DIGITIMES Communications news

May 20

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.

FarEasTone named Amazon Leo distributor in Taiwan, targets 2027 launch

May 20

Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices

May 20

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

May 20

South Korea turns defense contracts into quantum's commercialization launchpad

May 20

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MOBILE DEVICESOSE targets AI server SMT growth as memory demand lifts outlook

May 21, 08:14

Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its importance in surface-mount technology (SMT) for AI server boards with major US clients.

MOBILE COMPONENTSAnalysis: Lens Technology seeks control of Ju Teng to expand beyond Apple

May 21, 08:14

Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance on Apple and broaden its product portfolio.

TELECOM SERVICE, INFRASTRUCTUREAnalysis: Why Taiwan's telcos aren't following the US playbook on satellite

May 21, 08:13

Verizon, AT&T, and T-Mobile have formed a joint venture to expand direct-to-device (D2D) satellite service and eliminate mobile coverage dead zones across the US, prompting scrutiny over whether Taiwan's three major telecom operators could replicate that model. The US move throws into relief the contrasts in market size, competition, and regulatory context that shape incentives for cooperation.

MOBILE COMPONENTSLens Technology's Ju Teng bid puts China's notebook supply chain in focus

May 19

Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the Chinese precision manufacturing supplier's reach in notebook casings and hardware components as electronics suppliers position for a new wave of AI-enabled devices.

MOBILE DEVICESSamsung turns to health features as Galaxy Watch loses ground to Chinese rivals

May 19

Samsung Electronics is putting health care at the center of its smartwatch strategy as Chinese rivals Huawei and Xiaomi gain ground in the global wearables market.

TELECOM SERVICE, INFRASTRUCTUREChina's AI token boom fuels push for national compute network

May 19

China is accelerating plans for a national computing power network as artificial intelligence (AI) token usage surges, casting AI compute as part of the country's next layer of public infrastructure.

MOBILE DEVICESApple Watch blood pressure alerts drive TASC demand as 2026 redesign looms

May 18

Apple has added a new high blood pressure notification feature to Apple Watch, sharpening the device's health-management appeal. Market watchers expect a major redesign of high-end Apple Watch models in the second half of 2026, which could boost end-market shipments by 20% to 30% from 2025 as incoming CEO John Ternus takes over on September 1.

MOBILE DEVICESHuawei, Apple, and Xiaomi battle for market share with deep discounts

May 18

Just after midnight on May 15, Apple quietly cut prices across its iPhone 17 lineup in China, lowering official retail prices for the iPhone 17 Pro series by CNY1000 (approx. US$146), the first formal price reduction since the devices were introduced.

MOBILE DEVICESOppo, Vivo keep telephoto lenses separate to protect margins

May 18

Oppo and Vivo are expanding their flagship Ultra models into overseas markets in 2026 as they upgrade operating systems, deepen cooperation with Google and other partners, and add more AI and cross-device connectivity features to strengthen product differentiation.

WIRELESS NETWORKINGAI drives Cisco orders, lifts Taiwan networking suppliers

May 17

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.

WIRELESS NETWORKINGFiber shortage deepens as orders for Chinese vendors extend to 2027

May 15

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.

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