CONNECT WITH US
Monday 27 April 2026
Tmytek expands testing capacity with new high-frequency lab
As 6G standardization accelerates and low-Earth-orbit satellite applications gain traction, the communications industry is entering a new phase — one defined by the native integration of terrestrial and non-terrestrial networks. That shift is driving sharp demand for high-frequency technologies and the testing infrastructure required to validate them.
Monday 27 April 2026
Taiwan's Rapidtek establishes link with second IoT CubeSat in orbit

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.

Monday 27 April 2026
Broadcom, Marvell set to benefit as 1.6T optical modules near mass production
1.6T optical communication modules are set for broad adoption in AI data centers in 2026, with optical transceiver vendors and key IC design houses preparing for shipments. Broadcom's digital signal processor (DSP) chips and Marvell's fully integrated Light Engine have begun volume production and testing, with revenue contributions expected to grow quarter by quarter this year.
Monday 27 April 2026
South Korea's telecom giants unveil full-stack AI strategies at WIS 2026, highlighting agents, infrastructure, and 6G
South Korea's three leading telecom operators—SK Telecom (SKT), KT, and LG U+—signaled a decisive shift beyond connectivity at the World IT Show (WIS) 2026, held April 22–24 in Seoul, unveiling AI-centric strategies spanning agents, applications, and infrastructure as they position themselves as full-stack AI platform providers.
Sunday 26 April 2026
AI data centers hit interconnect limits, boosting optical module demand

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.

Friday 24 April 2026
Largan, Sunny Optical target FAU in push toward CPO and AI optics
Largan Precision and Sunny Optical have recently announced plans to enter the fiber array unit (FAU) market, positioning it as a priority development area. Industry sources say the timing reflects the core requirements of FAU manufacturing — ultra-precision processing and sub-micron alignment — which closely match the technical strengths both companies developed in smartphone lens production. This overlap in capabilities offers significant value potential in the optical communications sector.
Thursday 23 April 2026
Shenzhen launches China's first full-stack domestic 14,000P AI cluster
Shenzhen has brought online what project materials describe as China's first 14,000P, 10,000-card AI computing cluster built around a fully domestic technology stack, marking a new stage in the country's push to reduce reliance on foreign hardware and software in large-scale model training.
Thursday 23 April 2026
SpaceX loads up on debt to fund AI push before IPO
SpaceX is preparing for what could become one of the most ambitious public offerings in history, even as its balance sheet reflects the rising cost of its expanding ambitions in both space and artificial intelligence.
Tuesday 21 April 2026
1.6T optical transceivers enter volume shipments, set three-year growth cycle
The buildout of AI data centers is pushing optical interconnects into a new upgrade cycle, with 1.6T optical transceivers set to enter large-scale shipments in 2026, marking a turning point for the industry.
Monday 20 April 2026
Taiwan's Homeplus turns to free streaming to tap FAST TV growth as OTT market saturates
Taiwan's leading cable TV operator, Homeplus Digital, has entered the free ad-supported streaming TV (FAST TV) market through its subsidiary Global Digital Media with the launch of the "Waqu TV" platform, aiming to capture growing demand for no-subscription viewing as the island's paid over-the-top (OTT) sector nears saturation.
Sunday 19 April 2026
Taiwan networking firms post strong 1Q26 results on data center, Wi-Fi 7 demand

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.

Sunday 19 April 2026
Amazon acquisition highlights growing race in satellite communications
Amazon's move to acquire satellite communications operator Globalstar for approximately US$11.57 billion is widely seen as a step toward deeper consolidation in the satellite industry, while signaling a broader structural shift—from traditional broadband services toward direct-to-device (D2D) connectivity.
Thursday 16 April 2026
Kbro enters 10G era with NT$10 billion investment, advocates heterogeneous network backup to replace price wars
Taiwan's Kbro Broadband on April 15 unveiled its next-generation 10G broadband service, backed by a planned NT$10 billion (approx. US$316.45 million) investment to upgrade network infrastructure nationwide, marking a decisive step into the 10G era and a strategic push to reposition cable networks at the core of Taiwan's digital resilience.
Wednesday 15 April 2026
Amazon to acquire Globalstar for US$11.6 billion, escalating space internet race

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.

