According to industry sources, all major memory chipmakers aim to boost their quotes for the second quarter of 2025, resulting in a change towards a more bullish market attitude.

In a bid to support industry and protect consumers, the Ministry of Economic Affairs (MOEA), ROC, has proposed a NT$100 billion (US$3.03 billion) allocation for the state-owned Taipower in 2025, aimed at countering the effects of soaring global energy prices. However, due to policy limitations, any adjustment to electricity prices will be modest, placing continued financial pressure on Taipower. Despite this, the proposal has faced opposition in the legislature, where the Kuomintang (KMT) and Taiwan People’s Party (TPP) have blocked the budget. Although price hikes could contribute to inflation, Taiwan’s economy remains stable, and experts expect that the electricity price review committee will likely approve increases for both industrial and residential consumers starting in April.

According to Counterpoint Research, robust HBM DRAM memory demand and a surge in advanced logic/foundry momentum in the latter half of 2024 propelled a 9% year-over-year growth in net revenue for WFE (Wafer Fab Equipment) manufacturers in 2024. The net revenue of the top five players rose by 8% compared to the previous year, driven by robust growth in both the systems and services segments.