Apple's deep-rooted dependence on China for manufacturing and supply chains, coupled with Beijing's authoritarian control, poses a double-edged sword, granting China significant leverage over the tech giant while making it challenging for Apple to swiftly diversify its operations elsewhere, despite efforts to expand in India and Vietnam.
Boston Dynamics' unveiling of its robust electric humanoid Atlas signals an industry shift, with new models like X1 Gamma, Figure 02, and upgraded Unitree H1 showcasing visual and performance upgrades as companies scale up production and deployment of humanoid robots.
Figure AI, a US startup, has unveiled ambitious plans to mass-produce AI-powered humanoid robots, targeting 12,000 units per year from its BotQ facility, with a goal of shipping 100,000 robots by 2029 for industrial, logistics, and eventually home applications.
Ola Electric's meteoric rise in India's electric scooter market stumbled due to safety woes, customer complaints, declining sales, and potential mismanagement, including founder Bhavish Aggarwal's micromanaging and berating employees, eroding customer trust and allowing competitors to gain ground.
P-1 AI, a startup developing an AI agent called Archie for automating the design of physical systems like data centers and industrial equipment, has secured $23 million in seed funding to advance its engineering artificial general intelligence (AGI) technology.
While China has surged ahead in deep tech innovation like AI and semiconductors due to its manufacturing prowess and heavy R&D investment, India is now playing catch-up by increasing funding and policy support for AI and domestic chip manufacturing initiatives.
China's retaliation against US tariffs by restricting rare earth mineral exports may backfire, as these elements are not truly rare, and the US could increase domestic mining or reduce reliance on them, mitigating the impact on high-tech products that use small quantities.
Intel is reportedly tapping TSMC's cutting-edge 2nm process for its upcoming Nova Lake CPUs, which are rumored to feature up to 52 hybrid cores and a new LGA1954 socket, marking a shift in Intel's strategy to dual-source its high-end processors from TSMC and its own fabs.
Despite a $270 billion market value hit due to Trump-era tariffs, Nvidia CEO Jensen Huang vows to invest $500 billion in U.S. manufacturing while continuing to serve the crucial Chinese market, defying trade tensions and underscoring the company's resilience and long-term vision.
TSMC, the Taiwanese semiconductor giant, is the unsung hero behind modern electronics, manufacturing the chips that power everything from smartphones to computers, enabling cutting-edge technology with its unparalleled expertise and market dominance.