The demand for AI remains robust, and visibility is high. Wistron President and CEO Jeff Lin noted that most customers are placing rolling 12-month orders, and current demand is expected to remain strong through May 2026. How strong? According to Lin, Wistron’s newly completed AI Smart Campus in Zhubei is already expected to face capacity constraints by 2026.

SoftBank Group Corp. founder Masayoshi Son is seeking to team up with TSMC to realize what could be his biggest bet yet — a trillion-dollar industrial complex in Arizona to build robots and artificial intelligence (AI).

Global Brands Manufacture (GBM), a PCB and EMS subsidiary of Walsin Technology, recently held a shareholders’ meeting led by chairman Yu-Heng Chiao to discuss acquiring Japan’s Lincstech. The deal aims to boost the company’s presence in AI servers, semiconductors and expand production in Singapore.

In a continued push to stimulate domestic demand, China is set to release an additional CNY138 billion (approx. US$19 billion) in the second half of 2025 to fund subsidies for its nationwide “old-for-new” consumer trade-in program. The policy covers a wide range of household and consumer electronics, including home appliances, kitchen and bathroom equipment, smartphones, and automobiles.

Wistron ITS (WITS), a subsidiary of the Wistron Group, has officially launched a new Semiconductor Business Unit, marking its strategic shift from traditional IT services toward integrated circuit (IC) layout design.

Taiwan’s semiconductor packaging and testing companies confront three major operational challenges in the second half of 2025 as US President Donald Trump’s reciprocal tariff suspension expires in less than a month.