MediaTek is strengthening its foothold in the Artificial Intelligence of Things (AIoT) market, showcasing its latest IoT solutions and chip ecosystem at Embedded World 2025. The company highlighted MediaTek Wi-Fi solutions, Airoha Bluetooth chips, and Richtek Power Management ICs (PMICs), underscoring its end-to-end AIoT capabilities.

The Southern Taiwan Science Park (STSP) has reported record-high sales of NT$2.21 trillion (approx. US$67.05 billion) for 2024, rising 39.55% year-over-year, with strong momentum coming from AI-driven demand for semiconductors and other applications.

On the evening of March 12, Lens Technology announced plans to issue overseas foreign-listed shares (H-shares) and seek a listing on the main board of the Hong Kong Stock Exchange (HKSE). The move is aimed at expanding its global market reach, enhancing its international brand image, and strengthening its overall competitiveness, following extensive research and evaluation.

Server sliding rail maker Nan Juen International (Repon) has seen increased revenue since February 2025, driven by demand from US-based cloud service provider (CSP) clients, and will continue to expand production lines to meet the strong order momentum from server customers this year. Repon expects server rails to contribute up to 50% of the total revenue, while AI servers will account for 40% of server-related revenue.

Chenbro Micom expects significant revenue and profit growth in early 2025, fueled by strong AI server demand in the US and China. CEO Corona Chen is optimistic that full-year results will exceed 2024, citing plans to expand beyond server chassis by developing new structural product lines to drive long-term growth.

Accton Technology (Accton), the Taiwan-based leading acceleration card manufacturer, has reported record-breaking revenue and profits for the fourth quarter of 2024, thanks to the surging demand for AI-related applications. The company also announced plans to increase its investment in the Hsinchu International AI Smart Business Park by an additional NT$151 million (approx. US$4.71 million).

The color e-book reader has received a strong market response after its launch, and Netronix continues to receive follow-up orders. The number of orders from January to September 2025 has already surpassed the total number of orders for the entire year of 2024. Netronix has predicted that 2025 will mark the era of intense competition in the e-book reader market, with the rise of a new golden age on the horizon.

China has officially designated embodied intelligence as a strategic pillar of future industrial growth, according to its latest government work report. This marks a significant policy shift toward fusing AI, robotics, and automation to accelerate technological innovation.

U-Best Innovative Technology is positioning itself to capitalize on the burgeoning market for foldable smartphones. The company anticipates strong demand for flexible hard coating (HC) materials and is leveraging this technology in its optical film products. Having already commenced shipments, U-Best is engaged in discussions with additional clients, potentially unlocking new market opportunities.

Intel is actively reaching out to the server supply chain to establish a major cooling alliance, utilizing its developed superfluid cooling technology. The unsung heroes behind this initiative are Taiwanese cooling manufacturers, including Mandala Worldwide and Microloops. Several companies are reportedly attempting to implement this technology, with product commercialization expected to begin in 2025, particularly for water-cooling plate designs.

Asia Vital Components (AVC) chairman Ching-Hang Shen pointed out that while the entire industry previously discussed liquid cooling solutions, he believed it was still early and not yet at a true maturation stage. However, with recent discussions shifting back to air cooling, he now asserts that the era of liquid cooling is about to commence. In response to the rising demand for liquid cooling, AVC plans to substantially increase its production capacity.

Infineon Technologies is positioning itself at the forefront of a shift in server power architecture, driven by the rapid adoption of high-voltage direct current (HVDC) designs. As AI accelerates demand for more efficient energy management, the German chipmaker is leveraging Si, SiC, and GaN to boost power supply efficiency and density.

The National Science and Technology Council (NSTC) has disclosed the combined output of Taiwan's three major science parks reached NT$4.76 trillion (US$144.42 billion) in 2024, setting a record high with an increase of 20.73% from 2023, driven mainly by demand for emerging technologies, such as AI, and advanced semiconductor processes.

Since Trump assumed the presidency, global supply chains have been thrust into a vortex of disruption. Amid the upheaval, Qualipoly Chemical Corp. (QPC) is fortifying its production capacity with calculated resolve. The Annan plant, a linchpin in this strategy, is gearing up to churn out UV-curable materials, with mass production slated for the fourth quarter of 2025.

Universal Scientific Industrial (USI), a global leader in electronics manufacturing services (EMS) and original design manufacturing (ODM), has published its February 2025 revenue report. With a strong presence in consumer electronics, automotive technology, industrial applications, and telecommunications, USI leverages technological innovation and advanced manufacturing to strengthen its position in the competitive global electronics market.

The Mobile World Congress (MWC) 2025 has just concluded, revealing Huawei's advancements in telecommunications, artificial intelligence (AI), and mobile devices. The company aims to leverage refined technologies in telecommunications, cloud computing, and AI to drive new growth momentum across its telecom services and diverse smart application scenarios.

Deepseek's rapid adoption is accelerating AI application growth in China, fueling demand for enterprise-grade SSDs. DapuStor Chairman Yafei Yang said AI all-in-one machines are lowering deployment barriers for small and medium-sized enterprises, setting the stage for a 20% surge in SSD demand by 2025.

Automotive electronics and lifestyle technology systems provider Yen Sun Technology anticipates growth momentum will come from high-end networking IT demand in 2025, driven by the widespread adoption of AI applications due to the emergence of China's DeepSeek.

Liteon Technology reported a consolidated revenue of NT$10.9 billion (US$330 million) for February 2025. This reflects a month-over-month decline of 10%. However, it represents a substantial year-over-year increase of 35%—the company's strongest February performance in three years.

Cooling fan maker Powerlogic reported NT$108 million (approx. US$3.3 million) in consolidated revenue for February 2025, marking a striking 101.99% year-over-year increase with the second-highest figure for February revenue in the company's history.

HTC has reported continued losses in the fourth quarter of 2024 as its mobile phone and AR/VR hardware businesses struggle to gain momentum. The company remains challenged by high investment costs in the extended reality (XR) industry, which is still in its developmental stage.

Loongson Technology has secured a spot in China Energy Investment Corporation's 2025 office terminal procurement project for the second year in a row. The selection underscores Loongson's advancements in CPU performance, software compatibility, and technical support for the energy industry.

US President Donald Trump's impact on the supply chain has been deep and far-reaching, with his tariff policies from 2017 having a lasting effect to this day.

Genius Electronic Optical (GSEO) reported NT$23.187 billion (approx. US$706 million) in revenue for 2024, marking a 6.98% increase from the previous year. Net profit attributable to the parent company jumped 40.7% to NT$4.323 billion, with earnings per share (EPS) at NT$38.35.

According to Marc Raibert, founder of Boston Dynamics, the company's Robotics and AI Institute has purchased humanoid robots and other smaller robots made by Chinese startup Unitree Robotics to study. With the sudden rise of DeepSeek still fresh in people's minds, could another Chinese startup also conquer its competition in such short order?