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Saturday 30 August 2025
Germany’s car industry buckles under EV shift and trade shocks

Germany's once-dominant automotive sector is facing its most profound reckoning in decades, shedding over 52,000 jobs — a 6.7% decline — in the past year alone, according to fresh data released by Destatis. Since the onset of the Covid-19 pandemic in 2019, the broader industrial sector has cut a total of 245,000 positions, with nearly half of those losses concentrated in the auto industry, according to estimates by the auditing and consulting firm EY.

Friday 29 August 2025
Horizon Robotics cements lead in China's auto driving chips, eyes full autonomy within a decade
China's fast-growing autonomous driving market has cemented Horizon Robotics as the country's leading automotive chip supplier. The company posted first-half 2025 revenue of CNY1.567 billion (approx. US$219 million), a 67.6% increase from a year earlier. Founder and CEO Yu Kai said adoption is shifting from advanced driver-assistance systems (ADAS) to robotaxi platforms, predicting full-scale autonomous driving within five to ten years. He added that Horizon will begin collaborations with robotaxi operators in the second half of 2025.
Friday 29 August 2025
South Korea pushes sweeping data portability plan, critics warn of risks

South Korea is moving to dramatically expand its "MyData" initiative—a personal data portability policy—beyond its current scope in healthcare and telecommunications. The government aims to include ten major sectors by 2027, including energy, transportation, education, and retail. Under the policy, individuals will have the right to transfer their personal data collected by one company to another, reinforcing consumer control over personal information.

Thursday 28 August 2025
Hesai wins CSRC approval for Hong Kong IPO after turning quarterly profit

Hesai Group, the world's top LiDAR maker, has filed with China's securities regulator to pursue a secondary listing in Hong Kong. The move comes months after rival RoboSense Technology's Hong Kong debut in January 2024, setting the stage for another major LiDAR player to tap Asian capital markets.

Friday 22 August 2025
Geely challenges BYD for the crown in China’s auto market

China's fiercely competitive auto market is entering a new phase of high-stakes rivalry, with two private-sector titans — Geely Automobile and BYD — locked in an increasingly intense battle for dominance.

Friday 22 August 2025
Hyundai reportedly deepens push into automotive semiconductors with Samsung, Intel ties

As part of its broader effort to strengthen competitiveness in the next generation of vehicles, Hyundai Motor Group is accelerating its transformation toward software-defined vehicles (SDVs)—a shift that includes not only the development of in-car software platforms but also a strategic move toward in-house automotive semiconductor development.

Friday 22 August 2025
China's New EV startups race ahead in First 1H25: sales comparison reveals market shakeup
In a fierce price war roiling China's electric vehicle (EV) industry, three of the country's emerging automakers—Leapmotor, Xiaomi, and Xpeng—have bucked the trend, posting strong first-half 2025 results marked by simultaneous growth in both sales and profit margins. Rather than chasing market share through deep discounts, these companies achieved the rare feat of boosting average gross profit per vehicle quarter after quarter.
Friday 22 August 2025
TSMC's AI5 chip paves the way for Samsung's AI6 as Tesla shifts FSD training to world models
Unlike the training-centric approach during the Dojo era, Tesla CEO Elon Musk's new strategy revolves around two chips, AI5 and AI6, building a distributed computing platform that integrates both inference and training, placing AI inference clusters at the center of FSD development. In the long run, success hinges on whether the AI5 chip, produced using TSMC's 3nm process slated for mass production in 2026, can enable Robotaxi performance beyond expectations. This would elevate overall industry standards for intelligent driving and create a demonstration effect, paving the way for Samsung Electronics' AI6 chip manufacturing contract in 2028.
Friday 22 August 2025
Tesla’s Dojo dream short-circuits, pragmatism takes the wheel

Tesla's once-hyped Dojo supercomputer project—touted as a bold leap into custom-built AI infrastructure—appears to have reached a dead end. CEO Elon Musk confirmed via social media that the Dojo team has been disbanded, calling Dojo 2 a "dead end." However, he added that a potential "Dojo 3" could still emerge, possibly in the form of a single mainboard integrating a large number of AI6 system-on-chips.

Thursday 21 August 2025
Volkswagen deepens China bet with Xpeng in global E/E Race
European and Japanese automakers are increasingly turning to Chinese carmakers to navigate the accelerating transformation of vehicle electronics and electrification in the world's largest auto market. With software-defined vehicles gaining momentum, electronics and electrification architectures are no longer exclusive to battery electric vehicles, but now extend to plug-in hybrids and even internal combustion engine cars. China, once a follower in the global auto industry, is now reshaping its rules.
Thursday 21 August 2025
Analysis: Can Chinese EVs win over Taiwan? Safety, data, and supply chain remain key questions

Reports that Chinese automaker BYD may enter the Taiwanese market through indirect channels have sparked widespread debate, reflecting growing interest—alongside skepticism—toward Chinese electric vehicles (EVs). While some Taiwanese consumers are intrigued by the value proposition, many industry experts remain wary of potential safety and privacy risks.

