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Wednesday 19 August 2026
China dominates optical modules but US allies hold the upstream keys
The technology rivalry between the US and China is spreading into a new part of the AI supply chain: optical transceivers, the critical devices that connect AI servers to fiber-optic...
Monday 17 August 2026
US tariffs and FCC curbs redraw the drone supply chain — and Taiwan sees an opening

US President Donald Trump has moved to impose tariffs of up to 100% on drone systems and components deemed strategically sensitive...

Monday 10 August 2026
FCC 26-50 extends US tech controls to chips, optical transceivers and supply-chain origins

US technology controls are reaching deeper into communications supply chains. Under FCC 26-50, the Federal Communications Commission...

Monday 10 August 2026
Starlink, Amazon squeeze satellite broadband newcomers toward niche markets

In the US Federal Communications Commission's (FCC) latest processing round for Ku-, Ka- and V-band spectrum, established and emerging...

Friday 7 August 2026
Chinese optical suppliers confront FCC threat after US$19.1B sell-off

Chinese optical transceiver suppliers are trying to calm investors after reports that the US Federal Communications Commission (FCC) may...

Thursday 6 August 2026
US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record

The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules,...

Thursday 6 August 2026
Commentary: Why China's AI optical-module dominance is Washington's next target

The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...

Thursday 6 August 2026
US curbs on Chinese data-center optics open orders to non-China suppliers
The US Federal Communications Commission is reportedly considering restrictions on new models of Chinese-made optical transceivers used in data centers, potentially exposing suppliers...
Thursday 6 August 2026
US weighs Chinese optical transceiver ban, putting AI data center supply at risk

The Trump administration is preparing to extend US technology restrictions deeper into the artificial intelligence supply chain, with the...

Wednesday 5 August 2026
US reportedly expands AI infrastructure security push with planned restrictions on Chinese optical transceivers

The Trump administration is preparing new restrictions on Chinese-made optical transceivers used in AI data centers, broadening Washington's...

Monday 3 August 2026
FCC robot restrictions cast uncertainty over Unitree and China's consumer robotics exports

Chinese robotics companies are assessing the impact of new US regulatory measures after the US Federal Communications Commission (FCC)...

Thursday 30 July 2026
US FCC curbs Chinese inverters and robots, accelerating global shift in connected device security
As power grids, renewable energy systems, and artificial intelligence data centers expand, a new US restriction on Chinese-made inverters and robots could affect suppliers, utilities,...
Wednesday 29 July 2026
US blocks new foreign-made robots and power inverters in AI security crackdown

The US has barred new foreign-produced advanced robots and power inverters from receiving regulatory approval, extending its technology...

Wednesday 29 July 2026
Amazon files for 5,105 satellites in direct challenge to Starlink

Amazon has filed with the Federal Communications Commission to launch and deploy 5,105 low Earth orbit satellites for a direct-to-device...

Monday 6 July 2026
FCC rule change drives Sporton to a three-year revenue high
Sporton, a high-end testing services provider, reported June 2026 revenue of NT$417 million (US$13.05 million), up 0.5% from the previous month and 12.7% from a year earlier. The increase...