Optical communication filter manufacturer Apogee announced a significant turnaround in its financial performance for the third quarter of 2025, reporting a net profit after tax attributable to parent company owners of NT$27 million (approx. US$871,000), its first positive quarterly result since 2023. Consolidated revenue for the quarter reached NT$135 million, reflecting a 79.05% increase compared to the same period in 2024, driven by improved inventory management and an enhanced gross margin structure.
Networking firm Gemtek reported consolidated revenue of NT$3.557 billion (US$114.7 million) in the third quarter of 2025, with a gross margin of 16.3%, up from 13% in the same period last year. The company attributed the margin improvement to its business model shift toward direct supply and shipments of higher-margin products.
In Taiwan's OTT market, Line TV's recent announcement of a merger with KKTV has sparked speculation about whether other platforms will follow suit. Senior executives from Far EasTone (FET) and Chunghwa Telecom (CHT) have expressed optimism about consolidation or alliances among local OTT players and remain open to collaboration opportunities.
Twoway Group announced on November 5, 2025, that Chia-Hsin Tai, formerly the head of sales, has been appointed as the company's new chief operating officer (COO). Tai will be responsible for operations management, product innovation, strategic planning, and global market expansion within the broadband network sector.
As 3GPP integrates Non-Terrestrial Networks (NTN) into global standards, the long-standing walls of incompatible satellite systems are finally coming down. Leo Chien, chairman of Ubiqconn Technology, stated that that this transformation could create critical opportunities for Taiwanese companies familiar with terrestrial devices, especially in the emerging Direct-to-Device (D2D) sector.
Twoway Communications announced on November 5 that its unaudited consolidated revenue for the third quarter of 2025 reached NT$353 million (approx. US$11.42 million), with a gross margin of 37%. The company posted a net profit attributable to the parent company of NT$38 million, reflecting significant increases in both revenue and profitability compared to the previous quarter.
Chunghwa Telecom (CHT) is expanding its footprint in the film and television sector by establishing an NT$1 billion (approx. US$32.3 million) cultural and creative fund, with operations set to begin by the end of 2025.
Far EasTone (FET) reported consolidated revenue of NT$26.39 billion (approx. US$851.8 million) in the third quarter of 2025, marking a 6.7% year-on-year increase and setting a new historical high for the period. The telecom operator's growth was fueled by multiple enterprise IT project deliveries, steady prepaid card business expansion, and strong sales of Apple's iPhone 17 series.
The surge in AI computing has led to a significant price increase in DRAM and NAND Flash, with major manufacturers raising prices by up to 30% in late 2025, putting cost pressure on Chinese smartphone brands and retailers.
Every year's new flagship phones bring questions regarding pricing. This year, Samsung's Galaxy S26 series is expected to see a price increase from its predecessor. As the memory market heats up and core component prices increase, smartphone makers are facing cost pressures.
Far EasTone Telecommunications (FET) president Chee Jing has announced that the company expects to begin offering Project Kuiper satellite communication services as early as the beginning of 2027, after FET began negotiations with Amazon during the second quarter of 2025.
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