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Nov 4, 17:14
European and US IDMs see slow recovery in automotive and industrial control
Key European and US IDMs like Texas Instruments (TI), NXP, and STMicroelectronics (STM) have released their latest earnings reports, some showing solid recovery performance in the previous quarter, while others faced relatively weak demand. Expectations for the next quarter also vary among companies.
With the electric vehicle market approaching maturity and growth momentum slowing, automakers are turning to artificial intelligence and robotics as the "second curve" of manufacturing transformation.
Samsung SDI is collaborating with BMW and US-based solid-state battery firm Solid Power for a joint solid-state battery validation project. Following SK On, Samsung SDI will thus become the second of South Korea's top three battery makers to partner with Solid Power, as Korean firms accelerate efforts toward commercializing solid-state batteries.
Major Japanese automakers and suppliers have reported limited disruptions from the recent halt in semiconductor exports by Nexperia, a key chipmaker, as industry players emphasize sufficient inventory and alternative sourcing strategies to maintain stable production.

The aftershocks of Nexperia's abrupt suspension of power semiconductor shipments continue to reverberate across the global electronics industry, forcing yet another wave of supply chain realignments. Industry insiders say the episode underscores how a US$5 chip can cripple a US$50,000 car, revealing the vulnerability of even the most complex manufacturing systems to disruptions in basic components.

After hosting GTC DC to discuss quantum computing, 6G, and autonomous driving, Nvidia CEO Jensen Huang flew to South Korea to attend the APEC CEO Summit and meet with leading Korean tech companies. However, Huang has unexpectedly found himself in the political spotlight after US President Donald Trump namedropped him on Truth Social.

Nissan Motor on October 30 announced it expects an operating loss of JPY275 billion (approx. US$17.8 billion) for the 2025 fiscal year (April 2025–March 2026), a sharp reversal from a JPY69.8 billion operating profit in 2024.

Once reserved for luxury autonomous vehicles, LiDAR technology is rapidly making its way into midrange and even budget car models as costs fall sharply. Global shipments of automotive LiDAR units are projected to surpass 2 million units in 2025, signaling the industry's transition from early validation to large-scale commercialization.

China has offered its latest formal response to the semiconductor supply crisis surrounding Dutch chipmaker Nexperia, signalling limited export exemptions while urging dialogue to stabilise global supply chains.

Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026, driven by AI servers and automotive electronics. The company aims to achieve double-digit growth next year.

After three years of regulatory reviews and industry coordination, Linde LienHwa Group on October 29 unveiled Taiwan's first hydrogen-powered truck at the 2025 Energy Taiwan and Net Zero Taiwan Expo, signaling a significant step toward commercial hydrogen mobility. The company also announced plans to launch its first hydrogen refueling stations, developed in partnership with CPC Corporation, by the end of 2025, a move aimed at laying the groundwork for a domestic hydrogen infrastructure network.

Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes electric vehicle (EV) battery operations. The company supplies batteries to automakers such as Tesla.