Powerlogic, a cooling fan manufacturer, reported revenue of NT$135 million (US$4.11 million) in January 2025, representing a 37.05% increase compared to the previous month. This marks the company’s highest monthly revenue in nearly four months, primarily attributed to the launch of Nvidia’s new RTX 5080 and 5090 mid-to-high-end graphics cards. The new product releases prompted gaming-related customers to introduce new PC models, leading to increased orders for Powerlogic’s mid-to-high-end cooling fan products.
Global PMX, a leading manufacturer of automotive power and safety components, is driving growth through healthcare sector expansion and AI implementation. The company continues to strengthen its product portfolio with AI applications to enhance gross profit margins while maintaining stable growth in its traditional automotive market.
Jarllytech, a bearing manufacturer, reported that its January 2025 production capacity was significantly affected by labor shortages in its mobile phone bearing assembly lines during the Lunar New Year holiday, resulting in a notable revenue decline. However, analysts expect demand to remain strong, citing the ongoing peak shipment period for foldable devices to Chinese customers and anticipated robust orders.
Ezconn anticipates another year of strong growth in 2024, driven by robust demand from the US AI data center sector. Orders have increased significantly ahead of anticipated tariffs, pushing January revenue to historic levels despite the Lunar New Year holidays. The company expects its first-quarter performance to exceed projections, with shipments of high-core-count fiber optic products set to maintain momentum through 2025.
Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly implemented new shipment restrictions on Chinese IC design firms amid intensifying US-China trade tensions. Effective January 31, 2025, products using 16/14nm and below technologies must be packaged by a US Bureau of Industry and Security (BIS)-certified third-party OSAT (Outsourced Semiconductor Assembly and Test) provider. Furthermore, TSMC requires an official certification copy from the approved packaging firm before proceeding with shipments, with deliveries halted if documentation is not provided.
Taiwan has welcomed Estonia as its newest partner in the drone industry. The visit by the Estonian defense delegation has created new collaborative opportunities in this sector. On January 6, 2025, representatives attended a dinner hosted by the Taiwan Excellence Drone Overseas Business Alliance, with Taiwan’s Minister of Economic Affairs, Kuo Jyh-huei, in attendance.