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Nov 4
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.
Dutch chipmaker Nexperia is warning clients that shipments from its Chinese factory are halted indefinitely. The company also says it cannot guarantee the quality of products from the plant, according to a letter obtained by Reuters. The alert comes amid a growing dispute between the Netherlands and China over control of the factory. Beijing has accused The Hague of blocking efforts to solve the problem.
Taiwan recorded 34,511 new car registrations in October, marking a 7.1% month-over-month and 3.9% year-over-year increase. Although still below earlier market expectations, this was the first month since April 2025 to see both monthly and yearly growth, signaling a rebound in demand as the year-end peak season approaches.
The dominance of internal combustion engine (ICE) vehicles in the 19th and 20th centuries is now being challenged by environmentally friendly cars in the 21st century. Automotive parts suppliers, in turn, are being forced to adjust their strategies, gradually reducing their reliance on components for traditional fuel-powered vehicles. Some manufacturers are pivoting toward software and cloud platforms, expanding their definition of "parts" to include software. One such company is Japan's auto parts giant Astemo.
A semiconductor crisis that began in the Netherlands and is being fueled by US-China tensions has swept through the global auto industry at astonishing speed.
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.