MSI to ramp AI server shipment in 2H25; US plant to begin operation in 3Q25

Micro-Star International (MSI) held its annual shareholders’ meeting on June 10, 2025, with chairman Joseph Hsu outlining cautious optimism for 2025 despite lingering global and operational challenges. Hsu acknowledged that 2024 was a difficult year due to delayed product launches and geopolitical and economic headwinds. Nonetheless, MSI continued investing in key areas such as AI, high-performance computing (HPC), automotive electronics, and charging infrastructure. The company projected a return to growth beginning in the second half of 2025, bolstered by recovering demand for gaming products.

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TSMC May revenue hits NT$320.5 billion, YTD sales up over 42% amid strong AI demand

Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of NT$320.52 billion (US$9.86 billion) for May 2025, down 8.3% from April but up 39.6% compared to May 2024. The company’s cumulative revenue for the first five months of 2025 reached NT$1.5093 trillion, marking a robust 42.6% year-over-year increase, placing its second-quarter performance on track to meet guidance.

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Japanese teleco giant pivots to photonic networks in bid for global tech relevance

Japanese telecommunications company NTT is repositioning itself as a next-generation infrastructure provider, betting on optical communications and quantum technologies to regain prominence in global markets. The Tokyo-based firm has dropped its full corporate name, “Nippon Telegraph and Telephone,” from external communications as part of its transformation from traditional telecom operator to technology leader.

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Qualcomm seals Autotalks deal, expands V2X chip output with Samsung Foundry

Qualcomm CDMA Technologies (QCT), a unit of Qualcomm Inc., has finalized its acquisition of Israeli vehicle-to-everything (V2X) chipmaker Autotalks, reinforcing its push into connected car communications. The long-anticipated deal, delayed by two years of regulatory scrutiny, will strengthen Qualcomm’s position in automotive connectivity and safety, while sparking debate over potential impacts on market competition.

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Quanta, Wistron lead May notebook gains as ODMs flag trade headwinds

Taiwan’s four leading notebook ODMs posted improved shipment figures in May 2025, lifting expectations for a sequential uptick in second-quarter volumes. Despite this positive trend, industry executives remain cautious about the outlook for the second half of 2025, citing growing geopolitical uncertainties, particularly the possibility of new tariffs being announced by the US in early July.

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