Infineon has announced its next-generation battery backup unit (BBU) roadmap for AI data centers, featuring a scalable lineup from 4kW to what it calls the world's first 12kW BBU solution.

AI adoption is shifting from cloud computing to edge applications, fueling greater interest in embedded systems. Embedded World 2025, the world's leading embedded systems trade show, opened on March 11 in Nuremberg, Germany, drawing global IPC and edge AI leaders.

Recently, AMD held a launch event in China for its latest GPU product, the Radeon RX 9070 series, highlighting its commitment to the Chinese market. The introduction of DeepSeek enhances the commercial applications of AI in the edge and endpoint markets, providing AMD with a unique competitive advantage compared to Nvidia.

MediaTek is strengthening its foothold in the Artificial Intelligence of Things (AIoT) market, showcasing its latest IoT solutions and chip ecosystem at Embedded World 2025. The company highlighted MediaTek Wi-Fi solutions, Airoha Bluetooth chips, and Richtek Power Management ICs (PMICs), underscoring its end-to-end AIoT capabilities.

The Southern Taiwan Science Park (STSP) has reported record-high sales of NT$2.21 trillion (approx. US$67.05 billion) for 2024, rising 39.55% year-over-year, with strong momentum coming from AI-driven demand for semiconductors and other applications.

Industrial computer (IPC) manufacturer Ubiqconn Technology, a subsidiary of FIC Group, has acquired 100% of the shares of US display panel manufacturer E3 Displays (E3D) in an all-cash transaction valued at US$7 million, accelerating its global market expansion.

Chenbro Micom expects significant revenue and profit growth in early 2025, fueled by strong AI server demand in the US and China. CEO Corona Chen is optimistic that full-year results will exceed 2024, citing plans to expand beyond server chassis by developing new structural product lines to drive long-term growth.

Winmate's chairman, Ken Lu, has expressed optimism about the company's prospects for 2025, citing consistent order growth across multiple sectors, including vehicle inspection, defense, new energy, IoT, warehousing logistics, and AI edge computing. He anticipates sustained increases in both revenue and profit, supported by expanding enterprise mobility trends and new product introductions.

Pegatron is ramping up efforts in AI servers and automotive applications, signaling plans to expand its North American production footprint by 2025 to better serve local clients. The move underscores robust AI server demand as the company enters a growth phase following years of preparation.

This year, Taiwanese chipmakers are participating extensively in Embedded World 2025. Many industry players have openly stated that in the past few years, downstream solution providers have taken center stage over semiconductor companies. In addition to established IDM giants and traditional analog IC manufacturers from Europe and the US, IC design houses and upstream IP and ASIC vendors are also showcasing their technological advancements in the AIoT field.

Global server shipments are anticipated to pick up by 2.3% in 2025, surpassing 15 million units, according to DIGITIMES' latest report covering server market shipments and performance in 2025. However, the growth rate will be lower than in 2024 as intensifying global tariff wars and escalating geopolitical tensions will lead to more conservative enterprise investments, with a focus on increasingly mature large language model (LLM) applications.

Wiwynn, a leading server manufacturer, has expressed an optimistic outlook for its 2025 operations, a perspective bolstered by robust growth not only in AI servers but also in non-AI servers, commonly referred to as General Servers. Notably, the company has dramatically escalated its capex, surging from NT$4.8 billion (approx. US$146 million) in 2024 to an ambitious NT$18 billion. This substantial increase will fund expansion initiatives across facilities in Texas, Malaysia, Taiwan, and Mexico.

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.

Asus declared a significant bad debt over the last quarter of 2024 due to delayed payments for server products sold to Yotta, a company highlighting India's eagerness to build AI infrastructure.

Automation and smart production are seen as crucial solutions for global expansion amid the ongoing restructuring of supply chains, driven by geopolitics and the rapid advancement of AI. However, some industry players are growing concerned that fully realized automation could disrupt the existing manufacturing ecosystem.

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.

Recent reports indicate that China plans to issue guidance encouraging nationwide use of RISC-V chips for the first time. The plan will reportedly be drafted by eight relevant departments under Beijing's authority, with policy guidance expected to be released in March at the earliest.

WPG Holdings, a leading IC distributor, has seen a marked surge in demand for AI servers in the Chinese market in recent months. This upswing has invigorated procurement activities across the supply chain, delivering a tangible boost to the company's operations. Defying traditional seasonal slowdowns, the first quarter of 2025 is poised to exhibit unusual vigor, with full-year performance projected to outpace broader market growth.

COMPUTEX 2025 will run from May 20–23 at Taipei's Nangang Exhibition Center, spotlighting "AI Next" as its core theme. The event will host top global tech companies unveiling the latest AI and computing breakthroughs.

Oracle reported its financial results for the third quarter of fiscal year 2025, revealing revenue below market expectations but maintaining an optimistic outlook on long-term cloud growth. The company cited increasing demand for artificial intelligence (AI) computing from enterprise clients as a key driver of future expansion.

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.

Taiwanese ODM Compal Electronics has reported a February 2024 revenue of NT$67.541 billion (US$2.0 billion), up 22.1% sequentially and 17.4% year-on-year, driven mainly by shipment momentum for non-PC product lines, including smart devices and servers.

Microloops, a heat dissipation module manufacturer, stated that with the DeepSeek AI model powered only by Nvidia's mid-range GPUs, most AI server chips require only air cooling to operate efficiently. This signals a significant surge in demand for air cooling solutions in 2025, which is expected to drive substantial growth for Microloops' air cooling products.