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Thursday 7 May 2026
Exclusive: China's automakers leap forward in next generation of car architecture

As the global auto industry shifts toward software-defined vehicles (SDVs), the evolution of electronic and electrical architectures has become one of the most important determinants of future competitiveness.

Thursday 7 May 2026
Automakers face 2029 deadline to deploy quantum-resistant security systems
The opening of Taiwan's annual cybersecurity conference Cybersec 2026 has underscored a rapid global realignment in automotive cyber strategy, as major carmakers race to redefine security frameworks for the quantum era.
Tuesday 5 May 2026
Tesla AI5 dual sourcing may not mean equal weight for Samsung
Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed attention from supply chains in Taiwan and South Korea as Tesla builds a scalable computing infrastructure for vehicles, AI training systems, and humanoid robots.
Tuesday 5 May 2026
Onsemi says China remains a strong market despite softer passenger vehicle volumes
Onsemi told investors during its first-quarter 2026 earnings call, held on May 4, that China remains a key growth market for its automotive power products, even as China's passenger vehicle market softened. The company reported that "Our China automotive revenue grew year-over-year in the first quarter, despite a decline in the China passenger vehicle market of 6% for the same period," framing the performance as evidence of rising semiconductor content and share gains within Chinese electric vehicle programs.
Tuesday 5 May 2026
Onsemi sees AI data center and Treo driving revenue and margin recovery
During an earnings call on May 4, Onsemi portrayed its artificial intelligence data center business and new Treo platform as central to a recovery that began in the first quarter, saying improving order patterns and product ramps are translating into higher revenue, expanding gross margins, and stronger cash returns to shareholders.
Tuesday 5 May 2026
Onsemi signals early recovery as AI demand strengthens but profitability remains volatile
Onsemi reported a mixed but generally improving set of first-quarter 2026 results, signaling early signs of recovery in key end markets while highlighting ongoing volatility in profitability.
Monday 4 May 2026
Exclusive: How China's disposable-car shift is pulling Taiwan's tech ecosystem in
China's supply chain is laying the groundwork for a structural shift in car ownership and product lifecycles, as the concept of disposable cars takes shape amid rapid change in global automotive technology. The emerging framework combines hardware standardization, modular design, Tier 1 suppliers, and semiconductor companies, with Chinese automakers potentially using global channels to push the model overseas and reshape the operational logic of the auto industry.
Saturday 2 May 2026
Onsemi expands collaboration with NIO to support 900V EV platforms
Onsemi's expanded collaboration with NIO to support the automaker's move to 900V electric vehicle platforms could accelerate global EV adoption by improving range, charging speed, and drivetrain efficiency, influencing vehicle performance and manufacturing scalability for new models introduced worldwide, including those scheduled to debut at the 2026 Beijing Auto Show.
Thursday 30 April 2026
Automotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump
Recent financial reports from leading European and American IDM companies, Texas Instruments (TI) and NXP Semiconductors, reveal that although growth in automotive chips remains modest, the continued increase is notable given the overall global automotive market downturn. Industry insiders note that the rising semiconductor content in vehicles is accelerating fast enough to offset weak vehicle sales, supporting a positive outlook for automotive chips.
Wednesday 29 April 2026
BYD reports steep drop in profit despite global expansion

BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market volatility weighed on earnings even as the company continued to expand overseas.

Wednesday 29 April 2026
Automotive and networking chips move directly to 2nm as AI demand tightens capacity

Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers compete for limited capacity.

