Amazon's low-Earth-orbit satellite network, Project Kuiper, may soon land in Taiwan, where competition among local telecom operators is intensifying. Reports suggest Far EasTone Telecom holds an early advantage because it controls 28 GHz spectrum bands compatible with Kuiper's technology.

Automotive electronics manufacturer THN grabbed a Top Innovation Technology Award here on October 23 at the Future Innovation Technology Expo (FIX 2025) for its breakthrough transparent antenna technology. Dubbed 'FlexClear,' the system aims to enable high-speed, low-latency 5G and 6G connectivity for vehicles without using traditional external antennas. THN was one of nine top winners among thirty companies honored at the Daegu event.

Taiwan's offshore wind maritime engineering firm Dong Fang Offshore (DFO) is set to transition from the over-the-counter (OTC) market to the Taiwan Stock Exchange mainboard in mid-November 2025. The company is rapidly expanding its fleet to capture strong growth opportunities in AI-fueled undersea communication cable demand.

Chunghwa Telecom (CHT) announced on October 21 the establishment of its AI subsidiary, CHT InventAI, marking another success in internal startup incubation within the group. CHT chairman Alex Chien said InventAI's launch is just the first step, with at least two more subsidiaries currently in preparation to accelerate the commercialization of technologies from in-house researchers and expand the industrial ecosystem.

Taiwan's economy is experiencing a dramatic surge fueled by its dominant position in global semiconductor manufacturing and the artificial intelligence boom. The Chung-Hua Institution for Economic Research (CIER) recently revised Taiwan's 2025 GDP growth forecast upward to 5.45%, citing strong demand in semiconductors and AI driving investment and exports. However, this impressive growth has exposed a widening economic divide, with legislators arguing that gains are concentrated almost entirely in the electronics, AI, and memory sectors while traditional industries struggle to keep pace.

Homeplus Digital hit a record high in broadband subscriptions in the third quarter of 2025, largely driven by the addition of the international streaming brand Disney+, which significantly boosted broadband service applications during the quarter.

Apple's iPhone Air, the first smartphone in China without a physical SIM slot, ushers in the country's long-awaited eSIM era. But despite the milestone, eSIM adoption in China remains stuck in a testing phase. Regulatory limits, cumbersome activation steps, cross-province restrictions, and complicated device transfers continue to frustrate users, highlighting the gap between technological readiness and policy execution.

The global push toward 6G and non-terrestrial networks (NTNs) is reshaping the future of communications. As low Earth orbit (LEO) satellite technology matures and costs decline, a new era of high-resilience global connectivity is emerging—one that Taiwan is moving quickly to embrace.

The Ministry of Digital Affairs (MODA) announced that Taiwan's government-driven push for 5G private networks and dedicated spectrum has benefited more than 100 enterprises as of September 2025. By significantly reducing frequency usage fees to incentivize site owners, the initiative supports innovative applications despite skepticism about the 4.8-4.9GHz band and the development of 5G O-RAN technology.

Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass production and shipment phases, driving steady growth in its overall revenue. The company has also integrated MediaTek's Wi-Fi chips into its solutions.

The Taiwan Innotech Expo (TIE) opened on October 16, spotlighting over 1,000 innovative technologies with a strong focus on AI. The event continues the theme of major 2025 exhibitions by emphasizing Taiwan's critical role in the global technology value chain.

Taiwan's leading telecom operators posted strong operational performances in September 2025, driven by the sales surge from the new iPhone 17 launch, ongoing 5G user upgrades, and rising ARPU (average revenue per user). This momentum lifted revenues and profits across the board.

The Ministry of Digital Affairs (MODA) is actively advancing low Earth orbit (LEO) satellite business development, with Minister Yi-Jing Lin revealing on October 15 at the Legislative Yuan's Transportation Committee that aside from Chunghwa Telecom (CHT)'s OneWeb, talks are also underway for collaboration with Amazon Web Services' (AWS) LEO satellite service Kuiper. Far EasTone Telecommunications (FET) is likely to become Kuiper's commercial operator in Taiwan.

China Mobile announced at its global partner conference in Guangzhou that it plans to exclusively use domestically produced chips across the country's largest artificial intelligence (AI) computing network by 2028. The move seeks to accelerate AI autonomy and reduce reliance on foreign technology amid growing geopolitical tensions.

Digital transformation solutions integrator International Integrated Systems (IISI) reported September 2025 revenue of NT$649 million (US$21.3 million), up 122.49% year-over-year. For January to September 2025, cumulative revenue reached NT$3.248 billion, a 15.97% increase from the prior year. Third quarter 2025 revenue rose 29.61% quarter-over-quarter and 58.67% year-over-year.

At the geopolitics forum of SEMICON West 2025, corporate government affairs executives from Arm Holdings, ASML, Entegris, Intel, and Lam Research all presented policy recommendations in relation to US strategies to compete with China. All attendees unanimously agreed that policy consistency and continuity are the most urgent areas for improvement.

Universal Microwave Technology (UMT), a manufacturer of low Earth orbit (LEO) satellite and high-frequency communications components, has benefited from the continued advancement of major international satellite projects and growing demand for high-frequency communication components and waveguide modules.

The launch for the next-generation optical communication infrastructure, IOWN (Innovative Optical and Wireless Network), led by Japanese telecom group NTT, is scheduled for 2026. The production system for core equipment will involve US semiconductor company Broadcom, Japanese IC substrate manufacturer Shinko Electric Industries, and Taiwan-based Accton.

Benefiting from rising demand for AI servers and high-speed interconnects, Taiwan's JPC Connectivity expressed cautious optimism for the second half of 2025 and into 2026 during its September 30, 2025, earnings call. The company expects continued growth driven by the automotive, industrial control, and robotics sectors next year.

Taiwan Mobile (TWM) has partnered with uniXecure, the cybersecurity arm of SYSTEX Corporation, to launch CyberShield, a comprehensive solution offering six core cybersecurity services. The initiative comes in response to surging global demand for cyber resilience, as highlighted in the World Economic Forum (WEF) 2025 report.

SK Telecom (SKT) has established an internal independent company, AI CIC, to consolidate and expand its AI business, accelerating AI innovation. The company plans to invest KRW5 trillion (US$3.5 billion) over the next five years, aiming for AI revenue of KRW5 trillion by 2030.

The combination of 5G open radio access network (O-RAN) technology with satellite communications and private networks has become a key focus in recent years for disaster prevention and emergency communications. Pegatron has been actively developing new 5G business ventures, integrating 5G O-RAN with mobile satellite communications to demonstrate the adaptability of domestically produced 5G O-RAN systems under major disaster scenarios.

Following repeated disruptions to submarine cables near Taiwan, new questions have emerged regarding how Microsoft is strengthening the resilience of its local data centers. The tech giant is now considering whether satellite communication can play a role.

Competition in the telecommunications market has expanded beyond pricing and network speeds to the service ecosystem. Telecom firm Taiwan Mobile recently announced that its subsidiary, TWM Power, will continue to deepen the Taiwan Mobility ecosystem by integrating five key resource chains: charging, sharing, parking, energy storage, and leasing, creating a one-stop sustainable mobility service system.

Samsung Electronics' Galaxy series devices generated nearly US$13 billion in revenue from business-to-business (B2B) and business-to-government (B2G) markets in 2024, accounting for 10% to 15% of the Mobile eXperience (MX) division's total revenue, according to South Korean industry insiders.