Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's management revealed during its earnings call on November 12. This move reflects Pegatron's broader strategy to diversify its manufacturing footprint and reduce reliance on its core contract with Apple Inc., which still accounts for approximately 60% of its revenue.

Quantum communication, which uses phenomena such as entanglement to enable highly secure data transmission via photons, is set for significant expansion. Market forecasts estimate the sector will reach around US$1.2 billion in 2024 and continue growing at an annual rate approaching 30% through 2035. Early applications like Quantum Key Distribution (QKD) and quantum networks are already being adopted in industries, despite obstacles such as high costs and the absence of standardized protocols.

Optical communication filter manufacturer Apogee announced a significant turnaround in its financial performance for the third quarter of 2025, reporting a net profit after tax attributable to parent company owners of NT$27 million (approx. US$871,000), its first positive quarterly result since 2023. Consolidated revenue for the quarter reached NT$135 million, reflecting a 79.05% increase compared to the same period in 2024, driven by improved inventory management and an enhanced gross margin structure.

Networking firm Gemtek reported consolidated revenue of NT$3.557 billion (US$114.7 million) in the third quarter of 2025, with a gross margin of 16.3%, up from 13% in the same period last year. The company attributed the margin improvement to its business model shift toward direct supply and shipments of higher-margin products.

In Taiwan's OTT market, Line TV's recent announcement of a merger with KKTV has sparked speculation about whether other platforms will follow suit. Senior executives from Far EasTone (FET) and Chunghwa Telecom (CHT) have expressed optimism about consolidation or alliances among local OTT players and remain open to collaboration opportunities.

South Korea's SK Telecom (SKT) has appointed a new CEO, Jai-hun Jung, and is aiming to use AI infrastructure as its key driver for future growth. At the SK AI Summit 2025, Jung unveiled an AI-centric business vision with plans for SKT to become a national-level AI firm through integrating communication networks, data center construction, and group resources.

Twoway Group announced on November 5, 2025, that Chia-Hsin Tai, formerly the head of sales, has been appointed as the company's new chief operating officer (COO). Tai will be responsible for operations management, product innovation, strategic planning, and global market expansion within the broadband network sector.

Twoway Communications announced on November 5 that its unaudited consolidated revenue for the third quarter of 2025 reached NT$353 million (approx. US$11.42 million), with a gross margin of 37%. The company posted a net profit attributable to the parent company of NT$38 million, reflecting significant increases in both revenue and profitability compared to the previous quarter.

Chunghwa Telecom (CHT) is expanding its footprint in the film and television sector by establishing an NT$1 billion (approx. US$32.3 million) cultural and creative fund, with operations set to begin by the end of 2025.

Far EasTone (FET) reported consolidated revenue of NT$26.39 billion (approx. US$851.8 million) in the third quarter of 2025, marking a 6.7% year-on-year increase and setting a new historical high for the period. The telecom operator's growth was fueled by multiple enterprise IT project deliveries, steady prepaid card business expansion, and strong sales of Apple's iPhone 17 series.