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Latest news and trends for industry
17
Nov
Research insight: NTN emerges as a disruptive force in the 6G era
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Posted by
jeff
With the advent of 5G-Advanced (5.5G) in 2024, the journey toward 6G is swiftly approaching. Non-terrestrial networks (NTN) have become a key transformative force in the future of communications. By expanding network coverage from terrestrial to aerial and space domains, NTN not only paves the way for “ubiquitous connectivity,” a central objective of 6G, but also signifies a crucial milestone in the convergence of the telecommunications and aerospace sectors.
17
Nov
Research insight: SpaceX rivals differentiate through cloud integration and direct-to-device services in LEO satellite market
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Posted by
jeff
SpaceX continues to dominate the low Earth orbit (LEO) satellite communications market, but other US companies are advancing with distinct strategies aimed at capturing emerging opportunities in the rapidly evolving space connectivity sector.
17
Nov
Taiwan’s solar industry warns stricter environmental rules could derail energy transition
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Posted by
jeff
With the global race toward net-zero intensifying, Taiwan’s energy strategy now stands at a critical crossroads. An amendment to the Environmental Impact Assessment Act, currently under review in the Legislative Yuan, is drawing fierce concern from industry groups, who argue the proposal could create a self-inflicted “legislative barrier” that jeopardizes Taiwan’s energy security, semiconductor supply chain, and the livelihoods of millions.
17
Nov
India roundup: India’s Kaynes Semicon outlines OSAT roadmap from power to advanced packaging
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Posted by
jeff
Kaynes Semiconductor is looking to expand into IC backend businesses as Kaynes Technologies’ EMS business faces uncertainties due to US tariffs.
17
Nov
Qisda deepens AI push
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Posted by
jeff
Qisda chairman Peter Chen said the company’s third-quarter 2025 performance was weaker than previous years’ seasonal peaks, mainly due to currency fluctuations and tariffs. He noted that US demand has been clearly soft since the third quarter of 2025. He expects the fourth quarter to remain flat amid lackluster promotional events for Thanksgiving, Singles’ Day, and Christmas.
17
Nov
ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026
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Posted by
jeff
Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple’s iPhone 17 lineup and steady consumer electronics demand.