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Monday 27 July 2026
Samsung’s Broadcom AI chip pact expected to top US$200 billion as Hyundai expands robotics push

Samsung Electronics and Hyundai Motor Group used the San Francisco AI Summit to outline separate artificial intelligence (AI) expansion plans spanning semiconductors, autonomous driving and robotics.

Saturday 25 July 2026
US connected-car crackdown widens from Chinese tech to ownership ties

US efforts to restrict Chinese technology from connected vehicles are expanding beyond hardware and software sourcing, as proposed legislation introduces ownership thresholds that could affect even automakers headquartered outside China.

Friday 24 July 2026
AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing

Surging AI server demand is reshaping supply and demand across the global memory market. With DRAM prices rising sharply over the past year, the resulting cost pressure is beginning to spill into the automotive industry.

Friday 24 July 2026
Mobileye founder Amnon Shashua to step down as CEO after nearly three decades

Amnon Shashua will step down as CEO of autonomous driving technology supplier Mobileye once the company appoints a successor, marking the biggest leadership transition since he co-founded the Israeli firm in 1999.

Friday 24 July 2026
Analysis: Why Nvidia is betting Japan's manufacturing data will power physical AI

Nvidia CEO Jensen Huang's whirlwind visit to Japan in mid-July extended well beyond product announcements and public appearances. Alongside a joint event with gaming giant Sega Corporation, Huang used the trip to promote what he has repeatedly described as Nvidia's next major AI frontier—physical AI—sparking renewed discussion across Japan's industrial sector about the country's role in the emerging technology.

Thursday 23 July 2026
Mobileye expands Stellantis partnership with cloud-enhanced ADAS for future vehicles
Mobileye said in a press release on July 21 that its cloud-enhanced advanced driver assistance system (ADAS) technology will be integrated into select future Stellantis vehicles launching in 2027, expanding the companies' collaboration on next-generation driver assistance features.
Thursday 23 July 2026
Xpeng shifts toward Physical AI with robotaxi, robot, flying car

Xpeng is transforming into a physical AI supplier over the next 10 years, with robotaxi, humanoid robots, and flying cars as its three core product lines, chairman Xiaopeng He told Automotive News. The company also aims to move beyond the carmaker label and adopt a Tier 1 supplier model, working with operating partners around the world to build a business model that can be replicated globally.

Wednesday 22 July 2026
Foxconn's Jun Seki says L4 adoption will be in 80% of new cars by 2040
Foxconn group's EV strategy chief Jun Seki said on July 21 in Tokyo that Level 4 (L4) and above autonomous driving will likely be installed in 80% of new cars by 2040, and that the rise of self-driving technology will result in fewer automakers building vehicles in-house. Speaking at GDS 2026, he also forecast major cost declines and a structural shift in the auto industry as EVs become more closely aligned with autonomy.
Thursday 16 July 2026
US eyes looser robotaxi rules as China sets national standard
US regulators are considering dropping steering-wheel requirements for fully driverless vehicles, while China is moving a mandatory national safety standard for Level 3 and Level 4 automated driving through the approval process. Suppliers say the changes could accelerate the commercial rollout of robotaxis.
Wednesday 8 July 2026
China cost cuts put US$1T robotaxi market within reach by 2040

China's falling robotaxi supply chain costs could help push the global autonomous taxi market to US$1 trillion by 2040, with Waymo and Tesla leading worldwide as Baidu, Xpeng and WeRide scale rapidly in China, according to Morgan Stanley.

