As 2024 came to a close, major companies unveiled their preliminary financial reports. Simultaneously, Nvidia CEO Jensen Huang toured Taiwan, hosting key industry leaders. With the rapid growth of Taiwan’s AI server sector and a surge in industry optimism, analysts are bullish on Taiwan’s outlook for 2025.

At the Consumer Electronics Show (CES) 2025, DIGITIMES analyst Mark Yu provided insights into smart mobility breakthroughs and future developments, drawing from his firsthand experience at the event.

In recent years, Cambricon has been the most notable player in China’s IC industry. Cambrian’s founder and chairman, Tianshi Chen, not only became the richest person from Jiangxi but also surpassed Renrong Yu, the founder of China’s largest IC design company, OmniVision, to become the new-generation chip industry tycoon in China. However, now Chen is facing concerns about capital bubbles and the high risks of market volatility, especially with the company’s ongoing losses, which may make it difficult to sustain the market’s high expectations.