The surge in AI server deployments is fueling increased demand for backup battery units (BBUs). Dynapack International Technology President Chung-hsing Chang noted that demand is not only growing but also shifting toward higher power capacities, with BBU wattage set to rise from 3–5kW to 8kW. Future product roadmaps indicate that upcoming BBU models will surpass 100kW.

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.

MWC 2025 is in full swing, with major industry players showcasing the next generation of mobile technology. HTC’s G REIGNS has teamed up with MediaTek to introduce cutting-edge 6G hybrid computing concepts, laying out a strategic roadmap for future network evolution. The collaboration highlights key advancements in AI-driven connectivity, edge computing, and immersive applications, offering insights into how 6G could reshape industries and enhance digital experiences.