Brussels is preparing to redraw the competitive landscape for satellite communications in Europe. This move could reshape the balance of power between European space ambitions and the rapidly expanding networks of SpaceX's Starlink and Amazon's Project Kuiper.

China's smartphone market showed signs of stabilization in April 2026, with both overall handset shipments and smartphone shipments returning to year-over-year growth, according to new figures released by the China Academy of Information and Communications Technology (CAICT).

Chief Telecom said AI computing demand drove stronger leasing interest in its artificial intelligence data center business, lifting 2025 results. The firm did not rule out another AI data center build-out in the second half of 2026. Executives said at the shareholders' meeting on April 27 that letters of intent for the fourth Central Taiwan Science Park AI data center have topped 50%, and occupancy at the LY2 smart data center is expected to exceed 90% by the end of 2027.

Ennostar Holdings' transformation has begun to show clear results, with chairman Paul Peng saying the company's "3+1" strategy is taking shape, as higher-value applications now account for more than half of revenue. Despite continued uncertainty in the global environment, Peng remains cautiously optimistic about the second half of 2026 and expects the company to maintain relatively strong performance.

Huawei is expanding deeper into AI optical networking and silicon photonics (SiPh) through a new investment in an indium phosphide (InP) optical chip startup, as rising AI data center demand accelerates upgrades across the global optical communications industry.

China-based BOE Technology Group is reportedly looking to supply OLED panels for the standard model of the Samsung Galaxy S27 smartphone by offering a price that is US$5 lower than that of Samsung Display (SDC). The development has raised concerns in the industry that South Korean panel makers will come under pressure if BOE secures supply qualification for the Galaxy S series OLED panels through lower pricing.

China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains and consumer demand as rising memory prices push up device costs and curb upgrades, according to Counterpoint Research's China Weekly Smartphone Sell‑Out Tracker data.

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.

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.