Thursday 21 August 2025
China and South Korea clash over the future of EV batteries
As the global electric vehicle market begins to cool and Chinese battery giants continue their rapid expansion, South Korea is placing its hopes on next-generation solid-state batteries to regain momentum. Yet with China's formidable research and development resources — and a parallel strategy advancing semi-solid-state technologies — Korean manufacturers are facing mounting pressure in a high-stakes technological race.
Tuesday 19 August 2025
China EV sector invests more abroad than at home for first time
Chinese companies involved in the electric vehicle industry invested more overseas than domestically for the first time in 2024, although foreign projects face higher costs, delays and risks.
Saturday 16 August 2025
Tesla’s Dojo shutdown marks a strategic turn in its AI ambitions

Tesla's Dojo team has been disbanded—an announcement that has sent ripples through the tech industry. The decision to abandon Dojo in favor of Samsung for AI6 wafer fabrication suggests deeper shifts in Tesla's relationship with TSMC, which had previously been the exclusive foundry for the first-generation Dojo D1 chip.

Friday 15 August 2025
Legacy carmakers shift to pragmatic platform partnerships as SDV landscape evolves
As the tide of Software-Defined Vehicles (SDVs) rises, mainstream automakers from Europe, North America, Japan, and South Korea are quietly recalibrating their strategies. Having initially gambled on full-scale, self-developed software platforms—fearing they'd be reduced to low-margin hardware suppliers—they are now embracing a more pragmatic approach.
Monday 11 August 2025
China's EV strategy: build local, sell smart, win global

As Western automakers wrestle with supply chain bottlenecks and regulatory shifts, China's electric vehicle (EV) manufacturers are rapidly carving out a dominant position on the global stage—powered by technology, pricing, and increasingly, strategy.

Monday 11 August 2025
Against the odds, Toyota and Nissan find footing in China’s EV market

After years of defense, Japanese electric vehicles are mounting a quiet yet striking comeback in China—a market now dominated almost entirely by domestic players.

Friday 8 August 2025
M31 swings to loss on FX hit, bets on sub-5nm and EV chip growth in 2H25
Silicon IP provider M31 Technology reported a net loss for the second quarter of 2025, as significant foreign exchange losses stemming from the sharp appreciation of the New Taiwan dollar offset operating profits. The company recorded a foreign exchange loss of NT$90.53 million (US$3.03 million), dragging quarterly performance into the red despite revenue growth.
Friday 8 August 2025
BYD’s Taiwan entry via Denza sparks a spike in trade and security debate

In a move that has reignited Taiwan's automotive and geopolitical debate, Chinese automaker BYD is reportedly seeking to enter the Taiwanese market by introducing its luxury EV brand Denza through a third-party distributor, Hong Kong-based Swire Motors. The revelation, first reported on August 5, comes weeks after earlier speculation that BYD might circumvent existing trade barriers via a third-country route.

Thursday 7 August 2025
US tariffs and China setbacks push German car brands to rethink EV strategy
Once the loudest champions of an all-electric future, German luxury automakers are quietly backpedaling. Under pressure from shifting global emissions regulations, tightening US tariffs, and mounting losses in the Chinese EV market, brands like Mercedes-Benz, BMW, and Volkswagen Group are moving away from their previous "all-electric" stance and pivoting toward a more pragmatic, dual-power hybrid strategy.
Thursday 7 August 2025
Florida verdict marks shift in legal view of driver-assist tech

A Florida court has ruled that Tesla must pay US$243 million in damages over a fatal crash that occurred in 2019, holding the automaker partially liable for the incident. The verdict, which assigns one-third of the responsibility to Tesla, has sent ripples through the auto industry—not just because of the hefty penalty, but because it challenges long-standing legal norms around Level 2 (L2) driver-assist technologies. Tesla has vowed to appeal.

Tuesday 5 August 2025
Taiwan's US auto tariffs down to 20%, but market stays frozen
On July 31, the White House announced a revision to its "reciprocal tariffs" policy, reducing Taiwan's auto tariff rate from 32% to 20%. Despite the cut, many Taiwanese automakers remain deeply concerned as details surrounding the US Section 232 trade measures remain unclear, leaving the market's recovery timeline uncertain.
Tuesday 5 August 2025
Tesla China shipments fall again as competition heats up
Shipments from Tesla Inc.'s Shanghai factory slipped back into decline on intense competition in China and global trade uncertainties.
Monday 4 August 2025
The AI duo: The shared brain behind self-driving cars and humanoid robots
The global surge in artificial intelligence has thrust two of its most compelling frontiers—autonomous vehicles and humanoid robots—into the spotlight. Often described as the AI Duo, these technologies are increasingly discussed in tandem. One navigates seamlessly through chaotic city traffic; the other moves with purpose through homes, factories, and hospitals. At the heart of both lies a shared intelligence: a rapidly evolving AI ecosystem powering their decision-making and real-time responses. Together, they represent some of the most sophisticated applications of AI in the real world.
Sunday 3 August 2025
The subscription car: Industry's next revenue frontier faces consumer revolt
The automobile is undergoing its most dramatic transformation since the assembly line. What was once a purely mechanical machine is rapidly evolving into a complex software-driven platform, fundamentally reshaping how the automotive industry creates and delivers value. At the heart of this shift lies the rise of the software-defined vehicle (SDV).