The drone sector is experiencing robust growth globally, driven by both military conflicts and expanding commercial applications. Amazon’s deployment of delivery drones and Taiwan’s potential adoption for traffic enforcement illustrate the broadening scope of unmanned aerial vehicle (UAV) utilization. According to AIDC’s senior vice president Jennifer Chuang, who recently attended Germany’s XPONENTIAL Europe exhibition, this expansion reflects evolving warfare concepts and commercial innovations.

According to Counterpoint Research, robust HBM DRAM memory demand and a surge in advanced logic/foundry momentum in the latter half of 2024 propelled a 9% year-over-year growth in net revenue for WFE (Wafer Fab Equipment) manufacturers in 2024. The net revenue of the top five players rose by 8% compared to the previous year, driven by robust growth in both the systems and services segments.

In a bid to support industry and protect consumers, the Ministry of Economic Affairs (MOEA), ROC, has proposed a NT$100 billion (US$3.03 billion) allocation for the state-owned Taipower in 2025, aimed at countering the effects of soaring global energy prices. However, due to policy limitations, any adjustment to electricity prices will be modest, placing continued financial pressure on Taipower. Despite this, the proposal has faced opposition in the legislature, where the Kuomintang (KMT) and Taiwan People’s Party (TPP) have blocked the budget. Although price hikes could contribute to inflation, Taiwan’s economy remains stable, and experts expect that the electricity price review committee will likely approve increases for both industrial and residential consumers starting in April.

3月25日消息，据市场调研机构Omdia最新分析，2025年平板显示（FPD）玻璃基板市场预计将面临显著的供应限制。预计供应和需求将保持极度紧张状态，预计FPD玻璃基板厂商今年将进一步提高价格。