Following the fire that broke out at Taiwan Cement Corporation (TCC) subsidiary Molicel’s Kaohsiung plant in the early morning on July 14, TCC chairman Nelson Chang has conducted a comprehensive review and ordered a thorough investigation into whether the sensors and multi-stage fire suppression system at the lithium battery plant failed.
AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New Taiwan Dollar exchange rate losses, server suppliers including Unimicron, Gold Circuit Electronics (GCE), Hi-tec, and Tripod have reported revenue growth in the second quarter of 2025.
Taiwan’s Mildex Optical, a specialized touch panel manufacturer, has successfully transferred US tariff costs to its military and industrial customers, helping preserve margins as the company pivots toward higher-value niche markets.