DIGITIMES Communications news

Aug 12

Sercomm expands beyond broadband into 5G, edge AI and IoT as 2Q26 revenue hits record high

Taiwan's Sercomm Corporation is repositioning itself for the next phase of network infrastructure demand by expanding beyond traditional broadband equipment into 5G, fixed wireless access (FWA), enterprise networking and IoT connectivity, areas expected to benefit from rising data traffic and AI-driven digitalization.

Samsung to add 1 million Galaxy Z Fold8 units as foldable demand surges

Aug 12

Taiwan telecom trio posts strong July on 5G, roaming, AI gains

Aug 11

Google readies Pixel 11 lineup, market breakthrough still under question

Aug 11

Gemtek, CyberTAN see YoY growth turn positive in July

Aug 11

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TELECOM SERVICE, INFRASTRUCTUREFoxconn buys new land for optical communications expansion

Aug 13, 10:55

Foxconn approved the purchase of an industrial property in New Taipei City's Tucheng District for NT$1 billion (US$31.08 million), the company said on the 12th. The site will support future planning in optical communications, ultra-precision molds and precision molding.

TELECOM SERVICE, INFRASTRUCTURE409.6T switches could push industry toward CPO, Arista says

Aug 13, 10:01

Co-packaged optics (CPO) has become a major focus of the optical networking industry, but pluggable modules remain the mainstream choice for optical interconnects. At a silicon photonics forum during the 2026 OCP APAC Summit, panelists said vendors have little incentive to abandon a mature and proven pluggable ecosystem before technical or economic constraints make a shift necessary.

TELECOM SERVICE, INFRASTRUCTURETSMC affiliate VisEra scales AI optics with 1.6T silicon photonics

Aug 11

VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers already in mass production and its next-generation PIC thin-film processes for 1.6T products targeted to begin gradual volume production by the end of 2026. A high-density optical coupling platform is planned for mass production in the second half of 2027.

TELECOM SERVICE, INFRASTRUCTUREFCC 26-50 extends US tech controls to chips, optical transceivers and supply-chain origins

Aug 10

US technology controls are reaching deeper into communications supply chains. Under FCC 26-50, the Federal Communications Commission no longer focuses only on brands or final assembly. Its emerging framework now extends to chips, modules, software, firmware, design ownership, production location and supply-chain control, raising new compliance risks for optical transceivers, networking equipment and ODM suppliers.

WIRELESS NETWORKINGLinkCom sees order visibility into early 2027 as delayed client pull-ins weigh on sales

Aug 10

LinkCom Manufacturing said its July revenue fell from a year earlier because tight supplies of memory, passive components, and other key parts pushed up prices and prompted some networking customers to adjust procurement and delivery schedules for large projects. The magnetic components maker said order intake and deliveries remained steady, and July sales still ranked as the second-highest for the same month in company history.

TELECOM SERVICE, INFRASTRUCTUREHighpoint Service Network posts record first-half profit on India expansion

Aug 8

Highpoint Service Network approved its second-quarter 2026 financial report on August 5, posting record revenue for both the quarter and the first half as it expanded in the Asia-Pacific and launched operations in India. The Taiwan-based service provider reported consolidated revenue of NT$375 million, net profit after tax of NT$8.38 million, and earnings per share (EPS) of NT$0.46 for the quarter.

WIRELESS NETWORKINGSercomm July revenue rises 51% on Wi-Fi upgrade demand

Aug 8

Sercomm Corporation reported July revenue of NT$7.98 billion, up 51% from a year earlier and a new monthly high, as rising AI adoption continued to drive network traffic and equipment upgrade demand. Revenue for the first seven months reached NT$45.24 billion, also a record and up 57% year-over-year.

MOBILE COMPONENTSVisEra Technologies sees stronger 2H26 on recovering demand across three end markets

Aug 7

TSMC-affiliated optical sensing chipmaker VisEra Technologies said at its earnings conference on August 6 that business momentum rebounded significantly in the second quarter of 2026, driven by stable shipments of smartphone CMOS image sensors (CIS).

TELECOM SERVICE, INFRASTRUCTUREChunghwa Telecom to launch dedicated Astranis satellite, Matsu cable in September

Aug 7

As geopolitical tensions and natural disasters continue to highlight the importance of resilient communications infrastructure, Chunghwa Telecom is accelerating investments in both satellite and subsea cable networks to strengthen Taiwan's network redundancy.

TELECOM SERVICE, INFRASTRUCTURETaiwan's film and TV industry expands as more local films top NT$100 million

Aug 7

Taiwan's Development of Cultural and Creative Industries Act has formally designated the film and TV industry as one of the island's national strategic industries. Companies investing in the sector are eligible for tax credits, while film and television productions may also apply for investment from Taiwan's National Development Fund (NDF).

TELECOM SERVICE, INFRASTRUCTUREInside Terafab: Musk's US$16.8B bet to turn AI chip shortages into a homegrown supply chain

Aug 7

Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab, an ambitious semiconductor manufacturing complex designed to secure the compute capacity required by Tesla, SpaceX and xAI.

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