Goldman Sachs Research forecasts the low-Earth orbit (LEO) satellite market will skyrocket from US$15 billion in 2024 to US$457 billion by 2035, driven by surging demand for non-terrestrial networks. These networks are becoming essential infrastructure for enabling beyond-5G and 6G connectivity. In response, governments worldwide are ramping up investment. Taiwan’s Ministry of Economic Affairs is fast-tracking tech validation and deployment to embed the island’s supply chain into the global satellite ecosystem.

VisEra, an optical component manufacturer under TSMC, held its shareholders meeting to outline its outlook for 2025. Chairman Robert Kuan told reporters that revenue growth will primarily come from the CMOS image sensor (CIS) business, driven by three major trends: increased market share of Android smartphones, the mainstream adoption of high-megapixel cameras, and expanding automotive demand into affordable vehicle segments. Notably, VisEra is also venturing into the next-generation key technology of the AI era—SiPh.

Following a high-profile signing in February, Luxshare Precision has launched the next phase of its major project in Kunshan, Suzhou. According to the official WeChat account “Kunshan Release” on May 20, the company’s Phase I acoustic industry facility at Luxshare Science Park in Jinxi Town has commenced production, with construction on Phase II now underway.