Nvidia's high-end AI server, the GB300, made its official debut along with its peripheral components at Nvidia GTC 2025, with release expected in the third quarter. Market rumors suggest that the backup battery units (BBUs) and electric double layer capacitors (EDLCs) integrated into this server may transition from optional features to standard components.

US President Trump announced a reciprocal tariff rate of up to 32% on Taiwan, exceeding expectations (however, items such as steel, aluminum, copper, pharmaceuticals, and semiconductors are temporarily excluded from the tariff list).

Recently, a global trend has emerged where users are generating images in the style of Hayao Miyazaki (Studio Ghibli) using ChatGPT. However, this sudden surge in demand has left OpenAI overwhelmed. Users have noticed that as more people activate this feature, the processing speed not only slows down but also requires traffic management, raising an intriguing question: will cloud-based AI require additional computing power due to streamlined AI models? Based on ChatGPT's recent performance, the answer is clearly no.

AMD has completed its acquisition of ZT Systems, aiming to strengthen its AI infrastructure offerings, the company announced on March 31. The deal will integrate ZT Systems' design teams into AMD's Data Center Solutions unit, enhancing AI system deployment while paving the way for strategic partnerships in US-based data center manufacturing.

Amid the AI boom, much of the spotlight has focused on Chinese chips like Huawei's Ascend. Yet, general-purpose computing power, still dominated by CPUs, remains a critical foundation. Most enterprise servers continue to adopt a "CPU plus AI accelerator" setup. Even Nvidia, known for its GPUs, is developing its own Arm-based Grace CPU to meet this demand.

There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more than 90% of the global market share, insist that the adjustments in customer orders are primarily due to shifts in supply conditions, with demand momentum remaining strong. Amid shifting US tariff policies, recent order surges have pushed production to full capacity, propelling server revenues to new heights.

Huawei Chairman Liang Hua said at the Guangdong High-Quality Development Conference in early February that the company's total sales revenue for 2024 surpassed CNY860 billion (approx. US$118.42 billion).

Nvidia's relationship with Chinese AI startup DeepSeek has evolved dramatically, affecting Nvidia's stock price and driving strong demand for its China-specific H20 GPU in China. Since late January 2025, major Chinese technology companies have been aggressively purchasing servers to deploy DeepSeek AI models, creating unprecedented demand for Nvidia's H20 chips.

When Foxconn (Hon Hai Technology Group) launched its rotating CEO system in April 2024, it was seen as a bold experiment aimed at grooming future leaders and strengthening corporate governance. The company named CC Lin, General Manager of the E Business Group, as the inaugural rotating CEO. After completing his one-year term, Foxconn announced on March 30, 2025, that Kathy Yang, the Group's Chief Campus Officer, would assume the role as the second rotating CEO.

As the seventh-largest US trade partner, Taiwan has been speculated by foreign media as part of the "Dirty 15" countries targeted for reciprocal tariffs. However, the US government has not officially named Taiwan. In response, Taiwan is actively negotiating an Avoidance of Double Taxation Agreement (ADTA) to reduce trade barriers and facilitate investment.

With the rapid advancement of artificial intelligence (AI), smart healthcare and digital health are entering a new era of possibilities. In response, the Taiwanese government is leveraging biomedical big data and AI-driven computing to develop innovative biomedical solutions and foster an industry-academia alliance for smart healthcare.

Hon Hai Technology Group (Foxconn) today announced the appointment of Kathy Yang Chiu-chin as its new rotating Chief Executive Officer, effective immediately.

A powerful 7.7 magnitude earthquake struck central Myanmar on Friday, March 28, rocking neighboring Thailand and prompting emergency measures in Bangkok. Despite the significant tremor, Taiwan-based tech manufacturers operating in Thailand reported minimal disruption to their supply chains and production lines.

The widespread market adoption of artificial intelligence (AI) has prompted various industries to seek AI applications for transformation and efficiency enhancement. In particular, the integration of large language models (LLM) with edge AI/edge computing is gradually becoming a focal point in market discussions.

Amid uncertainties regarding US tariff policy, Taiwanese server manufacturers are adapting for the future. DIGITIMES analyst Yen Chou noted that servers produced in the US will be expensive, particularly affecting cloud service providers (CSPs) like AWS and Microsoft.

Allied Circuit (ACCL), a PCB manufacturer backed by Compal, is navigating a pivotal shift in the server market as traditional server demand wanes and AI servers gain dominance. By 2025, AI server orders are expected to constitute over half of ACCL's total server shipments, with this proportion set to rise further.

Geopolitical tensions have made regional production a critical priority for manufacturers, and Foxconn, a company renowned for its global manufacturing footprint, is once again enhancing its local production capabilities in the US. On March 24, the company announced that its subsidiary, Ingrasys Technology USA, had acquired land and facilities in Houston, Texas, for US$142 million. This investment not only responds to growing customer demand but also bolsters Foxconn's increasing presence in the US market.

Demand for servers supporting generative AI functions remains strong, according to Taiwan's Ministry of Economic Affairs (MOEA), despite concerns that the arrival of DeepSeek will reduce reliance on high-end GPUs and AI servers.

As global supply chains navigate renewed US-China trade tensions, Topco Technologies Corp. is capitalizing on a surge in demand for AI server thermal materials—one of the few areas showing clear momentum amid broader market uncertainty.

With the increasing prevalence of artificial intelligence (AI), how to leverage AI technology to drive digital transformation in industries has become a focal point of concern.

The chairman of IC design house Inergy, John Lin, stated that the growth momentum in the server and energy storage sectors is promising. The company has successfully entered the supply chain for AI server cooling fan driver ICs, which are expected to gradually ramp up production in the second quarter of 2025, driving overall gross profit growth. He maintains a cautiously optimistic outlook on industry development for 2025.

Nvidia's high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates are in short supply due to insufficient production capacity from Japanese suppliers, raising concerns regarding future shipment schedules. However, Taiwan Glass, a major player in the glass manufacturing industry, recently announced that it has successfully overcome the capacity gap.

Nvidia CEO Jensen Huang recently revised his earlier skepticism about the potential of quantum computing, now acknowledging its potential to enhance Nvidia's chip sales through synergies with classical computing. As the significance of quantum computing grows, Taiwan is ramping up its efforts in quantum research, backed by major government support and groundbreaking projects, positioning the country as a key player in the next wave of technological advancements.

The growth of AI data centers is expected to drive surging demand for capacitors used in servers, with the Japan Electronics and Information Technology Industries Association (JEITA) predicting in its latest report a fourfold increase in demand by 2029 compared to 2023 levels.

With just a week until the April 2 deadline for the implementation of what US President Donald Trump calls "reciprocal tariffs," global markets are on edge. Will Trump soften his stance, or will the tariffs be as severe as feared? The answer hinges on which countries and industries will be affected and how markets react to the ongoing uncertainty.