Ezconn anticipates another year of strong growth in 2024, driven by robust demand from the US AI data center sector. Orders have increased significantly ahead of anticipated tariffs, pushing January revenue to historic levels despite the Lunar New Year holidays. The company expects its first-quarter performance to exceed projections, with shipments of high-core-count fiber optic products set to maintain momentum through 2025.
Jarllytech, a bearing manufacturer, reported that its January 2025 production capacity was significantly affected by labor shortages in its mobile phone bearing assembly lines during the Lunar New Year holiday, resulting in a notable revenue decline. However, analysts expect demand to remain strong, citing the ongoing peak shipment period for foldable devices to Chinese customers and anticipated robust orders.
Global PMX, a leading manufacturer of automotive power and safety components, is driving growth through healthcare sector expansion and AI implementation. The company continues to strengthen its product portfolio with AI applications to enhance gross profit margins while maintaining stable growth in its traditional automotive market.
The emergence of generative AI (GenAI) technologies like ChatGPT and DeepSeek is expected to drive growth in Taiwan's information service software and cybersecurity industries. The Ministry of Digital Affairs (MODA) projects that Taiwan's digital economy could potentially become a new trillion-dollar industry in 2026.
Global semiconductor distribution leaders Arrow Electronics and Avnet have expressed cautious optimism about the market outlook, despite ongoing challenges in various regions.
Taiwan's export growth maintained its momentum in January 2025, driven primarily by artificial intelligence (AI) and high-performance computing (HPC) demand, according to statistics from Taiwan's Ministry of Finance (MOF).
Despite the ongoing debates over the open-source AI model introduced by Chinese startup DeepSeek, its impact on the cost and accessibility of AI technologies is widely regarded as positive. As the demand for computational power grows, industrial PC (IPC) vendors specializing in edge computing and edge AI are positioned to capitalize on this shift.
TECO Electric & Machinery (TECO), with the goal of raising public awareness of its advancements in air conditioning and smart living products, has, for the first time, appointed a brand ambassador: Taiwanese baseball star Chieh-hsien Chen. Chen will represent the company in the future, a move aimed at boosting business revenues and setting ambitious growth targets for the year.
Alibaba Group (Alibaba) has announced that its upgraded Qwen 2.5 Max model has achieved superior performance over the V3 model from Chinese artificial intelligence (AI) startup DeepSeek in several third-party benchmark tests. The achievement marks a significant milestone as Qwen 2.5 Max has emerged as the top-ranked non-reasoning model from China in prominent benchmarking and ranking platforms.
Taiwan's government has set an ambitious target to expand its AI computing infrastructure to 480 Petaflops (PF) by 2029, with the potential to reach 1,200 PF through private sector participation. However, the goal of exceeding 1,000 PF faces uncertainty due to recent budget cuts following amendments to the Act Governing the Allocation of Government Revenues and Expenditures.
A joint venture from OpenAI, SoftBank, and Oracle is close to selecting additional sites for data center campuses in Texas and eyeing more projects in over a dozen other states, as the companies work to fulfill an ambitious plan to invest hundreds of billions in AI infrastructure.
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