Benefiting from strong end-market demand for foundry products and early chipset procurement, coupled with a significant increase in demand from major customers for high-end motherboards, the shipment of USB4 host controller chips has surged. Asus subsidiary ASMedia delivered an impressive operational performance in the first quarter of 2025, achieving an earnings per share (EPS) of NT$16.39 (US$0.54), marking a record high for a single quarter.

Leading Chinese new energy vehicle (NEV) maker BYD grabbed market headlines in the first quarter of 2025 with the unveiling of its megawatt-level flash charging technology. Silicon carbide (SiC) semiconductors played an instrumental role in this technological advancement, as key advantages of the wide bandgap material, including high voltage and temperature resistance and low energy loss, help enhance the efficiency and reliability of electric drive systems to support high-voltage charging.

At the 2025 Semiconductor IP Industry Seminar in Shanghai, Akrostar Technology, Biren Technology, and Enflame Technology unveiled fresh funding rounds, highlighting China’s accelerating efforts to localize critical chip technologies amid the global AI boom, as reported by ICsmart and Sina.

Recently, Chinese router manufacturer TP-Link has reportedly come under criminal and civil investigation by the US Department of Justice, focusing on its pricing strategies and national security concerns. Market speculation suggests that if TP-Link faces sales restrictions in the US, its substantial market share could be redistributed, benefiting Taiwanese networking brands such as Zyxel, D-Link, and Asus with significant order transfers. Zyxel has confirmed that some customers have already initiated order shifts.