Since the beginning of 2025, despite disruptions from US President Donald Trump’s trade protectionism, the AI wave has driven American cloud service providers (CSPs) to continuously purchase AI servers and high-end graphics cards manufactured in Taiwan. This surge has boosted Taiwan’s exports to the US by 55%, with information and communication technology (ICT) product exports—primarily servers—increasing by 100%.

Jochen Hanebeck, CEO of Infineon, emphasized the concept “no AI without power” during his keynote speech at the SEMICON Taiwan 2025 Master Forum. Power semiconductors play a critical role across all AI application scenarios, whether in cloud AI data centers or edge physical AI applications such as electric vehicles (EVs) and robotics. Advanced power semiconductor technology is essential to improve energy efficiency and better meet real user demands.

Apple officially unveiled its latest iPhone 17 series on September 10, and Taiwan Mobile’s Chief Consumer Business Officer, Tony Lin, expressed strong confidence in the new models, forecasting sales growth of 20% to 30% during the launch period.