Taiwan’s passive component industry has demonstrated strong growth in the first quarter of 2025, overcoming typical seasonal declines. Major companies in the sector, including Yageo, Walsin, and Ample Electronic Technology, reported revenue increases reaching record levels. High-end applications such as AI servers, automotive electronics, and computing devices underpin this robust growth.

TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The market was particularly impressed by TSMC’s second quarter forecast and that the company has not revised downward its full-year revenue outlook despite recent tariff and AI ban challenges. Despite macroeconomic uncertainties, TSMC maintains its projection of nearly 25% growth in US dollar revenue for 2025, surpassing the overall wafer manufacturing industry’s growth rate.

4月14日，京东方精电宣布与北斗智联正式签署战略合作协议。

根据公司半导体业务“低压向高压，功率向模拟”的产品拓展战略路径，模拟芯片产品也是公司在IC产品线重点突破的新产品类别，公司目前已经组建了几百人规模的模拟芯片研发团队，2025年预计将超过200多颗料号实现量产，初具规模，主要产品包括电源管理芯片（PMIC）、信号链、MOS及三代半导体栅极驱动（driver）芯片、LED驱动（driver）芯片和LDO电源保护等。