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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
Analysis: SpaceX's first earnings call reveals machinery behind its infrastructure empire

SpaceX's first earnings disclosure delivered a stronger-than-expected quarterly performance, but the greater significance of the call...

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
SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand

SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and...

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
Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become...

Thursday 6 August 2026
Chicony Power wins US communications customer as AI server products move toward production
Chicony Power Technology Co. said on Aug. 4 that stronger demand for communication and server power improved its second-quarter 2026 product mix, even as higher raw material costs...
Thursday 6 August 2026
HTC reports NT$280 million loss as AI glasses and XR products expand
HTC reported a net loss of NT$280 million (US$8.6 million) attributable to parent company owners for the second quarter of 2026 on August 4, with revenue of NT$610 million (US$18.8...
Wednesday 5 August 2026
Foldable smartphone shipments are set to rise 20% as Apple enters the market
Global foldable smartphone shipments are expected to increase 20% in 2026 from 2025, according to industry players cited in the source, even as the broader handset market faces tighter...
Wednesday 5 August 2026
Foldable phone demand shifts as wider models challenge flip designs
Foldable phone makers are facing a more segmented market as wider book-style devices gain ground and Samsung Electronics expands its lineup, with the next major demand test expected...
Wednesday 5 August 2026
Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks
Taiwan is moving from early-stage research into commercialization of next-generation communications technologies after the Executive Yuan approved a NT$27 billion (US$833 million)...
Wednesday 5 August 2026
Starlink prepares terrestrial mobile push as SpaceX targets US carrier market

Starlink is preparing to move beyond satellite broadband and direct-to-device coverage into a broader mobile communications business,...

Wednesday 5 August 2026
Smartphone makers brace for lower volumes, higher prices, and deeper market split
Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...
Wednesday 5 August 2026
From factories to consumers: Samsung's long retreat from China enters its final chapters

Samsung Electronics' latest move to scale back its smartphone retail network in China marks another milestone in a years-long restructuring...

Tuesday 4 August 2026
Samsung Galaxy Z8 preorder sales hit record 1.44 million in South Korea
Samsung Electronics said its Galaxy Z8 foldable smartphone lineup generated 1.44 million preorders in South Korea, setting a new high for Galaxy phone preorder sales. The result marked...