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Thursday 11 June 2026

Sercomm posts 55% jump in January-May revenue and forecasts 2026 operating growth

Sercomm Corporation said its revenue for the first five months of 2026 hit a record NT$30 billion (US$950 million), up 55% from a year earlier, signaling continued momentum in telecom and networking markets that could matter for global broadband customers, suppliers, and investors. The company said growth is being driven by AI-enabled applications, new products, and expansion into additional markets.

Thursday 11 June 2026

China unveils Long March 12B, a key step toward reusable space launches

China has successfully launched a new commercial heavy-lift rocket designed to support the country's rapidly expanding satellite-constellation ambitions, marking another step in Beijing's effort to build a lower-cost alternative to Western space-launch providers.

Monday 8 June 2026

Beijing backs orbital computing in bid for AI leadership

China is accelerating its push into space-based computing, betting that the next frontier of artificial intelligence infrastructure may lie beyond Earth.

Sunday 7 June 2026

Taiwan becomes first overseas hub for US drone supply chain certification

The Industrial Technology Research Institute (ITRI) has announced the signing of an authorization, assessment, and service agreement with the Association for Uncrewed Vehicle Systems International (AUVSI) for the "Green Uncrewed Aircraft Systems" (Green UAS) program. Taiwan will become an AUVSI-recognized third-party assessment body and the first overseas accredited Green UAS evaluation organization outside the US, opening a direct path for Taiwanese companies to obtain certification and enter the US market.

Sunday 7 June 2026

China’s space-computing push draws chipmakers, satellite firms, and rocket companies

As artificial intelligence drives an insatiable demand for computing power, China is beginning to look beyond terrestrial data centers and edge computing toward a new frontier: space.

Thursday 4 June 2026

As satellite networks expand, telecom operators gain influence

The race to build space-based internet networks is accelerating. But as thousands of low-Earth orbit satellites enter orbit, a more fundamental question is taking shape: who will control access to the customer?

Monday 1 June 2026

Taiwan Mobile says D2C satellite services not urgent priority as AI drives data-center and power concerns

Taiwan Mobile told shareholders on May 29 that direct-to-cell satellite services are not an urgent need for Taiwan and that the satellite-to-phone business model still requires proof, while the company outlined priorities around AI infrastructure, power-supply risks, and data-center expansion. Executives said continuing terrestrial base-station buildout limits direct-to-cell (D2C) utility for everyday use, and that direct satellite links are more suited to emergency communications and wartime scenarios.

Sunday 31 May 2026

AUO sees automotive orders setting up revenue gains from 2026

AUO said its automotive business has entered a high-growth phase, with annual orders for in-vehicle products now exceeding current-year revenue. The company expects revenue benefits from orders secured over the past two years to begin in the second half of 2026 or 2027, supporting growth at AUO Mobility Solutions.

Saturday 30 May 2026

Terafab explained: SpaceX outlines space-optimized chips and AI megafab plan in IPO filing

SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.

Thursday 28 May 2026

Taiwan's Tmytek files for public listing, pushes millimeter-wave chips into satellites, defense, and 6G

Tmytek, a Taiwan-based specialist in millimeter-wave phased-array technology, has formally filed for listing on Taiwan's Innovation Board — a tech-focused public market for high-growth companies — becoming the first applicant for the exchange's 2026 intake. The move comes as the company pursues a broad expansion into satellite communications, defense systems, and next-generation wireless infrastructure.

Thursday 28 May 2026

EU plans satellite spectrum shift that could open door to Starlink and Amazon

Brussels is preparing to redraw the competitive landscape for satellite communications in Europe. This move could reshape the balance of power between European space ambitions and the rapidly expanding networks of SpaceX's Starlink and Amazon's Project Kuiper.

Wednesday 27 May 2026

GlobalWafers expands into space, drones, marine applications; uses specialized solar tech to avoid China's low-price competition

The global solar industry remains trapped in a low-price competition ruled by Chinese manufacturers, but geopolitical shifts are creating new opportunities for differentiated players. GlobalWafers Chairwoman Doris Hsu stated after the company's shareholder meeting on May 26 that the company has successfully expanded its solar products into diversified applications across marine, terrestrial, and aerospace sectors through specialized solar technologies. Hsu explained that three main factors give reason for a significant portion of GlobalWafers' solar cell shipments to be exported to the US market.

Wednesday 27 May 2026

Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications

Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.

