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Monday 15 September 2025

Telcos prioritize profits over speed in 6G race

As 6G technology is anticipated to enter commercial operation by 2030, telecom companies worldwide face significant strategic decisions beyond technical innovation. The emerging standard requires balancing capital recovery with competitive positioning, while avoiding the pitfall of viewing 6G merely as a speed upgrade or technological showcase.

Friday 12 September 2025

Taiwan Mobile CIO: AI sparks 'reversing specialization' evolution, driving B2C- to- B2B shift

As generative AI matures, the traditional division of labor within enterprises is undergoing a profound transformation. At Taiwan Mobile's D.E.E.P. Tech Day 2025 on September 9, 2025, Chief Information Officer Rock Tsai introduced the concept of "reversing specialization," arguing that AI is not merely a productivity upgrade but a force that will redistribute corporate roles, reshape value chains, and accelerate the rise of an "AI agent" ecosystem in external markets.

Friday 12 September 2025

Taiwan Mobile invests NT$930 million to capture AI opportunities, forecasts triple-digit growth in cloud and AI business

Generative AI has moved beyond the "model arms race" into practical deployment, and Taiwan Mobile (TWM) is moving quickly to capitalize on the momentum. Company president Jamie Lin announced that the company will invest NT$930 million (approx. US$30.7 million) in 2025 on R&D to create solutions that support enterprises in AI adoption and deployment.

Tuesday 9 September 2025

Taiwan steps up in satellite and 6G race, eyes role in Starlink and Kuiper networks

Taiwan is intensifying its bid to gain ground in the rapidly expanding satellite communications market. The National Science and Technology Council (NSTC), together with the Ministry of Economic Affairs, Ministry of Digital Affairs, Ministry of Education, National Communications Commission, and National Space Organization, has launched a "Next-Generation Communications Technology Development Program."

Friday 5 September 2025

SKT launches massive AI data center to recover from cyberattack fallout

South Korean telecom giant SK Telecom (SKT) is doubling down on its artificial intelligence (AI) investments in the wake of a major hacking incident. The company has officially begun construction of a large-scale AI data center in Ulsan, South Korea, which will become the country's largest dedicated AI facility outside the capital region.

Friday 5 September 2025

O-RAN falters in Taiwan: factory outages, funding strains shift focus to AI-RAN

Taiwan's bid to challenge global telecom incumbents with 5G Open RAN (O-RAN) is faltering, as network outages in automated factories undermine trust and local vendors struggle to monetize investments. Once championed as a bridge for Taiwan's IT sector to break into communications technology and loosen the grip of Nokia, Ericsson, and Siemens, O-RAN's commercial promise is now in doubt. Industry leaders and analysts see the emerging concept of AI-RAN as the sector's potential reset.

Thursday 4 September 2025

Nextlink buys Renova Cloud to enter Vietnam’s cloud market

Taiwan-based Far EasTone Telecommunications (FET) is strengthening its international and cloud strategy through its cloud business, Nextlink. FET has announced it has signed a 100% share acquisition agreement with Hong Kong-based cloud service technology firm Renova Cloud, through which FET will gain control of Renova Cloud's subsidiary in Vietnam.

Wednesday 3 September 2025

Submarine cable disruption affects Taiwan-Singapore traffic; Chunghwa Telecom unaffected

A submarine cable disruption was been reported near Taiwan on the afternoon of September 1. According to the Taiwan Submarine Cable Map, the East Asia Crossing 2 (EAC2) submarine cable toward Southeast Asia experienced a break, affecting international data transmission between Taiwan and Singapore. In response, Taiwan's largest telecommunications service provider Chunghwa Telecom (CHT) clarified that it is not invested in EAC2, adding its self-operated international and domestic submarine cables are currently functioning normally.

Wednesday 3 September 2025

Nokia presents NTN development plan targeting satellite communications

As 3GPP establishes Non-Terrestrial Network (NTN) as a key focus in standard evolution, NTN has become the next critical battleground in the communications industry. Nokia recently unveiled its three-phase NTN development roadmap spanning LTE, 5G, and 6G, targeting the satellite communications market in a comprehensive campaign.

Tuesday 2 September 2025

Taiwan's 6G future hinges on spectrum policy as Nokia awaits regulatory direction

Sixth-generation wireless technology is expected to launch commercially around 2030, prompting global telecom operators to accelerate early preparations. Nokia has begun frequency band tests at its Finland headquarters, while Taiwan's role remains uncertain. The company noted that Taiwan has not yet initiated related tests, and future participation will depend on how regulators position and allocate 6G spectrum.

Monday 1 September 2025

Nokia pushes 5G-Advanced as gateway to 6G, spotlights AI's growing role in networks

As 5G continues to proliferate worldwide, major telecom equipment makers are accelerating efforts toward next-generation communications. Nokia has already begun 6G frequency band testing at its headquarters in Finland, laying the foundation for future networks.

