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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