agents, infrastructure, and 6G
    South Korea's three leading telecom operators—SK Telecom (SKT), KT, and LG U+—signaled a decisive shift beyond connectivity at the World IT Show (WIS) 2026, held April...
    Sunday 26 April 2026
    AI data centers hit interconnect limits, boosting optical module demand

    The surge in optical module stocks reflects a deeper shift in AI infrastructure: the bottleneck is no longer computing power alone, but...

    Friday 24 April 2026
    Largan, Sunny Optical target FAU in push toward CPO and AI optics
    Largan Precision and Sunny Optical have recently announced plans to enter the fiber array unit (FAU) market, positioning it as a priority development area. Industry sources say the...
    Thursday 23 April 2026
    Shenzhen launches China's first full-stack domestic 14,000P AI cluster
    Shenzhen has brought online what project materials describe as China's first 14,000P, 10,000-card AI computing cluster built around a fully domestic technology stack, marking a new...
    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...
    Tuesday 21 April 2026
    1.6T optical transceivers enter volume shipments, set three-year growth cycle
    The buildout of AI data centers is pushing optical interconnects into a new upgrade cycle, with 1.6T optical transceivers set to enter large-scale shipments in 2026, marking a turning...
    Monday 20 April 2026
    Taiwan's Homeplus turns to free streaming to tap FAST TV growth as OTT market saturates
    Taiwan's leading cable TV operator, Homeplus Digital, has entered the free ad-supported streaming TV (FAST TV) market through its subsidiary Global Digital Media with the launch of...
    Sunday 19 April 2026
    Taiwan networking firms post strong 1Q26 results on data center, Wi-Fi 7 demand

    Taiwan's networking equipment makers reported stronger-than-seasonal performance in the first quarter of 2026, supported by demand from...

    Sunday 19 April 2026
    Amazon acquisition highlights growing race in satellite communications
    Amazon's move to acquire satellite communications operator Globalstar for approximately US$11.57 billion is widely seen as a step toward deeper consolidation in the satellite industry,...
    Thursday 16 April 2026
    Kbro enters 10G era with NT$10 billion investment, advocates heterogeneous network backup to replace price wars
    Taiwan's Kbro Broadband on April 15 unveiled its next-generation 10G broadband service, backed by a planned NT$10 billion (approx. US$316.45 million) investment to upgrade network...
    Wednesday 15 April 2026
    Amazon to acquire Globalstar for US$11.6 billion, escalating space internet race

    Amazon said on April 14 it would acquire Globalstar for US$90 a share, in a deal valued at about US$11.57 billion, accelerating its push...

    Wednesday 15 April 2026
    Taiwan's Ministry of Digital Affairs advances drone-based high-altitude platform station plan
    To strengthen communications resilience, Taiwan's Ministry of Digital Affairs (MODA) is promoting a high-altitude platform station (HAPS) project. The initiative uses domestically...
    Wednesday 15 April 2026
    CyberTAN post strong 1Q26 growth on improved product mix
    CyberTAN, a networking hardware maker, reported strong revenue growth in March 2026, supported by a stronger product mix and solid shipment contributions. Consolidated revenue reached...
    Tuesday 14 April 2026
    Sovereign AI drives CSPs and telcos toward decentralized architectures for monetization
    At the recently concluded GITEX AI Asia conference, executives from Nokia, AI chip innovator Blaize, and Indonesian telecom provider Datacomm discussed the evolution of AI infrastructure...
    Tuesday 14 April 2026
    Vietnam-China talks target energy security, telecom, infrastructure deals

    Vietnamese Communist Party General Secretary and State President To Lam will pay a state visit to China from April 14-17, where he is set...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook