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Monday 8 June 2026

NTT taps Korean, Taiwanese partners for JPY70 billion-plus IOWN fund

NTT plans to establish an investment fund of more than JPY70 billion (approx. US$440 million), with major South Korean and Taiwanese partners to accelerate the international expansion of IOWN, its next-generation communications platform based on optical technology, Yomiuri reported.

Monday 8 June 2026

Nvidia, SK Telecom plan gigawatt-scale AI cloud in Korea

According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom operators may evolve into global AI infrastructure providers, shaping access to computing capacity, energy use, and industrial AI deployment.

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?

Tuesday 2 June 2026

Twoway Group sees three years of growth from North America DOCSIS 4.0 upgrade cycle

Twoway Group held its shareholders meeting on June 1, during which shareholders approved the company's 2025 financial statements and profit distribution plan.

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.

Monday 1 June 2026

South Korea's ETRI maps three-part plan to scale physical AI and robot sovereignty

South Korea's Electronics and Telecommunications Research Institute (ETRI) unveiled a medium- to long-term strategy to advance physical AI and robot intelligence at its 50th anniversary forum, proposing three core initiatives to strengthen national competitiveness as global tech firms accelerate investment. Executives and industry participants gathered to discuss a K-physical AI approach centered on Meta RFM sovereignty, robot data governance, and an ecosystem for self-growing AI robots.

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.

Sunday 31 May 2026

Taiwan Mobile sets sights on NT$1 trillion revenue as AI and enterprise services drive growth

Taiwan Mobile outlined plans to pursue a NT$1 trillion (US$31.88 billion) revenue target as it shifts emphasis to AI, enterprise services, and new technology businesses, executives said after the company's shareholders' meeting on May 29. Shareholders approved the 2025 financial report and a cash dividend of about NT$4.8 per share, while leadership framed the push into AI-enabled enterprise solutions as the next stage of growth.

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.

Thursday 28 May 2026

Chief Telecom sees AI demand pushing AIDC leasing past 50% and plans further expansion

Chief Telecom said AI computing demand drove stronger leasing interest in its artificial intelligence data center business, lifting 2025 results. The firm did not rule out another AI data center build-out in the second half of 2026. Executives said at the shareholders' meeting on April 27 that letters of intent for the fourth Central Taiwan Science Park AI data center have topped 50%, and occupancy at the LY2 smart data center is expected to exceed 90% by the end of 2027.

Thursday 28 May 2026

Ezconn moves up AI optics chain with CPO and silicon photonics

Ezconn expects US cloud providers' AI data center expansion to sustain demand for high core count optical products through at least 2029, according to President Ying-hua Chang.

Tuesday 26 May 2026

LED maker Ennostar pivots to optical interconnects after high-value shift agin traction

Ennostar Holdings' transformation has begun to show clear results, with chairman Paul Peng saying the company's "3+1" strategy is taking shape, as higher-value applications now account for more than half of revenue. Despite continued uncertainty in the global environment, Peng remains cautiously optimistic about the second half of 2026 and expects the company to maintain relatively strong performance.

Tuesday 26 May 2026

Wonderful Hi-Tech sees rising demand from low-orbit satellites and AI data centers

At its annual shareholders' meeting on May 25, Ringo Chang, chairman of Wonderful Hi-Tech, said the cable and connectivity supplier expects revenue growth to resume in 2026, with profit growth outpacing sales expansion.

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

Huawei targets AI optical networking with InP chip startup investment

Huawei is expanding deeper into AI optical networking and silicon photonics (SiPh) through a new investment in an indium phosphide (InP) optical chip startup, as rising AI data center demand accelerates upgrades across the global optical communications industry.

Friday 22 May 2026

China's Wuhan optics hub bets big on AI with 12.8T module debut

The rapid adoption of generative AI, large language models, and AI agents is accelerating global data center construction and driving a new growth cycle in optical communications. Wuhan East Lake High-Tech Development Zone, also known as Optics Valley of China, has re-emerged as a focal point in China's optoelectronics industry.

Friday 22 May 2026

Far EasTone eyes 2027 Amazon Leo launch to strengthen Taiwan network resilience

Far EasTone has secured Taiwan distribution rights for Amazon Leo, Amazon's low Earth orbit (LEO) satellite internet service formerly known as Project Kuiper, positioning the telecom operator to add satellite connectivity as a backup layer for its mobile and fixed-line networks.

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

Analysis: Why Taiwan's telcos aren't following the US playbook on satellite

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.

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

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.

Tuesday 19 May 2026

China's AI token boom fuels push for national compute network

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.

Friday 15 May 2026

Fiber shortage deepens as orders for Chinese vendors extend to 2027

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.

Friday 15 May 2026

Chunghwa Telecom expands satellite ambitions across multiple orbits

The global satellite industry is entering what many executives and analysts describe as a historic turning point, as telecommunications operators increasingly integrate satellite connectivity into mainstream communications infrastructure and commercial services.

Thursday 14 May 2026

Cisco accelerates AI push with Silicon One gains and major restructuring plan

Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers. The company significantly raised its full-year outlook for AI-related infrastructure orders. It announced a major restructuring plan to reallocate human and financial resources toward high-growth technologies, including proprietary silicon and optics.

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