Taiwan-based optical communications manufacturer EZconn is poised to leverage the global rise in artificial intelligence and continued US infrastructure spending to drive growth across its three main product lines in 2025. Despite challenges related to currency fluctuations, the company expects to maintain stable gross margins while achieving positive revenue and profit growth throughout the year.
Rising artificial intelligence chip demand has strained supplies of critical materials used in advanced semiconductor packaging, with Japan's Nittobo announcing price increases of as much as 20% starting August 2025 amid persistent shortages.
South Korea's exports to the US and China tumbled by more than 8% in May, reflecting growing pressures from global trade tensions and supply chain realignments. Despite the broader slump, the country posted record-breaking semiconductor exports for the month, offering a rare bright spot amid mounting economic uncertainties.
When Nvidia CEO Jensen Huang visits Taiwan, he commands rockstar-level attention as the "godfather of AI." At Foxconn's May 29, 2025, shareholder meeting, Chairman Young Liu leveraged this celebrity status to highlight something more substantial: the decades-long partnership between Nvidia and Foxconn that serves as the foundation for their increasingly close collaboration.
Zhen Ding Technology, the world's leading printed circuit board (PCB) manufacturer, held its 2025 annual shareholders' meeting on May 29, with Chairman Charles Shen outlining both the opportunities and risks facing the company in the year ahead.
The next wave of AI development focuses on physical AI, with robots regarded as the next holy grail in this field. Various industries are actively exploring this area. However, the biggest bottleneck in transitioning from traditional industrial robots to AI-powered robots lies in the scarcity of training data.
Under intense competitive pressure from plummeting battery prices and aggressive Chinese market strategies, Taiwan Cement Corporation (TCC) has yet to achieve breakeven in its battery division, sparking significant shareholder concern. At the company's annual general meeting on May 27, Chairman An-Ping Chang addressed these challenges head-on, responding candidly to investors' queries about operational hurdles, strategic investments, and market prospects.
MetaAge, a subsidiary of Qisda, has outlined its ambitious roadmap for 2025, with a core focus on expanding its Managed Service Provider (MSP) offerings, artificial intelligence (AI) applications, and cybersecurity services.
In recent years, traditional industries in Taiwan, such as petrochemicals and cement, have been severely impacted by global political and economic conditions. Taiwan Cement Corporation (TCC) chairman An-Ping Chang stated that 2025 will be a very complex year. In the first half of 2025, operational abnormalities at factories and short-term fluctuations in the Turkish currency affected business performance, making this year particularly challenging.
Recently, US President Donald Trump's visit to Middle Eastern countries brought several trillion US dollars in investments and procurement deals with the US, becoming a major topic of discussion. Investing in American manufacturing to reduce trade deficits—especially in cutting-edge technologies related to national security and priorities of the Trump administration—is one of the most effective tools in tariff and trade negotiations.
The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump's reciprocal tariffs are invalid. Yuan-Kai Chung, chairman and president of Audix, commented that Trump may find other ways to pressure specific companies. However, the tariff impact on Apple is relatively limited. The real focus remains on overall market innovation momentum and consumer willingness to upgrade devices.
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