Between 2019 and 2024, global GDP rose by about US$21 trillion. During this time, companies like AWS, Microsoft, Meta, Google, and Tesla saw their market values exceed US$1 trillion. These tech giants have not only focused on their main business areas but have also significantly invested in developing in-house chips
The demand for humanoid robots is on the rise, driven in part by the optimism of industry leaders such as Nvidia. However, the practicality of adopting a humanoid form for robots remains a critical topic of discussion. Recent insights from Marc Raibert, founder of Boston Dynamics, shed light on various aspects of this burgeoning trend during an interview with DIGITIMES.
US President Donald Trump's aggressive tariff policy has struck the global economy like a machine gun blast. His 25% tariffs on imports from Canada and Mexico, coupled with uncertainties surrounding the US-Mexico-Canada Agreement (USMCA), have already sent shockwaves through the automotive industry
Between the 1960s and 1980s, the semiconductor industry primarily used a vertically integrated model covering all aspects, from equipment to materials. This approach disadvantaged latecomers such as Taiwan and South Korea, which concentrated on process technology rather than developing their own equipment and material capabilities
There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more than 90% of the global market share, insist that the adjustments in customer orders are primarily due to shifts in supply conditions, with demand momentum remaining strong. Amid shifting US tariff policies, recent order surges have pushed production to full capacity, propelling server revenues to new heights
When Foxconn (Hon Hai Technology Group) launched its rotating CEO system in April 2024, it was seen as a bold experiment aimed at grooming future leaders and strengthening corporate governance. The company named CC Lin, General Manager of the E Business Group, as the inaugural rotating CEO. After completing his one-year term, Foxconn announced on March 30, 2025, that Kathy Yang, the Group's Chief Campus Officer, would assume the role as the second rotating CEO
Texas is pioneering advanced energy storage technologies as part of a broader push to enhance grid stability and expand renewable capacity, addressing growing power demands — including from data centers projected to consume 9% of the US electricity by 2030
The metaverse trend briefly surged after Facebook rebranded to Meta Platforms in October 2021, fueling industry-wide interest in virtual reality (VR) and its integration with augmented reality (AR) and mixed reality (MR) into extended reality (XR). The ambition was to create immersive digital experiences, with Meta leading substantial investments into building a metaverse ecosystem. However, initial enthusiasm quickly faded as the concept struggled to gain market traction
IP provider Ceva has been actively entering the edge AI sector in recent years. In an interview with DIGITIMES, CEO Amir Panush stated that edge AI presents significant market opportunities and will be a key growth engine for Ceva in the coming years
When Donald Trump took office, he pushed hard on using tariffs as a tool to force manufacturers to move their production to the US. His goal was simple: create more jobs for Americans
US President Donald Trump loves to mention TSMC's US$165 billion investment in the US as a symbol of success. But the real issue isn't whether that investment materializes — it's how US strategic policy is forcing a global reset of the tech supply chain
Every spring, Apple convenes its top 100 executives in an offsite meeting to chart the company's strategic direction. The 2025 meeting was focused on a critical issue—Siri, Apple's voice assistant, and its lagging performance in the rapidly advancing world of artificial intelligence (AI). Unlike many of its tech rivals, Apple has been slow to build out AI-focused data centers, but recent moves suggest the company is finally positioning itself to compete in the generative AI (GenAI) space
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
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
The Trump administration is disrupting US energy policies with executive orders that roll back clean energy initiatives and emphasize fossil fuels. In February, Trump established the National Energy Dominance Council to guide energy policy, highlighting traditional resources while notably excluding wind and solar power
