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Thursday 20 March 2025
Taiwan server revenue and shipment forecast, 2025

Introduction

Thursday 20 March 2025
Shifted Chinese orders to boost Taiwan OSAT revenue starting 2Q25
The consequences of the US BIS whitelist transfer have led to a surge in orders from China-based IC design firms, which will enhance the sales performance of associated Taiwan-based...
Thursday 20 March 2025
Iteq gears up for AI notebook surge in 2Q, eyes 2025 rebound
Iteq Corporation (Iteq), a major copper-clad laminate (CCL) manufacturer, faced growth challenges in 2024 due to Nvidia's GB200 chip shipment delays, underperforming compared to rivals...
Thursday 20 March 2025
Niching expects demand for advanced packaging and heat dissipation to drive sales surge
Niching, a Taiwan-based semiconductor materials and components supplier, expects continued growth in overall demand through 2025. General manager Dao-Jing Huang highlighted that growth...
Thursday 20 March 2025
Tencent's measured AI path: Practical applications over Big Bang bets
Tencent revealed strong 2024 results, alongside a strategic AI focus. The company is pursuing a measured approach, prioritizing practical applications in ads, games, and cloud services,...
Thursday 20 March 2025
Acer subsidiary Altos Computing rides on Indian AI demand, eyes IPO in India by 2025
Jackie Lee, president of Altos Computing, forecasts that 2025 will mark the beginning of enterprise AI, driven by increasing AI application adoption. He predicts double-digit growth,...
Wednesday 19 March 2025
Unitech sees steady AI PC demand, shifts focus to HDI and satellite supply chains
Unitech, a Taiwanese PCB manufacturer, remains upbeat on sustained demand for high-end AI PCs but sees lingering weakness in consumer electronics and a sluggish recovery in the automotive...
Wednesday 19 March 2025
Xiaomi's EV launch drives 49% revenue growth, raises 2025 production target
Xiaomi's fourth-quarter financial surge, boasting a 49% revenue jump and a 90% net income rise, was significantly propelled by its successful EV launch. The SU7 exceeded delivery...
Wednesday 19 March 2025
Taiwan pursues ambitious 'AI island' vision with strategic tech initiatives
Taiwan's Ministry of Science and Technology unveiled a bold roadmap on March 17, 2025, during a business report to the Legislative Yuan, outlining the government's vision to establish...
Wednesday 19 March 2025
Taiwanese suppliers eye entry into humanoid robot market, as components remain unstandardized
AI robots are once again expected to be a hot topic at the upcoming Nvidia GTC, as robots serve as the perfect vehicle for embodied AI. Taiwanese suppliers have been eagerly eyeing...
Tuesday 18 March 2025
Mitsubishi Electric to see sharp growth for defense business
Mitsubishi Electric expects revenue from its defense system business to soar to at least JPY600 billion (approx. US$4.03 billion) in fiscal 2031, with its operating profit to more...
Tuesday 18 March 2025
Aeon Motor reports impressive growth and plans major expansion into new energy markets
Aeon Motor's global market growth, production optimization, and new energy product strategy led to significant financial gains. In the fourth quarter of 2024, revenue was NT$483 million...
Tuesday 18 March 2025
Ventec optimistic about high-margin product momentum; hopes new Thailand plant mitigates geopolitical impacts
Copper-clad laminate (CCL) manufacturer Ventec has experienced declining revenue over the past three years but has strategically shifted towards niche specialty materials and high-margin...
Tuesday 18 March 2025
VPEC eyes growth in AI data centers, robotics, and others with SiPh advancements
The compound semiconductor industry is optimistic about the continued growth of the AI data center market. In addition to core computing chips, silicon photonics (SiPh) technology...
Tuesday 18 March 2025
Inductor maker Trio Technology rides AI boom to record profits
Trio Technology International Group is capitalizing on surging global AI demand, positioning for record revenue and profit in 2024 with strong growth projected for 2025. Chairman...