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Aug 24, 08:13
India advances Wi-Fi mmWave FWA trial as Gemtek eyes 100x shipments
Gemtek has made new progress in its India-based Wi-Fi mmWave fixed wireless access (FWA) rollout after India's Telecommunication Engineering Centre (TEC), under the Department of Telecommunications (DoT), formally issued a Provisional Generic Requirement on August 14 for Wi-Fi technology in the licensed 26 GHz (n258) band. The standard, TEC 21150:2026, is seen as a boost for Gemtek's 5G mmWave FWA business in India.
Taiwan Mobile (TWM) recently announced a tender offer for Systex, setting a goal of doubling its share of Taiwan's information services market from 7% to 14% within six years. TWM Chief Enterprise Business Officer Shing Chu stressed that the target is not about taking existing business away from competitors, but about capturing a larger share of a market that is expected to expand as AI drives enterprise demand for IT services.
Google has told suppliers it plans to move all production of Pixel smartphones, smartwatches and wireless earbuds out of China starting in 2027, after making progress developing and producing high-end Pixel phones in Vietnam this year.
The technology rivalry between the US and China is spreading into a new part of the AI supply chain: optical transceivers, the critical devices that connect AI servers to fiber-optic networks by converting electrical signals into optical ones and back again. Reuters reported in August that the US Federal Communications Commission is considering an import ban on new Chinese-made optical transceivers over cybersecurity and data-theft concerns.

Tight DDR4 supply and rising memory costs are reshaping the timing of home and enterprise networking upgrades worldwide. While equipment makers are still preparing for a stronger shift to Wi-Fi 7 in 2026, some customers are delaying replacement cycles, extending Wi-Fi 6 demand, and pushing expectations for a broader Wi-Fi 8 transition further out.

Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex acquisition, as AI applications continue to drive demand for data center computing power and spur the company's AI data center (AIDC) expansion.

Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady expansion in the first half of 2026, with orders, shipments, and capacity utilization strengthening in most months. Capacity utilization, in particular, reached an all-time high since the survey began in June.

Nokia is accelerating its retreat from China, closing its Hangzhou R&D center and cutting about 1,600 jobs as shrinking market access, geopolitical friction and a broader global restructuring reshape the Finnish telecom equipment maker's footprint in the world's largest 5G market.

Taiwan Mobile said on August 12 that its board approved a tender offer for Systex Corporation common shares through its wholly owned subsidiary Taiwan Cellular, with the goal of lifting its stake to more than 50%. The telecom operator already held 11.86% of Systex, and the tender offer seeks an additional stake of at least 39%, which would lift Taiwan Mobile's total ownership above 50%.

Taiwan Mobile announced on August 13 that it will acquire additional common shares of Systex through its wholly owned subsidiary Taiwan Cellular, raising its total stake to more than 50% and securing majority control of the IT services provider.

Foxconn approved the purchase of an industrial property in New Taipei City's Tucheng District for NT$1 billion (US$31.08 million), the company said on the 12th. The site will support future planning in optical communications, ultra-precision molds and precision molding.

Co-packaged optics (CPO) has become a major focus of the optical networking industry, but pluggable modules remain the mainstream choice for optical interconnects. At a silicon photonics forum during the 2026 OCP APAC Summit, panelists said vendors have little incentive to abandon a mature and proven pluggable ecosystem before technical or economic constraints make a shift necessary.