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Wednesday 30 July 2025
Samsung chairman heads to Washington as Musk backs chip pact amidst tariff standoff
Samsung Electronics Chairman Lee Jae-yong departed for Washington, DC, on July 29 in a bid to bolster South Korea's final efforts to avert a 25% reciprocal tariff from the US. The...
Wednesday 30 July 2025
Samsung likely to ramp Tesla chip production in 2028 and peak in 2029-2032, says DIGITIMES analyst
DIGITIMES analyst Luke Lin says Samsung's Tesla deal marks a pivotal entry into the US advanced foundry market. He projects AI6 high-volume production from 2028, with peak...
Wednesday 30 July 2025
Tesla AI6 chip order puts Samsung's auto semiconductors on the map
Tesla CEO Elon Musk has confirmed that the company's next-generation autonomous driving chip, the AI6, will be manufactured by Samsung Electronics at its Texas-based foundry. The...
Tuesday 29 July 2025
Samsung-Tesla US$16.5 billion chip pact ignites Texas fab push; Musk hints at expansion
Samsung Electronics will produce 2nm chips for Tesla, targeting use in the automaker's supercomputers, autonomous vehicles, and humanoid robots. The chips will be manufactured at...
Tuesday 29 July 2025
Tesla differentiates through full supply chain decarbonization
Tesla is developing an integrated approach to supply chain decarbonization spanning battery production, manufacturing processes, and energy systems as automakers face increasing pressure...
Monday 28 July 2025
Analysis: Tesla's US$16.5b chip deal gives Samsung major lift in 2nm race against TSMC
Tesla has signed a 7.5-year, US$16.5 billion contract with Samsung to produce its next-generation A16 chip using Samsung's 2nm process at its Texas facility. The deal represents a...
Friday 25 July 2025
Tesla revenue falls as Musk banks on robotaxi rollout even with regulatory hurdles
Tesla reported double-digit declines in second-quarter revenue and profit as CEO Elon Musk doubled down on autonomous vehicle ambitions while facing California regulatory challenges...
Friday 25 July 2025
Tesla's outlook dims amid multiple challenges; auto chip industry remains cautious on market recovery
This week, several US automotive electronics companies, including Tesla, NXP, and Texas Instruments (TI), released their financial reports and shared their perspectives on the market...
Friday 25 July 2025
Tesla loses European market share to Volkswagen and Chinese rivals as its limited vehicle lineup hurts sales
Tesla's European market share continues declining as Volkswagen AG and Chinese automakers deploy aggressive volume strategies, highlighting challenges from the electric vehicle (EV)...
Friday 25 July 2025
Tech giants ramp up AI spending in heated infrastructure race
Alphabet has raised its 2025 capital expenditure to US$85 billion from US$75 billion as technology companies accelerate artificial intelligence infrastructure investments despite...
Friday 25 July 2025
Tesla's price cuts challenge premium brand positioning as EV competition intensifies
Tesla's aggressive price-cutting strategy risks undermining its luxury brand status as the electric vehicle (EV) pioneer prepares to launch affordable models in the second half of...
Friday 25 July 2025
Auto market instability moves PCB makers toward AI servers & LEO satellites
As global carmakers transition from gas vehicles to electric vehicles (EVs), Taiwanese automotive PCB suppliers report that end-user demand has entered a cooling-off period. Forecasts...
Thursday 24 July 2025
Tesla's financial slide deepens in 2Q25, hit by Musk fallout and EV competition

Tesla's financial challenges deepened Wednesday with a sharp drop in second-quarter earnings and revenue, underscoring a tough year marked...

Thursday 24 July 2025
Car industry questions Huawei's no car-making pledge as HIMA surges
Huawei's Harmony Intelligent Mobility Alliance (HIMA) reached top five in total sales in June, just one spot behind Tesla China, an indication of the beginning of Huawei's path to...
Thursday 24 July 2025
New trade deal likely to have minor effect on Japanese auto market, say analysts
With Japan agreeing to invest US$550 billion in US markets and open sectors including automobiles, rice, and agricultural products under a new trade agreement in exchange for the...