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.
At a recent conference, chairman David Chuang of the Taiwan Association of Machinery Industry (TAMI) urged the government to boost investment tax deductions and increase subsidies for equipment upgrades to stimulate economic recovery. Although the machinery sector anticipates export growth by 2025, worries persist that tariffs imposed by US President Trump could hinder economic progress.
Xiaomi plans to set up a dedicated electric vehicle (EV) research and development center in Europe, marking a key milestone in its global expansion strategy. The announcement follows its latest earnings call, where the company named 2027 as the official launch year for its international EV operations.
Apple may adopt TSMC’s 2-nanometer process technology for its mobile chips in 2026, moving beyond the current 3-nanometer technology, according to industry sources. The transition appears increasingly feasible following positive reports about TSMC’s 2nm manufacturing yield rates.
TCL founder and chairman Li Dongsheng said the company has no current plans to establish manufacturing operations in the US, calling the move economically unviable and lacking competitive advantage. He emphasized that TCL’s global expansion is driven by long-term economic fundamentals rather than short-term policy changes.