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Monday 23 June 2025
Renesas enters restructuring support deal with Wolfspeed as the latter deals with ongoing financial struggles
Renesas Electronics has entered a financial restructuring agreement with Wolfspeed, a US-based silicon carbide (SiC) semiconductor manufacturer, amid Wolfspeed's ongoing financial struggles. Renesas anticipates recording a significant impairment loss related to its investment in Wolfspeed, reflecting the deteriorating market conditions and rising competition in the sector.
Friday 20 June 2025
NIO spins off chip division, wants slice of Nvidia's AI pie

NIO has launched a new chip design subsidiary — Anhui Shenji Technology — in a strategic move to become a full-stack provider of smart driving technologies. The unit will support NIO's vehicle platforms and expand into supplying chips to external OEMs, while laying the groundwork for future fundraising and strategic investor participation.

Friday 20 June 2025
China reportedly races to replace foreign auto chips with domestic tech by 2026
Chinese automakers are moving to align with government directives by planning to mass-produce vehicles equipped exclusively with domestically developed and manufactured automotive chips starting in 2026, as Beijing pushes to reduce its reliance on foreign semiconductor technologies.
Thursday 19 June 2025
Tata Elxsi and Infineon sign MoU to develop EV solutions for India's market
Tata Elxsi and Infineon Technologies have signed a Memorandum of Understanding (MoU) to jointly develop electric vehicle (EV) solutions tailored for the Indian market. The collaboration aims to accelerate the adoption of automotive-grade, cost-optimized, and safety-compliant subsystems in response to India's growing EV sector.
Thursday 19 June 2025
Chipmaker Wolfspeed nears bankruptcy deal with lenders including Apollo
Struggling chipmaker Wolfspeed Inc. will be taken over by creditors including Apollo Global Management Inc., under a proposal that would put it into bankruptcy just long enough to slash billions of dollars in debt, according to people familiar with the plan.
Wednesday 18 June 2025
China's SemiDrive enters Europe auto supply chain with smart cockpit chips
Chinese chipmaker Beijing SemiDrive Technology Corporation will begin supplying its flagship X9 smart cockpit processor to an unnamed European carmaker in late 2026—its first large-scale deal with a foreign original equipment manufacturer. The chips will power sedans and SUVs produced in Europe for distribution across Europe, the Middle East, and Africa.
Wednesday 18 June 2025
Sony accelerates image sensor growth in automotive amid record earnings and evolving market strategy
Sony Group has provided an update on its semiconductor business, particularly focusing on its position in the image sensor market. Despite failing to meet its ambitious target of capturing a 60% market share in image sensors by 2025, Sony anticipates building on record revenue and operating profit for fiscal year 2024, which spans from April 2024 to March 2025. The company sees growth potential across various image sensor applications.
Monday 16 June 2025
Global SiC wafer growth slows as China reshapes market dynamics
Global silicon carbide (SiC) wafer shipments hit a record high in 2024, with China driving the surge, according to statistics from Fuji Keizai. Chinese shipments grew 81.9% year-over-year, primarily driven by the proliferation of 6-inch wafers. However, the global growth rate is expected to slow significantly to just 20% in 2025, a sharp drop attributed to intensified price competition and supply chain strain originating in China.
Thursday 12 June 2025
TsangYow sees boom from surging used car market in US
Leading transmission system manufacturer TsangYow is optimistic about growth momentum in 2025, benefitting from soaring used car prices in the US and gains from its expansion into the semiconductor sector.
Wednesday 11 June 2025
US auto imports plunge 70% as carmakers await Trump tariff relief
US automotive imports via sea freight plummeted 70% year-over-year in May following President Donald Trump's April tariff implementation, creating a cliff-edge decline as manufacturers await policy reconsideration.
Tuesday 10 June 2025
Arm unveils Zena compute subsystem to accelerate Automotive AI innovation and solve OEM bottlenecks
As artificial intelligence accelerates the reshaping of the automotive sector, Arm has once again positioned itself at the forefront. Following the rollout of its Armv9 architecture for automotive applications in 2024, the tech giant has now unveiled its next-generation Arm Zena Compute System (CSS). Focused on in-vehicle infotainment (IVI) and Level 2+ advanced driver assistance systems (ADAS), the new platform aims to simplify development processes through an integrated approach, seizing opportunities in the next-generation automotive market defined by AI.
Monday 9 June 2025
Hushan reports 45% YoY revenue growth in May
Taiwan-based automotive components manufacturer Hushan announced consolidated revenue of approximately NT$124 million (US$4.14 million) for May 2025, marking a robust 45% increase compared to the same period last year. The company noted that it achieved this growth despite facing unfavorable exchange rate fluctuations in the New Taiwan dollar.
Saturday 7 June 2025
Wolfspeed's looming collapse threatens CG Power's India OSAT ambitions
A potential bankruptcy filing by US-based silicon carbide (SiC) wafer maker Wolfspeed is stirring concern across the global semiconductor supply chain and could derail key plans by India's CG Power and Industrial Solutions, industry experts told The Economic Times.
