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 World Bank forecasts stronger global trade growth in 2025 compared to 2024, suggesting that US President Donald Trump's trade protectionism may have less impact on the global economy than initially feared.
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).
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.
Cobot maker Techman Robot has signed a memorandum of understanding (MOU) with semiconductor production equipment maker ASMPT to jointly develop smart manufacturing applications. This strategic collaboration aims to integrate the technologies and expertise of both companies, to better address challenges and opportunities as industries worldwide seek digital transformation.
Taiwan's Executive Yuan convened a meeting in February 6 to discuss cybersecurity concerns surrounding DeepSeek AI, a Chinese open-source AI platform, calling for strict precautions against potential national security threats posed by the platform to government agencies.
While electronics suppliers maintain cautious optimism about US President Donald Trump's tariff policies, growing concern exists that Southeast Asia could become the next target for increased trade measures.
Artificial intelligence (AI) and data center demand are emerging as key performance drivers for Japanese electronic component makers such as Murata Manufacturing, while performance in areas such as automotive and smartphones remains mixed.
Chicony Electronics saw its January revenue bolstered by AI applications, despite the notebook market entering its traditional off-season. With the upcoming launch of gaming laptops featuring next-generation GPUs, the company anticipates resuming monthly revenue growth by February, driven by increasing demand for high-wattage power supplies.
Since taking office in January 2025, US President Donald Trump has pushed policies that could become the biggest wild card for the global economy through 2025. His administration's first move was to impose tariffs, with shifting timelines keeping businesses on edge. In recent years, the US has overtaken China as Taiwan's top machinery export market, stirring mixed reactions. While Trump's pro-manufacturing stance may shift orders Taiwan's way, tariffs could bring unavoidable indirect impacts.
Tariffs initiated by US President Donald Trump may soon extend to Taiwan, potentially driving up costs, triggering supply chain shifts, and reshaping market dynamics, according to sources at Taiwan-based IC distributors.
Component manufacturers foresee that the emergence of DeepSeek may attract the interest of additional enterprises engaged in innovative AI applications, stimulate the advancement of further AI application services, and accelerate the dissemination of AI applications within edge devices.
President Donald Trump agreed to delay 25% tariffs on Canada and Mexico for a month after both US neighbors agreed to take tougher measures to combat migration and drug trafficking at the border, warding off a continental trade war for now.
According to Bloomberg Intelligence (BI) economists Chang Shu and David Qu, the latest 10% tariff hike on Chinese goods shifts the next move to Beijing. Signed by President Donald Trump on February 1, 2025, and effective February 4, 2025, the decision leaves little room for last-minute negotiations. Given Trump's hardline stance and Beijing's vow to retaliate, a reversal appears unlikely.
The top 20 EMS/ODM companies in 2024 include 9 from China, 7 from Taiwan, and 4 from North America, ranked by revenue. However, if we analyze these companies based on profit and profit margin, what insights might emerge?
China has been reported frequently to illegally acquire technology from South Korea in the field of artificial intelligence (AI) semiconductors and displays in the past few years. Moreover, with the advancement of South Korea's neural processing units (NPU), Chinese semiconductor firms have been actively recruiting engineers from South Korean companies or attempting to steal core technologies.
The past year has been one full of ups and downs for Taiwan's machinery industry: aside from products and components related to AI and semiconductors, most other product lines remained relatively lackluster in 2024. The machinery sector is pinning its hopes on emerging industries, of which robotics is commonly viewed as a leading growth driver, with numerous tech leaders highlighting its importance. However, due to limited layouts in the field at present, Taiwanese companies generally saw little revenue from robotics in 2024.
Google invested US$ 250 million in the acquisition of HTC Vive's R&D team, highlighting its ambitions in the headsets and smart glasses sectors. Regarding this acquisition, Google Taiwan has reportedly begun a small-scale organizational restructuring, reallocating personnel from its smartphone and tablet divisions to support new product development.
Six Taiwanese companies rank among the top ten global Electronics Manufacturing Services (EMS) providers for 2024, with Foxconn, Quanta, Wistron, and Inventec hitting record revenues, fueled by surging AI server demand. Despite ongoing supply constraints, AI servers are poised to further boost operational performance in 2025, with consumer electronics also expected to recover after years of inventory adjustments.
Sanan Optoelectronics has secured a critical role in Samsung Display's microLED smartwatch supply chain, according to industry insiders, marking another milestone in its consistent progress with microLED technology.
A major legal battle between Cambricon Technologies, a leading Chinese AI unicorn, and its former CTO Jun Liang has emerged, drawing parallels to the recent high-profile lawsuit involving Jeng-wu Tai, a former aide to Foxconn founder Terry Gou. The case centers on claims of unfulfilled employee incentives that could set new precedents in China's tech industry.
