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Thursday 3 July 2025
China rare earth curbs put US in chokehold

Rare earth elements—critical to electric vehicles, defense systems, and advanced electronics—are once again at the center of geopolitical tensions. China, which controls more than 90 percent of the world's rare earth refining and processing capacity, continues to wield outsized influence over global supply.

Thursday 3 July 2025
China's EV leaders switch gears from horsepower to chip power
As global automakers advance deeper into electrification and intelligent mobility, China's top EV brands—BYD, Nio, and Xiaomi—are fast-tracking the development of self-designed chips. The push reflects a broader transition from dependence on foreign semiconductor suppliers to fully integrated hardware-software platforms, with significant implications for the global EV value chain.
Thursday 3 July 2025
Nio spins off chip division with new 5nm auto SoC under volume production
China's first-tier electric vehicle (EV) manufacturer Nio has taken a significant step forward in its chip self-sufficiency strategy, announcing that its chip division has officially spun off from the parent company to form a new entity, Anhui Shenji Technology. The spin-off has completed mass production and large-scale vehicle integration of its first self-developed automotive-grade 5nm smart driving chip, the Shenji NX9031, marking a new phase from chip development to commercial application.
Wednesday 2 July 2025
Intel exits auto sector as China strategy falters
At the 2025 Shanghai Auto Show, Intel made a high-profile debut in the automotive space, unveiling its second-generation AI-enhanced system-on-chip (SoC) for software-defined vehicles (SDVs) and announcing partnerships with Chinese firms, including Black Sesame Technologies and ModelBest. The event signaled what many believed was a renewed push by the semiconductor giant to become a serious contender in China's rapidly evolving electric and smart vehicle market.
Tuesday 1 July 2025
Chip wars heat up as automakers choose between standard platforms and custom ASICs
Tesla's Robotaxi service began trial operations recently. Although it currently operates only within a fixed area, it has once again sparked market discussions about the development of autonomous taxis.
Friday 27 June 2025
Megawin shifts focus beyond China as automotive and industrial applications drive growth

Taiwanese Micro Controller Unit (MCU) maker Megawin Technology announced a strategic pivot toward non-China markets during its investor conference Monday, signaling early success in its global expansion strategy and a growing emphasis on automotive and industrial sectors.

Friday 27 June 2025
Alibaba Cloud to deploy AI models worldwide with US$52 billion infrastructure push
Alibaba Cloud, the cloud computing arm of Chinese tech giant Alibaba Group, plans to expand access to its proprietary and third-party artificial intelligence models across more of its overseas data centers in 2025, deepening the company's push to become a global player in cloud-based AI services.
Thursday 26 June 2025
Generalplus achieves automotive-grade certification for MCU, enters automotive electronics market
Generalplus has announced that its self-developed MCU product, the GPM32F9010RLQ, has passed the AEC-Q100 Grade 1 automotive-grade certification. This milestone represents the company's initial entry into the automotive electronics market, with a product meeting stringent industry standards. The certification verifies that the MCU complies with critical automotive requirements concerning functional safety, environmental tolerance, and reliability.
Thursday 26 June 2025
Fu Chun Shin rides carbon-cutting wave to global expansion and growth
In an era where decarbonization is no longer optional but imperative, Taiwan-based plastics injection molding machine maker Fu Chun Shin Machinery (FCS Group) is charting a profitable path by going electric. Despite a turbulent global economy in 2024, FCS delivered strong full-year results, driven by soaring demand for energy-efficient manufacturing solutions.
Wednesday 25 June 2025
Intel to cut jobs, exit auto chips as cost pressures mount and global projects face delays
Intel has begun executing a new round of layoffs announced two months ago by CEO Lip-Bu Tan as the chipmaker continues its sweeping efforts to reduce costs amid mounting financial and operational pressures.
Wednesday 25 June 2025
Trump's chip tariff threat sparks pushback from auto industry to tech
Blowback to President Donald Trump's idea of tariffs on imported semiconductors is proving to be broad and deep, stretching from auto companies and boat makers to the technology industry and crypto enthusiasts, according to a review of more than 150 public comments on the proposal.
Monday 23 June 2025
Renesas enters restructuring support deal with Wolfspeed as the latter deals with ongoing financial struggles
Renesas Electronics has entered a financial restructuring agreement with Wolfspeed, a US-based silicon carbide (SiC) semiconductor manufacturer, amid Wolfspeed's ongoing financial struggles. Renesas anticipates recording a significant impairment loss related to its investment in Wolfspeed, reflecting the deteriorating market conditions and rising competition in the sector.
Friday 20 June 2025
NIO spins off chip division, wants slice of Nvidia's AI pie

NIO has launched a new chip design subsidiary — Anhui Shenji Technology — in a strategic move to become a full-stack provider of smart driving technologies. The unit will support NIO's vehicle platforms and expand into supplying chips to external OEMs, while laying the groundwork for future fundraising and strategic investor participation.

