The rapid increase in power consumption by AI servers is fueling a surge in demand for backup battery units (BBUs). Market expectations indicate that key Taiwanese players such as DynaPack, Delta Electronics, AES, and Lite-On are set to continue benefiting from this trend.

Toyota Motor plans to begin electric vehicle (EV) production in Europe by 2028, marking a significant expansion of its global EV manufacturing strategy. The company announced that its subsidiary in the Czech Republic will produce approximately 100,000 EVs annually, making it Toyota’s first EV production hub in Europe and its fourth globally, following facilities in Japan, the US, and China.

Taiwanese passive component giant Yageo held its earnings call on July 29, 2025, revealing that its second-quarter revenue growth exceeded expectations. It benefited from strong end-market demand and a surge of urgent orders during the tariff grace period. However, continued New Taiwan Dollar appreciation against the US Dollar placed pressure on overall profit margins. For the third quarter of 2025, Yageo CEO David Wang expects revenue to grow at a low single-digit rate, with gross margin and profitability continuing to trend slightly upward.