With 2024 widely regarded as the inaugural year for the AI PC era, Taiwanese PCB manufacturers are revving up to meet the upcoming replacement demand for AI PCs and notebooks, expected to emerge from the second half of this year into 2025, according to industry sources.
The robotics industry is on the cusp of significant transformation, driven by two major trends: human-robot collaboration and the emergence of humanoid robots. Once thought to be a decade away, humanoid robots could now become a reality within the next three to five years, according to industry experts.
The competition of EUR20,000 (US$21,750) EV has mobilized the European automotive supply chain. Local automakers tend to collaborate with partners to gain a foothold in the sector. However, partnerships built across continents seem more promising than those formed within Europe.
The semiconductor industry is the lifeblood of South Korea, a country that heavily depends on its exports. In 2023, South Korea exported US$131 billion of semiconductors and imported US$106 billion, raking in US$25 billion in trade surplus. For Taiwan, when there is a trade deficit, it only amounts to a fraction of its foreign reserve, but that would be a heavy burden to South Korea, which is already shouldering US$663.6 billion in foreign debt.
The Vietnamese government is reportedly “encouraging” companies like Foxconn to conserve electricity, sparking concerns about a potential repeat of the 2023 power shortage crisis.
Volkswagen said on May 28 that it plans to roll out a low-cost EV for the European market in 2027, a move that will help it counter Chinese rivals’ offense. In addition, Magna Steyr confirmed that it has discussed EV production for China-based carmakers in Europe.
The global market expects a recovery of positive growth in the mobile phone market in 2024, with an anticipated growth of 2-4% over 2023. However, the overall recovery still appears slow.