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.

After China-based Centre Testing International Group (CTI) acquired a 51% stake in Microtek Changzhou, a move aimed at enhancing CTI's service capabilities in the PCB and CCL industries, CTI Taiwan will now offer more comprehensive testing services to Taiwan's PCB and CCL sectors, including environmental simulation testing, failure analysis, electrical performance testing, environmental reliability testing, and physical performance testing.

The late 2024 surge in enthusiasm for artificial intelligence (AI) and high-performance computing (HPC) continues strong, driven by global cloud providers developing their own chips. This momentum has led to unexpected first-quarter shipment growth for Taiwan's semiconductor testing interface companies like MPI, WinWay, CHPT, and Keystone Microtech, defying the usual seasonal lull.

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.

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.

For 2025, Zhen Ding Tech chairman Charles Shen pointed out that four major product applications are expected to grow simultaneously, with the IC substrate business showing the most significant growth. The company experienced year-over-year revenue growth of 75.6% for its IC substrate business in 2024, primarily due to the company's focus on high-end products.

Apple supplier Jabil has announced plans to establish a factory in Gujarat, the company's second in India. The company also expressed its intention to build a US$125 million silicon photonics manufacturing facility in the state.

Austria-based AT&S AG, a major player in the PCB and IC substrate industry, has announced the establishment of a new Information Technology Shared Service Centre (IT SSC) in Pune, Maharashtra.

Jean Liu, president of PCB manufacturer Dynamic Electronics, announced that first-quarter revenue is expected to remain flat from the previous quarter, with just one-month order visibility. The company is optimistic about annual revenue and profitability due to expanding output from its new factory in Thailand, improved learning curves, and the mass production of high-end products in the latter half of the year.

Taiwanese PCB manufacturers have ramped up expansion in Thailand to hedge geopolitical risks, with over 40 factories set to start production by 2025. However, the rush is fueling concerns over water and power shortages, a talent squeeze, and looming price wars. Industry expert warns that managing multinational operations while strengthening product positioning will be a major challenge.

Zhen Ding Technology Group, a global leader in printed circuit boards (PCBs), is optimistic about its 2025 performance, with first-quarter orders showing promising demand. The company aims to continue advancing into high-value, high-tier products, with artificial intelligence (AI) expected to account for 70% of its product applications by 2025, up from 50% in 2024.

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.

Despite the first quarter of 2025 being a traditionally slow season for consumer markets and the overall PCB order momentum weakening, the demand for AI servers and low-earth orbit (LEO) satellite applications is expected to continue heating up, providing a moderate growth boost for Taiwan's PCB industry.

The PCB industry is facing intense price competition, causing operational losses for companies like Career Electronic, Flexium Interconnect, and Uniflex Technology. Although a recovery in the global flexible printed circuit market was anticipated in 2024, weak consumer demand and ongoing price pressures have hindered progress. In contrast, niche manufacturers like Complex Micro Interconnection (CMI) are experiencing steady operational improvements.

PCB manufacturer Zhen Ding Tech has announced that its board of directors has officially approved the appointment of Professor Chen-Fu Chien, Vice President of National Tsing Hua University, as the new General Manager. In this role, he will assist Zhen Ding in accelerating digital transformation and connecting the semiconductor industry chain.

Amid changing trade policies and rising geopolitical tensions, economic ties between Taiwan and Japan are strengthening. Taiwanese companies are eager to deepen their links with the Japanese supply chain, enter the Japanese market, and acquire Japanese firms, although their success varies greatly.

Zhen Ding Technology Group (ZDT) is accelerating its global expansion and recently broke ground on its new Taiwan headquarters in Taoyuan. Set for completion by late 2028, the facility is positioned to become a key hub for Taiwan's PCB industry.

Driven by strong demand for cloud equipment and a favorable base effect, Topoint Technology, a manufacturer of PCB drill bits, witnessed significant growth in its operations in 2024 from a year ago.

With consumer electronics in a seasonal downturn and no strong market recovery in sight, ABF substrate leader Unimicron expects first-quarter revenue to dip by a single-digit percentage. The company expects clearer visibility on 2025 orders after the second quarter but remains upbeat on the demand for AI servers and application-specific integrated circuits (ASICs) in the second half.

Daxin Materials is making strides in the semiconductor industry by launching five new products in 2024, increasing its production lineup to nine. This expansion is significant as revenue from this sector has surpassed 10% for the first time. The company plans to introduce three to five more products by 2025.

Fueled by the surging demand for CMOS Image Sensor (CIS) components in intelligent driving systems and consumer electronics, Will Semiconductor (WillSemi), the company behind OmniVision, has in recent years eclipsed its American and Japanese rivals to emerge as China's dominant supplier of sensor components. Orchestrating this remarkable ascent is the low-profile yet formidable Renrong Yu.

Flexium, a flexible circuit board manufacturer, held an investor briefing indicating that 2024 will be a year of transformation challenges. After the operational low in the fourth quarter, the company expects to have passed the trough and plans to actively develop its transformation, focusing on artificial intelligence (AI) transmission technology while continuously adjusting its mobile device product line. The goal is to achieve profitability in 2025 and fully bounce back in 2026.

Walsin Lihwa, a leading manufacturer of cables and stainless steel, believes that a potential ceasefire in the Ukraine-Russia conflict could significantly boost demand for stainless steel. This increased demand would span various sectors, including factory equipment, petrochemical facilities, home appliances, and the automotive industry. As a result, such development would greatly benefit the company's operations.

Despite facing headwinds in the overall automotive market, Panjit continues to report impressive growth. Chief Operating Officer Edgar Chen stated that the company aims for an annual growth rate of 35% in the automotive field in 2025 and plans to establish a factory in Vietnam to meet overseas client demands.