DIGITIMES Communications news

Aug 19, 12:50

Taiwan Mobile sees Systex deal as AI-driven expansion play, targets 14% ICT market share

Taiwan Mobile (TWM) recently announced a tender offer for Systex, setting a goal of doubling its share of Taiwan's information services market from 7% to 14% within six years. TWM Chief Enterprise Business Officer Shing Chu stressed that the target is not about taking existing business away from competitors, but about capturing a larger share of a market that is expected to expand as AI drives enterprise demand for IT services.

Google to move all Pixel production out of China in 2027, Nikkei Asia says

Aug 19, 11:19

China dominates optical modules but US allies hold the upstream keys

Aug 19, 09:20

DDR4 shortages slow Wi-Fi 6 replacement as Wi-Fi 7 ramp continues

Aug 19, 08:54

Record orders, yet profits squeezed: Asia-Pacific electronics supply chain caught in cost crunch

Aug 17

MORE NEWS

TELECOM SERVICE, INFRASTRUCTURETaiwan Mobile lifts 2026 profit outlook on AI data center push

Aug 17

Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex acquisition, as AI applications continue to drive demand for data center computing power and spur the company's AI data center (AIDC) expansion.

TELECOM SERVICE, INFRASTRUCTURENokia axes 1,600 jobs and Hangzhou R&D center in deepening China telecom retreat

Aug 17

Nokia is accelerating its retreat from China, closing its Hangzhou R&D center and cutting about 1,600 jobs as shrinking market access, geopolitical friction and a broader global restructuring reshape the Finnish telecom equipment maker's footprint in the world's largest 5G market.

TELECOM SERVICE, INFRASTRUCTURETaiwan Mobile launches tender offer for Systex, targeting majority control

Aug 16

Taiwan Mobile said on August 12 that its board approved a tender offer for Systex Corporation common shares through its wholly owned subsidiary Taiwan Cellular, with the goal of lifting its stake to more than 50%. The telecom operator already held 11.86% of Systex, and the tender offer seeks an additional stake of at least 39%, which would lift Taiwan Mobile's total ownership above 50%.

TELECOM SERVICE, INFRASTRUCTUREAnalysis: Taiwan Mobile takes control of Systex to close ICT gap with Chunghwa Telecom, Far EasTone

Aug 14

Taiwan Mobile announced on August 13 that it will acquire additional common shares of Systex through its wholly owned subsidiary Taiwan Cellular, raising its total stake to more than 50% and securing majority control of the IT services provider.

TELECOM SERVICE, INFRASTRUCTUREFoxconn buys new land for optical communications expansion

Aug 13

Foxconn approved the purchase of an industrial property in New Taipei City's Tucheng District for NT$1 billion (US$31.08 million), the company said on the 12th. The site will support future planning in optical communications, ultra-precision molds and precision molding.

TELECOM SERVICE, INFRASTRUCTURE409.6T switches could push industry toward CPO, Arista says

Aug 13

Co-packaged optics (CPO) has become a major focus of the optical networking industry, but pluggable modules remain the mainstream choice for optical interconnects. At a silicon photonics forum during the 2026 OCP APAC Summit, panelists said vendors have little incentive to abandon a mature and proven pluggable ecosystem before technical or economic constraints make a shift necessary.

WIRELESS NETWORKINGSercomm expands beyond broadband into 5G, edge AI and IoT as 2Q26 revenue hits record high

Aug 12

Taiwan's Sercomm Corporation is repositioning itself for the next phase of network infrastructure demand by expanding beyond traditional broadband equipment into 5G, fixed wireless access (FWA), enterprise networking and IoT connectivity, areas expected to benefit from rising data traffic and AI-driven digitalization.

MOBILE DEVICESSamsung to add 1 million Galaxy Z Fold8 units as foldable demand surges

Aug 12

Samsung Electronics will increase production of the Galaxy Z Fold8 by 1 million units in 2026 after strong preorder demand for its wider foldable phone, according to ET News. The move comes as the company prepares for a new round of competition in foldables ahead of Apple's first 4:3 foldable iPhone, which is expected in September 2026.

TELECOM SERVICE, INFRASTRUCTURETaiwan telecom trio posts strong July on 5G, roaming, AI gains

Aug 11

Taiwan's three major telecom operators — Chunghwa Telecom, Taiwan Mobile and Far EasTone Telecommunications — all reported strong July 2026 results, with revenue and profit supported by seasonal roaming demand, 5G upgrade plans and resilient handset sales. The operators said July marked a record period for several key metrics, while AI-related demand in enterprise and infrastructure businesses provided an additional growth driver.

MOBILE DEVICESGoogle readies Pixel 11 lineup, market breakthrough still under question

Aug 11

Google has officially announced that it will unveil its annual Pixel 11 flagship smartphone series on August 13, 2026, with the lineup expected to include the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and Pixel 11 Pro Fold. As generative AI adoption accelerates and shortages and price increases hit key upstream smartphone components, investors and the market are closely watching how Google will use AI to boost sales and hardware momentum.

WIRELESS NETWORKINGGemtek, CyberTAN see YoY growth turn positive in July

Aug 11

As supply chain turbulence is easing, network equipment makers are starting to report better revenues. Gemtek Technology and CyberTAN both saw year-over-year revenue growth turn positive in July. However, the memory price rally continues to cloud the outlook for the second half of the year, keeping customers cautious on costs and inventory management.

More coverage

TOPICS

HUAWEI

INTERVIEWS