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Friday 2 May 2025
CWTC posts strong Q1 as packaging demand surges, eyes expansion in Asia
Taiwanese lead frame packaging giant CWTC posted better-than-expected results for the first quarter of 2025, buoyed by its inclusion on key client procurement lists and surging demand for consumer electronics and communication products.
Friday 2 May 2025
US targets Chinese shipbuilding, port equipment in new tariff offensive

After pressuring the UK to ban Huawei's 5G gear on national security grounds, the Trump administration is widening its trade assault on China, this time zeroing in on shipbuilding and port infrastructure. New tariffs will target Chinese-made vessels and port equipment, including gantry cranes, containers, and chassis.

Wednesday 30 April 2025
SK Telecom faces mass user exodus and mounting fallout after USIM server hack
SK Telecom (SKT), South Korea's largest telecommunications provider, is grappling with a massive wave of subscriber losses after a recent cyberattack targeting its USIM management server, which raised fears over potential personal data leaks. Despite ongoing emergency measures, the company is struggling to regain control of the situation and restore user confidence.
Monday 28 April 2025
Taiwan telecom giant secures international connectivity with dual-focused investment strategy
Chunghwa Telecom (CHT) is intensifying its international network infrastructure investments as it approaches its 30th anniversary in 2025, focusing on a resilient connectivity strategy spanning sea, land, space, and air to enhance global links and communication backup capabilities.
Saturday 26 April 2025
Taiwan telecos take diverging approaches in financial sector expansion
Telecom operators have sought to expand their businesses by integrating communications, AI, cloud, and IoT services, venturing into a range of fields that benefit from vertically integrated systems such as e-commerce, media streaming, startups, and blockchain. Moreover, Taiwan's three leading telecoms have each pursued their distinct direction in their financial services offerings.
Friday 25 April 2025
Pegatron opens world's largest 5G smart factory in Indonesia
Pegatron unveiled its new manufacturing facility on Indonesia's Batam Island yesterday, featuring a dedicated 5G private network spanning the entire plant. The facility, developed in partnership with Indonesian telecom operator Telkomsel, positions itself as the world's largest 5G-enabled smart factory.
Wednesday 23 April 2025
Ericsson partners with VVDN to fully localize antenna production in India
Ericsson Antenna System (EAS) is expanding its manufacturing operations in India, aiming to localize 100% of its passive antenna production for the Indian market by June 2025. The initiative is part of the company's broader supply chain strategy and aligns with India's ongoing 5G rollout.
Tuesday 22 April 2025
FET launches enterprise AI consulting platform, partners with TIPC to drive smart port operations
Artificial intelligence (AI) is reshaping the role of telecom operators, expanding their reach beyond traditional network infrastructure to enterprise solutions. Far EasTone Telecommunications (FET) has taken a major step in this direction with the launch of its proprietary "FET AI Model Agent" platform for external clients, marking its official entry into the enterprise and public sector AI consulting and application market.
Thursday 17 April 2025
Beijing launches 3-year 5G smart city application plan
Recently, Beijing announced a three-year action plan aimed at achieving large-scale 5G applications and industry integration by the end of 2027. The goals include reaching a 100% penetration rate of 5G among individual users, over 75% of the city's network traffic carried by 5G, and 45% industrial adoption, thereby creating a leading global smart city.
Tuesday 15 April 2025
South Korean telcos race to adopt Nvidia's Blackwell GPUs in AI infrastructure push
South Korea's top telecom carriers, KT Corp. and SK Telecom (SKT), are accelerating their AI infrastructure investments by adopting Nvidia's latest Blackwell GPUs across their GPU-as-a-Service (GPUaaS) platforms and data centers—deepening the race to lead in AI transformation (AX).
Tuesday 15 April 2025
As Taiwan develops its LEO capabilities, Foxconn strengthens ties to global satellite ecosystem
Taiwan's ambition to build its own low-Earth orbit (LEO) satellites for strategic autonomy is hitting roadblocks, with experts questioning the feasibility of a small-scale, isolated system. Meanwhile, Foxconn, the island's tech giant, is quietly advancing its role in the global LEO ecosystem, supplying user terminals (UTs) to major players like Eutelsat OneWeb and exploring applications from maritime to autonomous vehicles.
Tuesday 15 April 2025
India reportedly scrutinizes Chinese telecom gear amid security concerns
India is assessing Chinese telecom equipment within its networks amid US-China trade tensions, citing national security concerns. While 4G infrastructure utilizes Huawei and ZTE technology, India has restricted new contracts and 5G involvement, reflecting broader caution toward Chinese foreign investments.
Monday 14 April 2025
Philippine-based manufacturers gain unexpected edge amid US tariff tensions
US tariff policy uncertainties have created challenges and opportunities for international manufacturers. Companies in countries with lower reciprocal tariffs enjoy a competitive edge. Sercomm, a networking equipment manufacturer, has found its production strategy advantageous amid the tariff volatility. The company, which concentrates approximately 60% of its production in the Philippines for the North American market, benefits from the Philippines' relatively lower tariff rate of 17%, compared to the potential 46% rate for Vietnam.
