CONNECT WITH US
Tuesday 20 May 2025
Huawei widens lead in global telecom race, Western RAN giants retreat under pressure
As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking the trend, expanding its R&D headcount and consolidating its lead in 5G and communications infrastructure, emerging as the sector's biggest wildcard. The growing split in the global telecom race is stark: Huawei gains strategic ground, while Western peers stall amid policy inertia and financial tightening.
Monday 19 May 2025
Taiwan Mobile to launch crypto platform, telco rivalry in Web3 fintech heats up
Telecom operators in Taiwan are expanding their presence in the Web3 financial tech sector, with one of them set to launch a virtual asset exchange platform next week.
Friday 16 May 2025
Exclusive: Zyxel confident in capturing market share gap amid TP-Link order shifts
Recently, Chinese router manufacturer TP-Link has reportedly come under criminal and civil investigation by the US Department of Justice, focusing on its pricing strategies and national security concerns. Market speculation suggests that if TP-Link faces sales restrictions in the US, its substantial market share could be redistributed, benefiting Taiwanese networking brands such as Zyxel, D-Link, and Asus with significant order transfers. Zyxel has confirmed that some customers have already initiated order shifts.
Monday 12 May 2025
Taiwan's 5G ambitions confront limits of homegrown technology

At a high-security inspection of the Evergreen Group's Seventh Container Terminal on May 7, Chunghwa Telecom's CTO & SEVP, Chih-Hsiung Huang, acknowledged that limitations in domestic 5G Open Radio Access Network (O-RAN) technology have made it unsuitable for the expansive port environment. As a result, the 5G private network deployed at the terminal continues to rely on base stations provided by Nokia and Ericsson.

Monday 12 May 2025
Planet Technology faces currency headwinds but posts strong revenue, boosts R&D to drive growth
Taipei-headquartered networking equipment manufacturer Planet Technology is experiencing financial challenges due to recent fluctuations in the New Taiwan Dollar (US Dollar equivalent missing). The company reported that significant changes in the exchange rate against the US dollar have adversely affected its cost structure and profitability. With most of its global transactions settled in US dollars, the currency turbulence has added an extra layer of uncertainty to Planet's financial outlook.
Monday 12 May 2025
Chunghwa Telecom's US subsidiary opens new Dallas office amid Texas tech boom expansion efforts
Chunghwa Telecom announced that its US subsidiary, CHT Global, established a new office in Dallas, Texas, on May 7, as part of its continued expansion efforts in the US.
Thursday 8 May 2025
Broadband chips, optical communications, and Ethernet drive growth; Airoha undeterred by tariff war
Airoha, a major company under MediaTek, held an investor conference to share its outlook on future market trends. The company stated that in the first quarter of 2025, its efforts in the European broadband market are beginning to bear fruit, with collaborative projects with leading telecom operators gradually coming to fruition. Additionally, early demand for Bluetooth audio and satellite positioning chips has driven both quarterly and yearly revenue growth.
Wednesday 7 May 2025
As Qualcomm stalls in China, MediaTek powers up
Recently, the two major Android SoC brands, MediaTek and Qualcomm, have shared their market outlooks. Both companies maintain a positive view of their non-smartphone business performance and future growth potential. Regarding financial forecasts for the next quarter, MediaTek expresses more optimism than Qualcomm, anticipating possible growth quarter over quarter.
Tuesday 6 May 2025
Tariff turmoil brings uncertainty and new opportunities, says RichWave
RF front-end supplier RichWave held an investor conference to share its market outlook. The company noted that although tariff conditions remain uncertain, client orders have not yet undergone significant adjustments. Operationally, RichWave expects second-quarter 2025 performance to be on par with the previous quarter.
Monday 5 May 2025
Network infrastructure crucial to growth for Nokia and Chunghwa Telecom
Nokia saw lower-than-expected performance in the first quarter of 2025, with net sales sliding by 3% year-over-year to EUR4.39 billion (US$5 billion), as well as EUR156 million in operating profits, according to the company's recently released financial report. Even so, president and CEO Justin Hotard remains optimistic about growth in the company's network infrastructure, and cloud and network services businesses.
Friday 2 May 2025
CWTC posts strong Q1 as packaging demand surges, eyes expansion in Asia
Taiwanese lead frame packaging giant CWTC posted better-than-expected results for the first quarter of 2025, buoyed by its inclusion on key client procurement lists and surging demand for consumer electronics and communication products.
Friday 2 May 2025
US targets Chinese shipbuilding, port equipment in new tariff offensive

After pressuring the UK to ban Huawei's 5G gear on national security grounds, the Trump administration is widening its trade assault on China, this time zeroing in on shipbuilding and port infrastructure. New tariffs will target Chinese-made vessels and port equipment, including gantry cranes, containers, and chassis.

