07
Mar
07
Mar
Sunon revises 1Q25 outlook to optimistic as AI server demand surges
Stronger-than-expected AI demand has prompted Sunonwealth Electric Machine Industry (Sunon) to upgrade its first-quarter 2025 outlook from cautious to optimistic. Initially forecasting a sequential decline, the company now expects quarter-over-quarter growth, fueled by surging AI server demand. Sunon sees strong AI server orders continuing in the first half of the year, with additional momentum in the second half from Wi-Fi 7 routers and 800G switches.
07
Mar
E Ink expands into large-format color e-paper displays amid three key challenges in 2025
E Ink has declared 2025 as the “year of large-format color e-paper displays,” marking a milestone in the company’s expansion into the large-format e-paper displays market. E Ink chairman Johnson Lee stated that as the company officially enters the large-format e-paper sector, it faces new challenges, including quality standards for large displays, mass production scalability, and strategic market expansion.
07
Mar
Nvidia standardizing BBUs for AI data centers? Battery module suppliers scale up production
The surge in AI server deployments is fueling increased demand for backup battery units (BBUs). Dynapack International Technology President Chung-hsing Chang noted that demand is not only growing but also shifting toward higher power capacities, with BBU wattage set to rise from 3–5kW to 8kW. Future product roadmaps indicate that upcoming BBU models will surpass 100kW.
07
Mar
DeepSeek’s value lies in open-source innovation, not cost, says AMD CEO Lisa Su
Nvidia CEO Jensen Huang recently announced the company’s fourth-quarter fiscal 2025 (4QFY25) financial results, reinforcing investor confidence in AI’s long-term growth, even amid industry shifts sparked by DeepSeek’s emergence.
07
Mar
Toray to establish Taiwan R&D centers for semiconductor partnerships
Leading Japanese fiber material maker Toray announced plans for new investments on March 3, 2025, which will see the establishment of Toray Taiwan Technical Centers (TTTC) in Taipei’s Songshan District and Zhubei in Hsinchu County. In addition, the company will strengthen collaborations with Taiwan’s academic sector and semiconductor industry through the development of semiconductor technologies and materials.
07
Mar
Topco Scientific to embrace strong 2025, confident in its global market approach
Topco Scientific (TSC) anticipates that its operational apex will be achieved in 2025, as the demand for silicon wafers, photoresists, and other related materials has grown significantly. With the US emerging as a manufacturing powerhouse and a critical focus for growth, the company remains optimistic that its overseas market strategies will yield benefits.
07
Mar
China sovereign AI
China invests in data centers with an infrastructure-driven approach to accelerate the development of its sovereign AI ecosystem.
07
Mar
HTC, MediaTek unveil 6G hybrid computing concepts at MWC 2025
MWC 2025 is in full swing, with major industry players showcasing the next generation of mobile technology. HTC’s G REIGNS has teamed up with MediaTek to introduce cutting-edge 6G hybrid computing concepts, laying out a strategic roadmap for future network evolution. The collaboration highlights key advancements in AI-driven connectivity, edge computing, and immersive applications, offering insights into how 6G could reshape industries and enhance digital experiences.
07
Mar
Solar sector braces for ‘eclipse’ in 2025 amid oversupply, weakening demand
The global solar industry faces an impending “solar eclipse” in 2025 as oversupply worsens and demand shows signs of fatigue. Motech General Manager Cheng-Hsien Yeh likened the company to a “missile boat,” emphasizing agility over scale to navigate market turbulence.