Taiwan's increasingly frequent extreme weather events and rising peak electricity demand have made backup power solutions crucial, particularly for high-consumption industries like semiconductors that rely on stable, uninterrupted energy. Seizing the opportunity in this growing market, networking equipment manufacturer ATW Technology is pivoting into the hydrogen energy sector, aiming to build a promising new revenue stream that could eventually outpace its legacy networking business.

Taiwan's telecom market has now consolidated into three main service providers—Chunghwa Telecom (CHT), Taiwan Mobile (TWM), and Far EasTone (FET), after FET's merger with Asia Pacific Telecom and TWM's merger with T-Star. Although CHT took the top market spot, financial data from the National Communications Commission (NCC) for the first quarter of 2025 showed that the three providers display different trajectories in terms of revenue, profitability, and user base.

Amid significant challenges during the first half of 2025, largely external pressures like tariffs, JPC Connectivity, a provider of connectivity solutions, has made strides by concentrating on specialized sectors such as AI servers and telecom-grade optical communications. The company conveyed optimism during its earnings call on June 27, aiming to sustain robust growth momentum and continuous profit expansion throughout the remainder of the year.

Dixon Technologies, India's largest EMS provider, is seeing a shift in its smartphone manufacturing business as key clients begin splitting orders with competing suppliers.

Sharp announced on June 30 that it will sell its smartphone camera module business, including SAIGON STEC CO., LTD. (SSTEC), to Fullertain Information Technologies Ltd. – B.V.I., a subsidiary of its parent company, Foxconn. The deal is valued at approximately JPY2.4 billion (approx. US$16.6 million) and encompasses the transfer of SSTEC's shares and fixed assets.

On the eve of MWC Shanghai's opening, Francesc Fajula, CEO of Mobile World Capital (MWC) Barcelona, made his first whirlwind visit to Taiwan and granted an exclusive interview with DIGITIMES. He provided an in-depth analysis of how MWC evolved from a traditional telecom trade show into a cross-industry innovation platform. He also discussed differences in digital transformation across countries and emerging shifts in future industry competition.

Ericsson announced an expansion of its Research and Development (R&D) team in Bengaluru, India, focusing on ASIC development, aiming to leverage local expertise and enhance Ericsson's semiconductor design capabilities to maintain its leadership in future communication technologies.

Networking device provider Draytek announced a significant financial upturn for 2024, with year-over-year revenue increasing by 52% and net profit after tax more than doubling, with a 120% rise. The company revealed these figures during its shareholders' meeting on April 26, 2025.

Reliance Jio, India's largest wireless operator by subscribers, is projected to overtake global competitors to become the largest fixed wireless access (FWA) service provider by subscriber count by the end of the second quarter 2025, according to ICICI Securities, cited by the Economic Times. The telecom company's rapid subscriber growth has placed it ahead of rival Bharti Airtel and US-based T-Mobile.

As the calendar turns to the third quarter of 2025, the global smartphone industry finds itself at a critical juncture, shaped by a complex mix of geopolitical tensions, tariff uncertainty, and currency volatility. These macroeconomic headwinds continue to weigh on consumer sentiment, making a strong recovery in end-market demand increasingly difficult. Industry analysts are warning of rising operating costs and mounting challenges for smartphone vendors in the second half of the year.