AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New Taiwan Dollar exchange rate losses, server suppliers including Unimicron, Gold Circuit Electronics (GCE), Hi-tec, and Tripod have reported revenue growth in the second quarter of 2025.

Since its spin-off from TASC in 2022, the rising star Star Asia Vision Corporation (SAVC) has focused on digital display systems. President Vincent Lee stated that order visibility extends to five months, with shipment schedules already booked through the end of 2025. Despite increased uncertainties from tariffs and exchange rates, the second half of the year is expected to outperform the first half, with optimistic projections for double-digit revenue growth and profit expansion throughout 2025.

With TSMC commanding the lion’s share of foundry orders for data center AI accelerators, second-tier players like UMC, GlobalFoundries (GF), and SMIC are urgently repositioning to tap into the AI market. Each is adopting a unique strategy to stay relevant in a rapidly intensifying competitive field.