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Jul 6
Apple's foldable phone could lift foldable market momentum
Apple's first foldable phone is expected to sharpen competition with Samsung Electronics and Huawei, boost global shipments, and lift average selling prices. The device has yet to launch, but its entry is already shaping expectations for a busier second half, as other major brands prepare new models for global buyers.
Wireless communications specialist Climax Technology is preparing for a listing on the TWSE mainboard later this month after posting record first-half 2026 revenue, supported by broad-based demand across Europe and North America. With production running at full utilization, the company is investing NT$2.3 billion (approx. US$71.72 million) in a new manufacturing facility in northern Taiwan to support its next phase of growth.

Sharp has signed a memorandum of understanding (MOU) with global satellite operator SES and expanded the agreement into a joint development partnership aimed at commercializing medium Earth orbit (MEO) satellite communications and related applications in Japan.

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's flagship demonstrations of its post-Moore semiconductor strategy.

Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
The smartphone market is facing cost pressure in 2026 as rising prices for memory and other upstream components lift handset costs. Brands are responding by increasing phone prices and expanding AI features into more models, including mid-range devices, to support replacement demand.
While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.
With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has entered niche commercial and industrial applications, providing a stepping stone toward higher-end markets.
Sharp is moving deeper into satellite communications as it seeks to extend its networking technologies beyond consumer devices and into industrial infrastructure.

A public spat between Xiaomi and Huawei over large models has exposed growing anxiety in China's phone AI market this year, while Apple, Google, and Samsung Electronics pursue different routes to seize the AI agent entry point.

Zyxel Networks, the commercial networking brand under Zyxel Group, announced a new outdoor wireless access point on the 2nd as it targets managed service provider (MSP) demand for faster, more stable connectivity. The launch expands its outdoor wireless portfolio with the first NWA55AX point-to-point model, aimed at helping MSPs serve enterprise customers that need extended coverage outside traditional office spaces.
Taiwan Network Authentication Co. (TWCA) on the 1st joined Chunghwa Telecom, Taiwan Mobile, Far EasTone Telecommunications, First Bank, E.SUN Bank and Bank of Taiwan SME to launch the new-generation MID+ mobile identity verification service. The rollout was presented as part of the government-backed push for technology-led anti-fraud cooperation between the public and private sectors.