Tesla's fourth quarter of 2024 earnings fell short of expectations, but CEO Elon Musk remains bullish on three key initiatives: budget EVs, commercial robotaxis, and humanoid robots. Industry analysts express concern, warning that execution challenges could undermine Tesla's momentum in 2025.

German semiconductor giant Infineon has reported better-than-expected performance after a prolonged industry downturn, demonstrating resilience by raising its full-year financial forecast while providing a glimmer of hope for the semiconductor sector. However, the company cautioned that new tariffs from President Donald Trump's administration could lead to retaliatory duties, negatively impacting its operations.

Taiwan-based Kdan Mobile Software has established itself as one of the world's top five PDF document service providers through consistent international expansion. While initially focused on mobile applications, the company has successfully shifted toward the global corporate market, with North America now representing about 30% of its total revenue.

DIGITIMES analyst Brandon Fang recently observed a significant surge in AI glasses manufacturers at CES 2025. With product displays expanding dramatically, more than 100 models are expected to be released in 2025, marking the entry of AI glasses into a competitive market phase.

While US President Donald Trump's recent suspension of tariffs on Canada and Mexico aligns with his characteristic unpredictability, it has heightened concerns about future trade policy directions. Server ODM sources indicate that US clients take the tariff threat seriously and have accelerated their manufacturing relocation plans in reaction.

US President Donald Trump has delayed imposing tariffs on imports from Mexico for 30 days, after a phone call with Mexican President Claudia Sheinbaum.

Tariffs initiated by US President Donald Trump may soon extend to Taiwan, potentially driving up costs, triggering supply chain shifts, and reshaping market dynamics, according to sources at Taiwan-based IC distributors.

Alphabet's most recent earnings report indicates that its cloud business is beginning to show signs of slowing amidst growing competition in the AI sector. Nevertheless, the company is continuing to increase its capex investments.

Alphabet is intensifying its focus on AI by allocating more resources and integrating AI into its products. Consequently, the company has decided to increase its capex. This decision comes despite facing new challenges from emerging competitors such as DeepSeek.

In the most recent earnings call, AMD revealed expectations of a deceleration in revenue growth. CEO Lisa Su explained the slowdown as a result of seasonal factors, yet she expressed continued optimism about the vast total addressable market for AI.

Despite a strong performance in its financial performance, AMD expects first-quarter data center sales that may fall short of expectations, raising doubts about AMD's competitiveness amid Nvidia's dominance in the AI GPU sector.