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Wednesday 25 February 2026
BMW retreats from L3 autonomy, betting instead on a smarter L2
In late January 2026, Mercedes-Benz removed its Level 3 autonomous driving function from the facelifted flagship S-Class. By the end of April, BMW followed with a strategic pivot of...
Wednesday 25 February 2026
Elon Musk recruits South Korean chip talent as HBM sparks global war
Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...
Tuesday 24 February 2026
Waymo's Gen6 shift targets cost and climate barriers to autonomous taxi rollouts
Alphabet's Waymo has refocused competition from pure perception advances to real-world feasibility and business model viability with its sixth-generation autonomous driving hardware...
Thursday 12 February 2026
China dominates 90% of South Korea's EV fast-charger modules

South Korea is moving to domestically produce key components for electric vehicle (EV) fast chargers, as Chinese-made power modules account...

Thursday 12 February 2026
ADAS proves harder to sell than automakers expected
For much of the past decade, artificial intelligence served as a premium badge—an easy way for carmakers to justify higher prices and signal technological leadership. But as...
Thursday 12 February 2026
Samsung weighs Europe chip expansion after Intel retreat opens German window

Samsung is reportedly evaluating a potential European semiconductor expansion alongside its South Korea and US manufacturing base, as the...

Wednesday 11 February 2026
Tesla looks beyond cars to map strategy toward 2026
On the afternoon of February 6, 2026, at a media briefing in Beijing, Grace Tao, Tesla Vice President, offered the company's most comprehensive public account to date of its strategic...
Wednesday 11 February 2026
Exclusive: Taiwan weighs auto tariff cuts in talks with industry leaders
Taiwan's Ministry of Economic Affairs convened a closed-door meeting with leading domestic automakers on February 10, 2026, signaling that potential tariff changes on imported vehicles...
Wednesday 11 February 2026
Chinese automakers advance as US rivals retreat from EVs

As US automakers scale back their electric vehicle (EV) ambitions, Chinese manufacturers are pressing ahead, leveraging technological...

Tuesday 10 February 2026
Renesas turns to China and India for recovery after first net loss in six years
Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products...
Tuesday 10 February 2026
Onsemi 4Q25 revenue drops 11% as power, analog weakness persists

Onsemi's revenue declined in the fourth quarter as its two largest business units continued to post year-over-year sales declines, highlighting...

Tuesday 10 February 2026
Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve
Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...
Tuesday 10 February 2026
Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery
Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across...
Thursday 5 February 2026
Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures
Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial intelligence (AI) can cushion cyclical weakness in other markets, reinforcing the company's...
Wednesday 4 February 2026
NXP abandons low-margin bets to chase the software-defined car
In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....