Tight DDR4 supply and rising memory costs are reshaping the timing of home and enterprise networking upgrades worldwide. While equipment makers are still preparing for a stronger shift to Wi-Fi 7 in 2026, some customers are delaying replacement cycles, extending Wi-Fi 6 demand, and pushing expectations for a broader Wi-Fi 8 transition further out.

Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex acquisition, as AI applications continue to drive demand for data center computing power and spur the company's AI data center (AIDC) expansion.

RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom operators and retailers. The radio frequency (RF) front-end supplier said that the second half of 2026 should be slightly better than the first half of the year overall, but warned that tight supply of memory and passive components could affect shipment timing.

Taiwan networking equipment maker Arcadyan Technology is accelerating its expansion beyond the residential broadband market.

AI data center expansion and high-speed network upgrades continue to support demand for networking equipment. However, as the industry enters the second half of 2026, supplies of key components—including memory, printed circuit boards (PCBs) and passive components—remain tight, with lead times extending significantly.

The United States' proposed Golden Dome missile defense system remains highly uncertain, but it is already emerging as a new market that US space and defense startups are racing to enter.

Taiwan networking equipment makers posted strong results in June 2026, with rising demand for AI data center expansions, high-speed switches, and broadband network upgrades driving several companies to record-high monthly revenues. Some also set new quarterly and first-half records, as the market expects momentum to continue in the second half.