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Friday 12 June 2026
Qualcomm opens China auto chip ecosystem to challenge Horizon Robotics, Nvidia

Qualcomm recently held its 2026 Automotive Technology and Cooperation Summit in Wuxi, Jiangsu province, marking the fourth consecutive year it has hosted a China-focused automotive industry event. At the main forum, Frank Meng, chairman of Qualcomm China, said: "2026 is the year of the agent."

Friday 12 June 2026
PCIM 2026: Overcoming thermal warping in direct-cooled EV power modules
As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing a thermodynamic reckoning. To extract maximum performance from these high-frequency, high-efficiency chips, the industry is driving an architectural shift: shrinking inverter volumes, eliminating heavy copper baseplates, and mounting molded power packages directly to liquid-cooled water jackets. However, this high-power-density approach exposes a fragile structural vulnerability. When mismatched materials are bonded under extreme manufacturing conditions, the physics of thermal expansion can tear a high-value power module apart before it ever leaves the assembly line.
Thursday 11 June 2026
Commentary: BYD unveils new AI platform as China's EV race shifts beyond batteries
China's electric vehicle (EV) leader, BYD, is pushing aggressively into the next frontier of automotive competition: artificial intelligence.
Wednesday 10 June 2026
Aker to expand capacity by 20% as auto demand drives growth

Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further into AI servers, optical modules, and industrial control applications.

Friday 5 June 2026
Nvidia's Jensen Huang to meet South Korean business leaders beyond HBM sector

Nvidia CEO Jensen Huang is visiting South Korea on June 5 for meetings with major Korean business leaders, as the company's cooperation with local companies broadens beyond high-bandwidth memory into robotics, automobiles, gaming, and cloud infrastructure.

Friday 5 June 2026
Commentary: EU tariff barrier may weaken as Japanese automakers lean on China's EV tech
Japanese automakers' growing reliance on Chinese EV technology could weaken the EU's tariff strategy and reshape global car trade. As Mazda, Nissan, Honda, and Toyota adjust their electric plans, Europe may face more China-linked vehicles entering through third-country partners, altering competition, costs, and the pace of EV adoption worldwide.
Thursday 4 June 2026
BYD joins race to build humanoid robots
BYD is quietly developing humanoid robots, according to people familiar with the matter, signaling that China's largest electric vehicle (EV) maker is preparing to extend its ambitions beyond automobiles and into one of technology's most closely watched emerging industries.
Thursday 4 June 2026
Goldkey targets NT$10B funding to lock in memory supply as prices surge
Memory module maker Goldkey said it plans to raise NT$6 billion (US$191.4 million) to NT$10 billion in working capital in 2026 through multiple channels as tight supply and rising contract prices fuel a memory supercycle. The company also plans to accelerate a shift into higher-value segments such as industrial control, AI, and edge computing after posting a 30% gross margin and 27.4% operating margin in the first quarter of 2026.
Wednesday 3 June 2026
The robotics future will arrive in stages, Qualcomm exec predicts
Qualcomm's view of the robotics industry points to a market that is rapidly taking shape, but along sharply diverging paths of complexity and time horizon.
Wednesday 3 June 2026
BYD is building its own chips and looking abroad to make them

China's electric vehicle (EV) makers are increasingly designing their own artificial-intelligence (AI) chips. Manufacturing them, however, remains a more complicated challenge.

