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Thursday 5 November 2026
Price hikes, market saturation curb global telecom, consumer electronics export growth
Rising global oil prices have driven up food costs, squeezing consumer discretionary budgets for products with higher price elasticity, such as smartphones and consumer electronics...
Thursday 5 November 2026
Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply
AI data centers are accelerating demand for high-speed optical communications, extending competition in the optical transceiver market beyond chips and module manufacturing to critical...
Thursday 5 November 2026
Qualcomm wins Starlink Mobile infrastructure deal as SpaceX advances terrestrial network
Qualcomm has secured a role in SpaceX's planned US terrestrial mobile network, turning Starlink Mobile's ambitions for integrated satellite and ground-based connectivity into a named...
Thursday 5 November 2026
Taiwan-Netherlands launch four photonics R&D partnerships
Taiwan and the Netherlands announced four joint research and development collaborations on November 4 under their bilateral Technology Bridge Program, targeting photonic packaging,...
Wednesday 4 November 2026
Weblink International posts record 3Q26 profit on AI demand
Weblink International Inc. reported record profit for both the third quarter of 2026 and the first three quarters, driven by growing enterprise AI adoption and sales of new products...
Wednesday 4 November 2026
CHT expands Google partnership with AI services
Chunghwa Telecom (CHT) is expanding its partnership with Google beyond Google One, YouTube Premium and Pixel smartphone sales to include GenAI services. On November 4, CHT announced...
Wednesday 4 November 2026
Zhongji InnoLight revenue and profit more than double in 3Q26
China-based optical communications module maker Zhongji InnoLight reported strong results for the third quarter of 2026 as global AI infrastructure expansion drove robust demand for...
Wednesday 4 November 2026
Why Marvell's Lumentum deal could send more AI optics orders to Taiwan
Marvell's proposed US$115 billion acquisition of Lumentum could bring Taiwanese optical component makers more orders, industry sources in Taiwan say. The deal, due to close in the...
Wednesday 4 November 2026
USI to launch Wi-Fi 8 SiP modules in 1Q27 for AI devices
Universal Scientific Industrial (USI), a subsidiary of ASE, plans to launch Wi-Fi 8 (IEEE 802.11bn) products in the first quarter of 2027, building on its experience developing and...
Tuesday 3 November 2026
Mitsui Kinzoku raises ultrathin copper foil capacity target for third time as optical demand surges
Japan's Mitsui Kinzoku has announced its third capacity expansion plan since the start of fiscal 2026 for MicroThin, its ultrathin copper foil used in optical communications equipment...
Monday 2 November 2026
Exclusive: Metal adhesion poses challenge for aluminum nitride in AI optics
As AI and large-scale data center buildouts drive up data transmission speeds, heat is becoming increasingly concentrated in key components. This has drawn attention to ceramic substrates...
Sunday 1 November 2026
TWM's BNPL users rise 49.9% as Taiwan targets gig-worker demand
Taiwan Mobile (TWM) said its buy now, pay later (BNPL) service is expanding beyond e-commerce checkout to travel, pet care, and other consumer scenarios, driven by the growth of atypical...
Saturday 31 October 2026
Interview: Why this Taiwan mmWave maker chose to sidestep SpaceX and look to niche markets for demand
Millimeter-wave (mmWave) technology was previously used mainly in military and aerospace applications, where costs were extremely high. Now, as high-frequency communications and non-terrestrial...
Friday 30 October 2026
Eutelsat eyes EUR10B revenue from IRIS2 as EU seeks homegrown answer to Starlink
Eutelsat said that it predicts at least EUR10 billion (US$11.2 billion) in revenue from 2032 to 2040 as it leads the EU's low Earth orbit (LEO) network initiative IRIS2. The European...
Thursday 29 October 2026
Huawei deploys Tau Law in base-station design, rolling out new wireless baseband overseas
Huawei has extended its semiconductor-focused "Tau (τ) Law" framework to 5G base station design, using co-design across algorithms, chip architectures, and high-speed interconnects...