Meta Platforms Inc. recently released its financial report for the second quarter of 2025, highlighting the impressive sales performance of its AI glasses, while Meta's partner, eyewear manufacturer EssilorLuxottica, also reported a remarkable year-over-year increase of over 200% in Ray-Ban Meta smart glasses sales. As the smart glasses market heats up with major tech companies entering the competition, Taiwan Mobile believes that 2025 will be the year when AI glasses begin to take off. The company sees promising investment opportunities in the field and has stated it will not fall behind in the AI glasses race.
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.
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.
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.
Taiwan's reciprocal tariff rate has been announced, reaching 20%. This is higher than Japan and South Korea, which leaves room for questions about whether this will affect the competitiveness of Taiwan's industries.
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.
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.
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.
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.
India's smartphone market rebounded in the second quarter of 2025, growing 8% in volume and 18% in value year-over-year, according to Counterpoint's market tracker. The recovery was fueled by a 33% rise in new launches, aggressive marketing, and strong summer sales, with brands offering bigger discounts, easy EMIs, and bundled deals, especially in mid and premium segments.
Apple's capex saw a notable rise in the third quarter of the fiscal year 2025, primarily driven by growing investments in artificial intelligence (AI). During the company's earnings call, CFO Kevan Parekh attributed the increase to a combination of factors, with the largest share allocated to expanding Apple's private cloud computing (PCC) infrastructure.
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