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06.08.26 - 08:06
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US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record (Digitimes)
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The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules, with the measures targeted for publication and implementation in 2026, drawing close market attention. Industry sources expect US suppliers Coherent and Lumentum to be the principal beneficiaries if the restrictions proceed. However, both companies produce their continuous-wave lasers in-house, meaning Taiwanese optical-communications suppliers may gain redirected orders but could still face near-term disruption....
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05.08.26 - 19:36
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SpaceX′s AI Cloud Business Is Taking Off, Says Deutsche Bank (Bloomberg)
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SpaceX's AI cloud business is emerging as one of the company's fastest-growing businesses, according to Edison Yu, head of Global Space & Aerial Mobility at Deutsche Bank. He explains why leasing AI compute capacity could soon become SpaceX's biggest revenue driver, how the company is progressing toward orbital data centers, and why Starship remains the key to unlocking its long-term ambitions. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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05.08.26 - 00:30
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Cloud AI chipmakers race to secure capacity with long-term deals (Digitimes)
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Cloud AI chip demand remains exceptionally hot, forcing chipmakers to put advanced-node capacity at the top of their agenda. IC design firms say technical strength and cost are no longer enough; the ability to secure stable, sufficient capacity has become a key factor in supplier selection....
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