At the opening of his keynote, Nvidia CEO Jensen Huang delivered a stark message: the world's US$10 trillion computing infrastructure is entering a fundamental modernization phase, driven by two platform shifts unfolding in parallel.
China's largest battery maker, CATL, said it had signed a strategic cooperation agreement with the electric vehicle (EV) manufacturer Nio, deepening ties between two of the country's most influential players in the EV ecosystem.
Tex Year Industries has just about completed its layout in specialty adhesives, materials, and chemicals for the AI and optoelectronics industries. It expects to see a significant increase in shipments and double-digit growth in 2026. This year, Tex Year will focus on five areas: AI cloud data centers, EVs, drones, smartphones, and Mini LED displays.
At CES 2026 in the US, NXP showcased a comprehensive display area at the LVCC central plaza, highlighting its latest automotive computing processors, including the recently launched S32N7 and multiple module solutions. These modules are supplied largely by Taiwanese electronics giants such as Pegatron, Quanta, and Delta, underscoring Taiwan's growing influence in the automotive electronics market.
At CES 2026, Qualcomm Technologies highlighted new collaborations and growing adoption of its Snapdragon Digital Chassis solutions, aiming to advance software-defined vehicles (SDVs) and agentic AI-driven in-cabin experiences. The company outlined updates across infotainment, digital cockpit, advanced driver-assistance systems (ADAS), and end-to-end automated driving platforms.
China said on January 6, 2026, that it would tighten export controls on so-called "dual-use" goods bound for Japan, a move that state media suggested could extend to rare earth materials, intensifying concerns about supply disruptions across Asia's industrial supply chains.
Volkswagen Group and Qualcomm Technologies have announced a Letter of Intent (LOI) for a long-term supply agreement to provide advanced infotainment and connectivity solutions for the automaker's software-defined vehicle (SDV) architecture. The intended deal, expected to take effect with vehicles launching from 2027, will see Qualcomm supplying high-performance system-on-chips (SoCs) for infotainment functions through Volkswagen Group's joint venture with Rivian Automotive, Rivian and Volkswagen Group Technologies (RV Tech).
At the Consumer Electronics Show in Las Vegas, FIH Mobile made a larger statement this year.
Barely a month after China's top market regulator moved to clamp down on price wars, the policy's resolve is already showing signs of strain.
As the transformation of the auto industry comes into sharper focus, CES in Las Vegas has quietly evolved from a technology showcase into a bellwether for the global car business. In recent years, CES was often jokingly described as a "world-class auto show," dominated by demonstrations of the industry's shift from internal combustion engines to electric drivetrains. However, starting in 2025, the frenzy of brand and component competition began to cool. By CES 2026, the center of gravity had unmistakably shifted.
China's market for imported passenger cars continues to shrink, underscoring a profound shift in consumer preferences and industrial power. According to the latest data from the China Automobile Dealers Association, cumulative passenger car imports totaled about 440,000 vehicles through November 2025. This represents a decline of 29.7% from a year earlier.
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