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The latest market research agency data report pointed out that in the second quarter of 2024, Apple ranked second in the world's smartphones with a market share of 16%. Samsung ranked first with a market share of 20%. Xiaomi (14%), vivo (8%), and OPPO (8%) followed.

Data centers are facing unprecedented challenges due to record-low vacancy rates and dwindling power availability. A Siemens report highlights the urgent need for significant investment in data center technology and sustainability to address the growing energy consumption driven by AI and other advanced technologies. To optimize efficiency and reduce environmental impact, the report recommends AI-driven cooling and connecting data centers to district heating networks. As data center energy consumption surges, policymakers are also focusing on strengthening the electricity grid to support this critical infrastructure. The industry must balance growth with sustainability to meet future demands while mitigating environmental concerns.

The global semiconductor manufacturing industry is on the cusp of a substantial growth trajectory, driven primarily by the surging demand for artificial intelligence applications. According to SEMI’s World Fab Forecast, the industry is projected to increase production capacity by 6% in 2024 and 7% in 2025, reaching a record-breaking 33.7 million 8-inch equivalent wafers per month.

The proliferation of AI across cloud computing and edge devices is fueling the development of high-performance chips, thereby stimulating robust expansion in semiconductor manufacturing. Advancements in leading-edge technology, such as the imminent production of 2nm chips using GAA FET technology, will further propel industry growth.

BYD will establish its second production base in Southeast Asia in Cambodia, where it will build an electric vehicle assembly plant, which Cambodian Prime Minister Hun Manet welcomed.

The electric vehicle market is rapidly growing, with battery electric vehicle (BEV) sales expected to reach 10 million in 2024. This surge is driven by consumer demand for sustainable transportation, stricter emission regulations, and automaker investments in affordable BEVs. China leads the market now, but Europe and the US are expected to join as major players soon.

Samsung Electronics seems to hope to promote the industrialization of MicroLED TVs by reducing the cost of MicroLED and gain the first opportunity in the market application of MicroLED technology. Samsung plans to reduce the cost price by 10% in the next 2-3 years.

Vietnam's semiconductor revenue is forecasted to reach $31.28 billion by 2027, with an annual growth rate of 11.6%. The data center market, dominated by local firms, is expanding due to rising digital transformation and cloud adoption. Collaboration with the US and investments from major semiconductor companies are positioning Vietnam as a potential global semiconductor manufacturing hub by 2030. 

TrendForce reports that the penetration rate of AI notebooks is expected to increase dramatically from 1% in 2024 to 20.4% by 2025, driven by the growing demand for smarter, more efficient devices capable of handling complex tasks and enhancing user productivity. The annual shipment of AI notebooks is projected to reach 173.45 million units in 2024, reflecting a 3.6% year-over-year growth. This surge is supported by advancements in AI chipsets and the introduction of new high-performance models from major tech companies

Micron Technology is expanding its high-bandwidth memory (HBM) production to meet the rising demand from the AI sector. The company is establishing a pilot production line in Boise, Idaho, and is considering additional production capacity in Malaysia. Furthermore, Micron is enhancing its largest HBM facility in Taichung, Taiwan. These expansions aim to increase Micron's HBM market share to 24-26% by the end of 2025, aligning it with its current DRAM market share

In response to the EU's plan to impose temporary tariffs on electric vehicles imported from China, BYD has invested $1 billion to build a factory and R&D center in Turkey. A 17.4% tariff has been added to BYD's current 10% tariff, and combined with the previous 10% basic import tariff, BYD's export tariff to the EU is as high as 27.4%. If BYD chooses to export to the EU from Turkey, the tariff rate will be significantly reduced.