U-Best Innovative Technology is positioning itself to capitalize on the burgeoning market for foldable smartphones. The company anticipates strong demand for flexible hard coating (HC) materials and is leveraging this technology in its optical film products. Having already commenced shipments, U-Best is engaged in discussions with additional clients, potentially unlocking new market opportunities.

Intel is actively reaching out to the server supply chain to establish a major cooling alliance, utilizing its developed superfluid cooling technology. The unsung heroes behind this initiative are Taiwanese cooling manufacturers, including Mandala Worldwide and Microloops. Several companies are reportedly attempting to implement this technology, with product commercialization expected to begin in 2025, particularly for water-cooling plate designs.

Asia Vital Components (AVC) chairman Ching-Hang Shen pointed out that while the entire industry previously discussed liquid cooling solutions, he believed it was still early and not yet at a true maturation stage. However, with recent discussions shifting back to air cooling, he now asserts that the era of liquid cooling is about to commence. In response to the rising demand for liquid cooling, AVC plans to substantially increase its production capacity.

Infineon Technologies is positioning itself at the forefront of a shift in server power architecture, driven by the rapid adoption of high-voltage direct current (HVDC) designs. As AI accelerates demand for more efficient energy management, the German chipmaker is leveraging Si, SiC, and GaN to boost power supply efficiency and density.

The National Science and Technology Council (NSTC) has disclosed the combined output of Taiwan's three major science parks reached NT$4.76 trillion (US$144.42 billion) in 2024, setting a record high with an increase of 20.73% from 2023, driven mainly by demand for emerging technologies, such as AI, and advanced semiconductor processes.

Since Trump assumed the presidency, global supply chains have been thrust into a vortex of disruption. Amid the upheaval, Qualipoly Chemical Corp. (QPC) is fortifying its production capacity with calculated resolve. The Annan plant, a linchpin in this strategy, is gearing up to churn out UV-curable materials, with mass production slated for the fourth quarter of 2025.

Universal Scientific Industrial (USI), a global leader in electronics manufacturing services (EMS) and original design manufacturing (ODM), has published its February 2025 revenue report. With a strong presence in consumer electronics, automotive technology, industrial applications, and telecommunications, USI leverages technological innovation and advanced manufacturing to strengthen its position in the competitive global electronics market.

The Mobile World Congress (MWC) 2025 has just concluded, revealing Huawei's advancements in telecommunications, artificial intelligence (AI), and mobile devices. The company aims to leverage refined technologies in telecommunications, cloud computing, and AI to drive new growth momentum across its telecom services and diverse smart application scenarios.

Deepseek's rapid adoption is accelerating AI application growth in China, fueling demand for enterprise-grade SSDs. DapuStor Chairman Yafei Yang said AI all-in-one machines are lowering deployment barriers for small and medium-sized enterprises, setting the stage for a 20% surge in SSD demand by 2025.

Automotive electronics and lifestyle technology systems provider Yen Sun Technology anticipates growth momentum will come from high-end networking IT demand in 2025, driven by the widespread adoption of AI applications due to the emergence of China's DeepSeek.

Liteon Technology reported a consolidated revenue of NT$10.9 billion (US$330 million) for February 2025. This reflects a month-over-month decline of 10%. However, it represents a substantial year-over-year increase of 35%—the company's strongest February performance in three years.

Cooling fan maker Powerlogic reported NT$108 million (approx. US$3.3 million) in consolidated revenue for February 2025, marking a striking 101.99% year-over-year increase with the second-highest figure for February revenue in the company's history.

HTC has reported continued losses in the fourth quarter of 2024 as its mobile phone and AR/VR hardware businesses struggle to gain momentum. The company remains challenged by high investment costs in the extended reality (XR) industry, which is still in its developmental stage.

Loongson Technology has secured a spot in China Energy Investment Corporation's 2025 office terminal procurement project for the second year in a row. The selection underscores Loongson's advancements in CPU performance, software compatibility, and technical support for the energy industry.

US President Donald Trump's impact on the supply chain has been deep and far-reaching, with his tariff policies from 2017 having a lasting effect to this day.

Genius Electronic Optical (GSEO) reported NT$23.187 billion (approx. US$706 million) in revenue for 2024, marking a 6.98% increase from the previous year. Net profit attributable to the parent company jumped 40.7% to NT$4.323 billion, with earnings per share (EPS) at NT$38.35.

According to Marc Raibert, founder of Boston Dynamics, the company's Robotics and AI Institute has purchased humanoid robots and other smaller robots made by Chinese startup Unitree Robotics to study. With the sudden rise of DeepSeek still fresh in people's minds, could another Chinese startup also conquer its competition in such short order?

Chicony Electronics' 2024 revenue exceeded NT$100 billion (US$3.05 billion) (US$3.04 billion) due to an enhanced product mix and high-value lines. The company achieved a gross margin over 20% for the first time. Despite market uncertainties, Chicony expects high single-digit revenue growth and aims for profit growth to exceed revenue growth.

After reaching a new low in 2024, key players in Taiwan's machine tool industry believe demand will rebound in 2025 and may even see double-digit growth.

Despite external pressures such as tariffs and geopolitical uncertainties, electroacoustic component manufacturer Merry Electronics remains resilient, focusing on diversification and revenue-driven growth. Allen Huang, CEO of Merry, believes that as the share of new customers and products continues to rise in the coming years, the impact of external factors will become relatively minor.

Despite ongoing inventory adjustments in the bicycle-related market impacting contributions from the green energy sector, Darfon has managed to maintain a gross margin of over 18% in 2024 through internal restructuring. Looking ahead to 2025, as inventory levels stabilize and AIoT-related businesses continue to grow, the company remains cautiously optimistic, anticipating the year to mark a turning point for recovery.

Benefiting from the momentum of AI server cabinets, Jinpao reported a revenue of NT$271 million (US$8.3 million) for February, marking an impressive growth of 26% compared to the same period last year. This figure sets a new historical record for the company's single-month performance, demonstrating robust momentum.

Foxconn reported a revenue of NT$551.4 billion (US$16.8 billion) for February 2025, marking a new high for this period. This figure represents a month-over-month increase of 2.36% and a year-over-year growth of 56.43%. Cumulatively, the revenue for the first two months of 2025 reached NT$1.9 trillion, reflecting a year-over-year increase of 24.63%, also setting a record for this timeframe.

After expanding into the LED bicycle light and electric-assisted bicycle markets, PCB manufacturer Eiso Industrial has formally joined TSS Holdings. The move is part of the company's strategy to collaborate with fellow members and strengthen its global footprint. Eiso plans to focus on high-value applications for its core PCB material research and production, particularly in satellite communications, aerospace, and 5G technologies. Additionally, the company is ramping up operations at its Guishan factory to meet the growing demands of these emerging markets.