After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec.
Strong 5G upgrade momentum, Mother's Day handset promotions, and a wave of enterprise ICT projects tied to AI data center buildouts and cloud computing infrastructure helped Taiwan's three major telecom operators post solid results in May 2026. Chunghwa Telecom logged record-high revenue and EBITDA for the month of May, while Taiwan Mobile kept its lead in profitability with EPS of NT$0.50, and Far EasTone continued its growth in mobile services with the industry's highest 5G penetration among monthly-plan users.
Taiwan's next-generation communications program, one of the Five Trusted Industry Sectors designated by President Lai Ching-te, is helping companies position early for the 6G market as global standardization moves into a critical phase. International targets point to 2030 for 6G commercialization, while the international standard is expected to be announced in the first quarter of 2029.
Sercomm Corporation said its revenue for the first five months of 2026 hit a record NT$30 billion (US$950 million), up 55% from a year earlier, signaling continued momentum in telecom and networking markets that could matter for global broadband customers, suppliers, and investors. The company said growth is being driven by AI-enabled applications, new products, and expansion into additional markets.
Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become a real energy business, or whether it will become just another low-margin hardware extension.
The artificial intelligence boom has created clear winners among semiconductor and memory manufacturers. Shares of companies such as Samsung Electronics, SK Hynix and Micron Technology have climbed as demand for AI memory chips continues to surge.
Apple's new Siri AI has finally arrived, but its absence from China threatens to weaken the company's artificial intelligence (AI) strategy in one of the world's most important smartphone markets.
India has effectively paused Starlink's commercial entry, underscoring how geopolitical tensions can shape global internet access and slow satellite expansion in major markets. For readers worldwide, the case shows how regulators may tighten scrutiny when foreign-controlled communications systems are seen as a security risk during conflict.
Lens maker Largan Precision held its shareholders' meeting on June 9, where chairman Adam Lin, long known for his terse public remarks, appeared relaxed and offered unusually detailed views on the industry, technology, and Largan's own operations. His comments showed clear optimism toward the company's development of fiber array units (FAUs).
Apple unveiled a sweeping overhaul of its artificial intelligence offering at WWDC 2026 on June 8, but two of its most important markets — China and the EU — will not receive the full suite of new features at launch. The reasons differ significantly between the two regions, and industry watchers say the gap poses a strategic risk for a company whose AI pitch depends on delivering a consistent, platform-wide experience.
Wireless technology provider Astrogate, founded in 2019, has built a Taiwan-based R&D operation into a business platform spanning wireless projection, AR smart glasses, and drones, and is now pushing deeper into Southeast Asia with a pure made-in-Taiwan approach. Since launching its own Astros brand in 2024, the company has quickly established a split business model in which branding and ODM operations each account for half of its revenue.
More coverage