Wednesday 15 April 2026
Taiwan's Ministry of Digital Affairs advances drone-based high-altitude platform station plan
To strengthen communications resilience, Taiwan's Ministry of Digital Affairs (MODA) is promoting a high-altitude platform station (HAPS) project. The initiative uses domestically produced drones as carriers integrated with communication systems to create an aerial communications platform featuring long endurance and high payload capacity. The program aims to begin testing with telecommunications operators in the third quarter of 2026, with plans to publicly showcase its achievements in October.
Wednesday 15 April 2026
CyberTAN post strong 1Q26 growth on improved product mix
CyberTAN, a networking hardware maker, reported strong revenue growth in March 2026, supported by a stronger product mix and solid shipment contributions. Consolidated revenue reached NT$374 million, up 30.9% year-over-year, while first-quarter 2026 revenue totaled NT$1.112 billion, a 27.85% increase from the same period a year earlier.
Tuesday 14 April 2026
Sovereign AI drives CSPs and telcos toward decentralized architectures for monetization
At the recently concluded GITEX AI Asia conference, executives from Nokia, AI chip innovator Blaize, and Indonesian telecom provider Datacomm discussed the evolution of AI infrastructure. In an exclusive interview with DIGITIMES, they highlighted that while training remains centralized in low-cost remote locations, inference architectures are rapidly shifting toward edge decentralization to enhance response times and data sovereignty.
Tuesday 14 April 2026
Vietnam-China talks target energy security, telecom, infrastructure deals

Vietnamese Communist Party General Secretary and State President To Lam will pay a state visit to China from April 14-17, where he is set to meet Chinese President Xi Jinping. Against the backdrop of ongoing conflict in the Middle East, both sides are expected to prioritise energy security and expand bilateral trade cooperation.

Friday 10 April 2026
Blaize and Nokia expand partnership to validate hybrid AI infrastructure across Asia-Pacific
Blaize and Nokia expanded their partnership to validate and build a hybrid AI infrastructure across Asia-Pacific, promising enterprises more efficient edge-to-cloud AI deployment, scalable production-ready frameworks, and tighter integration of AI inference with network operations, potentially reshaping where intelligence is processed and how real-world systems act on data and delivering measurable outcomes.
Friday 10 April 2026
Taiwan's Auden integrates algorithms into satellite antennas for global markets

In response to shifting geopolitical landscapes and evolving customer demands, Taiwanese radio-frequency antenna maker Auden is accelerating both its overseas expansion and technology transformation. The company plans to simultaneously launch a new factory in northern Vietnam and a new headquarters in Bade, Taoyuan, in July 2026, while shifting its technological focus from traditional passive antennas to active modules that integrate algorithms, targeting the satellite communications Ka-band market.

Thursday 9 April 2026
Blaize, Nokia advance hybrid AI deployment with joint showcase at GITEX Asia

Blaize and Nokia are advancing their collaboration on hybrid artificial intelligence (AI) infrastructure, moving toward real-world deployment through joint validation efforts and a combined solution showcase at GITEX Asia 2026 in Singapore.

Thursday 9 April 2026
Wi-Fi 7 orders set to overtake Wi-Fi 6 as businesses upgrade networks
After several years of anticipation, Wi-Fi 7 is finally beginning to gain traction. Industry suppliers say meaningful adoption did not begin until 2025, but many now expect 2026 to mark a turning point for the technology. Demand from corporate customers is rising particularly quickly, with Wi-Fi 7 orders projected to surpass Wi-Fi 6 for the first time this year. Still, a full-scale replacement cycle across the market may take another one to two years to complete.
Wednesday 8 April 2026
Samsung's Roh Tae-moon visits Tokyo, targets Japan Android leadership
Samsung Electronics's Device eXperience (DX) head Roh Tae-moon personally visited Tokyo on April 1, marking his first trip to Japan this year. Although Apple has long dominated Japan's smartphone market, Samsung has recently seen a resurgence driven by its Galaxy series. Roh's visit signals a strategic push to expand Samsung's market share in Japan.
Wednesday 8 April 2026
SpaceX's Starlink Mobile faces a slow climb to scale
Space-based cellphone service has long been pitched as the next frontier in connectivity. Now, SpaceX is testing that promise with Starlink Mobile — a bet that could reshape the wireless industry, even as early revenues remain modest.
Tuesday 31 March 2026
Satellite redraws the map of global connectivity
As low Earth orbit satellites evolve from stopgap coverage for remote areas into "base stations in the sky" with onboard computing and routing capabilities, the competitive contours of the global telecommunications industry are beginning to shift.
Research Report Database
biz
Post Space-Comm 2026: Insights & Takeaways
Geopolitics may bring dramatic shifts in semiconductor industry
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook