CONNECT WITH US
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.
Wednesday 3 December 2025
Supply chain strains mount as Europe's carmakers lag in electrification and software
The global wave of automotive electronics and electrification was supposed to be Europe's biggest opportunity for reinvention in a century. Instead, sluggish transformation and geopolitical disruptions have pushed the region's car industry into what suppliers describe as a systemic crisis.
Wednesday 3 December 2025
China props up global EV market as growth slows
As global demand for electric vehicles cools, suppliers across the EV supply chain are shifting toward hybrid and plug-in hybrid models to maintain steady growth. Yet despite intensifying competition, China remains the single most important engine sustaining global EV demand.
Monday 1 December 2025
ACME shifts SiC R&D to AI and defense as auto market slowly recovers
Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover from late 2025 into 2026. The company is refocusing its R&D on SiC for AI data centers and inductive materials, while expanding production of semi-insulating grade SiC powder to meet surging defense industry needs.
Monday 1 December 2025
Wingtech appeals to Dutch Supreme Court as Nexperia supply disruptions persist
China's Wingtech has appealed to the Dutch Supreme Court to regain control of chipmaker Nexperia BV, highlighting ongoing tensions despite a temporary truce that allowed some components to resume flowing. The appeal targets an Amsterdam court ruling that transferred Nexperia shares—except for one—to a court-appointed trustee and suspended Wingtech founder Zhang Xuezheng as CEO, actions Wingtech contests in full, according to Bloomberg.
Monday 1 December 2025
Riding the AI wave, Abico Asia pivots toward robotics and semiconductors

As generative AI applications surge, global venture investment has shown a steady rebound, with AI and robotics emerging as two of the most sought-after sectors. Sensing the momentum of this technological shift, Abico Asia Capital has already repositioned its portfolio and will make AI, robotics, and semiconductors its core investment pillars for 2026. The firm also emphasized its commitment to identifying Taiwan's "hidden champions" and helping them upgrade and globalize their supply chains.

Friday 28 November 2025
Nexperia turmoil upends global auto supply chain, but Taiwan's TSC stands to gain
The turmoil surrounding Nexperia has triggered a global crisis across the automotive supply chain, but it may offer an unexpected lift to Taiwan Semiconductor Company (TSC). With roughly half of TSC's product portfolio overlapping with that of Nexperia—particularly in small-signal devices and diodes—analysts expect order reallocations to benefit the Taiwanese power-semiconductor maker. TSC has already begun shipping small volumes, and it anticipates a marked increase in shipments in the first quarter of 2026, with the company optimistic about the long-term gains.
Friday 28 November 2025
Analysis: Auto suppliers push into robotics and servers as traditional markets cool

In recent years, a growing number of Taiwanese auto–parts suppliers have accelerated their push into the robotics and server supply chains. Most remain in the sampling or small-batch shipment stage, but industry analysts say their products are often highly interchangeable. As a result, turning this cross-sector move into a meaningful revenue surge remains challenging.

Friday 28 November 2025
Automakers under siege: cyberattacks threaten electric and digital transformation
As mainstream automakers accelerate their push toward electrification and digitalization, an "invisible siege" from the digital world is rapidly closing in. Hackers are no longer just stealing data; they are exploiting vulnerabilities exposed during costly upgrades to automotive electronic/electrical (E/E) architectures, complicating the industry's already high-stakes transformation.
Tuesday 25 November 2025
OmniVision, Nio, and Axera form JV to build China's next-gen auto chips
As China's smart electric-vehicle sector accelerates and demand surges for domestically produced automotive-grade chips, the country's auto-chip ecosystem has gained a notable new alliance.
Monday 24 November 2025
German automakers scramble to reduce China dependence after Nexperia crisis
Germany's three automotive giants—Volkswagen, BMW, and Mercedes-Benz—are facing an increasingly difficult balancing act. China remains its largest and most profitable market, yet the recent crisis involving Nexperia, the Dutch chipmaker owned by China's Wingtech Technology, has once again exposed the structural risks of its deep reliance on Chinese supply chains. The episode has forced all three companies to accelerate efforts to reduce their dependence on China.
Monday 24 November 2025
Tesla accelerates AI chip roadmap: A15 nears tape out as A16 development begins
Tesla CEO Elon Musk has revealed in a post on X that the company is close to taping out its next-generation AI5 chip while simultaneously beginning development of AI6. Tesla plans to introduce a new AI chip design into volume production every twelve months, positioning the company to become the world's largest producer of AI silicon.
Friday 21 November 2025
Nexperia shockwaves hit auto industry as Europe and Japan slash output

The Dutch government recently suspended its administrative order against Nexperia and returned control of the chipmaker to its Chinese parent company, Wingtech Technology. While the move has softened diplomatic friction between the Netherlands and China, the supply-chain turmoil triggered by the dispute continues to ripple outward, forcing European and Japanese automakers to cut production.

Friday 21 November 2025
Humanoid robots enter carmakers' factories, but key barriers slow wider adoption
The global race to deploy humanoid robots in the automotive industry has moved decisively from the laboratory into commercial reality in 2025. Yet behind high-profile demonstrations—from Tesla's Optimus to BMW's Figure 02 and BYD's Walker S—lie steep investment requirements and substantial risks, driven by technological and economic barriers that have yet to be cleared.
Thursday 20 November 2025
Musk eyes in-house chip fab, citing TSMC, Samsung fail to keep up with Tesla's AI ambitions
Tesla CEO Elon Musk has revealed intentions to construct an in-house wafer fabrication facility, or TeraFab, to meet soaring AI chip demand that surpasses current industry manufacturing capabilities. In an interview with investor Ron Baron, Musk highlighted the company's expanding AI chip requirements and expressed concerns over reliance on external foundries such as Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics.
Thursday 20 November 2025
Research insight: Horizon Robotics leads China's push for autonomous driving independence
China's self-driving car market is surging, with advanced driver-assistance systems (ADAS) now installed in over 60% of new vehicles. Yet the high-end autonomous driving chip market remains dominated by American suppliers, who control nearly 70% of the sector. Against a backdrop of rising Sino-US geopolitical tensions, Chinese chipmakers and autonomous driving solution providers are ramping up efforts to reduce reliance on foreign technology and accelerate domestic innovation.
Wednesday 19 November 2025
Nexperia chip disruptions continue to weigh on global automakers
Global automotive supply chains remain under pressure as disruptions linked to Nexperia, a Netherlands-based chipmaker, continue to affect major automakers and suppliers.
Wednesday 19 November 2025
Silergy targets 40-50% growth in automotive revenue by 2026
Power management IC (PMIC) maker Silergy has disclosed that its strongest growth momentum continues to derive from the automotive sector. Despite macroeconomic and tariff uncertainties, the automotive segment alone delivered outstanding momentum in the third quarter of 2025, with nearly 30% quarter-on-quarter growth and 12% year-on-year growth. The share of automotive electronics revenue rose to 14% in 2025, and Silergy estimates that this figure could reach 20% in 2026. This implies that Silergy's automotive revenue could see a 40–50% annual growth rate in 2026, a considerable increase.
Tuesday 18 November 2025
Panjit acquires Torex Vietnam to boost global packaging and testing capacity
Panjit International has approved the use of US$10.03 million of internal funds to acquire a 95% stake in Torex Vietnam Semiconductor (Torex Vietnam), a subsidiary of Torex Semiconductor, on November 17. The acquisition aims to expand product lines and introduce automotive-grade power semiconductor packaging and testing production lines, further strengthening Panjit's presence in the artificial intelligence (AI), automotive, power supply, and green energy sectors.