Tuesday 7 July 2026
World models can lift South Korea in self-driving tech
The global autonomous-driving industry is locked in fierce competition around end-to-end (E2E) self-driving technology, but a world model that can reason through unknown scenarios is the real key to physical AI autonomy, according to an automotive tech researcher in South Korea.
Wednesday 1 July 2026
Volkswagen, Bosch reportedly reassess autonomous driving alliance as market shifts
Volkswagen Group and Bosch are reportedly reviewing their four-year autonomous driving partnership as Europe's Level 3 (L3) rollout falls short and China's supply chain gains influence. The outcome could affect the development of smart driving, investment plans, and software strategies across major global automakers, suppliers, and consumers in both Western and Chinese markets.
Monday 29 June 2026
BYD's in-house smart driving chip reportedly faces long road to production vehicles despite vertical integration push
BYD's newly unveiled Xuanji A3 autonomous driving chip may represent a major milestone in the company's semiconductor ambitions, but industry experts say bringing the processor into production vehicles will take considerably longer than its public debut.
Wednesday 24 June 2026
China's autonomous driving crackdown targets overpromised smart vehicle tech
China has announced its first mandatory national safety standard for Level 3 (L3) and Level 4 (L4) autonomous driving, with implementation set for July 2027.
Wednesday 24 June 2026
Hushan's ADAS camera module moves into volume ramp as aftermarket demand holds in North America
Hushan, a global automotive door-handle maker, said on June 23 that its ADAS automotive camera module has entered a volume ramp as long-term rigid demand in North America's aftermarket remained intact, the firm announced at its annual shareholders' meeting. The meeting also approved the 114 fiscal-year financial statements and a profit distribution plan, while executives warned of an uncertain macro environment for 2026, driven by US tariff policy and geopolitical disruptions.
Friday 19 June 2026
Nvidia leads China assisted-driving chip market; Horizon Robotics rises to second
China's assisted-driving chip market is becoming more concentrated, with Nvidia leading in assisted-driving domain controller chip installations and Horizon Robotics emerging as the strongest domestic supplier, according to April 2026 passenger-vehicle data.
Wednesday 17 June 2026
Li Auto's new automotive chip and what it says about China's EV market

Li Auto announced details of its new Mach M100 chip, a self-developed 5nm chip focused on autonomous driving, on June 15. This development marks the latest entry among Chinese automakers into designing in-house chips as they compete on cost and smart-driving features.

Thursday 11 June 2026
Commentary: BYD unveils new AI platform as China's EV race shifts beyond batteries
China's electric vehicle (EV) leader, BYD, is pushing aggressively into the next frontier of automotive competition: artificial intelligence.
Monday 8 June 2026
Nvidia and LG Group team up on AI factory, robotics, and autonomous driving in expansive Korea partnership
Nvidia and LG Group announced a wide-ranging partnership on June 7 covering AI factory infrastructure, home robotics, autonomous driving components, and sovereign AI model development, making it one of the broadest single-company collaborations Nvidia has announced during Jensen Huang's South Korea visit.
Thursday 4 June 2026
Nvidia's Jensen Huang courts Korean giants in robotics expansion

Nvidia CEO Jensen Huang is visiting South Korea this week as the company seeks to expand its partnerships with major Korean conglomerates beyond semiconductors and into robotics, autonomous driving, and industrial automation, ETNews reported.

Wednesday 3 June 2026
BYD is building its own chips and looking abroad to make them

China's electric vehicle (EV) makers are increasingly designing their own artificial-intelligence (AI) chips. Manufacturing them, however, remains a more complicated challenge.

Wednesday 3 June 2026
oToBrite and Turing Drive partner on visual AI for autonomous vehicles
oToBrite and Turing Drive announced a technology collaboration on June 2 to develop real-world autonomous vehicle applications using vehicle-grade vision AI, which combines oToBrite's automotive cameras and visual AI with Turing Drive's core self-driving system. The companies aim to give global special-purpose vehicles (SPVs) a smarter brain.
Tuesday 2 June 2026
Analysis: With Xuanji A3, BYD bets on integration over specifications
At a recent product launch, BYD Chairman and President Wang Chuanfu unveiled the company's first in-house autonomous driving system-on-chip, the Xuanji A3, marking a significant milestone in BYD's push toward greater technological self-sufficiency.
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.
Wednesday 27 May 2026
Facing Chinese rivals, Hyundai accelerates robotaxi plans and cost cuts
As Chinese automakers intensify a global price war, South Korea's Hyundai Motor Group is responding on two fronts at once: accelerating its push into autonomous mobility while pressing suppliers for sweeping cost cuts that could reshape its manufacturing ecosystem.