Since the second half of 2024, Tesla has increasingly emphasized AI as the core driver of its business strategy for the coming years, focusing on commercializing autonomous driving software and humanoid robots. As both projects share common technical resources and have explicit application scenarios, Tesla plans to first deploy humanoid robots in its factories to perform various tasks, expecting to significantly reduce labor costs, and the strategy will likely prompt other automakers to follow suit in deploying humanoid robots, according to DIGITIMES’ recent report.

Samsung Display (SDC) has won its lawsuit against the Chinese display company BOE for “OLED patent infringement” filed with the US International Trade Commission (ITC). However, the ITC ruled that the case would not have any significant impact on the US display industry, and therefore decided not to impose any ban on the import and sale of BOE products in the US.

Tencent introduced its new Hunyuan Thinker-1 (Hunyuan T1) reasoning model on March 21, 2025, offering advanced data processing capabilities comparable to DeepSeek’s R1 model.

Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand expected to surge further in 2025, semiconductor equipment spending is on track for another major expansion. Against the backdrop of escalating US sanctions, China is positioning itself to leverage the AI boom as a possible rebound strategy, drawing intense global attention to its next move.