Friday 20 June 2025
China reportedly races to replace foreign auto chips with domestic tech by 2026
Chinese automakers are moving to align with government directives by planning to mass-produce vehicles equipped exclusively with domestically developed and manufactured automotive chips starting in 2026, as Beijing pushes to reduce its reliance on foreign semiconductor technologies.
Thursday 19 June 2025
Tata Elxsi and Infineon sign MoU to develop EV solutions for India's market
Tata Elxsi and Infineon Technologies have signed a Memorandum of Understanding (MoU) to jointly develop electric vehicle (EV) solutions tailored for the Indian market. The collaboration aims to accelerate the adoption of automotive-grade, cost-optimized, and safety-compliant subsystems in response to India's growing EV sector.
Thursday 19 June 2025
Chipmaker Wolfspeed nears bankruptcy deal with lenders including Apollo
Struggling chipmaker Wolfspeed Inc. will be taken over by creditors including Apollo Global Management Inc., under a proposal that would put it into bankruptcy just long enough to slash billions of dollars in debt, according to people familiar with the plan.
Wednesday 18 June 2025
China's SemiDrive enters Europe auto supply chain with smart cockpit chips
Chinese chipmaker Beijing SemiDrive Technology Corporation will begin supplying its flagship X9 smart cockpit processor to an unnamed European carmaker in late 2026—its first large-scale deal with a foreign original equipment manufacturer. The chips will power sedans and SUVs produced in Europe for distribution across Europe, the Middle East, and Africa.
Wednesday 18 June 2025
Sony accelerates image sensor growth in automotive amid record earnings and evolving market strategy
Sony Group has provided an update on its semiconductor business, particularly focusing on its position in the image sensor market. Despite failing to meet its ambitious target of capturing a 60% market share in image sensors by 2025, Sony anticipates building on record revenue and operating profit for fiscal year 2024, which spans from April 2024 to March 2025. The company sees growth potential across various image sensor applications.
Monday 16 June 2025
Global SiC wafer growth slows as China reshapes market dynamics
Global silicon carbide (SiC) wafer shipments hit a record high in 2024, with China driving the surge, according to statistics from Fuji Keizai. Chinese shipments grew 81.9% year-over-year, primarily driven by the proliferation of 6-inch wafers. However, the global growth rate is expected to slow significantly to just 20% in 2025, a sharp drop attributed to intensified price competition and supply chain strain originating in China.
Thursday 12 June 2025
TsangYow sees boom from surging used car market in US
Leading transmission system manufacturer TsangYow is optimistic about growth momentum in 2025, benefitting from soaring used car prices in the US and gains from its expansion into the semiconductor sector.
Wednesday 11 June 2025
US auto imports plunge 70% as carmakers await Trump tariff relief
US automotive imports via sea freight plummeted 70% year-over-year in May following President Donald Trump's April tariff implementation, creating a cliff-edge decline as manufacturers await policy reconsideration.
Tuesday 10 June 2025
Arm unveils Zena compute subsystem to accelerate Automotive AI innovation and solve OEM bottlenecks
As artificial intelligence accelerates the reshaping of the automotive sector, Arm has once again positioned itself at the forefront. Following the rollout of its Armv9 architecture for automotive applications in 2024, the tech giant has now unveiled its next-generation Arm Zena Compute System (CSS). Focused on in-vehicle infotainment (IVI) and Level 2+ advanced driver assistance systems (ADAS), the new platform aims to simplify development processes through an integrated approach, seizing opportunities in the next-generation automotive market defined by AI.
Monday 9 June 2025
Hushan reports 45% YoY revenue growth in May
Taiwan-based automotive components manufacturer Hushan announced consolidated revenue of approximately NT$124 million (US$4.14 million) for May 2025, marking a robust 45% increase compared to the same period last year. The company noted that it achieved this growth despite facing unfavorable exchange rate fluctuations in the New Taiwan dollar.
Saturday 7 June 2025
Wolfspeed's looming collapse threatens CG Power's India OSAT ambitions
A potential bankruptcy filing by US-based silicon carbide (SiC) wafer maker Wolfspeed is stirring concern across the global semiconductor supply chain and could derail key plans by India's CG Power and Industrial Solutions, industry experts told The Economic Times.
Saturday 7 June 2025
Samsung taps 5nm node and AI SoCs to expand automotive chip strategy

Samsung Electronics has reportedly partnered with two leading European chipmakers to co-develop next-generation automotive chips using its advanced 5-nanometer process, according to ICsmart via Sammobile.