Taiwanese IPC players will see combined revenues have a good chance of achieving a double-digit on-year increase in 2025, while the impact from the US' potential tariffs is estimated to be light.

Competition for AI hardware deployment is showing no sign of resting with Taiwanese ODMs' server-related business revenues expected to surge 50% on year in 2025.

The global top-3 memory makers are expected to see weakening operating performance in the first quarter of 2025, and will push more investments and transition to next-generation products to stimulate demand.

Taiwan-based power supply giants will benefit from rising demand for AI servers as the application's adoption of BBUs is set to expand in 2025.