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2026/4/8
The optical communications industry is shifting from traditional telecom cycles to structural growth driven by AI data center demand. As AI clusters expand and high-performance computing requirements increase, key technologies such as 800G and 1.6T optical transceivers, silicon photonics, and co-packaged optics (CPO) are accelerating adoption, driving upgrades across the entire industry chain. With capital expenditures continuing to rise, optical communications is becoming a core pillar of AI infrastructure, though supply bottlenecks and geopolitical risks remain key factors to watch.
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2025/10/16
Huwei’s Project Tiangong is a program aimed at incubating over 10,000 native atomic services along with multiple AI-related platforms and infrastructures, with the goal of building a comprehensive intelligent agent ecosystem. The article explores the development of the Harmony ecosystem, its integrated software-hardware systems, and its current applications.
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2024/12/23
As Low Earth Orbit Satellites (LEOS) become a key technology in global communications, the industry is accelerating the development of IoT and AI applications due to its advantages of high coverage, low latency, and rapid deployment. This article explores the characteristics and market trends of LEOS, while analyzing the role of Taiwanese companies within the industry supply chain.
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