Wiwynn chair Emily Hong highlighted three major trends driven by AI in the server industry. First, computing power is propelling technological development; second, new markets and customers are emerging; third, the scope of server services is expanding. As an example, Wiwynn recently secured a data center order from Malaysia's YTL Corporation Berhad, marking its first leap from level 11 (L11) to level 12 (L12) assembly. This represents a significant advancement for Taiwanese server system integrators.

Global manufacturing solutions provider Flex reported strong financial results for the first quarter of 2025, surpassing Wall Street expectations. The company recorded a 3.7% increase from a year ago, totaling US$6.40 billion. This figure exceeded analyst forecasts of US$6.23 billion by 2.6%. The performance highlights Flex's continued resilience in a competitive industry, supported by its large scale and operational efficiencies.

As quantum computing emerges as a pivotal battleground in global tech competition, tensions between China and the US continue to intensify. On May 6, 2025, Hefei-based Origin Quantum unveiled its fourth-generation quantum measurement and control system—Origin Tianji 4.0—marking a significant breakthrough in China's push toward localized, mass-producible quantum technologies. The launch triggered an immediate response from Microsoft President Brad Smith, who warned that "the US cannot afford to lose" in the quantum race.

The Taiwanese government needs to further revise its AI bill, and there is no timetable for when it will be forwarded to the parliament for review, according to Minister of Digital Affairs Yen-nun Huang.

The Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort to revise semiconductor trade restrictions that have drawn strong opposition from major tech companies and foreign governments, according to people familiar with the matter.

Apple Inc. is "actively looking at" revamping the Safari web browser on its devices to focus on AI-powered search engines, a seismic shift for the industry hastened by the potential end of a longtime partnership with Google.

OpenAI plans to invest in efforts outside of the US to develop the infrastructure necessary to run artificial intelligence systems, building on its Stargate effort focused on AI data centers in the US.

In a recent speech, Palmer Luckey, the innovative force behind defense technology firm Anduril Industries, invoked a hypothetical Taiwan Strait conflict to underscore the pivotal role of artificial intelligence (AI) in modern warfare.

As artificial intelligence continues to reshape the demands of data center infrastructure, Auras Technology Chairman Yu-shen Lin declared that the industry's shift from air to liquid cooling is not just inevitable—it's already underway.

Taiwan-based software firm eLAND Information, with nearly two decades of experience in semantic analysis and opinion search technologies, is set to list on the over-the-counter (OTC) market in late May 2025. The move is backed by growing demand for AI-driven search solutions in four key sectors: public governance, digital marketing, security and intelligence, and financial supervision.

Taiwanese industrial computing firm Winmate Corporation reported its highest-ever first-quarter revenue, driven by growing global demand for robotics and edge AI computing platforms, alongside the expansion of AIoT applications across industries.

As AI evolves beyond algorithms and computational benchmarks, focus has shifted to real-world implementation. Robotics—especially humanoid robots—has emerged as one of the most promising vectors for applying AI at scale. Advantech, a global leader in industrial PCs, has been quietly preparing for this shift. In 2024, the company launched a new business unit aimed at becoming the "brain and heart" of next-generation intelligent robots.

Jinpao Precision Industry has reported NT$255 million (US$8.4 million) in consolidated revenue for April 2025. Although this represents a slight drop from the record monthly high posted in March, the figure still represents a massive 54.26% increase from the NT$165 million seen in the same month last year, indicating steady performance and continued strong demand as revenue maintains a relatively high level nearly on par with figures reported in January.

China's foundry industry has seen explosive growth in mature semiconductor manufacturing over the past five years—a trend reflected in ASML's financial disclosures, where Chinese businesses once accounted for as much as 40–50% of revenue. But by early 2025, that figure had dropped to about 25%.

A sharp appreciation of the New Taiwan dollar has reignited debate over Taiwan's next economic transformation. Paul Peng, chairman of the Taipei Computer Association (TCA), recalled how a similar currency jolt in the 1980s spurred Taiwan's pivot to high-tech and semiconductors—sectors that now anchor its global standing. He suggested that AI adoption could lead to the next wave of reinvention.

Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to the Taiwanese printed circuit board (PCB) supply chain as it anticipates orders related to new device models expected in the second half of the year.

Robotaxi company Pony AI will partner with ride-hailing giant Uber Technologies Inc. to launch in the Middle East this year, as the auto industry's push into autonomous driving gathers pace.

On May 6, Supermicro reported fiscal third quarter 2025 net revenue of US$4.6 billion, falling short of its initial forecast as customers paused purchases to evaluate the upcoming Blackwell GPUs. Founder, chairman, and chief executive officer Charles Liang expressed confidence that these delayed engagements will convert into orders in the June and September quarters, helping sustain long-term growth despite macroeconomic pressures and tariff-related headwinds.

On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export controls on shipments to China and evolving AI diffusion regulations. CEO Lisa Su emphasized the company's resilience in navigating tariff uncertainties and regulatory constraints, particularly impacting its data center GPU business. With a focus on AI infrastructure growth and strategic partnerships, AMD remains optimistic about its market position and long-term opportunities in the US$500 billion AI accelerator market.

Advanced Micro Devices (AMD) announced its financial results for the first quarter, showcasing significant growth across key metrics, driven by robust demand in its data center and client segments. The company also provided its revenue forecast for the second quarter, projecting continued growth but with some challenges in gross margins.

The much-anticipated COMPUTEX 2025 kicked off on May 6, with the AI NEXT Forum, setting the stage for groundbreaking advancements in technology. Paul Peng, chairman of the Taipei Computer Association (TCA), highlighted that this year's theme, "AI NEXT," places artificial intelligence at the forefront, with more than 60% of exhibitor booths dedicated to AI-driven innovations.

As the New Taiwan dollar (NT$) experiences a sharp appreciation, concerns are mounting across Taiwan's export-driven industries. With tariffs already biting, industry insiders now warn of a second blow: the potential erosion of profits due to foreign exchange pressures. Adding to the anxiety is a surge of speculative capital inflows, raising fears of "vulture" investors manipulating currency trends.

Amid the escalating tariff war, Apple has been cast as its most prominent casualty. Yet, a closer examination of the company's recent financial disclosures reveals a performance that belies such dire characterizations. Apple CEO Tim Cook has actively engaged with various critical issues, drawing public attention and providing clear strategies and explanations. However, investor confidence in Apple's long-term trajectory remains tepid, largely due to the murky outlook surrounding US tariff policies.

As AI applications continue to proliferate, industrial PC (IPC) manufacturer Advantech will return to Computex in 2025 after a 12-year absence. CEO KC Liu emphasized that the company will invest in promoting AI within the industry through seminars, forums, and even live streaming, as well as work with various partners to build an industry ecosystem.