CONNECT WITH US
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.

Thursday 7 August 2025
Strong AI data center demand drives Chief Telecom's record-high profits in 1H25
IDC provider Chief Telecom has once again delivered outstanding profitability. Benefiting from robust demand for AI data center services, Chief Telecom's net profit margin and EBITDA margin in the first half of 2025 reached historic highs.
Thursday 7 August 2025
User upgrades, merger effects drive Far EasTone's record-breaking 2Q25 results
Far EasTone Telecommunications (FET) has posted impressive results for the second quarter of 2025, benefitting from steady user upgrades to 5G, merger synergies, and stable growth in its digital lifestyle and prepaid businesses. Consolidated revenue and earnings before interest, tax, depreciation, and amortization (EBITDA) all reached new record highs for the same period, while net income after tax marked a new 11-year high for the period. In addition, the company led its competitors in net income growth rate.
Thursday 7 August 2025
LITEON ramps up US, Taiwan production amid tariff headwinds

LITEON prepaid US$13.4 million in tariffs on Battery Backup Units amid new 20% Taiwan-US tariffs but said customers will absorb costs. CEO Anson Chiu expects 2025 BBU demand to outpace supply, with planned capacity expansions in Taiwan, Vietnam, and the US supporting AI server growth despite higher US manufacturing costs.

Wednesday 6 August 2025
RichWave turns to non-China markets amid sluggish Wi-Fi 7 growth
Radio frequency front-end chipmaker RichWave held its earnings call on August 1, 2025, and shared its outlook for the coming months. In the second quarter, RichWave posted a loss mainly due to the appreciation of the New Taiwan dollar and the slower-than-expected penetration of Wi-Fi 7. For the second half of the year, the sluggish performance in the Chinese market is the main reason Wi-Fi 7 adoption has fallen short of expectations.
Wednesday 6 August 2025
Transcom's entry into Taiwan's advanced military projects boosted by certification
Gallium arsenide (GaAs), gallium nitride (GaN), and Monolithic Microwave Integrated Circuit (MMIC) power amplifier (PA) specialist Transcom announced on July 31, 2025, that it has made a breakthrough in the critical field of defense communications. The company is also actively expanding into the commercial microwave market, demonstrating strong momentum through a dual-track development strategy.
Wednesday 6 August 2025
APN transforms transmission architecture, bringing new energy-saving solutions to Taiwan
With the rapid rise of generative AI (GenAI) and immersive applications, traditional network technologies are struggling to meet the surging data transmission demands. At the Open Compute Project Asia-Pacific Summit (OCP APAC Summit) held on August 5, 2025, Jhih-Heng Yan from the Chunghwa Telecom Laboratories highlighted that the all-photonics network (APN) not only breaks through the limitations of conventional network transmission and latency but also offers a new solution to Taiwan's data center power supply challenges.
Tuesday 5 August 2025
Japan unveils next-gen defense plan centered on space and hypersonic threats

In response to rapid advancements in military technology and an increasingly uncertain global security environment, Japan's Ministry of Defense released two key documents on July 28, 2025: its next-generation information and communications strategy and the Space Domain Defense Guidelines. These initiatives lay out a sweeping vision for cross-branch military modernization centered on next-gen satellite communications and resilient space-based infrastructure.

Tuesday 5 August 2025
Sercomm Chair confident in robust 2H25 as production hits full capacity
Sercomm Corporation, a major Taiwanese networking equipment manufacturer, expressed optimism for the second half of 2025 during its earnings briefing on July 31, 2025, citing rising demand and a ramp-up of new products. Chairman James Wang projected that monthly revenue could surpass NT$5 billion (US$166 million) in the third quarter of 2025, with the fourth quarter of 2025 poised to reach even higher levels.
Monday 4 August 2025
Trump locks in tariffs as allies scramble for relief, China talks stall at 'halfway'

US Trade Representative Jamieson Greer stated that President Donald Trump's newly introduced "reciprocal tariffs" are effectively locked in, with little room for revision despite ongoing negotiations with several countries.

