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Saturday 13 June 2026

PCIM 2026: Why Western carmakers cannot have 'China-free' SiC at subsidized prices

During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic realities of international trade protectionism, regional resilience mandates, and aggressive tariffs.

Friday 12 June 2026

Shin-Etsu plans rare earth plant in Japan to counter China supply curbs

Shin-Etsu Chemical plans to build a new rare earth production facility in Fukui Prefecture, aiming to expand domestic smelting capacity and reduce Japan's reliance on China for materials critical to electric vehicle and semiconductor manufacturing equipment, according to Nikkei and Kyodo News.

Friday 12 June 2026

PCIM 2026: Overcoming thermal warping in direct-cooled EV power modules

As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing a thermodynamic reckoning. To extract maximum performance from these high-frequency, high-efficiency chips, the industry is driving an architectural shift: shrinking inverter volumes, eliminating heavy copper baseplates, and mounting molded power packages directly to liquid-cooled water jackets. However, this high-power-density approach exposes a fragile structural vulnerability. When mismatched materials are bonded under extreme manufacturing conditions, the physics of thermal expansion can tear a high-value power module apart before it ever leaves the assembly line.

Thursday 11 June 2026

China's EV boom slows at home, but BYD sees further room to grow

China's electric-vehicle market is showing signs of slowing domestically, but industry leaders remain convinced that the country's shift away from gasoline-powered cars is far from complete.

Monday 8 June 2026

China introduces energy standards to curb growing EV size and weight

China's electric vehicles have become larger, heavier, and increasingly luxurious over the past decade. Now, regulators are signaling that the industry's era of unchecked expansion may be coming to an end.

Monday 8 June 2026

Dreame under scrutiny for breakneck expansion pace and state-owned funding

A city in China has begun investigating the connections between its local companies and Dreame Technology, a Chinese company known for its robot vacuum cleaners that has reportedly spun off nearly 1000 affiliated companies within 18 months. The move follows a wave of online scrutiny over Dreame's business model, particularly its reliance on local state-owned funding while it aggressively seeks to expand into an expansive range of technology sectors.

Monday 8 June 2026

T3EX expands Northeast Asia air freight to serve electronics and chip supply chains

Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global shipping remains highly volatile amid geopolitical tensions and adjustments to energy prices and routes.

Friday 5 June 2026

China's EV makers are learning that growth comes at a cost

After briefly flirting with profitability late last year, China's leading electric-vehicle (EV) startups have once again slipped into the red, highlighting the mounting challenges facing a sector that is rapidly maturing but remains fiercely competitive.

Friday 5 June 2026

Commentary: EU tariff barrier may weaken as Japanese automakers lean on China's EV tech

Japanese automakers' growing reliance on Chinese EV technology could weaken the EU's tariff strategy and reshape global car trade. As Mazda, Nissan, Honda, and Toyota adjust their electric plans, Europe may face more China-linked vehicles entering through third-country partners, altering competition, costs, and the pace of EV adoption worldwide.

Thursday 4 June 2026

E Ink and BMW advance automotive color-changing tech toward market readiness

Taiwan-based electronic paper leader E Ink Holdings is preparing to bring its color-changing vehicle technology to market after overcoming key regulatory and technical hurdles with BMW. The milestone marks a significant step in the company's strategy to extend e-paper beyond displays and into vehicle exteriors, consumer products, and large-scale architectural surfaces.

Tuesday 2 June 2026

Valeo builds second growth engine in AI data centers, robotics and defense as E/EA transition slows

As Europe and the US fall short of expectations for the automotive electrical/electronic architecture (E/EA) transition, traditional tier-1 suppliers are accelerating diversification efforts to offset slowing automotive growth. Among them, France-based Valeo, one of the world's top-15 automotive parts suppliers, is leveraging its automotive expertise to expand into faster-growing sectors including AI data center infrastructure, defense, robotics and small-mobility solutions.

Monday 1 June 2026

RoboSense dominates LiDAR for robotics with 1,458.8% YoY shipment surge in 1Q26

RoboSense Technology, an AI-driven robotics technology company, announced a historic first quarter of the year in which the robotics business exceeded 50% of total LiDAR shipments for the first time in the company's history. Its dual-engine strategy across ADAS and robotics continues to drive growth, building on its first-ever profitable quarter in the fourth quarter of 2025.

Monday 1 June 2026

Actron moves into AI servers and power infrastructure after securing 70%+ global share in auto LLD/ULLD diodes

Taiwan-based Actron Technology expects stronger growth in its automotive semiconductor business as demand for its high-efficiency diode products has exceeded expectations amid tightening global emissions standards and resilient hybrid vehicle demand.

