LinkCom targets high-end networking as magnetic component sales rebound

With the European telecom market recovering and countries accelerating network upgrade plans, magnetic component manufacturer LinkCom reported that shipments of PoE power transformers and LAN-type transformers maintained steady growth, boosting sales of its core magnetic component business. This resulted in a significant 13% increase compared with 2024 and helped lift full-year 2025 revenue to a record high.

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Taiwan’s Yield Microelectronics rakes in IP royalties, stands as semiconductor outlier

Yield Microelectronics Corp., a Taiwanese designer of embedded nonvolatile memory (eNVM) silicon intellectual property, has quietly established itself as a leader in multi-time programmable eNVM for logic processes. Buoyed by a growing stream of royalty income, the company has posted gross margins of 99% for two consecutive years—an exceptionally rare figure in the semiconductor industry.

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WinWay reports record revenue growth driven by AI demand in 2025

Semiconductor test solution supplier WinWay recorded its highest-ever revenue in December 2025, fueled by strong demand from artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuit (ASIC) customers. The company’s December revenue reached NT$928 million (US$29.44 million), up 103.79% year over year and 48.42% from November.

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Taiwan’s telecom sector reshaped after mergers, profitability up but revenue growth stalls

Taiwan’s telecommunications industry is navigating a “new three kingdoms era” two years after the December 2023 mergers between Taiwan Mobile (TWM) and Taiwan Star Telecom (T-Star), alongside Far EasTone Telecommunications (FET) merging with Asia Pacific Telecom (APT). The National Communications Commission (NCC) recently assessed the post-merger performance of these operators, revealing divergent strategic outcomes and financial trajectories.

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