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Monday 22 December 2025
Leading ICT manufacturers compete for foothold in automotive electronics with SDVs on the rise
Major contract electronics makers are accelerating strategic realignments in line with the rapid development of automotive electronics and architectures for software-defined vehicles (SDV). Foxconn has continued to clarify its automotive layout as it expands from full vehicle assembly into core electronics for SDVs, by integrating semiconductors, smart cockpits, battery management systems (BMS), and silicon carbide (SiC) power components into its contract design and manufacturing services (CDMS).
Monday 22 December 2025
Pan Jit snaps up Vietnam plant to ramp auto chip output
Pan Jit International Inc. signed a definitive agreement on December 18, 2025, to acquire a 95% stake in Torex Vietnam Semiconductor, a move aimed at expanding the Taiwanese firm's manufacturing footprint and scaling its automotive-grade chip production. The transaction follows an initial memorandum of understanding signed in February 2025 and initiates the formal equity transfer process between the companies.
Monday 22 December 2025
Auto suppliers pivot to smart cockpits as EV momentum cools
The global automotive supplier landscape is entering a period of heightened competition as slowing electric vehicle adoption forces a strategic pivot toward digital cabin technology and automated driving systems. While macroeconomic headwinds cloud the sales outlook heading into 2026, the push to upgrade vehicle intelligence is creating a rift between entrenched industry leaders and aggressive new entrants.
Monday 22 December 2025
IDM automotive revenue becomes uncertain as new chip entrants seize smart cockpit and ADAS market share
Unlike IC design brands, IDM companies are typically conservative regarding demand conditions for the automotive chip market. The difference is partly related to operating base levels. New entrants continue to expand their market share in certain emerging automotive electronics functions and are in a growth phase. On the other hand, IDMs and some more traditional analog chip suppliers face relatively fixed market structures. With overall vehicle sales momentum not particularly strong, their 2026 outlook is more cautious.
Friday 19 December 2025
China approves first L3 autonomous EVs for production, signaling gradual regulatory easing

China's push to dominate the future of intelligent transport reached a milestone this week as the Ministry of Industry and Information Technology (MIIT) granted its first approvals for the mass production of "Level 3" (L3) autonomous vehicles.

Thursday 18 December 2025
The Nexperia fallout: Honda's factories go quiet in fresh blow to supply chain

Honda Motor Company announced on Wednesday that it would suspend or reduce production at several factories in Japan and China starting late this month, the latest sign that a global scramble for automotive semiconductors continues to haunt the industry's recovery.

Thursday 18 December 2025
imec and Japan's ASRA align on automotive chiplet standards
imec said it has launched a strategic alignment initiative with Japan's Advanced SoC Research for Automotive (ASRA) to coordinate efforts on standardizing chiplet architectures for automotive applications, as the industry seeks to improve interoperability and reduce fragmentation in emerging chiplet ecosystems.
Thursday 18 December 2025
Xiaomi unveils MiMo-V2-Flash open-source model to enhance human-car-home ecosystem
At the recent "Human X Car X Home" partner conference, Xiaomi's MiMo model team leader Luo Fuli introduced the open-source MiMo-V2-Flash model, designed to boost agent execution capabilities as foundational technology within Xiaomi's interconnected device ecosystem.
Wednesday 17 December 2025
Viking Tech's alloy resistors win major OBC order, extended material lead times push volume shipments to 2Q26
Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues to increase. The company has recently secured a major order from China's second-largest on-board charger (OBC) supplier. The order volume is expected to contribute around NT$60-70 million (approx. US$1.9-2.2 million) in revenue, with gross margins higher than those of general resistor products. With this contribution, the share of automotive electronics revenue in 2026 is expected to rise from the current 53% to 55-57%, remaining the company's largest revenue segment.
Tuesday 16 December 2025
Luxshare steps up diversification drive as Apple reliance shows signs of easing
Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment remains the company's largest revenue contributor. Financial data show consumer electronics accounted for 79% of Luxshare's revenue in the first half of 2025, down from a peak of 88% in 2020 and 85% in 2023, signaling a gradual but deliberate rebalancing.
Tuesday 16 December 2025
China's EV lead faces battery recycling crisis and geopolitical squeeze
The global automotive electronics and electrification (E/E) landscape has shifted from a simple race for technological supremacy to a high-stakes geopolitical arena spanning Europe, the United States, and China. At the heart of this competition lies the lithium battery—both the most valuable and most sensitive component of the modern EV industry.
Tuesday 16 December 2025
Automakers turn to AI as EV market growth slows
As growth in the global electric-vehicle (EV) market begins to slow, consumer concerns over driving range and charging convenience are intensifying, prompting the industry to shift its focus toward more centralized electronic/electrical (E/E) architectures, improved energy efficiency, enhanced smart-cabin experiences, and regulatory compliance alongside supply chain realignment.
Monday 15 December 2025
A homegrown electric truck shows Taiwan’s bet on localized EV supply chains

To help the automotive industry navigate emerging trends, DIGITIMES hosted the "AI x EV: Dual-Track Innovation in Mobility" forum on December 12, bringing together representatives from government, academia, research institutions, and industry to analyze the current state and future outlook of the smart vehicle and electric-vehicle sectors. Hung-Ching Yang, executive vice president of China Motor Corporation under the Yulon Group, spoke on behalf of the industry, sharing both opportunities and challenges for Taiwan's automotive ecosystem.

