US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed momentum in the sector. Taiwan's optical component suppliers, which also released third-quarter results, showed signs of profit recovery after currency headwinds in the previous quarter, with growth expected to accelerate in 2026 as investment in co-packaged optics (CPO) and silicon photonics applications begins to bear fruit.
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.
As 3GPP integrates Non-Terrestrial Networks (NTN) into global standards, the long-standing walls of incompatible satellite systems are finally coming down. Leo Chien, chairman of Ubiqconn Technology, stated that that this transformation could create critical opportunities for Taiwanese companies familiar with terrestrial devices, especially in the emerging Direct-to-Device (D2D) sector.
The surge in AI computing has led to a significant price increase in DRAM and NAND Flash, with major manufacturers raising prices by up to 30% in late 2025, putting cost pressure on Chinese smartphone brands and retailers.
Far EasTone Telecommunications (FET) president Chee Jing has announced that the company expects to begin offering Project Kuiper satellite communication services as early as the beginning of 2027, after FET began negotiations with Amazon during the second quarter of 2025.
Pre-order performance of Vivo's X300 series and Oppo's Find X9 series flagship smartphones has exceeded expectations. To meet user demands for improved performance and telephoto shooting, both brands have offered telephoto lenses as bundled accessories for their top-tier flagship models. This innovation has become a key driver in boosting both Vivo and Oppo flagship sales.
Qualcomm's QCT business continued to drive the company's growth in the fourth quarter of fiscal 2025, fueled by rising demand for premium Android smartphones and expanding content per device. As the firm reduces its dependence on Apple, its Snapdragon platform and partnerships with Android OEMs have become key revenue engines.
Qualcomm ended fiscal 2025 with solid revenue growth but saw profits tumble due to a one-time US$5.7 billion non-cash tax charge linked to new US tax legislation. Despite the hit, the company projected up to US$12.6 billion in revenue for the first quarter of fiscal 2026, signaling resilient chip demand.
In less than a week, Nvidia CEO Jensen Huang has orchestrated two of the largest national AI infrastructure deals in history—first delivering 260,000 AI chips to South Korea, then unveiling a EUR1 billion (US$1.15 billion) AI factory in Germany. The rapid-fire announcements signal a deliberate strategy: building sovereign AI capabilities that allow nations to control their own technological destinies.
Airoha Technology has become a central hub for cross-company collaboration within the MediaTek Group. At its latest investor conference, the company detailed integration plans involving MediaTek, newly merged IC Plus Corp. (ICPlus), and ASIX Electronics to strengthen the group's networking ecosystem.
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