The White House may be celebrating TSMC’s record-breaking investment, but not everyone is cheering. The Financial Times warns that amid all the back-patting, Intel’s long-term survival as a US chip powerhouse is being sidelined—a concern that’s growing louder within Washington’s policy circles.

Global server shipments are anticipated to pick up by 2.3% in 2025, surpassing 15 million units, according to DIGITIMES’ latest report covering server market shipments and performance in 2025. However, the growth rate will be lower than in 2024 as intensifying global tariff wars and escalating geopolitical tensions will lead to more conservative enterprise investments, with a focus on increasingly mature large language model (LLM) applications.

While President Trump has remained steadfast in imposing tariffs on China, his approach toward other economies has been marked by a combination of aggressive rhetoric and repeated extensions, creating significant policy uncertainty. He initially poised to impose tariffs on Canada and Mexico, but ultimately reversed his decision at the last moment, announcing a delay. This inconsistency has fueled doubts about whether the global reciprocal tariff policy will take effect as planned on April 2.

Taiwan-based power supply giants will benefit from rising demand for AI servers as the application’s adoption of BBUs is set to expand in 2025.