The rise of artificial intelligence (AI) has generated new cross-industry business opportunities with component manufacturers such as InWin, AIC, and Chenming Electronic all expanding their business into system assembly.

The clear trend toward liquid cooling for AI servers is creating cross-industry opportunities for Taiwanese companies previously outside the tech sector. Domestic leader in consumer water pumps, Walrus Pump, noted that liquid cooling represents a brand-new market for the pump industry with higher unit prices. Currently, more than one customer has engaged in testing.

As humanoid robots emerge as a promising frontier in the AI hardware ecosystem, a growing number of optics companies are moving aggressively to establish an early foothold. Despite low technical thresholds and thin profit margins, the long-term strategic potential has prompted key industry players to scale up investments and expand client portfolios while the market is still in its infancy.

Taiwan-based electrical systems and equipment manufacturer Shihlin Electric and Engineering stated that impacts from tariffs and exchange rates will be limited, and it will continue to evaluate building a facility in the US.

China's rare earth export restrictions, implemented in response to US semiconductor controls targeting its technology sector, are disrupting global supply chains and creating manufacturing headaches for automakers and tech companies worldwide.

Taiwan-based heavy electrical equipment maker Fortune Electric has become the first Taiwanese company to secure a contract under the US Stargate Project, a US$500 billion AI infrastructure program initiated by President Donald Trump. The company has won a NT$2 billion (approx. US$67.57 million) power transformer order for the project's first-phase development in Texas.

Taiwan-based Intelligo, an ASIC design firm focused on AI acoustics and voice recognition, expects substantial growth in 2025 driven by three core segments—gaming consoles, mobile-related businesses, and a new North American notebook client—according to chairman JJ Yan. The company projects strong year-over-year increases in both revenue and profit compared to 2024.

On June 12, Force mos, a prominent power semiconductor company, released an update on a significant legal victory. This follows a ruling on February 14 by a jury in the District Court for the Eastern District of Texas, which found in favor of Force mos in its patent infringement lawsuit against Asus Computer. The court awarded Force mos US$10.5 million in damages.

Solomon Technology is sharpening its focus on software research and platform integration as the cornerstone of its AI robot strategy, deliberately steering clear of robot manufacturing to avoid direct competition with major brands. Chairman Johnny Chen revealed at a recent shareholders' meeting that the company plans to position all robot manufacturers as potential partners rather than rivals, aiming to leverage its strengths in visual technology and high-margin product lines.

Horizon Fixture Group reported resilient demand from key US retail clients—including Home Depot, Lowe's, and Kohl's—despite challenges posed by prolonged US customs inspections. The company noted that order recognition for some shipments has been delayed due to cumbersome US customs inspection procedures, but deferred orders are expected to be gradually recognized from June 2025, which could bolster operational momentum in the months ahead.

Buima told shareholders at its annual meeting Wednesday that the company will focus on cost reduction and efficiency gains while expanding its green energy operations internationally as it works to emerge from a business downturn.

Europe's military-industrial supply chain is experiencing renewed momentum as US President Donald Trump's hardline stance on NATO defense budgets continues to reshape spending priorities across the EU. Taiwanese manufacturer MilDef Crete, specializing in rugged industrial computers, has indicated that increased defense spending within the bloc, initially driven by policies from the Trump administration, has evolved into a long-term structural trend. This heightened military expenditure is anticipated to continue beyond the conclusion of the Russia-Ukraine conflict.

China's mid-year 618 Shopping Festival has driven a surge in consumer electronics sales, with smartphones, home appliances, and computers hitting peak demand as government subsidies amplify consumer spending. However, several regions, including Chongqing, Jiangsu, and Guangdong, have exhausted their subsidy funds, raising questions about sustained consumption momentum in the second half of 2025.

TPK Holding Co. has landed a major e-reader module order from a European client, signaling progress in the company's strategic shift beyond traditional touch panel markets. Mass production began in early 2025. In parallel, its LiDAR shipments for automotive use have been pushed back from 2026 to 2027 due to a slower-than-expected ramp-up.

Taiwan's MPI Corporation, a major producer of probe cards and semiconductor test equipment, said artificial intelligence infrastructure demand is driving capacity utilization to maximum levels, with customers providing order forecasts stretching three years ahead.

Taiwan's smart home market is gaining momentum as brands increasingly integrate artificial intelligence (AI) and generative AI into their product lines. This trend is drawing not only long-standing telecom operators but also a wave of new entrants, including the emerging smart home brand Mova, which officially launched in Taiwan on June 9.

Taiwan's Trans-Sun Materials Technology posted consolidated revenue of NT$110 million (approx. US$3.67 million) in May 2025, down 6.7% month-over-month and 12.28% year-over-year. Revenue for the first five months reached NT$523 million, a modest 2.52% decline from the same period in 2024.

Taiwan's passive component supply chain posted a modest revenue decline in May, as fading momentum from US-China tariff-driven rush orders and a strengthening New Taiwan dollar weighed on dollar-denominated earnings.

Taiwan-based cable supplier Wonderful Hi-Tech is optimistic about demand for high-speed transmission supporting AI applications, expecting 20-25% annual revenue growth in the next five years.

Boeing's aircraft deliveries to China have quietly restarted after a two-month suspension, as trade negotiations between Washington and Beijing show signs of progress. The US planemaker reported strong May 2025 order momentum, suggesting multiple headwinds facing the company are beginning to ease—a positive development for Taiwan's Boeing-dependent aerospace supply chain.

Nintendo's newly launched gaming console, the Switch 2, has sold more than 3.5 million units globally within just four days of its release on June 5, the company announced on June 11. Confirmed by reports from Bloomberg and Nikkei, this marks the fastest sales pace ever for a dedicated Nintendo console, underscoring the high anticipation surrounding the next-generation device.

Taiwanese display solution provider Coretronic Corp. reported unaudited consolidated revenue of NT$3.058 billion (approx. US$100 million) in May 2025, marking a 13% month-over-month increase from April's NT$2.715 billion. However, the figure was still down 6% year-over-year compared with NT$3.261 billion in May 2024. For the first five months of 2025, cumulative revenue totaled NT$14.247 billion, a 9% decline from the same period a year ago.

Passive component inductor giant Trio Technology announced that its operations returned to normal shipment levels in May 2025, following the urgent order effect caused by the China-US tariff war tapering off. Looking ahead, with AI applications accelerating their shift from cloud to edge computing, the company expects steady growth in both inductor specifications and usage volume. The addition of new product lines, such as transient voltage suppressor inductors, is also expected to contribute to stable operational expansion.

Cathay Consolidated Inc. reported revenue of NT$246 million (US$8.24 million) for May 2025, representing a 1.78% increase from April and a 3.09% rise compared to the same month last year. The company attributed the growth to strong demand in its medical and defense sectors, which compensated for shipment timing changes in other categories.