Nvidia surge powers Wistron to record revenue as AI server boom accelerates

Wistron Corporation reported a record-high monthly revenue in May, exceeding NT$200 billion (US$6.68 billion) for the first time, fueled by robust demand for AI servers. The company expects AI server shipments to sustain triple-digit sequential growth throughout the second quarter, with volumes increasing steadily month over month. Wistron is a major supplier of mainboards for Nvidia’s AI accelerators.

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As US EDA ban tightens its grip, China’s domestic tools step into the breach

The US has issued new export restrictions targeting leading electronic design automation (EDA) firms—Cadence, Synopsys, and Siemens—prohibiting them from supplying software critical to advanced artificial intelligence (AI) chip development in China. The move intensifies Washington’s broader tech containment push and directly impacts China’s ambitions for semiconductor independence.

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Hanmi Taiwan posts record growth as demand for maintenance services and component sales surge

Hanmi Taiwan, the local subsidiary of South Korea’s Hanmi Semiconductor, reported explosive growth in the first quarter of 2025, generating 76% of its entire 2024 revenue in just three months. Industry analysts point to robust demand from key clients such as Micron Technology for maintenance services and component sales as the main driver behind the surge.

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Flytech Technology optimistic about 2H25, focuses on gross margin amid currency surge

Taiwan-based Flytech Technology anticipates a performance in the second quarter of 2025 that will closely mirror the first quarter, excluding the impact of currency exchange rates, according to chairman Tai-seng Lam. Speaking on the company’s outlook, Lam attributed the stable momentum to sustained gains in North America and steady expansion across Europe over the past six months.

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