With the White House soliciting industry input for its "Artificial Intelligence Action Plan" until March 15, OpenAI, Google, and Anthropic have unveiled detailed proposals to shape US AI policy. These firms, identified by 01.AI CEO Kai-Fu Lee as future AI market leaders, emphasize the need to balance innovation, national security, and global competitiveness
China's EV industry is now building on the past glories of its automotive sector. The much-criticized issue of "overcapacity" seems to be a perpetual non-concern. Outdated, low-quality EVs are sent to the scrapyard during market transitions. China's system naturally eliminates laggards that fail to keep pace. The Chinese assure the world there is no need to worry unnecessarily, emphasizing that they possess greater resilience and flexibility than other nations to tolerate failures. Even if only three EV manufacturers remain profitable, the Chinese will not falter
Semiconductor equipment vendors have historically operated in stealth mode, relying on proprietary technologies and patents as their main defense. Product launches were subdued, often reaching foundries only after extensive validation—far from the world of bold marketing campaigns
China is leading the charge in 5G technology, transforming factory efficiency standards. Countries like Indonesia must accelerate their innovative and digital transformation efforts to attract manufacturing investments, as this trend is becoming evident, said Julian Gorman, head of Asia Pacific at GSMA
At the Foxconn 50th anniversary banquet, Apple CEO Tim Cook conveyed his congratulations via video message. He mentioned that products which would typically take several months to complete were accomplished by Foxconn in just a matter of days. (Founder) Terry Gou has redefined the limits of mass production, compelling major brands that have defined products over the past three to four decades to take notice
As US-China trade tensions rise, the global server EMS supply chain is transforming, with Chinese manufacturers rapidly gaining prominence and challenging established players. A recent DIGITIMES report noted Chinese suppliers' capability to provide server components amid a complex landscape where geopolitical strategies, technological advancements, and market competitiveness intersect
Since the second half of 2024, Tesla has increasingly emphasized AI as the core driver of its business strategy for the coming years, focusing on commercializing autonomous driving software and humanoid robots. As both projects share common technical resources and have explicit application scenarios, Tesla plans to first deploy humanoid robots in its factories to perform various tasks, expecting to significantly reduce labor costs, and the strategy will likely prompt other automakers to follow suit in deploying humanoid robots, according to DIGITIMES' recent report
The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy extending from 2024. These developments are causing shifts in the market while also impacting the inventory rhythm of upstream panel manufacturers. Observing the TV market in 2025 reveals five major changes
Amid rising global economic uncertainty and escalating US-China trade tensions, China is actively courting Europe's industrial giants in a bid to diversify its strategic alliances beyond Washington's reach
Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly 30,000 attendees to the San Jose Convention Center
The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip demand continues to be strong and consumer electronics inventory is being gradually replenished, revenue in the second quarter is expected to rebound 5.7% quarterly to US$29.3 billion, according to DIGITIMES' quarterly report covering Taiwan's wafer foundry industry
In today's evolving global digital economy, submarine cables have emerged as crucial assets for tech giants seeking to dominate internet infrastructure through strategic investments and direct ownership
At Nvidia's GTC, robots once again took center stage. The BDX robot "Blue," inspired by "Star Wars," made a surprise appearance during CEO Jensen Huang's keynote speech, captivating the audience and sparking industry anticipation for significant advancements in humanoid robotic cognitive abilities
Submarine cables are crucial for global internet traffic, handling over 95% of data transmission. They enhance intercontinental connectivity, lower latency, and extend internet access, especially in regions with weaker infrastructure. TeleGeography reports over 600 submarine cable systems worldwide, including the 2Africa cable by companies like Meta and Vodafone, spanning 45,000 kilometers across three continents