Thursday 28 August 2025

CHT calls for public-private partnership to build sovereign AI with localized data and supply chains

As the global AI wave accelerates, the concept of sovereign AI is moving to the forefront. At a recent event, Chunghwa Telecom (CHT) Chairman Alex C. C. Chien emphasized that Taiwan must not only strive for technological leadership but also prioritize the development of "sovereign AI" and "digital sovereignty."

Wednesday 27 August 2025

South Korean telecos tackle challenges from AI-6G integration

The era of 6G is approaching, with the integration of AI becoming a central focus. South Korea's telecommunications industry emphasizes the interdependence between AI and networks: without intelligent networks, large-scale AI services cannot exist. However, many practical challenges remain to be overcome in implementation.

Tuesday 26 August 2025

6G represents more than a 5G upgrade: kicking off global race for AI autonomous networks

With the rapid advancement of AI technology, the global telecommunications industry is entering a new phase of transformation. The development of 6G networks will not merely be an upgrade from 5G, but will focus on network innovation tailored to AI services.

Tuesday 26 August 2025

Research Insights: Broadcom defends Ethernet ecosystem as NVLink and UALink push specialized interconnects

At the OCP APAC Summit, Ethernet and UALink advocates clashed over data center interconnect architectures. Kurtis Bowman, UALink board chair and AMD's director of architecture and strategy, questioned Ethernet's latency performance in scale-up scenarios, arguing that its technical limits hinder high-performance application scaling.

Monday 25 August 2025

Taiwan offers tax breaks for SME holding companies targeting US investment

The United States' implementation of trade protectionism has introduced significant uncertainty and risks for export-oriented economies. Chin-Ching Liu, minister of the National Development Council (NDC), recently announced that to enable Taiwan's small and medium-sized enterprises (SMEs) to scale up their investments in the US and avoid high tariffs, the government will amend laws to offer tax incentives encouraging businesses to form industrial holding companies as a strategic step toward entering the US market.

Friday 22 August 2025

As Microsoft doubles down on AI, Azure Space is relegated to the sidelines

As Microsoft intensifies its focus on artificial intelligence, several non-AI-related divisions have faced significant cuts — with the Azure Space satellite initiative reportedly among the latest casualties. While the tech giant confirmed that Azure Space has not been fully discontinued, several of its products have been retired or shifted in scope. The number of employees affected by these changes remains unclear.

Tuesday 19 August 2025

Beijing's digital report card: Big 5G gains, rising AI, and the next bet on low-altitude economy

China unveiled the results of its 14th Five-Year Plan (2021–2025) for digital economy development, showcasing progress in digital infrastructure, cross-industry data applications, and efforts to establish a national framework for data sharing and circulation.

Friday 15 August 2025

CHT Security sees 250% revenue growth in 1H25 ahead of 3Q listing

Cybersecurity service provider CHT Security held its pre-IPO briefing on August 13, announcing plans for an official listing in the third quarter of 2025 and becoming Taiwan's first cybersecurity services company to go public.

Wednesday 13 August 2025

HTC bets on AI glasses with Taiwan Mobile, but skips AR/VR features

HTC has announced a product launch for its Vive series scheduled for August 14, with Taiwan Mobile (TWM) set to unveil its updated application services simultaneously. The events will take place in Taiwan, suggesting a coordinated effort between the two companies.

Tuesday 12 August 2025

SK Telecom battles USIM breach fallout, bets big on AI for recovery and growth

South Korea's SK Telecom (SKT) has reported a steep drop in operating profit for the second quarter of 2025, largely due to a major USIM card data breach. The company also issued a downbeat outlook for the third quarter. Despite near-term challenges, SKT remains confident in its medium- to long-term competitiveness, identifying its AI business as a key growth driver.

Monday 11 August 2025

Taiwan leads global SiPh development; optical industry set for explosive growth by 2027

Silicon photonics (SiPh) is one of the most critical technologies in the AI world and broadband sectors, according to Paul Liu, chairman of Taiwan's National Development Council (NDC) and a member of TSMC's board of directors. Beyond chip packaging as its core, it will also drive the development of the entire optical communications industry and has the potential to create a new "optical industry." Currently, Taiwan leads the world in SiPh, with the sector expected to experience significant growth by 2027.

Sunday 10 August 2025

Far EasTone participates in LiTV's new funding round to deepen video streaming content

Far EasTone Telecommunications (FET) held its earnings call for the second quarter of 2025 on August 6, during which the company also revealed that its board of directors has approved participation in a new round of funding for LiTV, Taiwan's largest online TV platform.

Saturday 9 August 2025

Nvidia under fire as US eyes chip tracking to close export loopholes

The US has imposed export controls on critical chips bound for China, but smuggling and transshipment through third countries into China continue to occur, demonstrating that the actual effectiveness of chip export controls is limited.

Friday 8 August 2025

Airoha projects strong 1H25 growth on European expansion and optical shipments

Airoha, MediaTek's chip subsidiary, reported strong growth for the first half of 2025 driven by networking infrastructure and AIoT. Second-quarter revenue rose 12.7% year-on-year to NT$5.522 billion. It plans optical communication expansions with 50G/400G PAM4 DSPs and grows Bluetooth audio and hearing assistance markets, targeting mass production by 2026.

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