With 5G deployment expanding worldwide and 6G research accelerating, the global communications industry is entering a new era defined by speed, intelligence, and ubiquitous connectivity. The rise of low Earth orbit (LEO) satellites, cloud computing, and artificial intelligence is reshaping how the world connects—and Taiwan aims to position itself at the center of that transformation.
Taiwan's mobile data analytics firm Groundhog Technologies has successfully entered the North American market in the fourth quarter of 2025 by securing a contract with a leading Canadian telecom operator. The company continues to strengthen its presence in Japan and South Korea while actively developing large language model (LLM) modules to drive future revenue growth.
Samsung Electronics saw strong results from its mobile division for the third quarter of 2025, driven by robust sales of its new foldable models, the Galaxy Z Fold7 and Flip7. The Mobile eXperience (MX) and Network (NW) business units reported operating profit growth of nearly 30% year-over-year.
Apple reported record fiscal fourth-quarter results, with revenue rising nearly 8% year over year to US$102.47 billion, driven by double-digit growth in services and solid demand for iPhones and Macs despite weakness in Greater China.
US President Donald Trump has ended his six-day trip to Asia.
Future Nokia base stations will adopt Nvidia ARC, integrating Grace CPUs with Blackwell GPUs, as part of a long-term collaboration between the two companies on 5G and 6G base station chips. The AI-RAN platform can leverage idle RAN assets to support edge AI services, allowing base stations to perform AI inference computations while providing communication services.
Since its debut in 2009, Nvidia's GTC has been held in San Jose, California. Over the years, the conference has expanded to Japan, China, Taiwan, Germany, and other countries as technology and markets have evolved. The main highlight remains CEO Jensen Huang's two-hour keynote speech. This year, however, Nvidia held an additional event in Washington, DC, sparking speculation about Huang's next moves for the industry.
Skyworks Solutions and Qorvo have agreed to merge in a cash-and-stock transaction valued at about US$22 billion, forming a US-based leader in high-performance radio frequency (RF), analog, and mixed-signal semiconductors. The announcement coincided with Skyworks' release of preliminary fiscal 2025 results.
The foldable phone market is finally hitting its stride. After years of false starts and skeptical consumers, the segment is experiencing genuine momentum. Counterpoint Research projects US shipments will surge nearly 68% year-over-year in 2025, while China's annual volume is closing in on 10 million units—a threshold that signals the category has moved beyond experimental territory.
Digital transformation solutions integrator International Integrated Systems (IISI) held a pre-IPO performance briefing on October 28, announcing plans to list in November. The company aims to fuel its next growth phase through cloud-native SaaS offerings, transitioning toward a subscription-based revenue model built on long-term partnerships while actively expanding into overseas markets.
Samsung Electronics is reportedly preparing a limited release of its upcoming tri-fold smartphone in select markets, which include South Korea, China, and Taiwan. The US is expected to miss out on the initial release. Industry sources estimate that production will be limited to 50,000 units, with a possible price tag of up to US$3,000.
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