AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New Taiwan Dollar exchange rate losses, server suppliers including Unimicron, Gold Circuit Electronics (GCE), Hi-tec, and Tripod have reported revenue growth in the second quarter of 2025.
A tight supply of DDR4 DRAM has triggered a buying spree. Goldkey Technology chairman Vicky Tseng said that since May and June 2025, DDR4 spot prices have skyrocketed more than 100%, while DDR5 has also shown a mild upward trend.
JKoPay, Taiwan's second-largest digital payment platform, maintained normal operations despite parent company Jiekou Financial Technology facing court-ordered asset seizures in July 2025 over a NT$3.6 billion equity dispute with Taisun Group.
The progress of production relocation in the notebook supply chain is holding strong despite the Trump administration's reciprocal tariffs. Brand clients are using a wait-and-see approach with production plans in Vietnam, Thailand, and Mexico remaining unchanged. The likelihood of notebooks being produced in the US is close to zero.
Taiwan's LIPS Corp., a 3D vision technology company, is moving into mass production after 12 years of research and development and proof-of-concept collaborations. With more than 20 active projects, LIPS has attracted major partners, including Samsung Electronics, onsemi, Infineon, Sony, and BMW, many of whom have named it an exclusive or long-term supplier for machine vision systems across industrial and consumer applications.
As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world's largest contract chipmaker will navigate what analysts are calling a "triple threat" — escalating tariff pressures, rising chip duties, and the surging New Taiwan dollar. Together, these factors present a critical test for the company's short- and medium-term outlook.
Taiwan's leading e-commerce platforms have been struggling amid the fading post-pandemic boom and heightening competition, with market leader Fubon Multimedia (under the Momo brand) experiencing a drop in revenue, and PChome finally seeing positive revenue growth in June after struggling to turn things around. In contrast, growth momentum has been strong for online retail service providers such as 91App and Hsin Hsin Galaxy.
JKoPay, one of Taiwan's major electronic payment platforms, has yet to fully restore customer trust after a recent court ruling against its parent company JKo FinTech in a NT$3.6 billion (US$122.57 million) civil lawsuit.
Trust technology provider Gogolook has announced a strategic alliance with cloud service distributor MetaAge to expand its footprint in the high-value enterprise cybersecurity and anti-scam market.
OpenAI Chief Executive Officer Sam Altman said on social media January 12 that the company will release an open-weight model next week, citing the need for additional safety testing as the reason for delays. The announcement comes as Meta Platforms Inc. faces questions about its commitment to open-source AI following heavy investments in talent recruitment.
TPV Technology, a leading manufacturer of smart display terminals, expects to post a net loss of CNY450 million to CNY490 million (approx. US$62 to 68 million) for the first half of 2025, according to a July 11 earnings forecast. The projected loss marks a significant swing from a CNY53.39 million profit in the same period last year.
More coverage
