In a speech in January 2024, Toyota chairman Akio Toyoda said battery EVs (BEV) can only take up at most 30% market share, no matter how much the vehicle progresses. Hybrid EVs (HEV), hydrogen fuel cell EVs (FCEVs), and hydrogen fuel-burning vehicles will account for the rest, he added.
Following media reports that the Netherlands-based lithography equipment leader ASML is harboring thoughts to move its operations abroad, the country's political climate, especially the recent electoral victory of the far-right Party for Freedom (PVV), has come under the industrial spotlight.
Electronic devices account for over 40% of Taiwan's exports, but semiconductor products are shipped through air freight. Meanwhile, notebook PC and smartphone production lines have migrated to other regions, but are still highly dependent on chips produced in Taiwan. Thus the destinations of semiconductor exports may gradually shift to different locations.
Apple's Vision Pro has been in the market for around a month after its launch in early February. Some believe this device will replace the iPhone, iPad, and Mac in a few years. While this likely won't happen any time soon, looking ahead, the release of Vision Pro has undoubtedly brought attention to spatial computing. The ability to allow users to interact with virtual objects naturally and intuitively has also brought a certain level of novelty to the industry.
The hot demand for AI chips and the trend for cloud AI tech differentiation attracted unexpected attention to Application-Specific Integrated Circuit (ASIC) design services lately.
The shipping industry, passenger or cargo, has slowly recovered to pre-COVID-19 levels. It is worth noting that since air cargo capacities were booked up by e-commerce demand, failing to make appropriate adjustments in shipping components by air for regional production schedules may result in a breaking point in the supply chain.
Faced with Nvidia's absolute dominance in China's AI chip market, how difficult is it for AMD to grab a share of China's AI market away from Nvidia? Experts said it will be tough in the short run due to multiple restrictions. However, AMD and other competitors will eventually find a way to overcome Nvidia's dominance in the AI chip market.
The winners before the creation of cell phones were Cisco and telecom service companies such as Nokia and Ericsson. However, with the launch of the iPhone in 2007, the cell phone evolved from being a traditional one-way messaging tool to a carrier that could upload and download data, and the world took a giant leap forward with the transmission of large amounts of data.
GenAI stands out as a key focus in the 2024 supply chain. As AI gradually transitions from cloud to edge computing, it also drives the emergence of terminal applications such as AI PCs and smartphones. Despite multiple brands launching PCs and smartphones with AI concepts, the software and hardware integration process, and consumer acceptance of these terminal devices, remain to be tested.
US President Joe Biden said in his 2024 State of the Union Address that America is rising and has the lowest trade deficit with China in over a decade. A response from the Semiconductor Industry Association (SIA) urges the US government to make progress on the CHIPS Act soon.
