In late 2024, Nvidia’s Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying shipments by one quarter. At the same time, tightened US semiconductor restrictions and the potential return of Trump-era tariffs have created further market uncertainty, prompting a more cautious outlook for Nvidia, TSMC, and the broader semiconductor industry.

Taiwan’s Minister of Economic Affairs J.W. Kuo held discussions with a Kyushu Regional Strategic Council delegation during their visit to Taiwan on February 11, 2025.

In 2024, Taiwan’s smartphone shipments are projected to surpass 5 million units, driven by the expanding influence of generative AI technologies. Despite the challenges of inflation, increasing market penetration, and longer replacement cycles, the demand for AI smartphones continues to grow. With brands introducing more models and implementing innovative AI features like AI agents, the total smartphone shipments in Taiwan are expected to increase by 3-5% compared to 2024, although market share among brands is expected to experience more significant fluctuations.