Amidst the rising tension between Washington and Beijing, Tesla is rechanneling its resources to North America for its electric vehicle (EV) market. The EV heavyweight is building a Gigafactory in Mexico, which is expected to begin production in 2024. Following Tesla's new plan, an increasing number of Taiwan-based suppliers are opting for Mexico as their investment destination

The global top-5 notebook brands, not including Apple, saw their combined shipments rise over 30% on month in May, while the top-3 ODMs together also achieved a similar shipment growth thanks to a recovery in North America's and Europe's education sectors and vendors' keen price cuts on older-generation consumer models for clearing up inventory, according to DIGITIMES Research's latest monthly notebook shipment update report

Computex 2023 was hosted at Taipei Nangang Exhibition Center from May 30 through June 2 and DIGITIMES Research paid a visit to the show to survey and outline the trends that new AI servers showcased at the event, including the increasing popularity of models powered by Nvidia's HGX H100 among the suppliers; AI servers with PCIe support trending toward high-density and high-application-flexibility development; servers powered by Nvidia's GH200 boasting the best performance running Nvidia's Large Language Model (LLM) and Nvidia's release of MGX reference server designs

After surveying and analyzing the showcases at Taipei AMPA & Autotronics Taipei 2023 and E-Mobility Taiwan 2023 held in mid-April, DIGITIMES Research found that this year's event featured a growing number of high-voltage silicon carbide (SiC) semiconductor applications that significantly boost electrical vehicle (EV) efficiency, while the development of automotive electronics including mmWave radars, head-up displays (HUDs) and rear seat entertainment (RSE) systems are targeting mainly high-end applications, according to DIGITIMES Research's latest report covering the show

India, with nearly 800 million 4G subscribers, began its deployment of the 5G network in the fourth quarter of 2022 with the country's top two telecom operators – Reliance Jio and Bharti Airtel (Airtel) – separately announcing plans to achieve full 5G coverage nationwide by the end of 2023 or at the end of first-quarter 2024, according to DIGITIMES Research's new report on India's telecom industry

Generative AI has grown to become one of the hottest topics worldwide with cloud services providers all keen on investing in related applications and all industries eagerly trying to implement the innovation into their existing working platforms; however, AI servers may prove to be not such a strong shipment booster this year and next despite the popularity, according to DIGITIMES Research senior analyst Jim Hsiao

Apple's new M2-power MacBook Air is slated to be unveiled at WWDC scheduled from June 5–9 with DIGITIMES Research's senior analyst Jim Hsiao expecting the notebook's shipments to reach 2.5–3 million units in 2023

With net zero becoming a global trend, the energy-storage battery industry is expected to enjoy exponential growth in demand in the next several years with global energy-storage battery sales in 2022 already enjoying an on-year surge of 177%, according to DIGITIMES Research's new study of China's battery industry. At the moment, most energy-storage battery suppliers are from China

Smartphones shipped to the China market shrank to only 62 million units in the first quarter of 2023, down 12.4% sequentially and 7.2% on year, but the volumes in the second quarter are expected to stay at about the same level as in the first, according to DIGITIMES Research's latest figures from the report covering China's smartphone market

With the Ukraine war, global inflation, and geopolitical tensions, consumer electronics sales plunged, which further caused a decrease in semiconductor sales. Given the weakened demand for chips, DIGITIMES Research projects a 9.2% decline in global foundry industry revenue for 2023

Due to the rapid advancement in communication technology, the commercialization of 6G is expected to take place by 2030, marking a significant reduction in the innovation cycle

The methods for humans to interact with and operate robots are gradually being simplified and the keen development of large language models (LLM) is expected to drive up the popularization of the natural language interaction method, which is intuitive and easy to work on, and DIGITIMES Research expects home-use robots to be the first to adopt the method