Server chassis supplier InWin holds optimism for the second half of 2025 if no drastic changes occur in terms of the two most crucial factors of tariffs and exchange rates, says company president Guo-hui Huang. Furthermore, in light of potential opportunities in Southeast Asia, InWin has established production facilities in Malaysia, with production scheduled to begin in October 2025. The company expects its new business segment in Malaysia to contribute 50% of total revenue in three years.
Arizon RFID Technology has moved swiftly to mitigate the effects of recent sharp fluctuations in exchange rates. CEO Louis Lin acknowledged that the appreciation of the New Taiwan dollar in April and May 2025 is expected to pose short-term operational challenges. However, he emphasized that because most of Arizon's revenues and expenses are denominated in US dollars, the company benefits from a natural hedge and does not foresee any major threat to its long-term operations.
ASRock Inc. posted NT$25.6 billion (US$855 million) in revenue for 2024, driven by robust shipments of Nvidia H100 and H200-based AI servers. In the first four months of 2025 alone, the company has already recorded NT$15.6 billion in revenue.
Macnica's Taiwan-based subsidiary, Anstek, held its 2025 annual shareholders meeting this week, swiftly followed by a board meeting in which all directors in attendance unanimously elected Wei-Kuo Wu (transliteration), chairman of Macnica Galaxy, as Anstek's new chairman. Former chairman Jui-Hsi Lee (transliteration) will assume the role of vice chairman.
Taiwan pushes for special status as U.S. courts weigh fate of IEEPA-based duties
Acer CEO Jason Chen, who also chairs subsidiary Weblink International Inc., addressed shareholders on May 28, 2025, noting that although market volatility triggered by President Trump's policies has shown signs of diminishing due to the constant flow of new developments, the underlying risks have not been eliminated.
Young Liu, chairman of Foxconn, has officially taken office as the new chairman of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), becoming the 27th leader of the influential industrial group. Given the central role of the electrical and electronics sector in Taiwan's economy—with its comprehensive supply chain spanning upstream components to downstream applications—his appointment is seen as a potentially pivotal moment for the industry.
Taiwanese IC design leader MediaTek held its shareholders' meeting on May 29, 2025, where all proposals and votes proceeded smoothly. CEO Rick Tsai highlighted in the shareholder report that the ubiquitous AI trend will continue to drive market opportunities, with MediaTek well-positioned in both edge computing and cloud computing.
Compal held its shareholders' meeting on May 29, 2025. Chairman Ray Chen and President Anthony Peter Bonadero spoke with the media after the meeting, sharing their views on the company's operations and industry conditions. Chen highlighted that since 2025, the most concerning issue has been the tariff policies of the Trump administration.
US tariff uncertainty continues to shake global supply chains, but Foxconn Chairman Young Liu said the company faces minimal direct impact due to its contract manufacturing model. Speaking at the May 29, 2025, shareholder meeting, Liu noted that exchange rate volatility presents a more significant operational risk, while tariff burdens are more likely to affect clients.
The conclusion of Computex 2025 showcased artificial intelligence (AI) and humanoid robot development as central themes, with automotive factory robot upgrades emerging as a notable trend for international manufacturers.
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