The year 2025 is poised to be a landmark year for liquid cooling technology in electronics, with rapid growth expected through 2026 and 2027, according to Ching-Hang Shen, President of Asia Vital Components (AVC). AVC is anticipating several years of strong growth, Shen said, highlighting a turning point in the industry's adoption of liquid cooling solutions.
Andrew Hou, chairman of Acerpure, highlighted plans to expand into more country markets and broaden product lines from small appliances to major home appliances. Despite global economic uncertainties, Acerpure is focusing on emerging markets such as Southeast Asia. President Stanley Kao stated that Acerpure's brand operations are expected to maintain exponential growth momentum through 2025.
Taiwan-based Yageo Corporation has refiled its foreign investment application under Japan's Foreign Exchange and Foreign Trade Act (FEFTA) as of June 2, in a renewed bid to acquire Shibaura Electronics. The move signals Yageo's growing confidence in clearing regulatory scrutiny—a key barrier that has held back its unsolicited tender offer since February.
As Apple prepares to unveil its highly anticipated iPhone 17 series in the fall of 2025, rumors of a price increase have begun to surface. Market research firm Counterpoint Research has raised concerns that Apple may pass on some of the increased costs due to tariffs to consumers, resulting in a higher retail price for the new iPhone models. This price hike could potentially affect overall demand in the market.
Taiwan's Largan Precision Chairman En-Ping Lin told shareholders that there's no optimistic reason to expect improvement in the economic outlook and key product markets for the second half of 2025.
Asia Vital Components (AVC) chairman Ching-Hang Shen highlighted the booming demand for cooling solutions, noting that current production capacity still cannot meet client needs. To satisfy orders, AVC has purchased additional land in Vietnam to explore factory establishment feasibility and is currently monitoring the US tariff situation. Additionally, to cater to client requirements, AVC is evaluating the possibility of setting up a prototyping facility in the US, with potential locations including Texas, California, and Seattle.
While ChatGPT and DeepSeek have already demonstrated the remarkable results that generative artificial intelligence applications can achieve using graphics processing units, the outlook for quantum computers driving AI remains uncertain.
Beijing has granted a limited number of rare earth export licenses, including to suppliers of the top three US automakers, in a bid to ease rising global supply-chain pressure ahead of high-level US-China trade talks scheduled for June 9 in London. China's Ministry of Commerce confirmed on June 7 that it had approved certain applications but did not specify the countries or sectors involved. It acknowledged the increasing demand for rare earths in robotics and electric vehicles and said reviews of additional qualifying applications would continue.
US restrictions on advanced AI chip exports have hurt two major American semiconductor companies' China performance, but Taiwanese distributor Weikeng Industrial has bucked the trend with surging CPU sales in the world's second-largest economy.
Inventec reported modest notebook shipment growth in May and continued strength in its server business, which it expects to remain the primary driver of growth for 2025. The company remains cautious about full-year notebook performance, noting that second-half demand remains uncertain. Nonetheless, it projects a slight year-over-year increase in NB shipments.
Wistron ITS (WITS), a subsidiary of the Wistron Group, reported consolidated revenue of NT$890 million (approx. US$29.83 million) for May, setting a new record high for the month. Although the ongoing appreciation of the New Taiwan dollar contributed to a 4.7% decline compared to the previous month, revenue still rose by 5.4% year-on-year. For the first five months of 2025, cumulative revenue reached NT$4.465 billion (approx. US$150 million), reflecting an 8.5% annual growth and maintaining a steady upward trajectory.
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