Saturday 12 April 2025
US's 46% reciprocal tariffs on Vietnam have clients in telecom industry halting orders
The reciprocal tariff measures implemented by US President Donald Trump officially took effect at 12:01 PM Taiwan time on April 9. Taiwanese manufacturers in Southeast Asia have become severely affected, with tax rates in Thailand, Vietnam, and Cambodia reaching as high as 37% to 49%.
Thursday 10 April 2025
Google opens network cable system for enterprise connectivity at Cloud Next '25 conference
Google has opened its vast network cable system to enterprises through the Cloud Wide Area Network (Cloud WAN) solution. This service allows cross-cloud connectivity with Amazon Web Services (AWS), Microsoft Azure, and Oracle Cloud Infrastructure (OCI), meeting the growing demand for advanced networking due to enterprise AI applications.
Thursday 3 April 2025
Taiwanese chip manufacturers are optimistic about the telecom market recovery with Wi-Fi 7 adoption in 2025
The demand for telecom chips is one of the relatively stable applications driving recovery momentum in 2025. So far, Taiwanese chip manufacturers maintain a positive outlook for the market conditions in 2025, particularly due to the apparent upgrade demands for telecom specifications in Europe and the US.
Thursday 27 March 2025
Interview with Julian Gorman from GSMA: China leads in 5G technology, redefines factory efficiency standards
China is leading the charge in 5G technology, transforming factory efficiency standards. Countries like Indonesia must accelerate their innovative and digital transformation efforts to attract manufacturing investments, as this trend is becoming evident, said Julian Gorman, head of Asia Pacific at GSMA.
Wednesday 26 March 2025
IC distributors upbeat about 2025 prospects given end of inventory adjustments for industrial and automotive chips
IC distributors have expressed optimism regarding the semiconductor market outlook for 2025, generally believing that overall circumstances will exceed those of 2024. They anticipate that a variety of applications will experience growth in comparison to the previous year.
Tuesday 25 March 2025
Chunghwa Telecom partners with global carriers to build Pacific submarine cable
Chunghwa Telecom announced it will join forces with SK Broadband, SoftBank, and Verizon to construct a new 12,500-kilometer submarine fiber optic cable system called "E2A" connecting Asia and North America. The initiative responds to surging demand for high-capacity, low-latency infrastructure driven by AI, cloud computing, and next-generation mobile networks.
Monday 24 March 2025
Browave fast-tracks CPO rollout: 2025 shipments, 2026 breakout growth
The rise of AI data centers is fueling demand for co-packaged optics (CPO) and silicon photonics (SiPh), compelling optical communications firm Browave to fast-track its CPO development. The company expects to complete CPO validation by late 2025, with initial shipments to follow. Several customer projects are already in progress, and full-scale production is set for 2026. While broader market adoption remains uncertain, Browave anticipates strong growth opportunities.
Monday 24 March 2025
Global demand for submarine cables surges as data needs surge
The number of submarine cables is increasing rapidly as global data demands grow. Cloud service providers (CSPs) are accelerating investments, with the three major US CSPs expected to add 21 new cables between 2025 and 2027, accounting for over 10% of all new deployments during this period.
Saturday 22 March 2025
Meta, Google, and Amazon reshape internet with submarine cable dominance
In today's evolving global digital economy, submarine cables have emerged as crucial assets for tech giants seeking to dominate internet infrastructure through strategic investments and direct ownership.
Friday 21 March 2025
Submarine cables drive global computing power race, AI training
Submarine cables are crucial for global internet traffic, handling over 95% of data transmission. They enhance intercontinental connectivity, lower latency, and extend internet access, especially in regions with weaker infrastructure. TeleGeography reports over 600 submarine cable systems worldwide, including the 2Africa cable by companies like Meta and Vodafone, spanning 45,000 kilometers across three continents.
Friday 21 March 2025
Chunghwa Telecom expands in SEA with smart pole tech for urban development
Chunghwa Telecom is making significant strides in Southeast Asia's rapidly growing smart city market, showcasing innovative smart pole technology that integrates lighting, surveillance, communication, and data collection functions. The company's vision is clear: to position itself as a key player in the infrastructure of tomorrow's urban landscapes.
Friday 21 March 2025
Huawei's US$119B boom: Enterprise business takes the lead in 2024
Huawei hosted the Huawei China Partner Conference 2025 at the Shenzhen Convention and Exhibition Center, bringing together industry leaders and business partners under the theme "Born out of aggregation, wisdom at work." During his keynote speech, Tao Wang, Huawei's Executive Director, and Chairman of the ICT Infrastructure Managing Board, highlighted the company's solid 2024 performance.