JPP Holding Company, a precision components manufacturer, said on Wednesday that it expects continued strong order visibility for the second half of 2025, supported by the gradual ramp-up of its new facilities and automated production lines. These investments will enable the company to expand its portfolio of higher-margin, value-added products.

Taiwan's leading rugged industrial PC (IPC) manufacturer, Getac Holdings, has recently overtaken longtime leader Panasonic in the European market. Getac chairman James Hwang highlighted that in June, Getac launched the world's first rugged PC supporting both Intel's Lunar Lake and Microsoft's Copilot+ technologies simultaneously. With multiple new products planned for release in the second half of 2025, the company expects a significant boost to its competitiveness in the rugged IPC procurement market.

AI servers are in high demand. Getac Holdings' subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments this year. Getac chairman James Hwang noted that the company had not previously produced server chassis due to limited demand. But it now expects significantly higher demand by 2026. Originally forecasting a year-on-year revenue growth of 8–12% for its mechanical parts business, Getac has now raised this outlook to 12–20%.

Under Nvidia CEO Jensen Huang's promotion, the robotics and humanoid robot market has attracted widespread attention. The emergence of various humanoid robots in China has further affirmed the market's potential for future growth.

Materials manufacturer Covestro announced that Annie Chen will assume the role of managing director of Covestro Taiwan, effective September 1, 2025. Chen is currently the head of supply chain and logistics for Taiwan, South Korea, New Zealand, and Australia. She will succeed current managing director Carsten Wildebrand.

The robotics supply chain states that at the current stage of humanoid robot development, mechanical components—primarily critical parts—account for about 50% of the total cost, with joint modules averaging around 40%. Recognizing joint modules as the crucial element in humanoid robot development, Taiwanese manufacturers are focusing on R&D of these "joint modules," launching cross-industry collaborations or alliances and taking action behind the scenes.

History shows that past productivity improvements have always been accompanied by high-density energy conversion and industrial efficiency enhancements: from hydropower, steam, electrification, automobiles and oil, to IT and the internet, and now AI.

Cooling module manufacturer Taisol Electronics has made significant progress in the server liquid cooling market. Its recently developed 120kW liquid cooling CDU has been sent to major server ODMs for testing, and it is continuing the development of a 150kW liquid cooling CDU. In the first half of 2025, revenue from servers accounted for 35% of its total sales, and it is expected to reach 40% in the second half.

Jochu Technology, a metal processing and integrated solution provider, has seen lower-than-expected performance in the first half of 2025, due to increased expenses and depreciation from foreign exchange losses and the establishment of new capacity at its Vietnam plant. Even so, the company has continued to grow momentum, with chairman Shu-yi Lee optimistic about upcoming shipments of server cabinets and gaming console chassis. The company is aiming to reduce losses at its Vietnam plant by the first quarter of 2026 and improve margins by increasing production capacity.