Research insight: Direct-to-device poised to redefine mobile-satellite integration

As low Earth orbit (LEO) satellite deployments accelerate and 5G standards continue to evolve, direct-to-device (D2D) technology is emerging as the cornerstone for integrating mobile and satellite communications. The architecture extends terrestrial network coverage into space, addressing connectivity gaps in remote, maritime, and disaster-stricken regions, while also creating new business opportunities for telecom operators and satellite providers.

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Systex posts profit growth in 3Q25 driven by enterprise AI transformation

Systex announced it will continue focusing on AI platformization and software AI integration to enable practical AI applications as a core driver of enterprise transformation. The company reported record-high revenue for the third quarter of 2025, fueled by rising demand for enterprise cloud services and AI transformation, stable contract renewals with key clients, and sustained momentum from agency distribution and overseas expansion.

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Auden Techno turns profitable

RF antenna maker Auden Techno on November 5 reported consolidated revenue of NT$483 million (approx. US$15.6 million) for the third quarter of 2025, up 15.35% quarter-over-quarter and 2.66% year-over-year. The company said it returned to profitability in the first three quarters of 2025, benefiting from traditional seasonal demand and a rebound in the US dollar exchange rate.

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uPI applies power IC demand growth across three segments

The rise of global AI applications has driven increased demand for power ICs, with power management IC (PMIC) design company uPI Semiconductor reporting steady demand for integrated Power Stage and server products. The company is targeting mid- to long-term gross margins of 40% while focusing on total solution offerings, including CPU and GPU Vcore power controllers, Power Stage components, and converters that support three fast-growing sectors: end-device computing, edge server computing, and cloud computing centers.

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Wingtech’s Nexperia feud and state stake cut cloud outlook

China’s Wingtech Technology is facing renewed strain as its Dutch subsidiary Nexperia becomes mired in a leadership and supply chain dispute, while a state-backed shareholder prepares to cut its holdings. The dual challenges highlight deepening tension between Nexperia’s Dutch management and Chinese operations, further clouding Wingtech’s stability and global semiconductor ambitions.

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US tech layoffs raise concerns over AI PC and business demand

Backlight module maker Coretronic believes that consumer market momentum in the fourth quarter of 2025 remains weak due to ongoing concerns over tariffs and inflation, both of which create uncertainty in the supply chain and demand. The PC market demand has also not picked up because AI PCs have yet to materialize. Additionally, continuous layoffs at major US tech companies have raised concerns that business PC demand will decline.

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Sanyang Motor upgrades global strategy, strengthens Taiwan hub and EV cross-industry platform

The 2025 International Motorcycle and Accessories Exhibition (EICMA) opened on November 6 in Milan, marking an annual highlight for the global two-wheeler industry. Taiwanese scooter brand Sanyang Motor (SYM) is a returning exhibitor at the event, where it unveiled multiple new models that blend natural inspiration with future technology.

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