Saturday 7 June 2025
Samsung pushes into smart mobility with 5nm auto SoCs backed by Infineon, NXP
Samsung Electronics has partnered with Infineon Technologies AG and NXP Semiconductors NV to co-develop next-generation automotive chips using its advanced 5-nanometer process, according to ICsmart via Sammobile. The collaboration expands Samsung's presence in automotive semiconductors, enhancing both its foundry business and its capabilities in automotive-grade memory and logic components.
Friday 6 June 2025
Arm's Zena CSS shaves a year off auto chip development
Arm has introduced Zena Compute Subsystems (CSS), a pre-integrated, safety-certified automotive compute platform designed to cut chip development timelines by up to 12 months. Announced on June 4, 2025, the launch marks a pivotal move by the semiconductor IP leader into the software-defined vehicle (SDV) market, providing automakers with a unified architecture to fast-track AI capabilities across future car models.
Friday 6 June 2025
Tesla's Robotaxi to hit the road in Austin, escalating Waymo rivalry
Tesla is set to launch its first robotaxi service in mid-June 2025 in Austin, Texas, officially entering the competitive landscape of fully autonomous ride-hailing. The rollout marks a significant milestone for the electric vehicle giant — and the beginning of a direct face-off with Waymo, the Alphabet-owned self-driving subsidiary of Google.
Thursday 5 June 2025
Japan's silicon carbide ambitions falter amid oversupply and global pressure
Japan, once a trailblazer in silicon carbide (SiC) research and pilot production, is facing a critical turning point. While renowned for its precision and long-standing technological craftsmanship, Japan's traditional development pace has been disrupted by the rapid expansion of SiC supply chains globally, particularly in China.
Wednesday 4 June 2025
Xiaomi sees EVs break-even in 2H25 after the launch of YU7
Chinese electronics giant Xiaomi is projecting a turnaround in its electric vehicle (EV) division, with profitability expected as early as the second half of 2025, CEO Lei Jun told investors this week.
Monday 2 June 2025
Trump holds reins on Wolfspeed's future as foreign buyers balk at 'Made in USA' cost burden
Wolfspeed, the US leader in silicon carbide (SiC) materials and a key player in the power semiconductor supply chain, has denied recent bankruptcy rumors. However, delays in receiving US$750 million from the CHIPS and Science Act have deepened the company's financial strain.
Monday 2 June 2025
Renesas scraps SiC production plan amid rising Chinese challenge
Japanese chipmaker Renesas Electronics has scrapped its plan to mass-produce silicon carbide (SiC) power semiconductors, originally set to begin in early 2025 at its Takasaki plant in Gunma Prefecture. The company has also disbanded the dedicated team behind the project.
Monday 2 June 2025
Wolfspeed's missteps fuel decline as China closes silicon carbide gap
Wolfspeed, once the dominant supplier of silicon carbide (SiC) materials, is now grappling with financial distress as its market lead continues to erode. Just five years ago, the company was a prized partner in the global semiconductor supply chain, especially during the peak shortage of SiC materials driven by the electric vehicle (EV) boom.
Monday 2 June 2025
Forcelead rides HUD wave as Taiwan firms keep grip on auto DDI market
Sitronix's automotive display driver IC (DDI) subsidiary, Forcelead, held an investor conference to provide updates on its current operations. Forcelead stated that the company has accelerated its transformation toward automotive DDIs in recent years, with automotive business revenue now accounting for over 84%. Regarding revenue outlook and growth momentum beyond 2025, Forcelead expressed cautious optimism as client order forecasts appear promising, expecting business growth in the second half and full year of 2025.
Saturday 24 May 2025
Tariff shifts drive Macroblock's auto chip surge
As geopolitical strains between the United States and China reshape global supply chains, Taiwanese LED driver IC maker Macroblock is seeing tangible benefits in the automotive sector, even as tariff headwinds persist. While exports to the US from its Chinese clients face tariff pressure, Chinese automakers pivoting toward US-linked supply chains are creating new opportunities. This shift has improved order visibility for automotive applications through the end of 2025.
Friday 23 May 2025
XPeng rewrites mobility script with AI chips, robot pilots, and LiDAR-free autonomy
As AI foundation models embed deeper into vehicle system architecture, China's XPeng Motors is shifting from conventional car manufacturing to a full-stack AI mobility platform. Its strategy now revolves around three core pillars: large-scale automotive foundation models, in-house AI chips, and humanoid robots—laying the groundwork for the next decade of intelligent transportation.
Friday 23 May 2025
ACME Electronics holds steady as Wolfspeed's bankruptcy clouds global SiC supply chain

The global silicon carbide (SiC) supply chain is facing renewed turbulence, driven by weakening EV demand, aggressive market entry by Chinese suppliers, and mounting concerns over a potential bankruptcy at Wolfspeed, the top US-based SiC manufacturer. Wen-Hao Wu, Director of Taiwan-based ACME Electronics, which produces manganese-zinc and nickel-zinc soft ferrite cores alongside SiC powders, commented that while Wolfspeed is a client, it is not a Tier 1 customer, and any exposure remains limited.