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Monday 19 May 2025
D-link reports 1Q25 loss as Chinese rivals flood global markets
D-Link Technology reported a net loss in the first quarter as Chinese networking equipment makers redirected products originally destined for the US market to other regions following geopolitical tensions.
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.
Thursday 15 May 2025
Network gear makers lack capacity and components to expedite shipments amid tariff concerns
Taiwan-based networking and communication solutions providers are facing difficulties meeting customers' requests to expedite shipments during the 90-day pause on the US reciprocal tariffs due to the time needed to adjust their production capacity and a lack of support from component suppliers.
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.
Thursday 8 May 2025
Qisda delivers robust 1Q25 results amid tariff relief, eyes medical business as next growth driver
Taiwan's tech group Qisda reported solid year-over-year growth in both revenue and profit for the first quarter of 2025, driven by increased customer demand during a 90-day US tariff exemption period. While revenue growth is expected to continue into the second quarter, Chairman Peter Chen warned of rising uncertainties, including the pending expiration of the tariff waiver, currency volatility, and escalating geopolitical risks.
Wednesday 7 May 2025
Pegatron ramps up 5G O-Ran strategy in SEA to navigate market shifts and expand telecom infrastructure
In response to the initial US-China trade war, Pegatron Corporation began expanding into Indonesia in 2019, setting up operations in Batam. Finding existing capacity inadequate, they increased their investment in 2023 by constructing a new factory, which began operations in 2025 and started mass production earlier this year. This modern facility is now a key site for Pegatron's deployment of 5G Open Radio Access Network (5G O-RAN) business applications.
Wednesday 7 May 2025
Marvell delays roadmap reveal as macro clouds first-quarter outlook
According to Reuters and , On May 6, 2025, Marvell Technology announced the postponement of its planned Investor Day to calendar year 2026, citing the uncertain economic environment. The postponement reflects the company's cautious approach amid current market uncertainties.
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.
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.
Monday 28 April 2025
Southeast Asia's most advanced manufacturing base: inside Pegatron's new 5G factory in Indonesia
Pegatron Corporation has officially launched its new smart factory in Batam, Indonesia. This facility marks a key step in Pegatron's advanced manufacturing strategy and will serve as a flagship location for its 5G business.
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.
Friday 18 April 2025
Server and networking sectors drive chip order spike ahead of 90-day tariff window

Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave of early inventory pull-ins during this period. Semiconductor firms are already bracing for a surge of rush orders. IC design companies report that customers in the server and networking sectors are especially aggressive in restocking.

Friday 11 April 2025
Trump's delay of sweeping tariffs leaves Taiwan networking firms cautious
President Trump announced a 90-day delay in implementing new tariffs for over 75 countries on April 9, 2025, just hours after the equal tariffs took effect. These countries will face only a baseline 10% tariff during this period, providing temporary relief to global supply chains.
Friday 11 April 2025
Southeast Asian manufacturing hubs get temporary reprieve as Trump targets China directly with 145% tariff
The Trump administration has fully suspended its recently announced reciprocal tariffs on Taiwan, Vietnam, and Thailand for 90 days, while simultaneously increasing tariffs on China to 145%. This suspension was implemented within 24 hours of the original tariff announcement.
Wednesday 2 April 2025
Wi-Fi 7 set to replace Wi-Fi 6 by 2025, but industry opinions on growth remain divided

The supply chain expects Wi-Fi 7 to replace Wi-Fi 6 as the market mainstream by 2025, gradually. Despite optimism among certain sectors about Wi-Fi 7's increasing market penetration, differing opinions persist about whether Wi-Fi 7 will emerge as the dark horse of the communications industry in 2025, based on trends observed at the MWC 2025 exhibition.

Monday 31 March 2025
Interview with Ceva CEO: Neural networks gradually replacing traditional DSP; targeting edge AI in the IP market
IP provider Ceva has been actively entering the edge AI sector in recent years. In an interview with DIGITIMES, CEO Amir Panush stated that edge AI presents significant market opportunities and will be a key growth engine for Ceva in the coming years.
Thursday 27 March 2025
Vietnam cuts tariffs, greenlights StarLink amid US trade surplus and tariff concerns
Vietnam has cut tariffs on US imports while aiming for closer trade relations, responding to concerns over its trade surplus. This comes as the US prepares to impose reciprocal tariffs on trading partners with trade surpluses. Additionally, Vietnam has approved Starlink.
Wednesday 26 March 2025
Taiwan matters: Qualcomm focuses on trio of areas
Qualcomm recently hosted a media luncheon in Taiwan to commemorate its 40th anniversary. The chip vendor outlined technological trajectories for the AIoT industry in the AI era and presented its new Dragonwing product line while emphasizing key aspects of its local development in Taiwan.
Wednesday 19 March 2025
GTC 2025: 8 things to know from Jensen Huang's reveals today
Nvidia founder and CEO Jensen Huang took the stage at GTC 2025, unveiling a slew of hardware advancements and AI infrastructure breakthroughs that position the company as a leader in the rapidly evolving US$1 trillion AI computing landscape.
Tuesday 18 March 2025
Chunghwa Telecom showcases innovations with 12 startups in Smart City 2025 expo
The 2025 Smart City Expo in Taipei is taking place from March 18 to 21 at the Nangang Exhibition Center, where Chunghwa Telecom's 5G Accelerator will join forces with 12 startups to showcase cutting-edge smart city solutions. These innovations leverage 5G and AI technologies to support government and corporate efforts in urban transformation and net-zero applications.
Monday 17 March 2025
Compal to participate in Nvidia GTC 2025
Compal Electronics has announced its participation in Nvidia GTC 2025 (March 17 - March 20), where it will showcase the latest technological breakthroughs in the AI-HPC GPU server domain. The ODM plans to unveil multiple high-performance GPU servers designed specifically for optimizing AI training, accelerating data center operations, and supporting large-scale HPC applications.
Saturday 15 March 2025
MWC 2025: NTN, M2M, and 6G drive telecoms toward integrated networks and growth
During the 2025 Mobile World Congress (MWC), international telecommunications companies presented their forward-looking plans for 5G-Advanced and the upcoming 6G technologies. While artificial intelligence remained a key theme, non-terrestrial network (NTN) technologies, driven by satellite communications, emerged as a major highlight. Satellite connectivity is increasingly recognized as a critical component for enhancing the flexibility of global communication infrastructure and completing the telecom ecosystem.
Friday 14 March 2025
MWC 2025 trends drive CHT's 6G-AI integration and satellite expansion initiatives
Taiwan's leading telecom operator, Chunghwa Telecom (CHT), is developing a legal-specific large language model (LLM) called Tlibra to support 6G and AI integration by accurately processing Taiwan's legal documents. Simultaneously, CHT is advancing a multi-orbit satellite network to expand satellite services and enhance Taiwan's overall communication resilience, according to chairman Alex Chien.
Friday 14 March 2025
Belgium targets EU Parliamentary staff in Huawei probe
The chief prosecutor investigating allegations of bribery involving Huawei has ordered two offices in the European Parliament belonging to assistants to be sealed off.