The progress of production relocation in the notebook supply chain is holding strong despite the Trump administration’s reciprocal tariffs. Brand clients are using a wait-and-see approach with production plans in Vietnam, Thailand, and Mexico remaining unchanged. The likelihood of notebooks being produced in the US is close to zero.

A tight supply of DDR4 DRAM has triggered a buying spree. Goldkey Technology chairman Vicky Tseng said that since May and June 2025, DDR4 spot prices have skyrocketed more than 100%, while DDR5 has also shown a mild upward trend.

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.