Aaeon Technology faced headwinds in 2024 as weak demand slowed inventory clearance, but CEO Howard Lin anticipates recovery beginning in the fourth quarter of 2024 when customers resume ordering. This upturn is expected to drive the booking-to-billing ratio above 1, indicating a sector recovery that should continue with sequential growth into 2025.

South Korean AI chip startup DeepX is in the final stages of preparation for its first mass-produced chips. Through Samsung Electronics’ foundry division, the company has achieved an 88% yield rate using advanced 5nm process technology, with expectations to surpass 90% in mass production—a promising indicator for this cutting-edge AI hardware initiative.

Faced with challenging market conditions, Jamicon Teapo is repositioning its 2025 growth strategy to focus on AI applications, particularly in high-end passive components and high-ASP specialty products, as inflation and reduced consumer purchasing power continue to constrain demand in automotive and consumer sectors.

Amid mounting pressures on talent and resources, Taiwan is looking to widen its horizons abroad, exploring the possibility of establishing science parks beyond its borders as part of its strategy to sustain industrial growth.