DIGITIMES Communications news

May 27

Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher

Taiwan's smartphone shipments declined in April 2026 as the market entered its traditional slow season and rising component prices pressured handset pricing, industry participants said. Mobile channel sources reported about 402,000 units shipped in April, down 4% from 418,000 units in March, and executives warned that elevated memory and other component costs are likely to keep retail prices up and weigh on demand into the second half.

Dreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners

May 27

Sercomm to showcase enterprise edge AI servers, security and power solutions at COMPUTEX 2026

May 27

Motorola launches Razr fold in Taiwan as foldable market gains momentum

May 27

TP-Link India begins local manufacturing of Wi‑Fi 7, aiming to boost global supply

May 26

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TELECOM SERVICE, INFRASTRUCTUREChief Telecom sees AI demand pushing AIDC leasing past 50% and plans further expansion

May 28, 09:45

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.

TELECOM SERVICE, INFRASTRUCTUREEzconn moves up AI optics chain with CPO and silicon photonics

May 28, 07:50

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.

TELECOM SERVICE, INFRASTRUCTURELED maker Ennostar pivots to optical interconnects after high-value shift agin traction

May 26

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.

TELECOM SERVICE, INFRASTRUCTUREHuawei targets AI optical networking with InP chip startup investment

May 25

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.

MOBILE COMPONENTSBOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5

May 25

China-based BOE Technology Group is reportedly looking to supply OLED panels for the standard model of the Samsung Galaxy S27 smartphone by offering a price that is US$5 lower than that of Samsung Display (SDC). The development has raised concerns in the industry that South Korean panel makers will come under pressure if BOE secures supply qualification for the Galaxy S series OLED panels through lower pricing.

MOBILE DEVICESChina smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand

May 24

China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains and consumer demand as rising memory prices push up device costs and curb upgrades, according to Counterpoint Research's China Weekly Smartphone Sell‑Out Tracker data.

TELECOM SERVICE, INFRASTRUCTUREChina's Wuhan optics hub bets big on AI with 12.8T module debut

May 22

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.

MOBILE COMPONENTSMemory shortage reaches smartphone OLED market as shipments fall 12%

May 22

A global memory shortage is spreading into the smartphone OLED market, cutting handset production and adding pressure on display makers and their component suppliers, according to ETNews and UBI Research.

MOBILE DEVICESAnalysis: Samsung deal prevents walkout but deepens internal rifts over compensation

May 22

Samsung Electronics and its union signed a provisional agreement late at night, about an hour before a scheduled May 21 strike, averting an industry estimate of more than KRW100 trillion (approx. US$66.8 billion) in supply chain disruption. The deal eases an immediate labor crisis but leaves unresolved structural conflicts and rising personnel costs.

TELECOM SERVICE, INFRASTRUCTUREFar EasTone eyes 2027 Amazon Leo launch to strengthen Taiwan network resilience

May 22

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.

TELECOM SERVICE, INFRASTRUCTURETech Forum 2026: Starlink dominates LEO internet market as telecoms shift strategy

May 22

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.

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