Monday 15 December 2025
ams OSRAM targets three auto growth drivers to challenge LED leadership
Amid increasing competition in the electric vehicle market, ams OSRAM is focusing on smart lighting and optical sensing. The company is expected to overtake long-time leader Nichia to become the world's top LED packaging supplier, edging ahead by a narrow single-digit percentage margin.
Saturday 13 December 2025
Germany plans 2026 EV subsidy revival after two-year slump
Germany's auto market is expected to hit a critical turning point in its shift to electrification in 2026.
Friday 12 December 2025
WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand
AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025 to NT$1.08 trillion (US$34.64 billion), officially surpassing the trillion-dollar mark.
Friday 12 December 2025
MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand
MediaTek is recalibrating its business strategy by targeting automotive electronics as a next major growth area, following a slowdown in smartphone-related revenue. The company has already embarked on a push into application-specific integrated circuits (ASICs) tied to Google's TPUs, aiming to capture US$1 billion in ASIC revenue by 2026. Now, it forecasts that automotive electronics will emerge as another billion-dollar revenue stream within two to three years.
Tuesday 9 December 2025
South Korea maps multi-layered EV strategy to secure production, revitalize supply chain, and boost tech edge
South Korea is moving to shore up its electric vehicle (EV) manufacturing base and safeguard technological leadership as global competition stiffens and domestic production risks further decline.
Monday 8 December 2025
Research Insight: 800V systems, LiDAR, and multi-screen cabins dominate China's 2025 models

The 2025 Guangzhou International Automobile Exhibition concluded on Nov. 30, offering one of the clearest snapshots yet of where China's auto market is headed. After an on-site review of the show, DIGITIMES identified three defining trends for China's 2025 model-year vehicles: the rise of 800V high-voltage architectures, the rapid adoption of roof-mounted front LiDAR, and the emergence of multi-screen cabins. Together, these features are becoming essential for any carmaker hoping to compete in the world's largest auto market.

Monday 8 December 2025
Auto supply chains face stricter demand for non-Chinese standards
As geopolitical tensions between China and multiple countries intensify alongside China's aggressive expansion into overseas automotive markets, supply chain players reveal that customer demands for non-Chinese standards are becoming increasingly stringent. At the same time, more brand vendors require local production, testing suppliers' capabilities, of expanding their global footprints. Clearly, supply chain players need multiple approaches to address current challenges.
Sunday 7 December 2025
South Korea bets on airport GSE to break 90% power chip import lock
South Korea is racing to slash its more than 90% dependence on imported power semiconductors. Industry leaders warn that this reliance threatens the country's competitiveness in electric vehicles (EVs), data centers, and emerging mobility markets. Airport ground support equipment (GSE) has emerged as a strategic platform to validate and scale domestic power semiconductor technologies.
Friday 5 December 2025
China's EV boom confronts safety and governance reckoning
As Western automakers struggle with the mounting costs and technical hurdles of AI data infrastructure and cybersecurity, China's new-energy vehicle industry has surged ahead, propelled by rapid advances in electronic and electrical (E/E) architecture and automotive AI.
Friday 5 December 2025
China and Europe power EV market as global growth cools
The electric vehicle market is entering a new phase of moderation after years of explosive expansion. Speaking at DIGITIMES' Techtonic Shift: Outlook 2026 Technology Trends Forum on December 3, 2025, senior analyst Jessie Lin outlined how China and Europe continue to drive the industry forward even as growth rates decelerate and the US market stalls amid shifting federal policy.
Thursday 4 December 2025
Tech Forum 2026: Tesla and BYD pivot to intelligent driving as EV sales slow
Even as global electric-vehicle sales lose momentum, the world's largest EV makers are shifting resources into intelligent driving technologies, hoping to secure the next big competitive edge.
Thursday 4 December 2025
Western automakers embrace AI, but supply chains bear the brunt
While European and American automakers push forward with artificial intelligence (AI) to upgrade manufacturing and operations, the true burden of this digital transformation often falls on the sprawling and fragmented automotive supply chain.