Broadcom CEO sees copper interconnects viable through 2028
Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated circuits (ASICs), and issued an upbeat outlook. During the earnings call, however, industry attention centered less on the company’s financial performance and more on its views on silicon photonics and copper interconnect technologies.
Defense chips, satellite systems now “100% localized,” Chinese academics say
As conflict in the Middle East intensifies and geopolitical risks rise, governments worldwide are paying closer attention to the resilience of defense supply chains and semiconductor self-sufficiency. Against this backdrop, and as China convenes its annual “Two Sessions,” an article jointly authored by several Chinese academicians and published in the state-backed journal Science & Technology Review has drawn attention.
Phison rides AI wave to record profits; foresees explosive growth through 2026
Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage solutions, has reported a blockbuster fourth quarter for 2025, driven by an insatiable global appetite for AI-ready storage. The company posted record-breaking revenue of $719 million (NT$22.8 billion), with EPS hitting an all-time high of NT$21.74.
Taiwan and the UK sign space industry pact to deepen supply chain cooperation
Six months after Taiwan and the United Kingdom held their first Taiwan–UK Space Industry Roundtable in Taiwan in September 2025, the two sides have taken another step toward deeper cooperation in the space sector.
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GCS eyes 200G optical component ramp in 2026 as AI demand grows
Driven by AI workloads, global data traffic is expanding rapidly. Compound semiconductor firm GCS Holdings said the optical module market remains undersupplied, with cloud service providers (CSPs) accelerating orders. The company has positioned itself across both receiver and transmitter components and targets mass production of 200G photodiodes (PD) and CW laser products in 2026, with shipments expected to increase from 2025 levels.