As the four major cloud service providers (CSPs) aggressively ramp up their presence in the AI computing market, Taiwan’s printed circuit board (PCB) industry is experiencing a clear shift in demand. By 2025, orders for traditional servers are expected to give way to AI server demand, driving full-capacity utilization at leading server board makers such as Gold Circuit Electronics (GCE), Allied Circuit (ACCL), and First Hi-tec Enterprise (FHt).

Global chipmakers are signaling shifts in pricing strategies, with more vendors considering hikes. Industry sources say China, long a market of cutthroat competition, is becoming the key battleground. The move reflects not only market dynamics but also a strategic recalibration under intensifying geopolitical pressures.

韩国设备商Device宣布，与厦门天马显示技术有限公司签署了价值270亿1838万韩元（约合人民币1.38亿元）的供货合同，该合同内容为供应显示器制造设备。

三星显示宣布将在即将举行的 IAA Mobility 2025 展会上首次亮相其车载 OLED 品牌“DRIVE”。