According to a CNA report, the board of Sun Rich Technology (昇達科技) — described as a maker of LEO satellite and millimeter-wave communication components — approved a plan to acquire Jupin Technology (巨頻科技). The same report, also carried by UDN (via money.udn.com), confirmed that "the board of Sun Rich Technology, a maker of low-earth-orbit (LEO) satellite and millimeter-wave communication components, has approved the acquisition of Jupin Technology."
Sun Rich chairwoman Chen Shu-min told CNA that she hopes the two companies will "deliver complementary effects," noting that Sun Rich is moving its LEO satellite business into the terahertz transmission era and, through this technology, also hopes to enter the AI data center supply chain.
TrendForce analyst Wang Wei-ru said Sun Rich could use the Jupin Technology acquisition to "expand the order scope of its existing major LEO satellite customers," according to the CNA report. No order figures, contract values, or customer names were disclosed in connection with this assessment.
The CNA report laid out how the industry defines the relevant frequency bands, and how Sun Rich's terahertz approach compares with co-packaged optics (CPO) on price.
| Band | Frequency range (per CNA report) |
|---|---|
| Millimeter wave (mmWave) | 30GHz–300GHz |
| Sub-terahertz (Sub-THz) | 100GHz–300GHz |
| Terahertz (THz) | 0.1THz–10THz |
On cost, the report stated that a terahertz solution can match CPO-level transmission speeds "at about one-third the procurement price of a co-packaged optical module (CPO)." No absolute price figures were given for either the terahertz solution or CPO modules — only the one-third ratio.
According to the UDN report, Wang Wei-ru said Taiwanese manufacturers are "expanding capacity in Vietnam in coordination with Starlink to accelerate delivery timelines," and that this, combined with a high degree of customization, "further solidifies Taiwanese manufacturers' position in Starlink's long-term supply chain."
The same UDN report cited Wang saying that when Starlink develops its own laser inter-satellite link hardware, it "prioritizes outsourcing high-frequency microwave components and filters for that laser-link equipment to development and production by a small number of major Taiwanese manufacturers," citing technical barriers and high customization requirements as the reasons.
Per the CNA report, chairwoman Chen Shu-min said that beyond advancing Sun Rich's LEO satellite business into the terahertz transmission era, the company also "hopes to use this technology to enter the AI data center supply chain." The report did not provide further detail — such as target customers, timelines, or product specifications — for this stated ambition.
The evidence points to two distinct growth threads tied to the same acquisition. On one side, TrendForce's Wang Wei-ru frames the Jupin Technology deal as a way to widen order scope with Sun Rich's existing LEO satellite customers (CNA), a claim that sits alongside his separate observations — reported by UDN — that Taiwanese suppliers are already expanding Vietnam capacity for Starlink and receiving outsourced high-frequency component work. On the other side, chairwoman Chen Shu-min's own framing (CNA) extends beyond satellites to a stated hope of entering the AI data center supply chain via terahertz technology, a market the cited reports do not otherwise quantify or connect to Starlink-related capacity moves. The terahertz-vs-CPO price comparison — about one-third the procurement cost for CPO-level speeds — is presented as a technology-level rationale in the CNA report but is not tied by either source to specific AI data center contracts or LEO satellite order volumes.
Per the CNA report, millimeter wave (mmWave) spans 30GHz to 300GHz, sub-terahertz (Sub-THz) typically spans 100GHz to 300GHz, and terahertz (THz) spans 0.1THz to 10THz.
According to the CNA report, a terahertz solution can achieve CPO-level transmission speeds at about one-third the procurement price of a co-packaged optical (CPO) module.
TrendForce analyst Wang Wei-ru, cited by UDN, said Taiwanese manufacturers are expanding capacity in Vietnam in coordination with Starlink to accelerate delivery timelines, reinforcing their position in Starlink's long-term supply chain.
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