Volkswagen Group and US-based Rivian announced on June 25 that the former will invest up to US$5 billion in the emerging EV maker. The pair will also establish a joint venture focusing on software-defined vehicle (SDV) platforms.
ASE CEO Tien Wu said at the company's 2024 shareholder meeting on June 26 that the semiconductor industry will have better performance in the second half of 2024, thanks to the demand created by new applications including Artificial Intelligence (AI), robots, electric vehicles, energy and the Internet of Things (IoT).
While Tesla Optimus is still adding fuel to the robotic market buzz, Chinese robotics company Unitree released its G1 humanoid robot in May, with the price starting at CNY99,000 (about US$13,631). The robot was sold in a third-party store on JD.com.
Taiwan-based notebook ODMs typically anticipate a flat or only minor increase in third-quarter shipments due to the high base from the previous quarter.
Unlike other major tech companies that heavily rely on Nvidia GPUs for training and inference tasks of Large Language Models (LLM), Apple's Apple Intelligence server chips are unique. They utilize Apple's self-developed Apple Silicon, with multiple reports indicating the use of M-series chips.
Due to government policy, India's electronics and component production values are expected to grow fivefold by the end of the decade. However, challenges remain as India still relies heavily on imports from other manufacturing powerhouses.
Edge AI applications on smartphones and PCs are widely expected to be the main driving force for shipments in the electronics supply chain in 2024, outside of cloud AI applications.
The Industrial Technology Research Institute (ITRI) forecasts that AI will transform the display panel industry in three key areas: image quality, energy efficiency, and human-machine interaction.
