Sercomm announced it will exhibit at COMPUTEX 2026 to present enterprise edge AI technologies designed to accelerate AI deployment across edge environments and enhance power management. The networking equipment maker said it will highlight SR-series Open Compute Project servers, an Edge SCM edge security management module, AI camera vision solutions, and high-efficiency power products in its booth demonstration.

TP-Link India has started local production of Wi‑Fi 7 devices, beginning with the Omada EAP770 enterprise access point, a move that could accelerate the adoption of next‑generation wireless worldwide. The decision follows India's delicensing of the lower 6 GHz band and positions the company to serve domestic and select international markets, according to The Times of India, AP7AM, and The Statesman.

SpaceX plans to follow through with its acquisition of Cursor, which provides AI coding tools, 30 days after the space company launches its IPO. The deal, worth US$60 billion, would shore up SpaceX's recently acquired xAI unit, whose Grok models are reportedly considered to be behind those of competitors Anthropic and OpenAI.

FarEasTone Telecommunications has signed a formal cooperation agreement with Amazon Leo, Amazon's low-Earth-orbit satellite network service, to become its authorized distributor in Taiwan, the company announced. Talks between the parties began in the second quarter of 2025 and concluded roughly a year later in the second quarter of 2026, with a commercial launch in Taiwan targeted for 2027, pending deployment and testing.

Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped drive product orders up 35% year-over-year in the third quarter of fiscal 2026. AI infrastructure orders from hyperscalers reached US$1.9 billion during that quarter, and US$5.3 billion for the year to date, beating the company's original US$5 billion target. Looking ahead, Robbins also struck an upbeat tone, saying hyperscaler AI infrastructure orders in fiscal 2026 are expected to reach US$9 billion, or roughly 450% of 2025 levels.

The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data center construction. Prices and capacity are rising together as demand for fiber, a core material for data transmission, keeps climbing.

The global mobile standards race has moved into the 6G prelude, with Ericsson saying the first fully implementable 6G specification is expected as early as March 2029. In an exclusive interview with DIGITIMES, Marie Hogan, who leads the 6G portfolio strategy for Ericsson's global networks business, said 3GPP is pushing ahead with 6G standardization as the industry weighs the technology's AI-native design, uplink demands, and migration path from 5G.

Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers. The company significantly raised its full-year outlook for AI-related infrastructure orders. It announced a major restructuring plan to reallocate human and financial resources toward high-growth technologies, including proprietary silicon and optics.

For many Taiwanese businesses, cybersecurity still means buying a router and moving on. That gap between perception and exposure has become expensive — and increasingly hard to ignore. Speaking at CYBERSEC 2026 in Taipei, executives from Zyxel Group subsidiaries Zyxel Networks and Zyell Solutions described an industry in transition: from one-time hardware purchases toward continuous managed protection, and from conventional encryption toward systems designed to withstand quantum-era threats.

Gemtek Technology reported consolidated revenue of NT$3.112 billion (US$99.1 million) in the first quarter and a gross margin of 10.4%, but swung to a net loss as strategic restructuring and raw material pressure hit results, the firm announced. The networking equipment maker recorded an operating loss of NT$205 million, a net loss of NT$131 million, and earnings per share of NT$0.32, while April revenue declined 23.21% year on year to NT$1.149 billion.

Taiwan's Ministry of Economic Affairs (MOEA) has launched a new next-generation communications program under its A+ Industrial Innovative R&D Program, aiming to steer company research toward 6G networks, non-terrestrial networks (NTN), and all-photonics networks (APN). The move follows the Executive Yuan's Five Trusted Industry Sectors push launched in May 2024, and its Next-Generation Communications Technology Development Program announced in July 2025.

Sporton posted consolidated revenue of NT$1.191 billion (US$37.98 million) in the first quarter of 2026, with a gross margin of 47% and net profit after tax of NT$302 million, up 4.3% year on year, the firm announced. Earnings per share were NT$2.97, up 4.21%, as strong testing demand for 5G flagship phones, AI PCs, and enterprise-grade commercial access points lifted revenue and pushed profit to its highest level in six quarters.

Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about spec upgrades, but a full-scale overhaul of network infrastructure.

Radio frequency (RF) front-end chip maker RichWave said on May 4 that Wi-Fi 7 momentum will remain very strong in the first quarter of 2026, even as rising memory and component costs squeeze profitability and cloud order visibility. The company said memory-driven price increases are affecting the broader networking industry, but the impact on its 2026 growth will be limited.

The global broadband customer premises equipment market entered a bottoming-and-rebound phase in 2026 after a prolonged inventory correction. Still, Taiwan networking vendors are losing ground as their shipments move out of step with broader market trends, according to a DIGITIMES Research report. The divergence carries implications for market share, pricing power, and supply-chain exposure.

DIGITIMES' latest report says the global 5G fixed wireless access (FWA) customer premises equipment (CPE) market posted its first year-on-year shipment decline in the first quarter of 2026, with shipments of 2.835 million units, down 8.7%. The impact has likely passed its peak, however, as shipments are forecast to rebound to 3.24 million units in the second quarter of 2026, with the annual decline narrowing to 4%.

The US Federal Communications Commission (FCC) has further clarified restrictions on non-US network equipment by officially including mobile hotspots, portable Wi-Fi devices, and home customer-premises equipment (CPE) using LTE/5G connections in its sales ban. This move signals that the US is extending its national security-driven tech controls from fixed broadband gear to mobile network terminals.

Samsung Electronics executive chairman Lee Jae-yong's bold acquisition of premium audio brand Harman for KRW9.4 trillion (approx. US$6.3 billion) a decade ago has paid off, with the American subsidiary of Samsung posting historic highs in both revenue and operating profit.

Benefiting from strong AI high-frequency, high-speed transmission and communications infrastructure demand, TXC reported robust AI optical communication orders in the first quarter of 2026, driving its highest-ever quarterly revenue. The company's March 2026 revenue reached NT$1.1 billion (approx. US$35.3 million), up 2.7% year-over-year; cumulative revenue for the first three months of 2026 hit NT$3.3 billion, a 5.5% annual increase and a record for this period.

A new US regulatory push to scrutinize foreign-made consumer routers on national security grounds is raising questions across the global networking industry. Yet for Taiwan's key equipment vendors, the immediate outlook for 2026 appears largely stable, with some even anticipating short-term margin benefits.

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.

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.

The 2026 International Symposium on VLSI Technology, Systems and Applications (VLSI TSA) kicked off on April 14, gathering over 800 semiconductor professionals worldwide. The conference focused on next-generation core areas including GenAI inference acceleration, wafer-level computing, and terahertz wireless communication, while also delving into quantum computer system architectures and extending the reach of semiconductors to AI-driven cardiac analysis and other smart healthcare applications.