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Friday 15 August 2025

AI boom fuels Foxconn's best-ever second quarter; growth to accelerate in Q325

Foxconn, the world's largest electronics manufacturer, reported record second-quarter results on August 14, 2025, with revenue, operating profit, and net income all reaching historic highs for the period. The company credited surging demand for AI servers and expects strong momentum to continue into the third quarter. However, rotating CEO Kathy Yang also flagged ongoing trade tariffs and currency fluctuations as key risks to monitor.

Friday 15 August 2025

Can Tesla's chip shift uplift Samsung foundry services?

Over the past two weeks, Tesla CEO Elon Musk has promoted his company's new partnership with Samsung Foundry for manufacturing its AI chips. At one point, South Korean media speculated that Samsung might even take over exclusive foundry orders for Tesla's Dojo chips originally handled by TSMC, only to discover later that Musk had decided to shut down the supercomputer project.

Friday 15 August 2025

Taiwan's motor driver IC makers capture AI server market share

Taiwan's IC design houses are seeing steady returns from years of investment in motor driver ICs, with demand rising across a wider set of applications and competition intensifying.

Friday 15 August 2025

Quanta to launch GB300 AI server in 4Q as high costs pressure margins

Quanta Computer expects trial production of its GB300 AI server to start in late third quarter 2025, with mass production following in the fourth quarter. The rollout is expected to progress faster than the GB200 due to prior manufacturing experience, but the company warned that surging AI server shipments will further compress third-quarter margins.

Friday 15 August 2025

Trump's corporate crackdown: When national security overrides boardroom independence

Since the US first announced reciprocal tariffs in early April 2025, President Donald Trump has frequently delivered "surprises" to the global market over nearly four months. Recently, he took to social media to publicly criticize Intel CEO Lip-Bu Tan, demanding his immediate resignation. He also called on companies like Nvidia and AMD to hand over to the US government 15% of their revenue from sales of specific AI chips to China, sparking a new round of market turmoil.

Friday 15 August 2025

Why Dell and Supermicro are targeted in US AI chip tracking push

US authorities are reportedly planting tracking devices secretly inside AI chip shipments to prevent their diversion to China.

Friday 15 August 2025

Taiwan gains competitive edge as China faces steep US tariffs

On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7, 2025. According to senior government officials in Taiwan, relief measures have been initiated, and affected businesses are urged to apply within the stipulated timeframe. For traditional industries, China faces tariffs exceeding 50% on related goods, which provides Taiwan with a competitive opportunity to gain market recognition.

Friday 15 August 2025

Thinking Electronic stands to grow in Nvidia's 800V AI server era

As artificial intelligence pushes data center power demands to unprecedented levels, Nvidia is leading a power architecture revolution by adopting 800-volt high-voltage direct current (HVDC) systems across its AI servers starting in 2027. Taiwanese component manufacturer Thinking Electronic Industrial Co. sees this shift as a transformative opportunity—particularly in the market for high-wattage power supply units (PSUs) and next-generation precision sensing technologies.

Thursday 14 August 2025

Foxconn targets NT$1 trillion in AI server sales for 2025, triple-digit 3Q growth ahead

Hon Hai Precision Industry, better known as Foxconn, expects its AI server revenue to grow more than 170% year-on-year in the third quarter, with rack shipments tripling from the previous quarter. The company projects full-year AI server sales will surpass NT$1 trillion (US$31 billion) and maintain momentum well into 2026.

Thursday 14 August 2025

Inspur's Metabrain SD200 takes on trillion-parameter AI with four top Chinese models

Following Huawei's recent AI inference milestone, China's server leader Inspur has introduced the Metabrain SD200, a next-generation AI supernode server designed for trillion-parameter workloads.

Thursday 14 August 2025

Nvidia’s 800V push powers GaN boom; Micro Silicon leads in testing

Following Nvidia's announcement to initiate a revolution in AI server power technology, with plans to fully implement 800V high-voltage direct current (HVDC) power architecture designs by 2027, semiconductor testing, packaging, and wafer thinning company Micro Silicon Electronics highlighted that this trend will become a new highlight for gallium nitride (GaN) end applications. Once mass production officially ramps up, the third category semiconductor testing business is expected to experience robust growth.

Thursday 14 August 2025

Robotics and reshoring boom drives robust precision gearbox demand for Apex Dynamics

Apex Dynamics, Taiwan's leading manufacturer of planetary gearboxes, sees robust market potential for high-precision components such as planetary gear reducers and gearboxes. The company expects two major forces to sustain demand: the manufacturing capacity expansion boom driven by robotics adoption and the global trend toward regionalized production.

Thursday 14 August 2025

Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls

Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their chip sales revenue from China to the US government. This equally astonishing arrangement secures export licenses from the US government for Nvidia's H20 and AMD's MI308 chips shipping to China.