Monday 4 August 2025
Exclusive: Broadcom exec weighs in on Nvidia's NVLink strategy and silicon photonics future
The Open Compute Project APAC Summit (OCP APAC) will officially open in Taipei in early August 2025. American IC design giant Broadcom, which holds a critical position in cloud AI application-specific integrated circuits (ASICs) and networking chips, is one of the event's key exhibitors.
Monday 4 August 2025
Sercomm to raise prices following new 20% US tariff on Taiwan
Taiwanese networking equipment manufacturer Sercomm plans to pass the full impact of newly announced US tariffs onto its customers, following Washington's release of an updated reciprocal tariff framework that imposes a 20% tariff on goods imported from Taiwan.
Sunday 3 August 2025
Taiwan Mobile launches 'Superman Project' to drive internal AI transition
Taiwan Mobile (TWM) has launched a "Superman Project" aimed at equipping employees with the know-how to implement AI tools across all of the company's business segments, from IT development and backend operations to physical retail and customer support. In addition to a technical upgrade, the move represents a total transformation of corporate culture as AI promises to accelerate digital transition, offering other companies a blueprint for AI-driven transformation.
Friday 1 August 2025
Realtek's order visibility limited to one quarter, but PC and networking chip upgrades remain strong
Taiwan-based IC design giant Realtek held an earnings call and shared its outlook for the market. The company noted that in the short term, the market will continue to be influenced by multiple factors, including macroeconomics, exchange rates, and tariffs, resulting in limited market visibility.
Friday 1 August 2025
SKT to play key role in South Korea's sovereign AI
SK Telecom (SKT) has recently released several AI models in 2025, as it seeks to earn a place in the South Korean government project for developing the country's sovereign AI.
Friday 1 August 2025
Ericsson in talks to invest in Intel's standalone network business
The Swedish telecom equipment maker Ericsson AB is in talks to invest hundreds of millions of dollars in Intel's networking infrastructure business, according to people familiar with the matter.
Thursday 31 July 2025
Taiwan's manufacturing exodus: why lower tariffs won't bring factories home
As the US deadline for reciprocal tariffs, set under the Trump administration, approaches on August 1, 2025, Taiwan's final tax rate remains unresolved. While Vietnam and the Philippines—now major production hubs for Taiwanese networking equipment manufacturers—face tariffs of 20% and 19% respectively, speculation has emerged over whether a more favorable rate for Taiwan could trigger a shift in production back home.
Thursday 31 July 2025
Samsung chip operating profit plunges 90% amid memory inventory and low foundry utilization

Samsung Electronics announced its official financial results for the second quarter of 2025, reporting revenue of KRW74.6 trillion (US$53.5 billion) and an operating profit of KRW4.7 trillion, consistent with preliminary figures. Compared to the same period in 2024, revenue remained roughly flat, but operating profit was halved, with Samsung attributing the decline primarily to weak performance in its semiconductor business.

Thursday 31 July 2025
CHT completes Google certificate renewal, aims to restore trust list by 2Q26
Chunghwa Telecom (CHT) announced on July 29, 2025, that it had successfully completed the renewal and reissuance of Google certificates for government and commercial websites on July 25. All customer websites that agreed to update their certificates have now completed the reissuance process, with validity periods lasting up to one year, ensuring normal website operation and secure user connections.
Wednesday 30 July 2025
Taiwan's Chief Telecom hits record 1H revenue, rolls out first plug-and-play AI liquid-cooled data center

Chief Telecom posted a record-high first-half 2025 revenue of NT$2.08 billion (approx. US$70 million), an 18.7% increase from NT$1.75 billion a year earlier, fueled by growing demand for AI-optimized data centers. The figure nearly equals the company's full-year revenue in both 2019 and 2020, underscoring a sharp growth trajectory.

Tuesday 29 July 2025
Taiwan Mobile closes gap with market leader through aggressive expansion
Taiwan Mobile president and CEO Jamie Lin shared insights on his sixth year as CEO on Facebook on July 25, 2024. In it, he noted that since taking on the role of CEO in 2019, company revenue has grown by NT$81 billion (US$2.75 billion) to NT$199.3 billion, almost equivalent to the annual revenue of competitor Far EasTone Telecommunications (FET). Today, Taiwan Mobile's overall scale is approaching the NT$200 billion mark, closing in on leader Chunghwa Telecom's NT$229.97 billion annual revenue in 2024. Under Lin's leadership, Taiwan Mobile has successfully moved from the minor league to the majors.