Automakers’ pivot to robotics: Future-proof strategy or distraction?
Chinese manufacturers’ embrace of DeepSeek for autonomous driving raises questions for global players and their Taiwanese suppliers.
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Mar
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Mar
Hushan expanding production capacity for auto parts
Hushan Autoparts, the world’s largest car door handle manufacturer and a CAPA-certified automotive camera and sensor supplier, started trading on Taiwan’s stock market on March 18, 2025.
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Mar
Taiwan mandates 50% overseas hires for subsidized R&D to protect scarce local talent
Since 2015, Taiwan’s Ministry of Economic Affairs (MOEA) has been promoting the “Global Innovation Partnership Initiatives Program”, and in 2020, it launched the “A+ Industrial Innovative R&D Program”. These initiatives have successfully attracted international giants such as Micron, Nvidia, and AMD to establish research and development centers in Taiwan.
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Mar
XPeng sees robotics outpacing auto industry, plans commercial focus first
Chinese electric vehicle maker XPeng Motors believes the robotics industry will eventually surpass the automotive sector in scale, though consumer adoption may take several years. The company plans to initially focus on commercial applications in factories and retail environments.
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Mar
Taiwan IPC industry and influence of US tariffs
Taiwanese IPC players will see combined revenues have a good chance of achieving a double-digit on-year increase in 2025, while the impact from the US’ potential tariffs is estimated to be light.
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Mar
India’s PLI scheme falls short of targets, prompting shift to factory subsidies
Since 2019, the Indian government has implemented the Production Linked Incentive (PLI) scheme for 14 industries to attract foreign investment in local manufacturing. Although it has positioned India as a key player in smartphone production, its benefits for other sectors are limited. As a result, India may explore offering subsidies for factory construction instead of linking incentives to production and investment levels.
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Mar
Apple supplier Wingtech offloads ODM assets to Luxshare in semiconductor pivot
Luxshare Precision Industry announced on March 20 that it will acquire core assets from Wingtech Technology’s consumer electronics system integration unit. The all-cash deal, executed via its subsidiary Luxshare Communication, aligns with Luxshare’s broader strategy to expand global operations and enhance vertical integration in the electronics manufacturing ecosystem.
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Mar
NCYU semiconductor professor receives Simon Sze Award
Kuan-Neng Chen, dean of the International College of Semiconductor Technology at National Yang Ming Chiao Tung University (NYCU), received the “Simon Sze Award” — set up in honor of the legendary semiconductor pioneer — at a ceremony on March 20 for his contributions to the development of 3D IC, heterogeneous integration and advanced packaging technology.
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Mar
Japan approves new strategic energy plan aiming for over 40% renewable energy by 2040
The Japanese government has approved the “Seventh Strategic Energy Plan” and “GX 2040 Vision,” which establish a medium- to long-term direction for energy policy and promote green transformation (GX) to achieve decarbonization goals. The government positions renewable energy as the primary source of electricity for the future while reassessing the role of nuclear power generation, which remains significant alongside thermal power generation. Additionally, decentralized renewable energy is set to form the foundation for achieving GX.
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Mar
Innodisk expects 2H25 growth to outpace 1H25
Industrial memory module specialist Innodisk has been diligently pursuing order opportunities from Chinese CSPs and network device customers and anticipates that its sales growth in the second half of 2025 will surpass that of the first half.