Broadband equipment maker Sercomm reported a sharp surge in revenue for April, underscoring how demand for faster networks, fueled in part by artificial intelligence, is rippling through telecommunications infrastructure.
The European Union has become the first strategic partner of the Global Coalition on Telecommunications, or GCOT, expanding a Western-led telecom policy framework as governments seek to shape next-generation network infrastructure and the race toward 6G.
Rapidtek Technologies said its second 8U Internet-of-Things CubeSat, Black Kite-2, developed under a startup satellite program led by Taiwan Space Agency (TASA), has successfully established communications with ground stations after reaching orbit, marking an incremental but significant step in Taiwan's low-Earth-orbit (LEO) ambitions.
The surge in optical module stocks reflects a deeper shift in AI infrastructure: the bottleneck is no longer computing power alone, but how that power is connected.
Taiwan's networking equipment makers reported stronger-than-seasonal performance in the first quarter of 2026, supported by demand from AI data centers and upgrades to Wi-Fi 7. Accton Technology, Sercomm and WNC each posted record revenue for the period. However, rising memory prices are beginning to pressure cost structures across the sector.
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 into space-based communications and sharpening its competition with SpaceX in the race to deliver internet and mobile connectivity from orbit.
