Tesla's latest quarterly results fell short of market expectations, but another development attracted equal attention: CEO Elon Musk adopted a noticeably more cautious tone when discussing the company's Robotaxi ambitions.
Onsemi's leadership fielded a wide range of investor questions following the company's second-quarter 2026 results, with much of the discussion centered on its accelerating AI data center business, capacity utilization, and how the company is managing rising input costs.
China's Momenta has become the first Chinese autonomous-driving company to receive a nationwide Level 4 testing permit from Germany's KBA (Kraftfahrt-Bundesamt, Federal Motor Transport Authority), a step that could matter well beyond Europe. The approval expands road testing across Germany, tightening competition with US and Chinese rivals and underscoring how quickly robotaxi development is moving globally.
RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom operators and retailers. The radio frequency (RF) front-end supplier said that the second half of 2026 should be slightly better than the first half of the year overall, but warned that tight supply of memory and passive components could affect shipment timing.
DIGITIMES Intelligence said its observations from the 2026 World Artificial Intelligence Conference (WAIC) show that AI is rapidly reshaping the automotive industry, with smart-car competition shifting from software-defined vehicles (SDV) toward AI-defined vehicles (AIDVs), as the sector moves beyond software upgrades into a new stage driven by AI.
Xiaomi has entered China's range-extended electric vehicle market with two large intelligent SUVs, expanding beyond battery-only models as it confronts slowing deliveries, renewed losses and intensifying competition from technology groups including Huawei and ByteDance.
Automotive chip sales are improving across Europe and the US, but major suppliers say global carmakers and their suppliers are still buying largely for immediate needs. A fuller inventory rebuild — one that could affect prices and supply globally — has yet to begin, leaving the recovery more cautious than expected.
Taiwan and the US are deepening auto trade ties that could influence consumer choice, supply-chain resilience, and tariff policy beyond the island's borders. The latest comments from the American Institute in Taiwan come as Taiwan weighs lower car import duties, a move that could affect prices, jobs, tax revenue, and trade dynamics worldwide.
