Despite the first quarter of 2025 being a traditionally slow season for consumer markets and the overall PCB order momentum weakening, the demand for AI servers and low-earth orbit (LEO) satellite applications is expected to continue heating up, providing a moderate growth boost for Taiwan’s PCB industry.
China’s recent trade-in subsidy program, aimed at boosting the consumer electronics market, has significantly impacted the supply chain. For Taiwanese IC design firms, it has sparked a restocking surge, setting the stage for a surprisingly strong first quarter of 2025—typically a slow period due to the Lunar New Year. Most expect revenues to hold steady or rise slightly from the fourth quarter of 2024, defying the typical seasonal downturn.
After expanding into the LED bicycle light and electric-assisted bicycle markets, PCB manufacturer Eiso Industrial has formally joined TSS Holdings. The move is part of the company’s strategy to collaborate with fellow members and strengthen its global footprint. Eiso plans to focus on high-value applications for its core PCB material research and production, particularly in satellite communications, aerospace, and 5G technologies. Additionally, the company is ramping up operations at its Guishan factory to meet the growing demands of these emerging markets.
China’s annual “Two Sessions” kicked off with the 14th National People’s Congress (NPC) and the Chinese People’s Political Consultative Conference (CPPCC), where policymakers laid out economic and fiscal strategies for the year ahead. Premier Li Qiang delivered the government work report, detailing growth targets and key policy measures for 2025.
Tencent Holdings’ Yuanbao AI chatbot passed DeepSeek to become the most downloaded iPhone app in China this week, highlighting the intensifying domestic competition.
With the growing demand for AI computing from enterprises, the market for AI all-in-one machines is experiencing explosive growth. Numerous Chinese companies are launching all-in-one machines based on the DeepSeek large language model (LLM). These machines incorporate AI models in hardware and offer customized services tailored to different application areas, advancing the penetration of AI technology across various industries.