Taiwan poised to capitalize on D2D satellite networks

As 3GPP integrates Non-Terrestrial Networks (NTN) into global standards, the long-standing walls of incompatible satellite systems are finally coming down. Leo Chien, chairman of Ubiqconn Technology, stated that that this transformation could create critical opportunities for Taiwanese companies familiar with terrestrial devices, especially in the emerging Direct-to-Device (D2D) sector.

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Advanced packaging emerges as AI’s next performance frontier, insights from DIGITIMES analyst Tony Huang

As Moore’s Law slows, advanced packaging has become the critical lever driving breakthroughs in AI chip performance, according to DIGITIMES chief semiconductor analyst Tony Huang. Speaking with DIGITIMES Asia, Huang emphasized that heterogeneous integration is now as pivotal to system performance as transistor scaling once was.

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Twoway Communications reports strong revenue and outlines growth strategy under new COO

Twoway Communications announced on November 5 that its unaudited consolidated revenue for the third quarter of 2025 reached NT$353 million (approx. US$11.42 million), with a gross margin of 37%. The company posted a net profit attributable to the parent company of NT$38 million, reflecting significant increases in both revenue and profitability compared to the previous quarter.

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Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery

Novatek Microelectronics, Taiwan’s top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company’s market outlook. He said the stronger New Taiwan dollar, tariff uncertainties, and weak demand in consumer electronics and PCs have led panel makers to reduce capacity to keep prices steady, softening typical peak-season demand in the third quarter of 2025.

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