According to a CNA (Central News Agency) report also carried by UDN, Sunda Technology's (昇達科技) board approved a merger with Jufeng Technology (巨頻科技) on July 18, 2026. TrendForce analyst Wang Wei-ju (王偉儒) said the deal could widen order scope from Sunda's existing low-earth-orbit satellite clients, while chairman Chen Shu-min (陳淑敏) cited ambitions to enter the AI data center supply chain.
What Did Sunda Technology's Board Approve?
According to a CNA (Central News Agency) report, the board of Sunda Technology (昇達科技) — described as a maker of low-earth-orbit (LEO) satellite and millimeter-wave communication components — "recently approved a merger with Jufeng Technology (巨頻科技)" [E1]. The same wire text was republished by UDN's money section (money.udn.com), which carried an identical account of the board resolution [E7]. The two outlets represent separate registered domains (cna.com.tw and udn.com), but both trace to the same underlying report dated July 18, 2026.
What Strategic Rationale Did Chairman Chen Cite?
Sunda Technology chairman Chen Shu-min (陳淑敏) told reporters she hopes the two companies can "develop complementary effects," according to the CNA report [E2]. Chen said that beyond consolidating Sunda's position as LEO satellite communications move into the terahertz transmission era, the company also hopes the merger will let it "cross into the AI data center supply chain" [E2].
How Could the Merger Expand Existing Satellite Orders, According to Analysts?
TrendForce analyst Wang Wei-ju (王偉儒) said Sunda Technology could use the Jufeng Technology merger to "expand the order scope of its existing major low-earth-orbit satellite clients," per the CNA report [E4]. The report does not specify which clients or provide an order figure — the analyst's comment is limited to the expectation of a wider scope of business with Sunda's current satellite customer base [E4].
How Do Terahertz, Sub-Terahertz, and Millimeter Wave Compare, and What Cost Edge Does Terahertz Offer?
The CNA report lays out how the three frequency bands relevant to Sunda's technology roadmap are defined:
| Frequency Band | Range |
|---|
| Millimeter Wave (mmWave) | 30–300 GHz |
| Sub-Terahertz (Sub-THz) | 100–300 GHz |
| Terahertz (THz) | 0.1–10 THz |
Source: CNA report [E3]
On cost, the report states that a terahertz solution can reach co-packaged optics (CPO)-grade transmission speed "at about one-third of the procurement price" of CPO modules [E5]. No absolute price figures are given — the comparison is stated only as a ratio relative to CPO procurement cost [E5].
How Are Taiwanese Suppliers Positioning for Starlink's Expansion?
Wang Wei-ju, cited in the UDN report, said Taiwanese manufacturers are "expanding capacity in Vietnam" in coordination with Starlink to "accelerate delivery timelines," which he said — combined with a high degree of customization — further secures Taiwanese makers' position in Starlink's long-term supply chain [E6]. Wang added that when Starlink develops its own laser-link hardware, it will, "based on technical barriers and high customization requirements," prioritize outsourcing the high-frequency microwave components and filters for that laser-link equipment to "a small number of major Taiwanese manufacturers" for development and production [E8].
What This Means
The reported chain of events lines up chronologically around the same July 18, 2026 disclosure: a board-level merger approval [E1][E7], a chairman's stated ambition to extend the combined entity into AI data centers [E2], and an analyst's expectation that the deal widens order scope with existing satellite clients [E4]. Separately, the same analyst's remarks on Taiwan's Vietnam capacity expansion and Starlink's outsourcing preference for microwave components and filters [E6][E8] describe supply-chain dynamics that are not explicitly tied back to the Sunda-Jufeng merger itself in the evidence — the report presents them as parallel context on Taiwan's position with Starlink rather than a stated consequence of the merger. On technology, the terahertz-versus-CPO cost comparison [E3][E5] is presented as a general capability of Sunda's roadmap rather than a claim specific to the newly approved merger. Notably, while the CNA [E1][E2][E3][E4][E5] and UDN [E7][E8] accounts appear as two distinct domains, the overlapping board-approval wording in E1 and E7 indicates they stem from the same wire report rather than independent reporting.