DIGITIMES Electric Vehicles news

May 4

Exclusive: How China's disposable-car shift is pulling Taiwan's tech ecosystem in

China's supply chain is laying the groundwork for a structural shift in car ownership and product lifecycles, as the concept of disposable cars takes shape amid rapid change in global automotive technology. The emerging framework combines hardware standardization, modular design, Tier 1 suppliers, and semiconductor companies, with Chinese automakers potentially using global channels to push the model overseas and reshape the operational logic of the auto industry.

China's auto sector pushes standards and exports while disposable-car concept gains traction

May 4

China automakers adopt disposable-car subscriptions to accelerate tech turnover

May 4

Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains

May 4

China halts new autonomous driving permits after Baidu Apollo Go robotaxi failure

Apr 30

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AUTOMOTIVE ICOnsemi signals early recovery as AI demand strengthens but profitability remains volatile

May 5, 08:58

Onsemi reported a mixed but generally improving set of first-quarter 2026 results, signaling early signs of recovery in key end markets while highlighting ongoing volatility in profitability.

AUTO COMPONENTSSilicon Motion posts record 1Q26 revenue driven by AI, new products to boost growth

May 3

Silicon Motion Technology reported a record quarterly revenue of US$342 million in the first quarter of 2026, up 23% from the previous quarter and soaring 105% year-over-year. The company posted a gross margin of 47.2%, net income after tax of US$53.9 million, and diluted earnings per American depository share (ADS) of US$1.58. CEO Wallace Kou said that ongoing ramp-ups of new projects and market share gains will drive quarterly revenue growth throughout 2026.

V2XSmart Eye expands AI in-cockpit sensing from driver monitoring to full cabin perception

May 3

Smart Eye's new contracts to add advanced in-cabin sensing to existing models signal a shift with global implications: automakers face looming EU and Euro NCAP rules that push cabin AI beyond driver monitoring toward full multi-passenger perception, affecting safety compliance, software strategies, and privacy for vehicle owners worldwide and regulators.

AUTOMOTIVE ICOnsemi expands collaboration with NIO to support 900V EV platforms

May 2

Onsemi's expanded collaboration with NIO to support the automaker's move to 900V electric vehicle platforms could accelerate global EV adoption by improving range, charging speed, and drivetrain efficiency, influencing vehicle performance and manufacturing scalability for new models introduced worldwide, including those scheduled to debut at the 2026 Beijing Auto Show.

AUTO COMPONENTSAutomotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump

Apr 30

Recent financial reports from leading European and American IDM companies, Texas Instruments (TI) and NXP Semiconductors, reveal that although growth in automotive chips remains modest, the continued increase is notable given the overall global automotive market downturn. Industry insiders note that the rising semiconductor content in vehicles is accelerating fast enough to offset weak vehicle sales, supporting a positive outlook for automotive chips.

MOBILITYNissan's restructuring yields operating profit, but net loss persists as sales slump

Apr 30

Nissan Motor's three-year Re:Nissan plan is beginning to show results, forecasting operating profit for fiscal 2026 despite falling sales. For international stakeholders, this signals that currency moves, regulatory shifts, and aggressive cost cuts can restore profitability even as restructuring costs and market declines reshape alliance and production strategies worldwide.

BATTERYSamsung SDI narrows loss as General Motors joint venture delay spurs LFP review

Apr 30

Samsung SDI reported a sharply reduced operating loss for the first quarter of 2026 as its US joint venture with General Motors (GM) is reviewing a delay to its production timeline, according to company disclosures, Korean media reports, and industry sources.

AUTO COMPONENTSBYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge

Apr 29

Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including a 95.5% annual drop in profit attributable to its parent company, hitting CNY27.83 million (US$4.1 million).

MOBILITYBYD reports steep drop in profit despite global expansion

Apr 29

BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market volatility weighed on earnings even as the company continued to expand overseas.

AUTOMOTIVE ICAutomotive and networking chips move directly to 2nm as AI demand tightens capacity

Apr 29

Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers compete for limited capacity.

AUTOMOTIVE ICNXP signals structural growth as automotive and industrial drive momentum

Apr 29

NXP Semiconductors outlined a strengthening business outlook, with management pointing to clearer demand visibility and improving operational indicators across its end markets. CEO Rafael Sotomayor told investors that the company's trajectory has become more predictable, supported by a stronger direct order book and improving distribution backlog.

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