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Jan 17, 12:36
Trump's comeback looms large over US EV ambitions
The future of electric vehicle (EV) development in the US faces uncertainty as controversy over EV policy intensifies during the presidential transition between the incoming Trump administration and the outgoing Biden administration.
Taiwan-based HCMF Group, a long-standing supplier of automotive parts and systems to global Tier 1 OEMs, operates nearly 30 sales, manufacturing, and R&D facilities worldwide. The company provides comprehensive automotive electromechanical system solutions and recently showcased its cross-industry collaborations at CES 2025. Partners such as AUO, AGC, Inventec, TMY Technology, BenQ Materials, and Kinpo Group contributed to HCMF's efforts to redefine intelligent mobility through groundbreaking innovations and seamless integration capabilities.
Major regions are implementing new electric vehicle (EV) policy shifts in 2025, with the US, China, and Europe each pursuing different strategic developments, creating substantial uncertainty in the future EV market outlook.
Lextar Electronics has disclosed its collaboration with European automotive brands to develop smart vehicle miniLED displays, with mass production expected to begin in the next two to three years.
ASMedia's board of directors approved on January 15 the acquisition of Techpoint, a US-based company listed on the Tokyo Stock Exchange, for US$390 million. The move marks ASMedia's strategic entry into the automotive sector, according to ASMedia president Chewei Lin.
The Taiwan Machine Tool & Accessory Builders' Association (TMBA) recently shared its outlook for the industry in 2025, expressing cautious optimism. While the overall economic outlook for the first half of the year remains uncertain, the upcoming Taipei International Machine Tool Show (TIMTOS) in March is expected to serve as a key indicator for order intake, providing momentum for the second half of the year.
With CES 2025 just concluded, DIGITIMES hosted the "2025 CES Insights: Analyzing New Trends in AI Applications" forum on January 14, providing exclusive updates and insights from the show.
German automakers Volkswagen, BMW, and Mercedes-Benz have monopolized the global automotive market for decades; however, in recent years, they have struggled with the shift toward electrification. Despite substantial investments, demand and performance have fallen short of expectations, forcing companies to reallocate resources and adjust strategies, driving a number of companies within their supply chains to declare bankruptcy.
In recent years, China and the United States have imposed reciprocal restrictions on critical raw materials, and with the potential for increased tariffs following Trump's return to office, new sanctions may follow. Lianyou Metals, a major player in the recycling and smelting of rare precious metals such as tungsten and cobalt, has reported a noticeable rise in orders from American customers. Under the ongoing US-China trade tensions, Lianyou expects to benefit from order shifts.
Infineon Technologies has broken ground on a new semiconductor backend production facility in Samut Prakan, south of Bangkok, strengthening its manufacturing presence.
The artificial intelligence revolution is moving from hype to reality, with CES 2025 demonstrating a clear shift toward practical AI applications across consumer technology, automotive, and smart living sectors. Industry analysts project global AI market size to exceed US$1 trillion by 2030, as major tech companies accelerate investments in AI infrastructure.
The Biden Administration planned to ban Chinese hardware and software for vehicle communication and autonomous driving systems in the US by September 2024. In addition to this, a 100% tariff on Chinese electric vehicles (EVs) has been introduced, with additional tariffs expected under a potential second term for Donald Trump. These measures reflect heightened scrutiny of Chinese technology in critical sectors.