US President Donald Trump recently led a large delegation of American companies to the Middle East for various political and business cooperation agreements. Reports indicate that Nvidia CEO Jensen Huang, who was originally scheduled to arrive in Taiwan a week early to prepare for Computex 2025, instead accompanied Trump's investment delegation to Saudi Arabia, where they secured a significant new order for AI chips.

Visco Vision, a silicone hydrogel contact lens maker, has reported significant sales for the first quarter of 2025, with its production capacity utilization rate staying at more than 90%.

Eternal Materials is implementing strategic measures to manage global uncertainties in 2025, including tariffs, currency fluctuations, and geopolitical tensions. The company plans to mitigate tariff impacts by flexibly adjusting production across facilities in China, Taiwan, and Malaysia, according to CFO Bing-Cheng Liu.

Benefiting from strong end-market demand for foundry products and early chipset procurement, coupled with a significant increase in demand from major customers for high-end motherboards, the shipment of USB4 host controller chips has surged. Asus subsidiary ASMedia delivered an impressive operational performance in the first quarter of 2025, achieving an earnings per share (EPS) of NT$16.39 (US$0.54), marking a record high for a single quarter.

National Aerospace Fasteners Corporation (NAFCO) is positioned for robust performance in 2025, benefiting from Boeing's order rebound and supply chain disruptions affecting competitors, according to General Manager Alvin Lin.

Auras Technology chairman Yu-shen Lin highlighted the rising use of liquid cooling for AI servers, expecting these products to make up more than 40% of revenue in 2025, up from 12% in 2024. On May 16, the company forecasted steady operational growth in 2025, led by AI server demand, with stronger performance in the year's second half.

Taiwan's Wonderful Hi-Tech Co. reported strong first-quarter of 2025 results and reaffirmed its full-year revenue growth outlook of 20–25%, shrugging off headwinds from currency fluctuations and global tariff uncertainty.

Hiwin Technologies, a prominent Taiwanese manufacturer of precision components, is intensifying its presence in the fast-growing fields of artificial intelligence and robotics. The company, known for its production of harmonic reducers and ball screws, has broadened its operations to include fully integrated robotic systems. Hiwin has already secured a role as a key supplier to major robotics firms and is also developing AI-powered robots tailored to the needs of the logistics sector. The firm indicated that visiting clients in May were pleased with its progress, with small-scale orders expected to begin by the end of the year.

AI servers will be a major focus of the upcoming Computex 2025, with ODMs and EMS providers set to showcase their latest solutions, including GB300 models, at the annual tech tradeshow in Taipei.

As Catcher Technology (Catcher) prepares for its upcoming board of directors and supervisors election, chairman Shui-Shu Hung issued a public statement on May 14 addressing concerns over interference by a small group of foreign investors claiming shareholder activism. Hung clarified key points to reassure stakeholders: Catcher is not a one-person company; the insider trading investigation remains unresolved pending judicial review; and director compensation over the past 15 years has been only one-sixteenth of the legal maximum.

Taiwan-based optical imaging solutions provider Ability Enterprise is accelerating its diversification strategy by entering the machine vision market. The company has launched two new imaging modules, an infrared (IR)-assisted full-color wide-angle module and an active stereo 3D imaging module, to meet emerging customer needs in high-end sensing and edge computing applications.

Foxconn Interconnect Technology has reaffirmed its commitment to supporting Broadcom's co-packaged optics (CPO) initiatives, a transformative technology aimed at reducing signal loss and enhancing high-speed computing performance in data centers. This strategic collaboration strengthens FIT's position in the rapidly evolving field of optical architectures, driven by the surging demands of artificial intelligence (AI) and high-performance computing (HPC).

Compal Electronics, in partnership with Qualcomm, has launched the world's first AI-powered electronic whiteboard equipped with the Snapdragon X processor, set to debut at Computex 2025. This groundbreaking product merges Compal's hardware design and manufacturing expertise with Qualcomm's leadership in high-performance computing and AI, ushering in a new era of smart interactive technology for education and beyond.

Against a backdrop of escalating geopolitical strain and unresolved trade friction, the US and China have concluded a new round of high-level negotiations, releasing a joint statement to adjust and suspend recently imposed tariffs. Though narrow in scope, the deal signals a partial de-escalation and offers markets overdue relief after months of volatility since April 2025.

Argosy, a connector manufacturer, reported strong revenue in the first quarter of 2025 thanks to early inventory buildup by customers. Despite potential tariff issues, customer orders remained stable, and new product shipments continued to grow. General Manager Sammy Liu announced on April 12 that the company expects a 30-40% year-over-year revenue increase in the second quarter of 2025. Additionally, with product mix optimization, Argosy aims for a gross margin of at least 50%.

The release of Nvidia's RTX 5070 and 5080 series graphics cards has spurred significant demand for gaming cooling fans, propelling Powerlogic, a Taiwanese fan manufacturer, to a record-high consolidated revenue of NT$192 million (approx. US$6.39 million) in April 2025. This figure reflects a 44.86% year-over-year increase, driven by robust orders tied to the new graphics cards.

Recent disruptions in Taiwan's industrial supply chain due to tariff and exchange rate changes have garnered significant attention regarding their impact on the industry. In an online investor conference, Hiwin Technologies chairman Eddie Chuo noted that the direct impact is limited since the North American market constitutes only about 5% of the company's total revenue.

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.

Plastics mold and hinge maker Syncmold Enterprise reported consolidated revenue of NT$22.43 billion(US$0.08 billion) for the first quarter of 2025, buoyed by increased shipments of display hinges, bases, and precision mechanical components, as well as contributions from new clients.

Macnica Anstek witnessed nearly 40% year-over-year revenue growth in the first quarter of 2025, driven by robust demand in AI-related semiconductor testing, industrial automation, and 5G markets. This surge was bolstered by US reciprocal tariff policies encouraging customers to stockpile inventory, strengthening business with companies like AMD, Analog Devices Inc., and Qorvo.

Global trade networks are experiencing unprecedented volatility as President Trump's aggressive tariff policies reshape longstanding supply chain patterns, according to industry executives.

Chicony Power Technology, a Taiwanese power supply provider, met its revenue targets for the first quarter of 2025, maintaining year-over-year growth despite a seasonally weak period and geopolitical uncertainties. The company faced setbacks from supply chain disruptions, particularly shortages of RTX50 series chips, which delayed shipments of high-end gaming notebook power supplies and led to a less favorable product mix. Adding to these challenges, short-term volatility in financial markets triggered losses in non-operating income, dampening overall profitability below expectations.

Chicony Electronics Co. reported consolidated revenue of NT$23.281 billion (US$766 million) for the first quarter of 2025, up 2% compared to the same period last year, despite persistent geopolitical friction and tariff volatility. The company said orders remained steady and projected second-quarter revenue to rise 5-10% sequentially, with mild annual gains. It also warned that tariff uncertainty could resurface later in the year.

Taiwan's tech group Qisda reported solid year-over-year growth in both revenue and profit for the first quarter of 2025, driven by increased customer demand during a 90-day US tariff exemption period. While revenue growth is expected to continue into the second quarter, Chairman Peter Chen warned of rising uncertainties, including the pending expiration of the tariff waiver, currency volatility, and escalating geopolitical risks.