Aplex Technology chairman Chad Lee acknowledged a slowdown in the industrial PC sector in 2024, influenced by uncertainties in US trade policies. Customers are hesitantly adopting a wait-and-see approach, prompting Aplex to adjust its product strategies. The company anticipates a gradual recovery through the launch of new projects throughout 2025.

Wistron ITS (WITS) chairman and CEO Ching Hsiao pointed out that the model launched by DeepSeek brings a dawn of AI popularization, driving more AI applications. This will be a key area for WITS to leverage. The company expects AI-related revenue to increase from 12–15% in 2024 to 20%. At the same time, WITS will also launch an acquisition plan, with results expected before the end of the year.

Acer Inc. delivered solid operating results for the first quarter of 2025, but sharp foreign exchange losses undercut its profitability. The company reported NT$445 million (approx. US$14.7 million) in forex losses—equal to 42% of its operating income—according to financial results approved by the board on May 8. With the New Taiwan dollar rising rapidly in the second quarter, investors are closely watching whether currency-related losses will escalate.

The sharp rise of the New Taiwan Dollar (NTD) has triggered widespread concern across Taiwan's financial and industrial sectors. Hua Nan Bank managing director and president Huang Chun-Chih warned that the main problem is the speed, not the fact, of the appreciation.

Taiwanese equipment maker Innostar Service is positioning itself to capture growth in artificial intelligence (AI) and high-performance computing chip testing by expanding into semiconductor packaging solutions.

Wiwynn's financial results for the first quarter of 2025 benefited from strong demand for universal type and AI servers, with consolidated revenue reaching NT$170.655 billion (US$5.6 billion), up 47.6% quarter-over-quarter and 145.1% year-over-year. Net profit after tax for the quarter hit a record high of NT$9.793 billion, increasing 38.97% quarter-over-quarter and by 1.08 times year-over-year. The Wiwynn board also approved the promotion of William Lin to president and chief executive officer to drive business growth and strengthen management talent teams supporting the company's long-term development.

With the potential return of "Trump 2.0" and a renewed wave of tariffs, speculation is growing over another shift in global supply chains. Yet for Taiwanese electronics manufacturers, most of whom endured the first Trump-era disruptions, this is no cause for alarm. Global diversification has long been part of their core strategy, not a reactionary measure. Many are instead seizing the moment to evaluate the effectiveness of their global expansion efforts to date.

To strengthen Taiwan's cybersecurity resilience, the Ministry of Digital Affairs (MODA) has unveiled the Seventh National Information and Communication Security Development Program (2025–2028). The new initiative focuses on enhancing cybersecurity through a comprehensive effort involving government, industry, and talent development, and is built around four major strategic directions.

According to CNBC-TV18, KNN Today, and Money Control, South Korean conglomerate LG Electronics will establish a large-scale manufacturing facility in Sri City, Andhra Pradesh, with an investment of over INR50 billion (approx. US$589.5 million).

Alibaba's Qwen artificial intelligence models are making significant inroads in Japan, driven by their open-source framework that encourages customization and rapid innovation, according to a report by Nikkei. One standout example is Tokyo-based startup ABEJA, which on April 17 unveiled its QwQ-32B Reasoning Model—built on Qwen's architecture. The model praised for its advanced chain-of-thought logical reasoning, has already demonstrated impressive performance, underscoring Qwen's growing influence in Japan's AI landscape.