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Commentary: How FCC ban proposal is affecting China’s optical module makers

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Exclusive: Musk builds a US solar supply chain that may extend to polysilicon

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Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains

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TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers

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Offshore wind projects face bidding failures as supply chain warns of a market gap

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China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain

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Home Tech Electric Vehicles

Rivals turned allies: XPeng-Huawei AR-HUD partnership emerges as China reins in 'autonomous' rhetoric

Annie Huang, Commentary

Jun 6, 2025, 11:13 0

Credit: XPeng Motors

China's electric vehicle market is undergoing a rapid transformation in 2025, and the latest surprise comes from two unlikely allies...

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