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Wiwynn Corp, a Taiwan-based Meta cloud supplier, is increasing its 2025 capital expenditure to NT$18 billion (approximately US$548 million) to diversify manufacturing amid rising US tariffs on Mexican imports. This budget will fund a US$300 million factory in Texas, a new facility in Kaohsiung, and expansions in Mexico and Malaysia. The company reported a 91.22% year-over-year revenue increase in February 2025, driven by demand for AI and general-purpose servers, and plans to ship AI servers powered by Nvidia chips soon.
Mark Liu, the former chairman of TSMC, has joined Micron Technology's board to enhance its AI initiatives. Micron's CEO, Sanjay Mehrotra, emphasized Liu's extensive semiconductor expertise as vital for advancing AI in data centers and edge computing. Liu's career spans over 30 years at TSMC, where he played a key role in its growth and development of advanced fabrication facilities.
Taiwan's stock market fell on March 7, with the Taiex index dropping 139.36 points, or 0.61%, to close at 22,576.07 amid concerns over new US tariffs affecting Canada, Mexico, and China. Despite the downturn, Taiwan Semiconductor Manufacturing Co. (TSMC) remained stable at NT$1,005.00, potentially supported by government-backed funds as foreign institutional investors sold NT$29.50 billion in shares. Analysts anticipate ongoing market pressure as the implications of US trade policies unfold.
Taiwan's exports surged 31.5% year-on-year in February to $41.31 billion, driven by strong AI-related demand and preemptive orders amid potential US tariffs on chips. Electronic components, particularly semiconductors, saw a 24.6% increase, with exports to the US rising 65.6%. However, the Ministry of Finance cautioned that geopolitical risks and tariff uncertainties could affect future trends, projecting a modest year-on-year change for March.
Huawei is poised to manufacture up to one million Ascend 910C AI chips, leveraging its partnership with SMIC, which has acquired essential US chip manufacturing tools. Despite US sanctions limiting access to advanced equipment, SMIC aims to produce 50,000 7-nanometer wafers per month by the end of 2025, improving its yield rates significantly. The report highlights the challenges faced by Chinese firms in the AI sector, particularly in adapting to export restrictions while competing with global leaders.
Costco Wholesale Corporation reported strong revenue, although its shares fell following a quarterly earnings miss. The company operates 890 warehouse stores across various countries, with net sales primarily from product sales (98.1%) and a smaller portion from subscriptions (1.9%). Geographically, 72.4% of net sales come from the United States, followed by Canada (13.7%) and other regions (13.9%).
TSMC has unveiled a $100 billion investment plan in the US, driven by strong demand from American customers, with production lines at new facilities fully booked through 2027. CEO C.C. Wei noted that while expanding in the US, growth in Taiwan will also continue, with 11 new production lines planned this year compared to three in the US. This expansion comes amid rising geopolitical tensions surrounding semiconductor supply chains.
King Yuan Electronics, a key chip testing partner for Nvidia and TSMC, is considering establishing a production line in the US to address the growing demand for AI and HPC chips. This move follows TSMC's significant US expansion and aligns with market trends, as AI-related revenue is projected to exceed 20% of total revenue by 2025. The company is also investing in facilities in Taiwan and exploring options in Southeast Asia, with a planned capital expenditure increase to NT$23.3 billion in 2025.
Taiwan Semiconductor Manufacturing Co. (TSMC) will not produce its advanced 2-nanometer and 1.6-nanometer chips in the United States until at least 2026. Taiwan's Economics Minister, Kuo Jyh-huei, confirmed this during a legislative session, stating, "This is impossible. I guarantee it—the 2 nm and 1.6 nm processes will not go to the US next year."
Foxconn reported a 25% revenue increase for January and February 2025, reaching NT$1.1 trillion (US$33.5 billion), up from 11% growth last year. Analysts predict first-quarter revenue will hit NT$1.6 trillion (US$48.78 billion), driven by strong demand for AI computing infrastructure, particularly Nvidia's Blackwell-powered servers. The company is also expanding its US operations, planning to manufacture AI servers in Houston in partnership with Apple later this year.
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wiwynn increases 2025 investment to enhance manufacturing and expand operations
05:10 09.03.2025
mark liu joins micron to enhance artificial intelligence initiatives
06:30 08.03.2025
Taiwan stocks decline amid US tariff concerns and foreign selling pressure
06:00 08.03.2025
Taiwan exports soar 32 percent in February driven by AI demand
02:30 08.03.2025
smic targets 50000 wafers per month for advanced chip production by 2025
01:20 08.03.2025
costco reports strong revenue but shares decline after earnings miss
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20:59 07.03.2025
TSMC announces 100 billion dollar US investment amid strong customer demand
06:10 07.03.2025
king yuan electronics plans us expansion to meet ai chip demand
04:40 07.03.2025
TSMC confirms advanced chip production will not occur in US until 2026
03:50 06.03.2025
Foxconn reports 25 percent revenue growth driven by AI computing demand
03:00 06.03.2025
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