Tesla is facing mounting challenges, from slumping demand for EVs to setbacks in AI-driven self-driving technology. While former US President Donald Trump has pledged to buy a Tesla, opinions remain split on whether his support offers relief or adds to the turmoil.
Infineon Technologies is positioning itself at the forefront of a shift in server power architecture, driven by the rapid adoption of high-voltage direct current (HVDC) designs. As AI accelerates demand for more efficient energy management, the German chipmaker is leveraging Si, SiC, and GaN to boost power supply efficiency and density.
Automotive electronics and lifestyle technology systems provider Yen Sun Technology anticipates growth momentum will come from high-end networking IT demand in 2025, driven by the widespread adoption of AI applications due to the emergence of China's DeepSeek.
Taiwan's leading automotive fastener manufacturer, Spec Products Corp., is set to debut on Taiwan's over-the-counter (OTC) market on March 18. The company is actively diversifying its business portfolio, with plans to enter the semiconductor supply chain later this year, specifically targeting advanced process equipment, according to Chairman Zephyr Chang.
CATL, a global leader in batteries and energy storage, is further expanding into semiconductors. While the company maintains a low-profile approach, each of its investments generates significant market interest. This latest move marks CATL's third known investment in an IC design startup, reinforcing its growing focus on semiconductor technology.
CDIL Semiconductors and Infineon Technologies have signed a Memorandum of Understanding (MoU) to collaborate on power semiconductor solutions tailored to India's growing needs in e-mobility, renewable energy, and energy-efficient appliances. This partnership aims to enhance India's semiconductor capabilities and integrate cost-effective, locally produced solutions into the global supply chain.
China's automotive industry is facing a critical shortage of 8-megapixel (8MP) automotive CMOS image sensors (CIS) as automakers shift toward centralized computing architectures. Instead of processing visual data at the edge, Chinese manufacturers are consolidating it within the vehicle's central processing unit (CPU), fueling a surge in demand for high-resolution CIS.
BYD, China's automotive giant, has recently taken the lead in the race for intelligent driving equality, triggering a nationwide push among car manufacturers to accelerate the adoption of smarter, more autonomous vehicles. The rise of Deepseek, a promising new player in the field, appears poised to significantly impact China's intelligent driving sector, potentially reshaping the future of the industry.
Despite the Lunar New Year holiday dampening shipment volumes in February compared to January, Laster Tech, a prominent manufacturer of LED automotive lighting modules, reported a consolidated revenue of NT$540 million (approx. US$16.4 million) for February 2025. This figure reflects a robust year-over-year increase of 7.58%, marking an all-time high for the period. Factories on both sides of the Taiwan Strait maintained capacity utilization rates above 90%, buoyed by optimism surrounding China's policies to stimulate new car sales.
In an exclusive interview, DIGITIMES analyst Jessie Lin outlined the challenges facing American automakers amid a sweeping new round of tariffs.
Since 2019, China's new energy vehicle market has rapidly expanded to comprise half of new car sales by 2024, though this has complicated the used car market. Meanwhile, Europe's transition to electric vehicles is facing challenges. As EV numbers grow, manufacturers strive to meet 2025 carbon reduction targets, creating a second-hand EV market similar to China's, where depreciation rates exceed expectations, making new EVs often cheaper than used ones.
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