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Friday 29 August 2025

Nokia eyes defense market with backpack-style battlefield communication system

As global defense spending continues to rise, the military industry shows clear growth trends. Nokia is targeting the defense sector with tactical wireless network systems for battlefield communication.

Friday 29 August 2025

Qualcomm launches first IoT processor with integrated RFID, backed by Decathlon

Qualcomm announced the launch of its new Dragonwing Q-6690 processor on August 27, claiming it as the first enterprise-grade mobile processor in the world to feature fully integrated ultra-high frequency (UHF) radio-frequency identification (RFID) functionality. The chip features built-in 5G, Wi-Fi 7, Bluetooth 6.0, and ultra-wideband (UWB) wireless technologies, supporting proximity-based experiences and global connectivity.

Wednesday 27 August 2025

South Korean telecos tackle challenges from AI-6G integration

The era of 6G is approaching, with the integration of AI becoming a central focus. South Korea's telecommunications industry emphasizes the interdependence between AI and networks: without intelligent networks, large-scale AI services cannot exist. However, many practical challenges remain to be overcome in implementation.

Tuesday 26 August 2025

6G represents more than a 5G upgrade: kicking off global race for AI autonomous networks

With the rapid advancement of AI technology, the global telecommunications industry is entering a new phase of transformation. The development of 6G networks will not merely be an upgrade from 5G, but will focus on network innovation tailored to AI services.

Tuesday 26 August 2025

Gemtek enters India with mmWave FWA, mass shipment in 2026

Taiwan-based networking manufacturer Gemtek Technology announced on August 25, 2025, that it has begun shipments of its latest 5G millimeter wave (mmWave) fixed wireless access (FWA) products, which will be deployed by a major telecom operator in India. This marks another milestone in Gemtek's efforts to expand its presence in the global high-speed broadband market.

Friday 22 August 2025

As Microsoft doubles down on AI, Azure Space is relegated to the sidelines

As Microsoft intensifies its focus on artificial intelligence, several non-AI-related divisions have faced significant cuts — with the Azure Space satellite initiative reportedly among the latest casualties. While the tech giant confirmed that Azure Space has not been fully discontinued, several of its products have been retired or shifted in scope. The number of employees affected by these changes remains unclear.

Friday 15 August 2025

Taiwan gains competitive edge as China faces steep US tariffs

On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7, 2025. According to senior government officials in Taiwan, relief measures have been initiated, and affected businesses are urged to apply within the stipulated timeframe. For traditional industries, China faces tariffs exceeding 50% on related goods, which provides Taiwan with a competitive opportunity to gain market recognition.

Thursday 14 August 2025

Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls

Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their chip sales revenue from China to the US government. This equally astonishing arrangement secures export licenses from the US government for Nvidia's H20 and AMD's MI308 chips shipping to China.

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

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.

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.

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

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.

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.

Tuesday 22 July 2025

Samsung powers the next Maybach experience with seamless tech integration

Samsung is strengthening its partnership with Mercedes-Benz on two strategic fronts—melding cutting-edge display technology with mobile-powered vehicle access—signaling the tech giant's deeper push into the luxury auto segment.

Tuesday 22 July 2025

Zyxel expects Vietnam plant to start volume production in 4Q26

Networking gear maker Zyxel Group is set to start constructing a new plant in Vietnam in July, with production expected to start next year, despite uncertainties arising from the US tariffs, according to the Taiwan-based company.

Saturday 19 July 2025

Ecosystem collaboration is key to 5G monetization

As the global 5G user base continues to rise, the industry's focus is shifting from early traffic dividends and user scale competition to a new game centered on resource allocation and service differentiation. Ericsson believes that the 5G era has evolved from mere technological upgrades into a complex strategic battle involving investment cycles, resource allocation, and value realization.

Friday 18 July 2025

FWA has huge growth potential in Taiwan

Fixed wireless access (FWA) is only playing second fiddle to fiber in Taiwan's broadband market. Despite that, FWA is far from being just an optional technology, as it offers huge growth potential.

Tuesday 15 July 2025

D-Link reports success in Middle East market; 5G CPE shipments to reach 150,000 units in 2025

As the global telecommunications market accelerates 5G network deployment, demand for 5G customer premises equipment (CPE) continues to rise. Taiwanese networking brand D-Link has achieved a major breakthrough in the Middle East during the first half of 2025 by securing a large regional 5G CPE order. The company expects total shipments to reach 150,000 units this year and has already begun deliveries, injecting new growth momentum into its annual operations.

Monday 14 July 2025

Cisco drives AIoT proof of concept from point to area, aims to extend Asia New Bay Area experience to semiconductor industry

As AIoT technology deepens its application across industrial sectors, networking and cybersecurity brand Cisco has partnered with Genesis to launch the "AIoT Sustainable Innovation R&D Center" in the Asia New Bay Area, becoming one of Taiwan's most comprehensive end-to-end validation sites.

Friday 11 July 2025

Wi-Fi 7 bundled plans drive Arcadyan's record revenue

Arcadyan's record-breaking first-half 2025 revenue was fueled by booming demand for Wi-Fi 7 devices, rising Passive Optical Network (PON) adoption, and aggressive restocking by telecom operators. The company is closely watching US tariff announcements before capacity adjustments.

Thursday 10 July 2025

Stay or relocate: Taiwan makers weigh exodus amid weak government support

The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing the ITA and ITA 2 tariffs-free benefits granted under the WTO framework. Trump's tariff threat can be understood as a step to force Seoul to share the cost of stationing US troops in South Korea. But what does Trump want from Taiwan in the tariffs game? TSMC is already constructing wafer fabs and an R&D center in the US. Does Trump want AI server makers to set up assembly lines in the US, and for the Taiwan currency to sharply appreciate against the greenback?

Thursday 10 July 2025

Philippine-made goods face higher US tariffs, affecting Taiwanese tech suppliers

Taiwan's networking industry showed divergent revenue results in June 2025, as companies navigated evolving market demands shaped by artificial intelligence (AI) and global supply shifts. Accton Technology reported a significant milestone by surpassing NT$20 billion (US$685 million) in monthly revenue for the first time, driven largely by increasing AI-related demand. In contrast, Wistron NeWeb Corporation (WNC) and Sercomm experienced declines or transitional phases amid ongoing market adjustments.

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