Wednesday 27 May 2026

Taiwan's quiet fix for GPS-denied drones and satellites

At the Plug and Play May Summit in Sunnyvale, a Taiwanese startup called Aegiverse quietly made its case to US defense and aerospace investors — not with flashy slides or moonshot promises, but with a 16-year track record and a business model built to last.

Tuesday 26 May 2026

Kinpo Electronics pushes beyond manufacturing with AI servers, satellite systems, and quantum computing

At its annual shareholders' meeting on Sunday, Taiwanese electronics manufacturer Kinpo Electronics provided new details on its transition toward higher-value ODM businesses, alongside updates on AI server racks, satellite communications systems, and emerging investments in quantum computing.

Monday 25 May 2026

Japan's Axelspace plans mid-2026 SpaceX launch for next-gen Earth observation constellation

Japanese space startup Axelspace has formally announced plans to launch up to seven next-generation GRUS-3 Earth-observation microsatellites in as early as July 2026 aboard a Falcon 9 rocket operated by SpaceX from Vandenberg Space Force Base, significantly expanding the company's commercial satellite constellation.

Friday 22 May 2026

Tech Forum 2026: Starlink dominates LEO internet market as telecoms shift strategy

At DIGITIMES' Tech Forum 2026 this week, analysts said satellite-based internet services are rapidly emerging as one of the most fiercely contested frontiers in the global connectivity market, with SpaceX's Starlink at the center of the battle.

Thursday 21 May 2026

Tech Forum 2026: Taiwan must design space, not just build it

At DIGITIMES' Tech Forum 2026 this week, Taiwan's top space official delivered a blunt assessment of the island's growing role in the global space economy: Taiwan has become an increasingly important supplier to the American space industry, but it still lacks control over the systems that define the sector's highest-value opportunities.

Thursday 21 May 2026

SpaceX IPO reveals Musk's US$4 billion AI gamble

SpaceX's long-awaited initial public offering filing landed on Wednesday with all the spectacle investors expected from Elon Musk — and all the contradictions that have come to define his empire. The document revealed a company burning billions on artificial intelligence (AI), wagering its future on technologies that do not yet exist, and asking public shareholders to trust almost entirely in Musk's vision of humanity's future in space.

Wednesday 20 May 2026

SpaceX to purchase Cursor one month after potentially record-breaking IPO

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.

Wednesday 20 May 2026

Far EasTone posts revenue and profit growth and signs collaboration with Amazon LEO satellite service

Far EasTone Telecommunications held its 2026 shareholders meeting on May 20. They announced that it had achieved year-on-year growth in consolidated revenue and profit in 2025, while signing a cooperation agreement with Amazon Leo, Amazon's low-earth-orbit satellite network service, to introduce LEO connectivity to Taiwan, pending regulatory approvals. Executives said the company will focus on scaling group synergies, expanding service offerings, and amplifying AI benefits to sustain its growth trajectory in 2026.

Wednesday 20 May 2026

U-leam to rely on LEO satellite business while building quantum and medical pipelines

U-leam said LEO satellites will remain its primary growth engine for the next few years, while quantum computing, medical devices, robotics, and drones will form the company's second wave of expansion. The firm reported full-year 2025 revenue of NT$5.88 billion (US$185.58 million), a 52% gross margin, operating profit of NT$233 million, and earnings per share of NT$4.69. It disclosed that about 90% of current revenue came from a single LEO satellite customer.

Wednesday 20 May 2026

South Korea turns defense contracts into quantum's commercialization launchpad

South Korea's leading defense contractor, LIG Defense & Aerospace, and the state-backed Agency for Defense Development are accelerating efforts to move quantum defense technologies from labs into operational deployment, as industry players argue that military and public-sector demand will be the key catalyst for commercialization before broader private-sector adoption takes hold.

Wednesday 20 May 2026

Inside the LEO boom: How Starlink and rivals are reshaping global PCB supply chains

The global satellite communications industry is accelerating the deployment of next-generation infrastructure, unlocking the commercial potential of low-Earth-orbit (LEO) networks, while speculation that SpaceX could bring forward its initial public offering is adding fresh momentum ahead of the anticipated debut of the Starship V3 launch system.

Tuesday 19 May 2026

SpaceX listing buzz sends Taiwan's satellite suppliers into expansion mode

As the world races to build next-generation communications networks in low-Earth orbit (LEO), signs are emerging that Elon Musk's SpaceX may finally be moving toward a long-anticipated public debut.

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