Global AI momentum and continued US infrastructure development have paved the path for optical communications company EZconn, which has received strong order demand from US clients in 2025. Cumulative consolidated revenue for the first half of the year reached a 12-year high, with annual growth of 121%. However, due to the strong appreciation of the New Taiwan dollar in the second quarter, EZconn faced exchange losses from non-operating income, likely causing the overall second quarter profit to fall below the first quarter. The exchange rate impact is expected to ease in the second half. With new projects shipping, EZconn expects stronger operations.

Despite stricter AI chip export controls under the Trump administration, over US$1 billion worth of Nvidia's high-end GPUs have reportedly entered China through black-market channels in just three months, raising doubts about the efficacy of US trade restrictions.

Acer Group has further expanded its portfolio of publicly listed subsidiaries, as Shine Passion Engineering, reinvested in by its smart service arm Acer Synergy Tech, received regulatory approval on July 24 for an initial public offering (IPO) on the Taipei Exchange (TPEx).

Flex raised its full-year forecast after posting record first-quarter earnings, fueled by soaring demand for data center infrastructure amid accelerating adoption of artificial intelligence technologies.

China's open-source artificial intelligence sector has made significant new strides. Alibaba has updated its Qwen3 series of large language models, outperforming OpenAI GPT-4o, DeepSeek V3, and Moonshot AI's Kimi K2 models in mathematics and programming tests, drawing considerable attention from the AI development community.

Acer Taiwan defied a broader PC market downturn in the first half of 2025, as currency headwinds and tariff risks weighed on consumer demand. COO Chang Shih-hsin said the company remains optimistic about the second half, citing strong commercial-sector momentum as the key driver.

OpenAI CEO Sam Altman made a surprise appearance at a US Federal Reserve regulatory meeting, stating that AI will completely reshape social structures. He predicted that AI would fully replace jobs, including customer service, and warned that AI could exacerbate fraud risks, urging relevant industries to be on guard.

Asus is doubling down on gaming handhelds through a partnership with Microsoft, with plans to launch the ROG Xbox Ally and Xbox Ally X in November and December 2025. Targeting the peak holiday season, Asus has set an initial shipment goal of 400,000 units. Priced between NT$20,000 and NT$29,000 (approx. US$680–990), the new models will be more expensive than the existing ROG Ally.

Powertech Industrial Co. is accelerating its shift to Vietnam, redirecting more than 60% of its procurement budget to mitigate risks tied to escalating US-China trade tensions. With President Donald Trump back in office and Vietnam's tariff policy now clarified, the company is capitalizing on renewed growth opportunities. Previously stalled orders are gradually resuming amid improved policy visibility.

Sanjiang Electric, part of Uniplus, has received safety certifications from Underwriters Laboratories (UL) and Canadian cUL, allowing the sale of their 15kV-25kV transformers in North America. This marks a key step in their international growth.

Ablecom Technology, a supplier of high-end server chassis and thermal solutions, has announced plans to build a factory in the Netherlands while simultaneously launching phases two and three of its Malaysia factory construction project.