Inergy sees growth in 2Q25 as AI server cooling fans ramp up

The chairman of IC design house Inergy, John Lin, stated that the growth momentum in the server and energy storage sectors is promising. The company has successfully entered the supply chain for AI server cooling fan driver ICs, which are expected to gradually ramp up production in the second quarter of 2025, driving overall gross profit growth. He maintains a cautiously optimistic outlook on industry development for 2025.

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Substrate and materials suppliers in CoWoS supply chain working to close capacity gaps

Nvidia’s high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates are in short supply due to insufficient production capacity from Japanese suppliers, raising concerns regarding future shipment schedules. However, Taiwan Glass, a major player in the glass manufacturing industry, recently announced that it has successfully overcome the capacity gap.

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Positive outlook for quantum computing; academic and research initiatives poised to propel Taiwan forward

Nvidia CEO Jensen Huang recently revised his earlier skepticism about the potential of quantum computing, now acknowledging its potential to enhance Nvidia’s chip sales through synergies with classical computing. As the significance of quantum computing grows, Taiwan is ramping up its efforts in quantum research, backed by major government support and groundbreaking projects, positioning the country as a key player in the next wave of technological advancements.

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Chinese TV exports defy US tariffs with growth from emerging markets and supply chain shifts

Since returning to the White House, US President Trump has imposed a cumulative 20% tariff on imports from China. However, looking at the export volume of Chinese TV for January and February 2025 compared to the same period in 2024, there has been an unexpected increase rather than a decrease, with export value also showing slight growth. Facing these tariffs, how exactly are Chinese TV exports able to perform?

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