The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote work, have propelled tech giants to unprecedented heights. Currently, nine tech companies have achieved market valuations exceeding US$1 trillion. Including TSMC, these companies command a combined market value of US$18 trillion, demonstrating the concentrated wealth accumulation among select tech giants. This concentration of capital has created opportunities for companies within their supply chains to capture value

When analyzing the industrial development of emerging economies, key metrics like gross margin, operating margin, inventories, and accounts payable reveal clear differences between Chinese and Taiwanese companies. Luxshare, now third in revenue, stands out for maintaining its margins amid rapid sales growth. This achievement goes beyond government subsidies, showcasing the company's bold ambition and strategic approach to navigating complex challenges in a competitive market

In the rapidly evolving global electronics manufacturing services (EMS) industry, the dominance of major players continues to shape the competitive landscape. While the notion that "the bigger, the stronger" seems to be the prevailing trend, crucial insights lie beneath the headline figures

Before the Lunar New Year, HTC disclosed that a portion of its extended reality (XR) research and development team would be incorporated into Google during the first quarter of 2025. Furthermore, Google will acquire non-exclusive licensing rights to HTC's XR intellectual property for a sum of US$250 million

In a sweeping policy shift, the Trump administration has repealed 78 executive orders from former President Joe Biden's administration, including crucial directives on AI development and safety protocols. This dramatic rollback has fueled speculation about the new administration's strategy to accelerate US-based AI companies' growth

Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not only Nvidia's product sales and revenue but also creating significant implications for its primary HBM supplier, SK Hynix

Chinese industry experts have denounced the latest US chip restrictions on China as President Joe Biden's "final act of irrationality" before leaving office, with the measures taking effect just ahead of the Chinese Spring Festival

The return of Donald Trump to power introduces substantial uncertainty in the progression of global climate change initiatives. An analysis by DIGITIMES Research delves into his energy policies, examining their impact on the green energy sector within the US and the broader global energy landscape. The publication projects the potential trajectory of the industry through the year 2025

CES 2025, a leading technology exhibition, highlights the expanding role of artificial intelligence (AI) in industries like automotive. Many automotive companies are moving beyond hardware and battery technologies to use AI to create personalized and emotionally engaging experiences for drivers and passengers

Six Chinese companies have recently been removed from the US Department of Defense's (DOD) list of Chinese military companies, providing temporary relief from sanctions. This development highlights a growing trend of Chinese firms taking proactive measures amid escalating US-China tensions

The US Department of Defense's decision to add Tencent to its Entity List may significantly impact its flagship messaging app, WeChat, especially the international version. This escalation also adds fresh uncertainty to Tencent's relationship with Apple, which has already faced tensions over app payment policies and software updates

MediaTek and Nvidia's surprise announcement at CES 2025 revealed their collaboration on the GB10 super chip, marking an unexpected direction for both companies' AI computing aspirations

OpenAI CEO Sam Altman recently posted a reflection on the second anniversary of ChatGPT, summarizing the past years as "the most rewarding, fun, best, interesting, exhausting, stressful, and—particularly for the last two—unpleasant" years of his life. However, if one reads between the lines, Altman's reflections reveal some unsettling insights

Media outlets have linked former Intel CEO Pat Gelsinger's departure with the Biden administration's policies and tied Intel's ongoing struggles to the US CHIPS Act. In contrast, Micron CEO Sanjay Mehrotra has taken a more measured approach to investing in US manufacturing facilities, ensuring the company maintains its financial health without overcommitting under the banner of "Made in America.

After intense competition among numerous models in China, the artificial intelligence industry is poised for a shakeout. Major internet companies and startups are adjusting their business models and innovation strategies, anticipating intensified competition for survival by 2025