The demand for AI servers and semiconductors is strong, and the concern that Trump has paid attention to taxes and customers are shipping in advance, which has led to the continuous increase in the number of major IT factories in Taiwan's operat...
The demand for AI servers and semiconductors is strong, and the concern that Trump has paid attention to taxes and customers are shipping in advance, which has led to the continuous increase in the number of major IT factories in Taiwan's operations in April, with a monthly revenue scale of more than 1 trillion yuan in 14 months (NT$1, the same below), creating the fourth high record in history.
News reported on the 14th that Taiwan's major IT factories, which supply a large number of products, semiconductors to Apple, Microsoft, NVIDIA and other customers, continued to increase significantly, mainly due to the strong demand for AI servers and semiconductors, and the continued trend of Trump's tax-related policies and customers' early delivery. In April 2025, the total collection value of 19 major IT factories in Taiwan, including Taiwan Power and Dunghai, which were listed as "Asia300", was 1.605.8 billion yuan, an increase of 26.8% compared with the same month last year. The 14th month showed growth and growth rate reached two digits (more than 10%) in the fifth month. The monthly revenue scale was higher than 1.0 trillion yuan in the 14th month, and the fourth highest record in the single month history since the start of the statistic was held in January 2013.
reported that among the 19 major IT factories, 14 saw growth in revenue and 5 saw a decrease in revenue. Among EMS factories (electronic OEM factories), the AI server large factory Donghai's revenue increased by 25.5% in April and the increase of 58.2%. The proportion of server production is relatively low and the "growth" of Hejian's revenue is 14.7%, while Renbao, which mainly carries out a 19.4% reduction in sales in April.
Due to the continued strong demand for advanced chips for AI from NVIDIA, the CNC foundry Longtou Tel's revenue surged by 48.1% in April; the CNC's revenue grew by 3.6% in April and the CNC's revenue grew by 16%.
In addition to conducting most of the production of Apple iPhones, Taiwan companies also control the global market share of more than 60% of the crystal OEM, and nearly 90% of the production of servers, more than 80% of PCs, and 80% of the game machines. They supply large quantities of products to large global companies such as the United States, China and Japan. Therefore, from their monthly sales to predict the economic trends from factory shipments to actual products on the shelves in the next three months. Japanese news began to reorganize and investigate the production and receipts of major IT factories in Taiwan since January 2013.