Wednesday 29 April 2026
NXP signals structural growth as automotive and industrial drive momentum
NXP Semiconductors outlined a strengthening business outlook, with management pointing to clearer demand visibility and improving operational indicators across its end markets. CEO Rafael Sotomayor told investors that the company's trajectory has become more predictable, supported by a stronger direct order book and improving distribution backlog.
Wednesday 29 April 2026
NXP beats expectations and lifts outlook on improving chip demand
NXP Semiconductors reported first-quarter fiscal 2026 revenue of US$3.18 billion, rising 12.2% year on year but down 4.6% sequentially, according to company data. Gross profit increased 14.6% year on year to US$1.79 billion, while operating income more than doubled to US$1.51 billion. Net profit rose 129% year on year to US$1.12 billion, reflecting margin expansion and operating leverage.
Wednesday 29 April 2026
Commentary: At Beijing Auto Show, hardware takes the wheel
For years, the global auto industry has been enveloped in the promise of the software-defined vehicle. But at the 2026 Beijing International Automotive Exhibition, a more grounded reality came into focus: without sufficiently powerful hardware, software ambitions risk remaining just that—ambitions.
Tuesday 28 April 2026
Chinese EVs undercut global rivals by half, siren alarm in South Korea and beyond
China's auto industry is expanding at a striking pace, powered by electric vehicles and a surge in exports that is reshaping the global market order. Analysts in South Korea warn that China's rapid gains in price competitiveness and technological capability now pose an existential challenge to major automotive nations, including their own.
Monday 27 April 2026
Nio pushes into chipmaking to cut reliance on Nvidia

Nio's founder, chairman, and chief executive, William Li, said on April 24 that the company is accelerating efforts to develop its own automotive chips, part of a broader strategy to sharpen its technological edge, improve margins, and reduce reliance on suppliers such as Nvidia.

Monday 27 April 2026
Smart cockpit's next test: Can AI deliver real value?

The 2026 Beijing International Automotive Exhibition opened on April 24 with a new focal point: the rapid ascent of large language models (LLMs) into the smart cockpit.

Monday 27 April 2026
Exclusive: As cars go digital, cybersecurity emerges as industry's new battleground
As the global automotive industry moves toward deeper integration of electronic and electrical (E/E) architectures, a new axis of competition is emerging: digital sovereignty. Fueled by rising concerns over cybersecurity, control of the software-defined vehicle is rapidly becoming as consequential as mastery of engines once was.
Saturday 25 April 2026
China's Horizon Robotics aims at Tesla with new self-driving platform

As competition in intelligent electric vehicles shifts from incremental feature upgrades to full system-level redesign, China's Horizon Robotics is mounting an ambitious strategic push — one that places it in more direct competition with Tesla.

Friday 24 April 2026
German automakers lose share as EV incentives lift Chinese rivals
Germany's EV subsidy program is set to open for applications in May, with retroactive eligibility for vehicles purchased as early as January. But while the policy is intended to bolster the country's domestic EV industry, early results suggest that much of the benefit is flowing to foreign automakers — particularly Chinese brands — adding competitive pressure on German manufacturers at home.
Friday 24 April 2026
China chipmaker scales beyond security ICs into AI, automotive

Unigroup Guoxin Microelectronics reported steady growth in 2025, reinforcing its position across specialty ICs and security chips while accelerating expansion into AI, automotive electronics, and other emerging applications.

Thursday 23 April 2026
Tesla tap Intel's advanced 14A chip for Terafab project
Tesla plans to use advanced semiconductor manufacturing technology from Intel in its ambitious Terafab project, a development that could mark a significant milestone in Intel's efforts to re-establish itself as a leading global chip foundry.
Thursday 23 April 2026
Beyond infotainment: Google moves deeper into automotive with core vehicle systems
Silicon Valley is quietly reshaping the automotive value chain, and the shift is now working its way deep into the architecture of European carmakers.
Wednesday 22 April 2026
Chinese carmakers face delays as global cybersecurity rules tighten
China has moved faster than any other country in rolling out smart, connected vehicles. But as its automakers push aggressively into overseas markets, they are running up against an increasingly stringent web of global cybersecurity regulations.
Wednesday 22 April 2026
AI is turning cars into mobile living spaces, Taiwan's ARTC Chief says

As advances in artificial intelligence (AI) accelerate, the global auto industry is transforming any in its history. Jheng-Jian Wang, chairman of Taiwan's Automotive Research & Testing Center (ARTC), said the car of the future will no longer be merely a means of transportation, but a "mobile living space" capable of reasoning and decision-making. At the center of this shift, he said, are two technologies: the smart cockpit and end-to-end AI driving systems.