The aftershocks of Nexperia's abrupt suspension of power semiconductor shipments continue to reverberate across the global electronics industry, forcing yet another wave of supply chain realignments. Industry insiders say the episode underscores how a US$5 chip can cripple a US$50,000 car, revealing the vulnerability of even the most complex manufacturing systems to disruptions in basic components.
Nissan Motor on October 30 announced it expects an operating loss of JPY275 billion (approx. US$17.8 billion) for the 2025 fiscal year (April 2025–March 2026), a sharp reversal from a JPY69.8 billion operating profit in 2024.
Once reserved for luxury autonomous vehicles, LiDAR technology is rapidly making its way into midrange and even budget car models as costs fall sharply. Global shipments of automotive LiDAR units are projected to surpass 2 million units in 2025, signaling the industry's transition from early validation to large-scale commercialization.
China has offered its latest formal response to the semiconductor supply crisis surrounding Dutch chipmaker Nexperia, signalling limited export exemptions while urging dialogue to stabilise global supply chains.
After a lengthy regulatory review, Linde LienHwa Group has officially introduced Taiwan's first hydrogen-powered truck, marking a significant step toward hydrogen mobility on the island. Yet despite advances in technology and vehicle manufacturing readiness, the industry continues to struggle with an incomplete policy and testing framework. Taiwan's hydrogen sector, insiders say, stands at a crossroads: strong on technology and vehicles, but weak on regulation, infrastructure, and market incentives.