Wednesday 30 April 2025
SK Telecom faces mass user exodus and mounting fallout after USIM server hack
SK Telecom (SKT), South Korea's largest telecommunications provider, is grappling with a massive wave of subscriber losses after a recent cyberattack targeting its USIM management server, which raised fears over potential personal data leaks. Despite ongoing emergency measures, the company is struggling to regain control of the situation and restore user confidence.
Monday 28 April 2025
Taiwan telecom giant secures international connectivity with dual-focused investment strategy
Chunghwa Telecom (CHT) is intensifying its international network infrastructure investments as it approaches its 30th anniversary in 2025, focusing on a resilient connectivity strategy spanning sea, land, space, and air to enhance global links and communication backup capabilities.
Saturday 26 April 2025
Taiwan telecos take diverging approaches in financial sector expansion
Telecom operators have sought to expand their businesses by integrating communications, AI, cloud, and IoT services, venturing into a range of fields that benefit from vertically integrated systems such as e-commerce, media streaming, startups, and blockchain. Moreover, Taiwan's three leading telecoms have each pursued their distinct direction in their financial services offerings.
Friday 25 April 2025
Pegatron opens world's largest 5G smart factory in Indonesia
Pegatron unveiled its new manufacturing facility on Indonesia's Batam Island yesterday, featuring a dedicated 5G private network spanning the entire plant. The facility, developed in partnership with Indonesian telecom operator Telkomsel, positions itself as the world's largest 5G-enabled smart factory.
Wednesday 23 April 2025
Ericsson partners with VVDN to fully localize antenna production in India
Ericsson Antenna System (EAS) is expanding its manufacturing operations in India, aiming to localize 100% of its passive antenna production for the Indian market by June 2025. The initiative is part of the company's broader supply chain strategy and aligns with India's ongoing 5G rollout.
Tuesday 22 April 2025
FET launches enterprise AI consulting platform, partners with TIPC to drive smart port operations
Artificial intelligence (AI) is reshaping the role of telecom operators, expanding their reach beyond traditional network infrastructure to enterprise solutions. Far EasTone Telecommunications (FET) has taken a major step in this direction with the launch of its proprietary "FET AI Model Agent" platform for external clients, marking its official entry into the enterprise and public sector AI consulting and application market.
Thursday 17 April 2025
Beijing launches 3-year 5G smart city application plan
Recently, Beijing announced a three-year action plan aimed at achieving large-scale 5G applications and industry integration by the end of 2027. The goals include reaching a 100% penetration rate of 5G among individual users, over 75% of the city's network traffic carried by 5G, and 45% industrial adoption, thereby creating a leading global smart city.
Tuesday 15 April 2025
South Korean telcos race to adopt Nvidia's Blackwell GPUs in AI infrastructure push
South Korea's top telecom carriers, KT Corp. and SK Telecom (SKT), are accelerating their AI infrastructure investments by adopting Nvidia's latest Blackwell GPUs across their GPU-as-a-Service (GPUaaS) platforms and data centers—deepening the race to lead in AI transformation (AX).
Tuesday 15 April 2025
As Taiwan develops its LEO capabilities, Foxconn strengthens ties to global satellite ecosystem
Taiwan's ambition to build its own low-Earth orbit (LEO) satellites for strategic autonomy is hitting roadblocks, with experts questioning the feasibility of a small-scale, isolated system. Meanwhile, Foxconn, the island's tech giant, is quietly advancing its role in the global LEO ecosystem, supplying user terminals (UTs) to major players like Eutelsat OneWeb and exploring applications from maritime to autonomous vehicles.
Tuesday 15 April 2025
India reportedly scrutinizes Chinese telecom gear amid security concerns
India is assessing Chinese telecom equipment within its networks amid US-China trade tensions, citing national security concerns. While 4G infrastructure utilizes Huawei and ZTE technology, India has restricted new contracts and 5G involvement, reflecting broader caution toward Chinese foreign investments.
Monday 14 April 2025
Philippine-based manufacturers gain unexpected edge amid US tariff tensions
US tariff policy uncertainties have created challenges and opportunities for international manufacturers. Companies in countries with lower reciprocal tariffs enjoy a competitive edge. Sercomm, a networking equipment manufacturer, has found its production strategy advantageous amid the tariff volatility. The company, which concentrates approximately 60% of its production in the Philippines for the North American market, benefits from the Philippines' relatively lower tariff rate of 17%, compared to the potential 46% rate for Vietnam.
Saturday 12 April 2025
US's 46% reciprocal tariffs on Vietnam have clients in telecom industry halting orders
The reciprocal tariff measures implemented by US President Donald Trump officially took effect at 12:01 PM Taiwan time on April 9. Taiwanese manufacturers in Southeast Asia have become severely affected, with tax rates in Thailand, Vietnam, and Cambodia reaching as high as 37% to 49%.
Thursday 10 April 2025
Google opens network cable system for enterprise connectivity at Cloud Next '25 conference
Google has opened its vast network cable system to enterprises through the Cloud Wide Area Network (Cloud WAN) solution. This service allows cross-cloud connectivity with Amazon Web Services (AWS), Microsoft Azure, and Oracle Cloud Infrastructure (OCI), meeting the growing demand for advanced networking due to enterprise AI applications.