Thursday 14 August 2025

Foxconn’s strong quarter sets up its next three big tests

On late August 14, Foxconn is set to deliver an impressive performance for the second quarter of 2025 despite rapid fluctuations in the New Taiwan dollar exchange rate. As Taiwan's leading electronics company, it faces critical questions regarding tariffs, strategic alliances, and customer manufacturing shifts amid the ongoing AI industry wave.

Wednesday 13 August 2025

Rising G2 competition impacts American cloud services in China and Hong Kong

Nextlink, a cloud service agent, reported a 6.6% increase in revenue to approximately NT$2.086 billion (approx. US$69.5 million) in the first half of 2025 compared to the same period in 2024. The company noted growth in Taiwan and the China-Hong Kong region, despite challenges from escalating US-China tensions.

Wednesday 13 August 2025

Zhen Ding bullish on CoWoP despite long road to mass production

Nvidia is reportedly collaborating with its supply chain to develop an advanced packaging architecture called Chip-on-Wafer-on-PCB (CoWoP) for its Rubin GPU platform. This new design replaces the conventional ABF substrate with a PCB board, potentially revolutionizing packaging methods for AI servers amid intense industry debate.

Wednesday 13 August 2025

Wistron Chair pledges 1 million GPU hours to power Taiwan's AI startups

Simon Lin, Chairman of Wistron Corporation, offered a candid look at the tech giant's bumpy journey into venture capital during a keynote speech at Taiwan's Venture Capital Summit on August 12, 2024. Admitting that Wistron's internal venture arm struggled for three years due to mismatched expectations between corporate executives and startup founders, Lin said the company eventually gave the venture capital unit full autonomy — a shift that has since paid off.

Wednesday 13 August 2025

TSMC GaN exit prompts Navitas to shift orders to PSMC for Nvidia AI servers

TSMC will exit the gallium nitride wafer foundry business within two years, a move that has prompted US chipmaker Navitas Semiconductor to redirect its orders to Powerchip Semiconductor Manufacturing Company (PSMC). The change paves the way for PSMC to expand its work with Navitas on high-voltage power components destined for Nvidia's next-generation GB300 AI servers. Industry sources indicate PSMC has already received the first engineering samples from the redirected orders.

Wednesday 13 August 2025

Why Taiwanese tech giants pour record funds into US AI server hubs

Taiwanese EMS accelerates US and global investments amid AI server demand and geopolitical dynamics

Tuesday 12 August 2025

2025 World Robot Conference sees record humanoid robot participation

The 2025 World Robot Conference kicked off in Beijing, China, on August 8, running for five days and showcasing more than 50 humanoid robot manufacturers. The event features the largest number of exhibitors ever at a global robotics-related event, displaying applications ranging from home services and industrial transport to inspection tasks.

Tuesday 12 August 2025

AI servers drive growth momentum in 2H25 for chassis and fan manufacturers

AI servers are expected to lead the electronics industry demand momentum in the second half of 2025, with Chenbro Micom and Sunon highlighting them as key drivers of operational growth.

Tuesday 12 August 2025

Parade sees strong 2H25 with high-speed product growth and USB4 adoption

During its earnings call on August 7, 2025, high-speed interface provider Parade stated that its second-quarter revenue grew steadily, and gross margin improved, mainly due to a better product mix. Among these, high-speed transmission products accounted for a far higher revenue share compared to other applications. Even though display and touch products showed weaker momentum, they still successfully supported overall operations.

Tuesday 12 August 2025

CviLux core business transformation yields results, optimistic about AI-driven growth in 2H25

Connector and electronic component manufacturer CviLux has recently launched a diversified product portfolio and adjusted its global production strategy, with server and networking products becoming key growth drivers. The benefits of the ongoing consolidation of its factories in China will start to emerge gradually after mid-2025.

Tuesday 12 August 2025

Tesla’s rumored Dojo retreat could supercharge Taiwan’s Nvidia supply chain

Tesla is reportedly disbanding its internal development team responsible for the Dojo supercomputer, with key personnel set to depart. This news has drawn attention from Taiwan's supply chain stakeholders. However, industry experts estimate that Tesla will continue to develop autonomous driving technology, which implies a greater reliance on Nvidia, representing positive news for Taiwan's Nvidia supply chain.

Monday 11 August 2025

Advantech eyes retail and imaging acquisitions to capitalize on Edge AI growth

Advantech is evaluating potential acquisitions in retail, imaging, and software modules as part of a broader strategy to strengthen its presence in fragmented vertical markets. Chairman KC Liu said the company is positioning itself for a return to pre-pandemic growth, supported by new investment priorities.

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