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Wednesday 17 December 2025
Viking Tech's alloy resistors win major OBC order, extended material lead times push volume shipments to 2Q26
Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues to increase. The company has recently secured a major order from China's second-largest on-board charger (OBC) supplier. The order volume is expected to contribute around NT$60-70 million (approx. US$1.9-2.2 million) in revenue, with gross margins higher than those of general resistor products. With this contribution, the share of automotive electronics revenue in 2026 is expected to rise from the current 53% to 55-57%, remaining the company's largest revenue segment.
Tuesday 16 December 2025
Luxshare steps up diversification drive as Apple reliance shows signs of easing
Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment remains the company's largest revenue contributor. Financial data show consumer electronics accounted for 79% of Luxshare's revenue in the first half of 2025, down from a peak of 88% in 2020 and 85% in 2023, signaling a gradual but deliberate rebalancing.
Tuesday 16 December 2025
China's EV lead faces battery recycling crisis and geopolitical squeeze
The global automotive electronics and electrification (E/E) landscape has shifted from a simple race for technological supremacy to a high-stakes geopolitical arena spanning Europe, the United States, and China. At the heart of this competition lies the lithium battery—both the most valuable and most sensitive component of the modern EV industry.
Tuesday 16 December 2025
Automakers turn to AI as EV market growth slows
As growth in the global electric-vehicle (EV) market begins to slow, consumer concerns over driving range and charging convenience are intensifying, prompting the industry to shift its focus toward more centralized electronic/electrical (E/E) architectures, improved energy efficiency, enhanced smart-cabin experiences, and regulatory compliance alongside supply chain realignment.
Monday 15 December 2025
A homegrown electric truck shows Taiwan’s bet on localized EV supply chains

To help the automotive industry navigate emerging trends, DIGITIMES hosted the "AI x EV: Dual-Track Innovation in Mobility" forum on December 12, bringing together representatives from government, academia, research institutions, and industry to analyze the current state and future outlook of the smart vehicle and electric-vehicle sectors. Hung-Ching Yang, executive vice president of China Motor Corporation under the Yulon Group, spoke on behalf of the industry, sharing both opportunities and challenges for Taiwan's automotive ecosystem.

Monday 15 December 2025
ams OSRAM targets three auto growth drivers to challenge LED leadership
Amid increasing competition in the electric vehicle market, ams OSRAM is focusing on smart lighting and optical sensing. The company is expected to overtake long-time leader Nichia to become the world's top LED packaging supplier, edging ahead by a narrow single-digit percentage margin.
Saturday 13 December 2025
Germany plans 2026 EV subsidy revival after two-year slump
Germany's auto market is expected to hit a critical turning point in its shift to electrification in 2026.
Friday 12 December 2025
WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand
AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025 to NT$1.08 trillion (US$34.64 billion), officially surpassing the trillion-dollar mark.
Friday 12 December 2025
MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand
MediaTek is recalibrating its business strategy by targeting automotive electronics as a next major growth area, following a slowdown in smartphone-related revenue. The company has already embarked on a push into application-specific integrated circuits (ASICs) tied to Google's TPUs, aiming to capture US$1 billion in ASIC revenue by 2026. Now, it forecasts that automotive electronics will emerge as another billion-dollar revenue stream within two to three years.
Tuesday 9 December 2025
South Korea maps multi-layered EV strategy to secure production, revitalize supply chain, and boost tech edge
South Korea is moving to shore up its electric vehicle (EV) manufacturing base and safeguard technological leadership as global competition stiffens and domestic production risks further decline.
Monday 8 December 2025
Research Insight: 800V systems, LiDAR, and multi-screen cabins dominate China's 2025 models

The 2025 Guangzhou International Automobile Exhibition concluded on Nov. 30, offering one of the clearest snapshots yet of where China's auto market is headed. After an on-site review of the show, DIGITIMES identified three defining trends for China's 2025 model-year vehicles: the rise of 800V high-voltage architectures, the rapid adoption of roof-mounted front LiDAR, and the emergence of multi-screen cabins. Together, these features are becoming essential for any carmaker hoping to compete in the world's largest auto market.

