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
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
At the OCP APAC Summit, Ethernet and UALink advocates clashed over data center interconnect architectures. Kurtis Bowman, UALink board chair and AMD's director of architecture and strategy, questioned Ethernet's latency performance in scale-up scenarios, arguing that its technical limits hinder high-performance application scaling
Nvidia's framing of the next AI wave as "physical AI" has fueled investor and industry excitement around humanoid robots, accelerating development. But according to a DIGITIMES report, 2025: The first year of humanoid robots — Global market trends and key technologies, humanoids will represent only 0.2% of the global robotics market in 2025, with usage largely confined to logistics, warehousing, and manufacturing. Broader adoption remains a distant prospect
Tesla and Samsung have struck a US$16.5 billion chip deal seen as a win-win, with Samsung's Texas fab set to produce Tesla's next-gen AI6 chips. Tesla gains customized supply chain support, while Samsung strengthens its foundry credibility and expands its external client base
As automotive computing platforms increasingly demand higher performance, longer lifespans, and near-zero defect rates, chip architecture faces the challenge of balancing system reliability with cost efficiency under stringent automotive standards. Chiplets are emerging as a pivotal pathway to meet these requirements
The first half of 2025 has reshaped the global EMS/ODM landscape, with generative AI emerging as the new industry driver. In a ranking compiled by Eric Huang, Senior Analyst and VP of the International Business Unit at DIGITIMES, the top 20 EMS/ODM players were assessed by revenue. The findings show that AI data centers — rather than smartphones or PCs — are now the dominant force influencing company performance and industry dynamics
