As President-elect Donald Trump prepares for inauguration on January 20, discussions about potential tariff hikes are intensifying. In response, IT brands are increasing their inventories in North America, fostering a recovery and leading to a slight increase in IT panel prices.
As the push for advanced artificial intelligence (AI) applications continues across sectors, from data centers to edge computing, Japan is stepping up with developing the Fujitsu Monaka next-generation processor.
Senao Networks is navigating the complex geopolitical landscape shaped by the enduring US-China trade tensions. Chairman Tommy Tsai articulated the company’s strategic approach amidst these challenges, particularly in light of the upcoming Trump administration and its potential impact on the supply chain dynamics.
Memory module giant Adata reported that its consolidated revenue for December 2024 declined by 17% month-over-month. Yet, it successfully met its annual revenue target of NT$40 billion (approx. US$1.2 billion), marking an 18.81% year-over-year increase and setting a new record high for the past 14 years.
Nvidia CEO Jensen Huang believes that the development of “very useful” quantum computers may require approximately 20 more years. Speaking at CES 2025, Huang also highlighted the advanced autonomous driving technology from Chinese automakers, noting that companies including BYD, Nio, Xiaomi, and XPeng have established new benchmarks in the field.
Kyocera, a leading Japanese electronic components manufacturer, plans to divest 10% of its consolidated revenue, valued at approximately JPY200 billion (US$1.27 billion), by the end of fiscal year 2025 (April 2025–March 2026). The strategic move comes as the company faces declining profitability in key sectors, including automotive electronics and semiconductor-related operations.
The launch of Nvidia’s GeForce RTX 50 is expected to drive growth at Taiwan’s packaging and testing houses in the supply chain of the latest GPU series in 2025, according to industry sources.
The upcoming inauguration of US President-elect Donald Trump and the continuation of China’s subsidy policies into 2025 have driven a sustained increase in panel demand. As a result, first-quarter demand remains robust, with panel manufacturers’ average utilization rates expected to reach 80-85%, which is significantly higher compared to the first quarter of 2024.