DIGITIMES Communications news

May 21

Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple

Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance on Apple and broaden its product portfolio.

OSE targets AI server SMT growth as memory demand lifts outlook

May 21

Analysis: Why Taiwan's telcos aren't following the US playbook on satellite

May 21

SpaceX to purchase Cursor one month after potentially record-breaking IPO

May 20

FarEasTone named Amazon Leo distributor in Taiwan, targets 2027 launch

May 20

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TELECOM SERVICE, INFRASTRUCTUREChina's Wuhan optics hub bets big on AI with 12.8T module debut

May 22, 11:32

The rapid adoption of generative AI, large language models, and AI agents is accelerating global data center construction and driving a new growth cycle in optical communications. Wuhan East Lake High-Tech Development Zone, also known as Optics Valley of China, has re-emerged as a focal point in China's optoelectronics industry.

MOBILE COMPONENTSMemory shortage reaches smartphone OLED market as shipments fall 12%

May 22, 10:51

A global memory shortage is spreading into the smartphone OLED market, cutting handset production and adding pressure on display makers and their component suppliers, according to ETNews and UBI Research.

MOBILE DEVICESAnalysis: Samsung deal prevents walkout but deepens internal rifts over compensation

May 22, 10:10

Samsung Electronics and its union signed a provisional agreement late at night, about an hour before a scheduled May 21 strike, averting an industry estimate of more than KRW100 trillion (approx. US$66.8 billion) in supply chain disruption. The deal eases an immediate labor crisis but leaves unresolved structural conflicts and rising personnel costs.

TELECOM SERVICE, INFRASTRUCTUREFar EasTone eyes 2027 Amazon Leo launch to strengthen Taiwan network resilience

May 22, 02:16

Far EasTone has secured Taiwan distribution rights for Amazon Leo, Amazon's low Earth orbit (LEO) satellite internet service formerly known as Project Kuiper, positioning the telecom operator to add satellite connectivity as a backup layer for its mobile and fixed-line networks.

TELECOM SERVICE, INFRASTRUCTURETech Forum 2026: Starlink dominates LEO internet market as telecoms shift strategy

May 22, 02:12

At DIGITIMES' Tech Forum 2026 this week, analysts said satellite-based internet services are rapidly emerging as one of the most fiercely contested frontiers in the global connectivity market, with SpaceX's Starlink at the center of the battle.

MOBILE DEVICESXiaomi halts ultra-thin smartphone production as memory costs squeeze prices

May 20

Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become more expensive and manufacturers adjust portfolios. The company also withheld an ultra-thin, Apple Air-style device after concluding trade-offs would harm battery life and camera performance.

TELECOM SERVICE, INFRASTRUCTUREFar EasTone posts revenue and profit growth and signs collaboration with Amazon LEO satellite service

May 20

Far EasTone Telecommunications held its 2026 shareholders meeting on May 20. They announced that it had achieved year-on-year growth in consolidated revenue and profit in 2025, while signing a cooperation agreement with Amazon Leo, Amazon's low-earth-orbit satellite network service, to introduce LEO connectivity to Taiwan, pending regulatory approvals. Executives said the company will focus on scaling group synergies, expanding service offerings, and amplifying AI benefits to sustain its growth trajectory in 2026.

TELECOM SERVICE, INFRASTRUCTURESouth Korea turns defense contracts into quantum's commercialization launchpad

May 20

South Korea's leading defense contractor, LIG Defense & Aerospace, and the state-backed Agency for Defense Development are accelerating efforts to move quantum defense technologies from labs into operational deployment, as industry players argue that military and public-sector demand will be the key catalyst for commercialization before broader private-sector adoption takes hold.

MOBILE COMPONENTSLens Technology's Ju Teng bid puts China's notebook supply chain in focus

May 19

Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the Chinese precision manufacturing supplier's reach in notebook casings and hardware components as electronics suppliers position for a new wave of AI-enabled devices.

MOBILE DEVICESSamsung turns to health features as Galaxy Watch loses ground to Chinese rivals

May 19

Samsung Electronics is putting health care at the center of its smartwatch strategy as Chinese rivals Huawei and Xiaomi gain ground in the global wearables market.

TELECOM SERVICE, INFRASTRUCTUREChina's AI token boom fuels push for national compute network

May 19

China is accelerating plans for a national computing power network as artificial intelligence (AI) token usage surges, casting AI compute as part of the country's next layer of public infrastructure.

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