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Wednesday 23 August 2023
Tesla, Chinese automakers set to miss 2023 sales growth targets
Tesla and Chinese automakers such as BYD are all expected to miss their sales growth projections for 2023, with no company hitting 50% in the first half of the year, according to...
Thursday 17 August 2023
How significant is TSMC's influence in the automotive chip market?
Automotive chips are estimated to register the highest CAGR in revenue from 2022 to 2027 among semiconductor application categories. What is the exact extent of influence TSMC will...
Thursday 17 August 2023
Chinese automakers secure SiC power modules to narrow BYD's lead
Car manufacturers have long been investing in building up their automotive chip supply chain, and the power module sector has been attracting major investment from them. Auto makers...
Thursday 17 August 2023
Taiwanese IC design houses become wary of automotive demand
In contrast to the optimism expressed by global IDMs about automotive IC demand, Taiwan-based IC design companies are more cautious due to recent orders with limited lead times, according...
Wednesday 16 August 2023
Yen Sun sees challenges facing Chinese car supply chain
Chinese automakers intend to alter the local market ecology in order to increase the turnover rate of auto sales, which will put a strain on the manufacturing flexibility and inventory...
Tuesday 15 August 2023
TSMC should be able to keep its new overseas JV fabs profitable
Market observers view TSMC's overseas expansion strategy with skepticism, which also presents some opportunities for the pure-play foundry. Despite the fact that its wholly owned...
Wednesday 9 August 2023
Chinese automakers' foray into SiC upstream production halted, yet industry remains optimistic
A leading Chinese EV manufacturer, which had earlier this year announced plans to invest heavily in the upstream processing of SiC semiconductors, has now cut its equipment orders...
Thursday 3 August 2023
Foreign automakers unlikely to benefit from China's car consumption push
China recently announced 20 measures to boost domestic consumption in automotive, housing and other sectors. While the country's homegrown new energy vehicle (NEV) companies are expected...
Thursday 27 July 2023
Foreign automakers face challenges growing AI capabilities in China
Tesla has started allowing transfers of its Full Self-Driving (FSD) technology in China within a limited time to encourage customers to buy a new car. However, many FSD features have...
Tuesday 25 July 2023
Japanese automakers cut car features to shorten delivery time
Car semiconductor shortages linger while automotive sales have recovered since the second half of 2022. According to Nikkei, although Japan-based carmakers have reduced new...
Monday 24 July 2023
Tesla is lapping Germany's automakers in the global EV race
Germany's automakers announced bold plans the last several years to shift to electric cars and challenge Tesla Inc.'s dominance. Instead, they're only falling further behind.
Monday 24 July 2023
Advanced battery management software to enable automakers US$18 billion in potential savings in 2030, says ABI Research
Advanced battery management system (BMS) software could save automakers US$18 billion annually in 2030, equivalent to US$76 billion cumulatively from 2024. New research from global...
Friday 14 July 2023
Samsung starts mass production of automotive UFS 3.1 memory
Samsung Electronics has begun mass production of its new UFS 3.1 memory solution for in-vehicle infotainment (IVI) systems. The new solution offers the lowest energy consumption in...
Friday 14 July 2023
Japan carmakers prefer Renesas chips in RFQs sent to Taiwan suppliers, sources say
Japanese automakers have sent requests for quotation (RFQ) to automotive electronics-related companies based in Taiwan and identified Renesas Electronics' solutions as their preferred...
Tuesday 11 July 2023
CAAM retracts automakers' pledge to avoid "abnormal pricing" in China
China Association of Automobile Manufacturers (CAAM) recently organized automakers to publicly pledge to compete fairly, especially not setting abnormal pricing. Two days later, CAAM...
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research