Compal expects modest PC market growth in 2025, supported by the Windows 10 end-of-life transition and increasing AI PC adoption. The company is also making strides in the AI server market, with Chairman Ray Chen expressing confidence in becoming a supplier for Nvidia-powered AI servers.

The U.S. Government has announced that the U.S. Department of Commerce will award up to $6.6 billion in direct funding to TSMC Arizona Corporation (TSMC Arizona), a subsidiary of Taiwan Semiconductor Manufacturing Company Limited (TSMC). This funding is part of the CHIPS Incentives Program and aims to support TSMC Arizona’s $65 billion investment in three cutting-edge semiconductor fabs in Phoenix, Arizona. The funding disbursement will be tied to project milestones, marking a significant step in strengthening U.S. capabilities in advanced semiconductor technology.

China’s semiconductor industry has ironically labeled Donald Trump as its “unexpected ally.” Since 2018, his trade and tech wars have catalyzed major shifts in the sector. Now, with a second Trump presidency on the horizon, the industry weighs the complex impacts of his sanctions.

When consumer behavior changes, it can signify a critical moment for an industry’s survival. However, some things remain indispensable.