Monday 1 June 2026

US FEOC rules and tariff cuts are redirecting global auto electronics supply chains to Taiwan

US enforcement of foreign entities of concern, or FEOC, rules and a revised non-semiconductor Section 232 tariff preference have prompted a global shift in auto supply chains toward Taiwan, industry participants said, and the benefits are expected to flow through in 2026 and 2027. Executives and spokespeople described accelerating separation from China and a reorientation of orders to Taiwan as the US limits China-linked suppliers and seeks non-red, non-Russia sourcing across automotive electronics and parts.

Sunday 31 May 2026

AUO sees automotive orders setting up revenue gains from 2026

AUO said its automotive business has entered a high-growth phase, with annual orders for in-vehicle products now exceeding current-year revenue. The company expects revenue benefits from orders secured over the past two years to begin in the second half of 2026 or 2027, supporting growth at AUO Mobility Solutions.

Saturday 30 May 2026

Xpeng plays the long game: South Korea on hold, Europe in sight

Xpeng Motors, often described as "China's Tesla," is advancing on two very different international fronts — cautious and measured in South Korea, but increasingly strategic in Europe — while competing Chinese EV peers such as Zeekr accelerate their own overseas expansion.

Friday 29 May 2026

Tariff relief tips the scales toward Taiwan over SEA in US auto parts sourcing

The US has formally reduced tariffs on Taiwan-made auto parts shipped to the country, a move that could reshape sourcing decisions for automakers and suppliers worldwide. The change lowers landed costs for US buyers, strengthens Taiwan's price position against Southeast Asia, and may redirect more orders to Taiwanese manufacturers.

Friday 29 May 2026

BYD unveils 4nm autonomous driving chip, expanding 'God's Eye' intelligent driving strategy

On May 28, BYD held a major technology launch event to strengthen consumer trust in intelligent driving and accelerate adoption of its three-tier "God's Eye" assisted-driving system — a push that comes as the world's largest EV maker faces mounting price competition, slowing domestic demand, and declining profitability.

Friday 29 May 2026

Xpeng swings back to loss in 1Q26 as seasonal slowdown hits deliveries

Chinese EV maker Xpeng reported a significantly wider net loss for the first quarter of 2026, as the traditional seasonal slowdown in China's auto market weighed heavily on vehicle sales and deliveries.

Friday 29 May 2026

Delta Electronics looks to micro grids as auto slugs through EV slowdown

Delta Electronics is leaning on artificial intelligence demand to sustain growth while preparing for longer-term opportunities in micro grids and higher-end automotive systems, even as its electric-vehicle business remains under pressure.

Friday 29 May 2026

Taiwan auto parts makers look to capitalize on US tariff cuts

The US government will formally announce reduced tariffs for non-semiconductor Section 232 products, to be applied retroactively starting from May 1, 2026, according to a notice published in the late hours of May 27 (US Eastern Time) in the Federal Register. In particular, the move will slash tariffs on Taiwan-made auto parts to a flat 15% from an average 26.71%, a sharp reduction that is expected to trigger a strong rally for Taiwan's auto components makers.

Thursday 28 May 2026

Iteq sees AI data center demand lift M7+ CCL shipments

Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications, faster cloud computing and data center expansion, and steady growth in demand from new energy-related industries are boosting demand for high-end electronic materials and high-frequency, high-speed printed circuit board (PCB) markets.

Thursday 28 May 2026

US cuts Section 232 tariffs to 15% boosting Taiwan auto parts competitiveness

The US reduced Section 232 tariffs on Taiwan auto parts from 27.5% to 15%, a move that Taiwan auto parts manufacturer Tong Yang Industry said would improve competitiveness and restore parity with rivals in Europe, Japan and South Korea. Tong Yang described the decision as positive for Taiwan's auto parts industry and said it should lower import costs for US customers and support future demand and orders.

Thursday 28 May 2026

SAS succession complete as founder Mingguang Lu exits board amid diversified growth

Sino-American Silicon Products (SAS) held its shareholders meeting on May 26 and completed a full board overhaul, with founder Mingguang Lu stepping down as a director and Hsiu-lan Hsu being re-elected chairwoman. Lu will continue supporting the group as honorary chairman as SAS deepens its generational transition and diversified growth strategy.

Thursday 28 May 2026

Tsang Yow, a expands into high-end semiconductor equipment, plans Malaysia ramp in 4Q26

Tsang Yow, a major drivetrain manufacturer, expanded into high-end semiconductor equipment and planned a Malaysia production ramp-up in the fourth quarter of 2026 after posting 2025 consolidated revenue of NT$10.5 billion (US$334 million), up 0.3% year on year, with gross margin rising to 33% and net profit attributable to the parent company of NT$140 million. Earnings per share were NT$1.36, and executives said product-mix optimization, equipment replacement, inventory reduction, and tighter cost control drove the margin improvement.

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