L3 autonomous driving standards undefined; automakers shift to modular L2+ designs

Industry sources reveal that US and European automakers, alongside the National Highway Traffic Safety Administration (NHTSA) and other regulators, have yet to agree on redefining Level 3 (L3) autonomous driving standards. In response, automakers are developing modular frameworks for 2029–2031 models, designed for easy adaptation to evolving regulations through a “Lego-like” approach.

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Precision machinery set to benefit from robotics boom

TSMC chairman C.C. Wei highlighted Taiwan’s strong potential in developing drones and multifunctional robots at the recent 12th National Science and Technology Conference. While acknowledging Taiwan’s capacity to produce multifunctional robots, Wei emphasized that beyond AI functionality, successful development would require the integration of semiconductors, software, and precision machinery.

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Taiwan annual smartphone shipments hit 5 million as Android gains ground

As 2024 draws to a close, Taiwan’s annual smartphone shipments show modest but steady growth. Despite challenges such as high inflation, extended upgrade cycles, and a saturated market, the integration of generative AI (GenAI) features has contributed to market recovery. Taiwan’s smartphone shipments are projected to surpass 5 million units, representing nearly 2% growth compared to 2023.

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Taiwan firms pivot to high-end security chips amid rising competition

Security chip demand has remained subdued in 2024, falling short of pandemic-era peaks, with customers showing reluctance in inventory replenishment. Industry sources indicate that Taiwanese IC design firms face mounting pressure from Chinese competitors, who are now making inroads not only in core optical sensing technologies but also in peripheral chips.

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