Sercomm Corporation reported August revenue of NT$7.044 billion on the 7th, up 45% year-over-year, extending its run of monthly sales above NT$7 billion(US$222.1 million) to a third straight month. The networking and broadband equipment maker also said July and August combined revenue reached NT$15.024 billion, already exceeding the NT$14.75 billion it booked in the third quarter of 2025.
Rising smartphone prices are spreading beyond China, with Southeast Asia already showing the strain from rising handset costs and weaker replacement demand.
Huawei held a product launch event on the afternoon of September 7, with the tri-fold Mate XT 2 and its Kirin 9050 Pro chip in the spotlight. The company also rolled out a HarmonyOS 7 upgrade.
Huawei's Kirin 9050 Pro is the first commercial test of its Tau Scaling Law, with the company claiming a 55% increase in transistor density at the same process node while cutting NPU, GPU and CPU performance-core power by 66%, 58% and 41%, respectively.
Samsung Electronics launched its new Galaxy Z series foldable smartphones, including its first wide-folding model, kicking off this year's foldable smartphone battle. With attention on the upcoming release of Apple's debut foldable smartphone, the market reported on September 2 that Xiaomi and Huawei will unveil new foldables on September 7, ahead of Apple.
Network equipment maker Alpha Networks said it has teamed up with Taiwan's Industrial Technology Research Institute (ITRI) and Chen Lung Technology to jointly advance the "B5G/Pre-6G public network Massive Antenna Radio Unit project."
India's fixed wireless access (FWA) market is expanding quickly as 5G rollouts accelerate and policymakers push local manufacturing, but Taiwanese networking suppliers say the opportunity comes with familiar risks. Telecom demand in the country remains strong, yet vendors with experience in India warn that growth does not automatically translate into profit.
Global smartphone shipments are facing renewed downside pressure in 2026 as memory prices rise, handset makers pass on higher costs, and brands trim low-end models to protect margins. Forecasts for this year have also been cut repeatedly, with the most bearish view suggesting global smartphone shipments will fall nearly 17% from 2025.
Samsung Display (SDC) is expected to formally expand mass production of OLED panels for Apple's foldable iPhone starting in September 2026. Although the ramp-up for the foldable iPhone had previously been pushed back because production delays hit some components, including the hinge and substrate, the new OLED mass production schedule suggests SDC can still meet its full-year production target.
ByteDance and ZTE are preparing to launch the Nubia NaviX Ultra in September after the AI smartphone received China's network access approval, clearing the regulatory process from large-model filing to device certification.
Gemtek Technology announced that it is deepening its strategic cooperation with India's Dixon Technologies through their joint venture in India, expanding the manufacturing and market presence of its optical transceivers, bidirectional optical sub-assembly (BOSA), and other high-speed optical connectivity solutions.
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