Taiwan’s motherboard makers balance AI gains with inflation, PC market headwinds in 2025

Taiwan’s leading motherboard manufacturers—AsusTek, GIGABYTE, Micro-Star International (MSI), and ASRock—have navigated a turbulent global economic environment in 2025 marked by inflation, currency swings, and escalating US-China tensions. While the consumer electronics sector contends with rising costs and shifting demand, these companies have leveraged AI server growth to bolster financial performance amid a shrinking PC DIY market.

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TRI’s 2025 operations hit record highs, with advanced packaging opportunities to further drive growth

Optical and electrical inspection equipment supplier Test Research Inc. (TRI) held an online investor conference on December 16, 2025, stating that, benefiting from continued strong demand for networking servers, semiconductors, and automotive electronics, its 2025 revenue is confirmed to hit a record high. The company expects 2026 order momentum to remain strong, significantly reducing the impact of traditional seasonality, with full-year operations expected to continue setting new highs. Gross margin is projected to remain firmly in the 55–60% range.

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Nexperia’s China unit secures local wafer supply under governance dispute

The Chinese subsidiary of Nexperia, the Dutch semiconductor manufacturer, has moved to secure wafer capacity from domestic suppliers to support production of key products in 2026, according to documents reviewed by Reuters. The shift underscores a widening rupture between the China operation and its European parent, as disputes over corporate governance and control continue to reshape the company’s global supply chain.

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System integration upends traditional Tier 1 automotive suppliers

The automotive industry is experiencing a significant structural transformation, putting traditional Tier 1 suppliers under increasing pressure amid a shift toward system integration (SI) capabilities. Major component manufacturers are facing financial difficulties and operational changes, while companies with advanced integration expertise are poised to capture new market opportunities.

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Auto suppliers pivot to smart cockpits as EV momentum cools

The global automotive supplier landscape is entering a period of heightened competition as slowing electric vehicle adoption forces a strategic pivot toward digital cabin technology and automated driving systems. While macroeconomic headwinds cloud the sales outlook heading into 2026, the push to upgrade vehicle intelligence is creating a rift between entrenched industry leaders and aggressive new entrants.

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