Monday 8 December 2025
Auto supply chains face stricter demand for non-Chinese standards
As geopolitical tensions between China and multiple countries intensify alongside China's aggressive expansion into overseas automotive markets, supply chain players reveal that customer demands for non-Chinese standards are becoming increasingly stringent. At the same time, more brand vendors require local production, testing suppliers' capabilities, of expanding their global footprints. Clearly, supply chain players need multiple approaches to address current challenges.
Sunday 7 December 2025
South Korea bets on airport GSE to break 90% power chip import lock
South Korea is racing to slash its more than 90% dependence on imported power semiconductors. Industry leaders warn that this reliance threatens the country's competitiveness in electric vehicles (EVs), data centers, and emerging mobility markets. Airport ground support equipment (GSE) has emerged as a strategic platform to validate and scale domestic power semiconductor technologies.
Friday 5 December 2025
China's EV boom confronts safety and governance reckoning
As Western automakers struggle with the mounting costs and technical hurdles of AI data infrastructure and cybersecurity, China's new-energy vehicle industry has surged ahead, propelled by rapid advances in electronic and electrical (E/E) architecture and automotive AI.
Friday 5 December 2025
China and Europe power EV market as global growth cools
The electric vehicle market is entering a new phase of moderation after years of explosive expansion. Speaking at DIGITIMES' Techtonic Shift: Outlook 2026 Technology Trends Forum on December 3, 2025, senior analyst Jessie Lin outlined how China and Europe continue to drive the industry forward even as growth rates decelerate and the US market stalls amid shifting federal policy.
Thursday 4 December 2025
Tech Forum 2026: Tesla and BYD pivot to intelligent driving as EV sales slow
Even as global electric-vehicle sales lose momentum, the world's largest EV makers are shifting resources into intelligent driving technologies, hoping to secure the next big competitive edge.
Thursday 4 December 2025
Western automakers embrace AI, but supply chains bear the brunt
While European and American automakers push forward with artificial intelligence (AI) to upgrade manufacturing and operations, the true burden of this digital transformation often falls on the sprawling and fragmented automotive supply chain.
Wednesday 3 December 2025
Supply chain strains mount as Europe's carmakers lag in electrification and software
The global wave of automotive electronics and electrification was supposed to be Europe's biggest opportunity for reinvention in a century. Instead, sluggish transformation and geopolitical disruptions have pushed the region's car industry into what suppliers describe as a systemic crisis.
Wednesday 3 December 2025
China props up global EV market as growth slows
As global demand for electric vehicles cools, suppliers across the EV supply chain are shifting toward hybrid and plug-in hybrid models to maintain steady growth. Yet despite intensifying competition, China remains the single most important engine sustaining global EV demand.
Monday 1 December 2025
ACME shifts SiC R&D to AI and defense as auto market slowly recovers
Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover from late 2025 into 2026. The company is refocusing its R&D on SiC for AI data centers and inductive materials, while expanding production of semi-insulating grade SiC powder to meet surging defense industry needs.
Monday 1 December 2025
Wingtech appeals to Dutch Supreme Court as Nexperia supply disruptions persist
China's Wingtech has appealed to the Dutch Supreme Court to regain control of chipmaker Nexperia BV, highlighting ongoing tensions despite a temporary truce that allowed some components to resume flowing. The appeal targets an Amsterdam court ruling that transferred Nexperia shares—except for one—to a court-appointed trustee and suspended Wingtech founder Zhang Xuezheng as CEO, actions Wingtech contests in full, according to Bloomberg.
Monday 1 December 2025
Riding the AI wave, Abico Asia pivots toward robotics and semiconductors

As generative AI applications surge, global venture investment has shown a steady rebound, with AI and robotics emerging as two of the most sought-after sectors. Sensing the momentum of this technological shift, Abico Asia Capital has already repositioned its portfolio and will make AI, robotics, and semiconductors its core investment pillars for 2026. The firm also emphasized its commitment to identifying Taiwan's "hidden champions" and helping them upgrade and globalize their supply chains.

Friday 28 November 2025
Nexperia turmoil upends global auto supply chain, but Taiwan's TSC stands to gain
The turmoil surrounding Nexperia has triggered a global crisis across the automotive supply chain, but it may offer an unexpected lift to Taiwan Semiconductor Company (TSC). With roughly half of TSC's product portfolio overlapping with that of Nexperia—particularly in small-signal devices and diodes—analysts expect order reallocations to benefit the Taiwanese power-semiconductor maker. TSC has already begun shipping small volumes, and it anticipates a marked increase in shipments in the first quarter of 2026, with the company optimistic about the long-term gains.
Friday 28 November 2025
Analysis: Auto suppliers push into robotics and servers as traditional markets cool

In recent years, a growing number of Taiwanese auto–parts suppliers have accelerated their push into the robotics and server supply chains. Most remain in the sampling or small-batch shipment stage, but industry analysts say their products are often highly interchangeable. As a result, turning this cross-sector move into a meaningful revenue surge remains challenging.

Friday 28 November 2025
Automakers under siege: cyberattacks threaten electric and digital transformation
As mainstream automakers accelerate their push toward electrification and digitalization, an "invisible siege" from the digital world is rapidly closing in. Hackers are no longer just stealing data; they are exploiting vulnerabilities exposed during costly upgrades to automotive electronic/electrical (E/E) architectures, complicating the industry's already high-stakes transformation.