Strong iPhone sales and 5G upgrades, combined with continued revenue recognition from AI data center (AIDC), cloud, and enterprise information and communications technology (ICT) projects, drove sustained growth for Taiwan's three major telecom operators in October.

Sercomm Corporation reported record third-quarter revenue of NT$21.83 billion (US$665.92 million) on November 10, up 48% from a year earlier and 5.9% from the previous quarter. The company cited strong demand for broadband infrastructure and networking equipment, and expects shipments to remain high in the fourth quarter.

Apple's generative AI (GenAI) service, Apple Intelligence, has completed regulatory filings for tablets and laptops in China after securing approval to launch on smartphones, advancing the company's AI strategy in the Chinese market.

GIS is shifting from touch displays to semiconductor optics, with laser packaging entering small-volume production in the fourth quarter of 2026 and full capacity expected by the second or third quarter of 2027. Chairman Hsien-ying Chou said production lines have been installed progressively since the second quarter, supported by incoming equipment and customer-supplied materials. Passive optical components and Micro LED applications are also part of the company's expansion.

The global smartphone display market faces a weaker 2026, as OLED panel shipments and revenue are forecast to decline, while memory constraints, rising production costs, and shifting demand pressure manufacturers worldwide. The downturn is expected to accelerate competition among suppliers, even as foldable devices, LTPO adoption, and power-efficient technologies create opportunities.

Taiwan's proposed 2027 government budget would fund a low Earth orbit satellite network using Amazon Leo, adding backup communications for critical sites during disasters and emergencies. The plan reflects concern over the island's reliance on submarine cables and seeks to strengthen connectivity for government, response, medical, and other essential services.

Taiwan's Ministry of Digital Affairs (MODA) plans to begin preparatory work in 2027 for a potential 6G spectrum release, as licenses for the 700MHz, 900MHz, and 1800MHz bands are due to expire at the end of 2030. The ministry has said the schedule, frequencies, and method for any 6G licensing remain under study and have not been finalized.

Chunghwa Telecom (CHT) is expanding its investment in film and television content as competition in Taiwan's over-the-top (OTT) market intensifies. The Chunghwa Digital Cultural and Creative Fund (CDCCF), jointly backed by CHT, the Taiwan Creative Content Agency (TAICCA), and E.Sun Bank, began operations in 2026 and recently announced 10 new investments to broaden opportunities for Taiwan's film and television industry through funding, international co-production, and overseas partnerships.

A future communications network capable of detecting certain forms of eavesdropping may depend on something remarkably small: a semiconductor device designed to emit individual particles of light.

Nvidia, SK Telecom and South Korean AI chip startup Rebellions have agreed to develop rack-scale AI inference systems that combine Nvidia GPUs with Rebellions' next-generation neural processing units (NPUs), bringing Korean-designed accelerators into Nvidia's data center infrastructure.

Alphabet has acquired a stake worth nearly US$548 million in Qualcomm, strengthening the financial ties between the longtime partners as the chipmaker seeks to diversify beyond smartphones and establish a foothold in the rapidly expanding AI data-center market.