Taiwan Electronics Industry Sees 9.6% Growth in 2025 Driven by AI Demand

Wise Consulting Group (Headquarters: Taipei, Taiwan; Representative: Yasushi Yoshimoto) has published the first week of April 2026 issue of the 'Wise Machinery Industry Journal,' a professional publication specializing in the Taiwanese machinery industry.

This issue features a special report titled 'Review of Taiwan's Electronics Industry in 2025 and Outlook for 2026.' Despite headwinds from tariff policies and geopolitical risks, the report unravels the structure behind the 9.6% year-on-year growth in total production value in 2025, fueled by strong support from AI-related demand.

Furthermore, the issue covers the latest trends in Taiwan's manufacturing sector, which is establishing new positions in advanced technology fields. Topics include the rise of Taiwanese manufacturers amid supply shortages of solar cells for LEO satellites, the strategic pivot of AIC (Aegis) as a partner for NVIDIA's next-generation AI server technology, and the current state of the Taiwanese mold industry as it shifts toward high-end sectors.

[Topic 1] Taiwan Electronics Industry: 9.6% Growth in 2025 Driven by AI Demand
In 2025, Taiwan's electronics industry was strongly driven by the expansion of AI-related demand, with total annual production reaching 1.49153 trillion TWD. Demand for high-spec products, particularly in passive components and PCBs for AI servers, remains robust.

[Topic 2] GaAs Solar Cells for LEO Satellites: Supply Shortages Create Opportunities for Taiwan
With the global surge in LEO satellite launches, there is a shortage of lightweight, high-efficiency GaAs solar cells. As lead times for Western manufacturers extend to 2-3 years, Taiwanese suppliers like VPEC and Enostar are receiving orders due to their price competitiveness and flexibility.

[Topic 3] AIC Selected as Partner for NVIDIA's New Storage Technology
AIC, which pivoted from server chassis manufacturing, was selected as a partner for NVIDIA's next-generation AI server, 'VR200 NVL72,' announced in January 2026. This success is the result of accumulated technical expertise, including support for new ICMS technology that reduces data latency.

[Topic 4] Taiwan Mold Industry: Slight Decline in 2025, Shifting to High-End Optics and Automation
Although AI server demand grew, the mold industry saw a 2.9% year-on-year decline in 2025 to 55.85 billion TWD due to the slump in traditional industries. Major companies are accelerating multi-country expansion into high-value fields like nanometer-level optical solutions and automation for humanoid robots to counter geopolitical risks.