As inventory levels normalize and artificial intelligence (AI) applications continue to expand in the market, Nexcom chairman Clement Lin expressed confidence that their accumulated technological expertise and product portfolio will gain market recognition, maintaining a cautiously optimistic outlook for 2025. However, the robotics market still requires time to mature.
Lenovo posted strong third-quarter results for the 2024/25 fiscal year, with revenue reaching US$18.796 billion, up 19.6% year-over-year, marking its best quarterly sales in three years and the second-highest in company history. The growth was largely fueled by AI-driven demand and expanding enterprise solutions.
As US President Donald Trump continues to make statements about Taiwan's semiconductor industry, concerns are rising that the US might replicate its past tactics of undermining Japan's semiconductor sector—this time targeting Taiwan. Such fears have sparked debates over whether Taiwan is overly concentrating its talent and resources in semiconductors, potentially putting all its economic eggs in one basket.
Elon Musk's xAI has unveiled its latest AI large language model (LLM) Grok 3, which the company claims is the most powerful AI model on Earth. The development team revealed they encountered significant difficulties in stabilizing GPU operations due to two main issues—power supply and heat dissipation. However, they successfully overcame computational bottlenecks by adopting liquid cooling, emphasizing its necessity.
A recent summit for private entrepreneurs in Beijing, attended by tech leaders including Alibaba founder Jack Ma and Huawei founder Zhengfei Ren, has drawn attention to the notable absence of Baidu founder Robin Li. Market observers speculate this absence may be linked to the mounting challenges facing Baidu.
Recent developments in artificial intelligence have intensified the competition among tech giants, as Elon Musk's xAI unveiled Grok 3, which the company claims to be the most powerful AI model to date. This launch is expected to catalyze growth in AI server sales.
US President Donald Trump has announced plans to impose a 25% tariff on imported automobiles, pharmaceuticals, and semiconductor chips, a decision that could disrupt global supply chains and intensify trade tensions, according to Bloomberg and Reuters.
Recent market rumors suggest that Arm is entering the chip development battleground, with Meta's cloud computing chip as its first product. Many are concerned that this indicates Arm will no longer solely operate in technology licensing but will instead compete directly with existing chip design clients, introducing greater uncertainty into the market.
Richard Lee, chairman of the Taiwan Electrical and Electronic Manufacturers Association (TEEMA), revealed on February 18, 2025, that a major server manufacturer will announce an expansion project in the US state of Texas in May. Industry sources indicate the server manufacturer is likely Inventec.
Since 2025, the global tech landscape has remained dominated by two key forces—Donald Trump and artificial intelligence (AI). Masayoshi Son, CEO of SoftBank, appears to be strategically positioned and actively maneuvering in response to these dynamics.
Supply chain uncertainty looms as US President Donald Trump's recent tariff measures target North American trade, though suppliers suggest the initial impact will affect brand customers more significantly than component manufacturers.
Server shipments are gaining momentum, resulting in strong January revenues for server ODMs who remain optimistic about 2025, with component suppliers confident in double-digit revenue growth.
Shifts in political power around the globe have caused the international trade and geopolitical landscapes to become increasingly complicated, rocking the stability of supply chains, according to Cheli Liaw, senior accountant at Deloitte.
Quantum expert Ching-Ray Chang, a distinguished professor of physics at National Taiwan University (NTU), believes that quantum computing is already here, refuting a previous statement by Nvidia CEO Jensen Huang that it is still another 20 years away.
The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact is not expected to deter US tech giants from investing heavily in AI infrastructure, fueling optimism for semiconductor equipment makers eyeing the AI chip opportunity.
Taiwan boasts advanced industrial clusters for semiconductors, AI servers, and network communications, which contribute to the country's substantial manufacturing sector. Aside from generating foreign exchange revenue through exports, it encourages investment growth, equipment and material imports, and job development.
Foxconn chairman Young Liu announced plans in October 2024 to build a massive GB200 server factory in Mexico, but products entering the US from Mexico could face new tariff barriers with Trump now in office. Although the possibility of Taiwan receiving tariff exemptions remains uncertain, government agencies have already declared an investment of NT$3.25 billion (approx. US$99 million) to expand value-added facilities at the Taoyuan Aviation Free Trade Port Zone, aiming for completion by the end of 2025 and operational use in 2026.
The list of companies using DeepSeek continues to grow, already including Tencent Holdings, Moore Threads, Huawei Technologies, and Lenovo Group. Now the question is, what impact will this craze have on China's AI infrastructure?
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in revenue by fiscal year 2026 and aims to submit its delayed annual reports by February 25.
The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led to speculation that their performance is linked to smoother shipment for the GB200.
Foxconn reported NT$538.666 billion (US$16.4 billion) in revenue for January 2025, marking a year-over-year increase of 3.16% despite the Lunar New Year holiday impact. The company expressed increased confidence in its first quarter 2025 outlook compared to December 2024 projections, suggesting continued momentum.
Pegatron posted NT$105.322 billion (approx. US$3.2 billion) in monthly revenue for January 2025, marking a monthly increase of 2.8%, according to the company's latest financial report issued on February 10. Market analysts attribute this growth primarily to increased shipments in the company's consumer electronic business. However, January revenue was down by 3.7% year-over-year, due to a drop in the communication business, and the ongoing transition of the company's product portfolio.
Mitac experienced robust growth in the fourth quarter of 2024, driven by strong demand from US data center clients. The company has successfully transitioned from motherboard shipments to server rack production, substantially improving its financial performance.
