Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related business, while more meaningful expansion is not expected until 2027. The company also said rising wafer packaging and testing costs will drive a price increase of its products by up to 15% in June-July to preserve gross margins.

Power Win said it is expanding its lithium battery recycling business as demand from energy storage and electric vehicles (EVs) surges and geopolitical tensions elevate scarce metals into strategic assets. The company is also targeting Southeast Asia for technology exports and moving deeper into EV and AI asset recovery.

US President Donald Trump ended the transatlantic tariff truce on May 1 by raising import tariffs on EU-made vehicles and auto parts from 15% back to 25%, with the new rate taking effect on May 4. The abrupt reversal is widening pressure on European automakers already losing ground in China, leaving them squeezed on two fronts.

Automakers are repositioning advanced driver assistance systems away from optional equipment and toward recurring revenue sources, with a focus on Level 2 and Level 2+ capabilities that can be monetized through feature tiers and subscriptions. These systems are expected to become a central commercial pillar for smart vehicles over the next decade.

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.

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.

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.

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.

The 2026 Beijing Auto Show signaled a significant shift in China's new energy vehicle sector as automakers accelerated adoption of ultra-fast charging, intelligent powertrains, and embodied AI as standard features, and promoted faster moves toward higher-level autonomous driving, according to a J.P. Morgan research note and supply-chain sources. The show, held in Beijing in 2026, highlighted how scale, speed, and globalization have become central to domestic strategy and are shaping product, sales, and export priorities.

China's auto industry has begun rolling out a disposable-car model combining subscription plans and modular hardware to accelerate technology refresh cycles and cut the buildup of older vehicles, according to supply-chain observations and foreign media reporting from the 2026 Beijing Auto Show.