The demand for AI remains robust, and visibility is high. Wistron President and CEO Jeff Lin noted that most customers are placing rolling 12-month orders, and current demand is expected to remain strong through May 2026. How strong? According to Lin, Wistron’s newly completed AI Smart Campus in Zhubei is already expected to face capacity constraints by 2026.

Taiwan’s semiconductor packaging and testing companies confront three major operational challenges in the second half of 2025 as US President Donald Trump’s reciprocal tariff suspension expires in less than a month.

Global Brands Manufacture (GBM), a PCB and EMS subsidiary of Walsin Technology, recently held a shareholders’ meeting led by chairman Yu-Heng Chiao to discuss acquiring Japan’s Lincstech. The deal aims to boost the company’s presence in AI servers, semiconductors and expand production in Singapore.

South Korea’s top chipmakers, SK Hynix and Samsung Electronics, are heading into 2025 with dramatically diverging fortunes, as the global race for AI-driven memory dominance accelerates. Fueled by surging demand for high-bandwidth memory (HBM), SK Hynix is expected to outpace Samsung’s semiconductor division by nearly KRW13 trillion in first-half 2025 operating profit, according to industry estimates.