TSMC Chairman C.C. Wei announced in early March in the US that the company would increase its investment by US$100 billion, drawing significant attention and raising concerns about potential negative impacts, such as technology leakage, industrial hollowing out, and a drain on Taiwan’s resources.

While the global EV market continued to grow in 2024, the growth rate had slowed down with sales only reaching around 17 million units, a year-on-year increase of 25.5%. Although China maintained an overwhelming lead in the global market, the performances of the European and American markets were below expectations due to policies and weak demand, according to DIGITIMES’ new global EV sales report.

Recently, AMD held a launch event in China for its latest GPU product, the Radeon RX 9070 series, highlighting its commitment to the Chinese market. The introduction of DeepSeek enhances the commercial applications of AI in the edge and endpoint markets, providing AMD with a unique competitive advantage compared to Nvidia.