Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable, with annual growth of around 2–3% and no major fluctuations. However, recent sharp increases in memory prices and tight supply have crowded out resources across the broader electronics industry, which could further affect panel demand, especially in notebooks and smartphones.

E-band wireless communication, operating between 71-76 GHz and 81-86 GHz, offers extremely high data throughput and ultra-low latency. Beyond its current use in automotive radar, next-generation satellite communications are emerging as a key potential application for E-band technology.

Space-related business opportunities have returned to the spotlight, and SpaceX is expected to go public in bringing data centers to space. Within Taiwanese IC design companies, MediaTek is leading in involvement and business scale in the satellite sector. It currently focuses primarily on satellite communications, maintaining influence in the formation of satellite broadband network standards and promoting direct-to-cell smartphone applications. Additionally, its subsidiary Airoha offers GNSS positioning chips, and its newly developed Ethernet chips have teamed up with MediaTek's Wi-Fi chips for satellite communication ground transceivers.

Gemtek Technology aims to significantly expand shipments to India with new investments in optical communications and AI system-on-module sectors. The networking company plans a 100-fold increase by early 2026, contingent on national certification of its Wi-Fi over mmWave Technology (WoMT) in India.

After two years of industry-wide inventory corrections, Taiwan's networking sector is showing early signs of recovery, with Qisda Group subsidiaries Alpha Networks and Hitron Technologies both returning to profitability in the third quarter of 2025. Their improved results coincide with stabilizing operations and renewed product momentum, including Alpha's upcoming 1.6T liquid-cooled switch.

Ubiqconn Technology, part of the First International Computer Group, announced that its technical foundation in maritime communications and satellite applications continues to support new business development. Orders for unmanned aerial vehicle (UAV) ground control stations (GCS) are being implemented and will gradually be reflected in operations according to project schedules.

Competition in the foldable smartphone market is accelerating as Huawei, Samsung Electronics, and Apple advance new device plans aimed at reshaping the high-end segment. Huawei has begun global sales of its latest ultra-thin Mate X7, Samsung's first tri-fold device, which sold out immediately in South Korea, and Apple is preparing to debut its long-anticipated foldable iPhone in 2026, according to industry sources and analysts.

Taiwan's leading telecom operators—Chunghwa Telecom (CHT), Taiwan Mobile, and Far EasTone (FET)—each reported revenue growth for November 2025. The sustained popularity of Apple's iPhone 17, combined with the Singles' Day shopping festival and government cash handouts, drove positive momentum across their core telecom businesses.

Foldable phones are emerging as one of the rare growth areas in an otherwise stagnant global smartphone market. According to market research firm IDC, foldable devices are projected to represent over 10% of the worldwide smartphone market value by 2029. Apple Inc. is expected to enter this segment in 2026 with its first foldable iPhone, anticipated to capture more than 22% of global foldable shipments and 34% of revenue in its debut year.

Chinese telecom equipment maker ZTE Corp. is again under regulatory scrutiny, as the US Department of Justice (DOJ) investigates alleged foreign bribery that could lead to more than US$1 billion in fines, Reuters reported. The Foreign Corrupt Practices Act (FCPA) probe covers ZTE's activities in Latin America and other regions, raising the risk of fresh penalties and the possible reinstatement of export restrictions if talks fail.

Samsung Electronics is set to introduce its triple-fold Galaxy Z TriFold in China, aiming to capture a larger share of the premium foldable phone market despite currently holding about 2% market share in the country. The move targets high-end consumers willing to pay above CNY20,000 (US$2,827.89).