AI-related demand has been strong, which has led to the continuous increase in Taiwan's major IT factories, with monthly revenue exceeding 1 trillion yuan (NT$1, the same below) in 17 months. However, due to the sluggish demand for smartphones and the impact of the appreciation of Taiwan currency, the revenue growth has shrunk significantly, creating the smallest increase in 16 months.
News reported on the 12th that Taiwan's major IT factories, which supply a large number of products, semiconductors to Apple, Microsoft, NVIDIA and other customers, continued to increase in revenue, mainly because the demand for AI servers and semiconductors continues to be strong, but due to the ease of demand for smartphones, the increase in revenue has decreased significantly. In the Chinese smartphone market, the funding effect used to promote the exchanges should gradually disappear, resulting in a sluggish demand for related parts. In addition, the appreciation of NT$ (relative to the US dollar) has also affected.
In July 2025, Taiwan's 19 major IT factories, including Taiwan Power and Dunghai, were listed as "Asia300" stocks, had a combined total of 152.4 billion yuan, an increase of 8.4% compared with the same month last year, showing growth in the 17th month and a monthly revenue scale. It was higher than 1 trillion yuan in 17 months, but the growth rate of revenue decreased significantly compared with the previous month (June, a sharp increase of 16.3%), and the first time in eight months (below 10%) was reduced to a level of 16 months (7.9% since March 2024).
reported that in July, 10 of the 19 major IT factories saw a decrease in revenue. Among them, benefiting from the strong demand for AI servers, Donghai's revenue increased by 7.3% in July and a 27.4% increase. Due to the continued strong demand for advanced chips for AI, Longtou Telco's investment in July increased by 25.8%. In addition, the revenue of Hexi, which mainly produces Apple iPhones, dropped by 20.1% in July, Renbao, which mainly produces Apple iPhones, dropped by 23.4%, and Joint Development Corporation fell by 5.2%.
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.