Topco Scientific (TSC) anticipates that its operational apex will be achieved in 2025, as the demand for silicon wafers, photoresists, and other related materials has grown significantly. With the US emerging as a manufacturing powerhouse and a critical focus for growth, the company remains optimistic that its overseas market strategies will yield benefits.

Nvidia CEO Jensen Huang recently announced the company’s fourth-quarter fiscal 2025 (4QFY25) financial results, reinforcing investor confidence in AI’s long-term growth, even amid industry shifts sparked by DeepSeek’s emergence.

Stronger-than-expected AI demand has prompted Sunonwealth Electric Machine Industry (Sunon) to upgrade its first-quarter 2025 outlook from cautious to optimistic. Initially forecasting a sequential decline, the company now expects quarter-over-quarter growth, fueled by surging AI server demand. Sunon sees strong AI server orders continuing in the first half of the year, with additional momentum in the second half from Wi-Fi 7 routers and 800G switches.

The US tariff policy is set to cause major changes in the global supply chain. Joe Huang, president of Qisda, stated that while the company currently has manufacturing facilities in Taiwan, China, and Vietnam, it is considering a fourth base in Southeast Asia due to tariffs introduced under former President Donald Trump. Thailand, Malaysia, Indonesia, and the Philippines are the leading contenders. Qisda is conducting preliminary evaluations and expects to make a decision within six months.