Formosa Smart underscores its ambitions to position Taiwan as a regional battery hub. Chairman Sandy Wang called the facility Taiwan’s largest battery cell factory, with plans to scale capacity beyond 10 gigawatts to meet growing demand across Southeast Asia.

AI made a substantial contribution to Foxconn’s (Hon Hai Technology Group) sales growth in 2024. Looking ahead, Chairman Young Liu indicated that 2025 will be the first year of AI. Sales of AI server products are expected to increase quarterly. Their revenue share of the server industry will continue to grow. He anticipates that this sector will soon be Foxconn’s next trillion-dollar industry.

InnoCare Optoelectronics anticipates strong shipment growth for IGZO (Indium Gallium Zinc Oxide) panel products in 2025, driven by increasing adoption in dental and surgical equipment, including dynamic X-ray and C-arm systems. The company expects its IGZO product revenue share to exceed 30%, according to President Eric Lee.

Escalating trade tensions under President Trump’s new tariff regime are forcing Tesla to recalibrate its China strategy, with deeper Baidu partnerships emerging as a crucial lifeline. The electric vehicle (EV) maker faces growing data restrictions as Chinese regulations prevent its 2 million vehicles from transmitting information back to the US for driving systems training, while US policy simultaneously blocks AI software training in China—effectively crippling Tesla’s Full Self-Driving (FSD) capabilities in the world’s largest auto market.