GSEO, a key supplier of camera lenses for Apple's iPhone, addressed shareholders on June 17, 2025, with President Jones Chen and General Manager Lee Kuo offering a guarded yet forward-looking outlook on smartphone component demand, supply chain resilience, and geopolitical risks.

Chunghwa Telecom (CHT) noted minimal impact from the recent appreciation of the New Taiwan dollar against the US dollar, according to chairman Alex Chien. The company's domestic demand-driven operations and hedging strategies limit exposure to currency fluctuations.

Taiwan-based IC distributor Alltek Technology anticipates stable growth in its AI and networking business sectors during 2025 despite currency exchange fluctuations and trade uncertainties, according to its latest shareholder meeting. The IC distributor continues to emphasize AI peripheral devices as a core business focus while pursuing expansion into Southeast Asia to bolster future growth amid a challenging market environment.

Google Chrome browser will stop trusting TLS certificates issued by Chunghwa Telecom (CHT) starting August 1, raising public concern. CHT chairman Alex Chien clarified that the move does not stem from a cybersecurity or national security issue.

Taiwanese integrated telecommunications service provider Chunghwa Telecom (CHT) held a press conference on June 17 to announce the start of the CHT Digital Innovative Application Series Competition, a national digital creation competition.

Amid mounting US sanctions and continued supply chain constraints on its HiSilicon Ascend processors, Huawei took the spotlight at the MWC Shanghai 2025 Global Mobile Broadband Elite Forum to underscore its strategic pivot toward integrating 5G-Advanced (5G-A) with artificial intelligence (AI).

China’s weather agency is testing more than a dozen artificial intelligence models in an effort to enhance its forecasting, with a system from Huawei Technologies Co. showing accelerated improvement.
The best models from the trial will be prioritized for deployment by provincial bureaus, and granted priority access to official weather data, according to the China Meteorological Administration, which is running the program. The CMA has said it wants to ensure “orderly and standardized development” as the technology rapidly develops at home and abroad.

PCL Technologies has secured a significant laser optical packaging order from Broadcom for its next-generation data center switch chips, signaling a milestone in the commercial rollout of co-packaged optics (CPO). Initial shipments are expected as early as July, with PCL positioned as the exclusive supplier for several of Broadcom's advanced optical packaging modules.

The Trump Organization unveiled Trump Mobile on June 16, 2025, promoting it as an all-American wireless provider with a flagship T1 phone boasting made-in-USA credentials. However, industry analysts and media reports have cast doubt on those claims, suggesting the T1 may be a rebranded Chinese-made device.

Taiwan's Ministry of Economic Affairs (MOEA) announced on June 15, 2025, that it had added 601 entities—including Chinese tech giants Huawei and SMIC—to its export control list, citing concerns over weapons proliferation and national security. The regulation requires Taiwanese firms to secure export licenses before supplying to any listed company. Optical component suppliers such as Largan Precision and Genius Electronic Optical (GSEO) downplayed the impact, saying their operations remain unaffected.

Taiwan's Ministry of Economic Affairs has added Huawei and SMIC to its newly updated export control list, requiring domestic firms to secure a license from the Bureau of Foreign Trade before shipping goods to either company. However, Taiwanese suppliers of Huawei smartphone components say the rule has little immediate impact, as most shipments are currently fulfilled from manufacturing sites located in mainland China.