Sercomm reported record June 2026 revenue of NT$7.27 billion, up 12.2% from May and 70.8% from a year earlier, as AI-related network traffic and broadband infrastructure upgrades lifted demand. The telecom broadband equipment maker said the strong performance also pushed second-quarter and first-half revenue to all-time highs.
Sysgration said June 2026 revenue remained relatively high even after a slight decline from May, supported by shipments of industrial PCs and drone flight-control products. The company said expanding drone applications, along with ramp-ups in new products including ground control stations and battery backup units, should help sustain operating momentum in the second half of 2026.
Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor production, a new round of competition has arisen across the US to attract investment. For Taiwan’s electronics sector, the question is no longer whether to invest in the US, but which state to choose.
While the overall mobile market outlook for the second half of 2026 is not especially strong, foldable phones are drawing attention because Apple’s first foldable phone is finally expected to arrive. Industry watchers broadly believe the move will inject fresh momentum into the foldable phone market, with Samsung Electronics, Google, Huawei, Xiaomi, and other Android brands also expected to join the broader discussion around the segment.
South Korea is moving to position itself as an exporter of “intelligence” rather than just the chips and equipment that go into building it, with SK Group chairman Chey Tae-won outlining an AI data center plan expected to involve more than KRW1,000 trillion (approx. US$652.7 billion) in investment, according to Hankyung.
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