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Tuesday 9 September 2025
Research Insights: Global auto market forms multi-track pattern
The global automotive market reached total sales of 44.42 million units in the first half of 2025, marking a year-over-year increase of 2.7%. Among these, the combined sales volume of the three major markets—China, the US, and Europe—totaled 27.48 million units, accounting for 61.9% of the global share, and they remain the core of the worldwide automotive industry
Thursday 4 September 2025
Tech Forum 2025: US-based server assembly surges as Taiwan's EMS leaders navigate rising costs and trade uncertainties
The Trump administration's tariff policy announced in April 2025 is reshaping global server supply chains, prompting Taiwan's leading EMS firms—Foxconn, Wistron, Quanta, Inventec, and Mitac—to accelerate US expansion. Concentrating investments in Texas and California, these companies aim to localize high-margin components while navigating rising costs and tariff-driven uncertainties
Thursday 4 September 2025
Tech Forum 2025: TSMC faces the next decade of chip war from Arizona to Beijing
Taiwan Semiconductor Manufacturing Co. (TSMC) has begun mass production and turned a profit at its Arizona plant in 2025, a milestone that marks not only a breakthrough in its global expansion but also a reversal of long-standing skepticism about America's ability to sustain advanced chip manufacturing
Thursday 4 September 2025
Tech Forum 2025: Qualcomm and MediaTek take smartphone rivalry to the cloud in AI chips
With global smartphone sales leveling off, Qualcomm and MediaTek are taking their long-running rivalry into the fast-growing cloud AI ASIC market. DIGITIMES Research estimates MediaTek controlled 37% of the smartphone application processor market in 2024, ahead of Qualcomm at 27%. Together, the two suppliers accounted for more than 60% of shipments. With handset growth expected to remain stuck in the low single digits, both companies are turning to cloud computing chips as a new source of expansion
Thursday 4 September 2025
Tech Forum 2025: ASICs, packaging, and HBM reshape the AI chip race
The global market for high-end cloud AI accelerators is approaching a major turning point. DIGITIMES forecasts that beginning in 2026, the supply chain will enter a new "decentralized" phase shaped by three forces: the expansion of custom ASICs, diversification of advanced packaging, and intensifying competition in high-bandwidth memory (HBM) pricing
Tuesday 2 September 2025
Research Insights: Global EV sales jump 29% in 1H25, poised to exceed 20M this year
Global electric vehicle (EV) sales rose 29.4% year-over-year to 9.29 million units in the first half of 2025, driven by strong momentum in China, Europe, and the US. The three markets delivered 8.4 million units, accounting for 90.4% of the total. China retained its position as the world's largest EV market and the sector's key growth driver
Monday 1 September 2025
Research insights: bilateral gaps emerge as Vietnam treads carefully after Trump tariff order
On July 31, 2025, US President Donald Trump signed an executive order imposing new tariffs—ranging from 10% to 41%—on imports from 68 countries and the European Union (EU). While many trade partners faced updated rates, tariffs on Vietnamese goods remained unchanged: a 20% duty on direct imports and a 40% levy on transshipped goods. In exchange, Vietnam has agreed to fully open its market and eliminate all tariffs on American imports