Wednesday 3 June 2026
oToBrite and Turing Drive partner on visual AI for autonomous vehicles
oToBrite and Turing Drive announced a technology collaboration on June 2 to develop real-world autonomous vehicle applications using vehicle-grade vision AI, which combines oToBrite's automotive cameras and visual AI with Turing Drive's core self-driving system. The companies aim to give global special-purpose vehicles (SPVs) a smarter brain.
Tuesday 2 June 2026
Analysis: With Xuanji A3, BYD bets on integration over specifications
At a recent product launch, BYD Chairman and President Wang Chuanfu unveiled the company's first in-house autonomous driving system-on-chip, the Xuanji A3, marking a significant milestone in BYD's push toward greater technological self-sufficiency.
Monday 1 June 2026
Actron moves into AI servers and power infrastructure after securing 70%+ global share in auto LLD/ULLD diodes
Taiwan-based Actron Technology expects stronger growth in its automotive semiconductor business as demand for its high-efficiency diode products has exceeded expectations amid tightening global emissions standards and resilient hybrid vehicle demand.
Monday 1 June 2026
US FEOC rules and tariff cuts are redirecting global auto electronics supply chains to Taiwan
US enforcement of foreign entities of concern, or FEOC, rules and a revised non-semiconductor Section 232 tariff preference have prompted a global shift in auto supply chains toward Taiwan, industry participants said, and the benefits are expected to flow through in 2026 and 2027. Executives and spokespeople described accelerating separation from China and a reorientation of orders to Taiwan as the US limits China-linked suppliers and seeks non-red, non-Russia sourcing across automotive electronics and parts.
Saturday 30 May 2026
Xpeng plays the long game: South Korea on hold, Europe in sight
Xpeng Motors, often described as "China's Tesla," is advancing on two very different international fronts — cautious and measured in South Korea, but increasingly strategic in Europe — while competing Chinese EV peers such as Zeekr accelerate their own overseas expansion.
Saturday 30 May 2026
Samsung tops Micron in automotive memory as AI tightens supply

Samsung Electronics has overtaken Micron Technology to become the world's largest supplier of automotive memory chips for the first time, according to new S&P Global Mobility data, marking a shift in a market long led by the US memory maker.

Friday 29 May 2026
BYD unveils 4nm autonomous driving chip, expanding 'God's Eye' intelligent driving strategy
On May 28, BYD held a major technology launch event to strengthen consumer trust in intelligent driving and accelerate adoption of its three-tier "God's Eye" assisted-driving system — a push that comes as the world's largest EV maker faces mounting price competition, slowing domestic demand, and declining profitability.
Thursday 28 May 2026
Samsung foundry targets robotics, auto AI chips with Cadence platform
Samsung Electronics is preparing to expand its foundry push into physical AI semiconductors through a chiplet platform developed with Cadence, targeting chips for robotics, automotive systems, drones, and industrial automation, ETNews reported, citing industry sources.
Wednesday 27 May 2026
Exclusive: Kian Shen rides Taiwan's electric bus expansion with record backlog

Taiwanese automotive components maker Kian Shen Industry says it is experiencing a surge in demand driven by a wave of electric bus replacements in Taiwan and rising orders from commercial vehicle customers, as the company prepares to trial a new lightweight chassis technology it believes could reshape parts of the industry.

Tuesday 26 May 2026
Inside China's chip war: How Xiaomi, BYD, and Nio are rewriting the rules
China's semiconductor war has been underway for seven or eight years now.
Tuesday 26 May 2026
Commentary: Stellantis' capital shift signals quiet reshaping of Europe's auto industry

In recent weeks, Stellantis, one of the world's five largest automakers, unveiled an ambitious five-year plan titled Fastlane 2030. At its core is a striking reallocation of capital: 60% of its EUR60 billion (approx. US$69.8 billion) investment program will be directed toward North America.

Monday 25 May 2026
Foxtron advances full-stack EV vision at 2026 shareholder meeting
Foxtron Vehicle Technologies convened its 2026 annual shareholder meeting on May 22, where Chairman Andy Lee presided over the proceedings, which included the approval of the company's annual financial statements and a full board re-election of nine directors. The company also laid out its strategic roadmap for 2026, covering Taiwan and overseas markets.
Monday 25 May 2026
Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines
Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting cockpit, connectivity, and driver-assistance systems. The move aims to standardize platforms, cut costs, and accelerate the deployment of advanced driver-assist and automated-driving features for customers worldwide, while enabling continuous updates and AI-driven driving experiences.
Saturday 23 May 2026
Tech Forum 2026: Autonomous driving enters commercial validation era, shifting competition to algorithms, chips, and data
As Computex approaches, DIGITIMES hosted a forum where analyst Mark Yee argued that Physical AI is driving autonomous driving into full commercial validation, with implications for market structure and technology leadership.
Saturday 23 May 2026
Research insight: China’s auto industry turns to robotaxis and AI at Beijing Auto Show
The 2026 Beijing Auto Show, which concluded on May 3, offered a glimpse into what may become the next defining chapter of China's automotive industry: not simply electric vehicles, but intelligent mobility powered by artificial intelligence, autonomous driving, and deeply localized innovation.