Foldable phone demand shifts as wider models challenge flip designs

Foldable phone makers are facing a more segmented market as wider book-style devices gain ground and Samsung Electronics expands its lineup, with the next major demand test expected in the fourth quarter of 2026. The changes are already reshaping how foldables are designed, positioned, and sold, while an expected Apple entry could further accelerate the shift.

Continue reading

Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks

Taiwan is moving from early-stage research into commercialization of next-generation communications technologies after the Executive Yuan approved a NT$27 billion (US$833 million) development program running from 2025 to 2030. The initiative will support commercialization of 6G and satellite applications, deployment of test networks and expansion of the domestic communications ecosystem, building on groundwork completed in 2025.

Continue reading

Airoha optical comms revenue doubles as broadband lands CSPs

Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix is shifting structurally, with addressable markets broadening in wired and wireless businesses. Revenue momentum is being driven by demand from cloud providers, telecom operators, and enterprise customers.

Continue reading

Analysis: Musk’s empire closes in on China — from orbit to the factory floor

SpaceX’s rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond any single industry, as Musk’s companies increasingly compete across sectors Beijing considers priorities. The combination of Starlink’s expanding orbital footprint, SpaceX’s accelerating AI business, and Tesla’s manufacturing scale could give Musk an unusually integrated platform spanning technologies central to China’s efforts to build competing capabilities and reduce dependence on foreign systems.

Continue reading