Recently, rumors came out of the supply chain markets in China and Taiwan that in response to the price wars initiated by battery EV (BEV) leader Tesla in the first quarter of 2023,...
Some Taiwan-based IC design houses and other chip vendors in Japan and the US may cut their orders for semiconductor parts by 10-20% in the second quarter on top of weak demand in...
China- and Taiwan-based foundries have experienced cutbacks in automotive IC orders from not only their domestic fabless chipmakers but also customers in the US and Japan during the...
Tesla plans to scale up its capital expenditure in 2023 to ramp up production and product launch following its CEO Elon Musk's stated intention to continue the EV price war, pitting...
Tesla cut prices for electric vehicles sold in China, Japan, and South Korea earlier this year, and has recently initiated price cuts in additional markets including Germany, France,...
There is a likelihood for Tesla to see its gross margin fall below 20% sooner or later, according to sources in Taiwan's electric vehicle (EV) supply chain.
As Tesla continues to cut prices for its products worldwide, the world's largest BEV brand signaled that the price war would not end soon as the company can withstand more price cuts...
Tesla CEO Elon Musk has been eyeing the development of L4 to L5 high-end self-driving vehicles with the goal of rolling out driverless taxicabs (Robotaxi), while BYD chairman Wang...
Despite a slight correction in orders for automotive and industrial control applications, customers including IDMs are likely to restart their scramble for more supply of leadframes...
Shortages of automotive ICs have been significantly reduced since 2023, with variations in demand now serving as the primary driver, according to sources in the car industry supply...
Tesla has announced a plan to build a Megafactory in Shanghai to produce its energy storage battery products, Megapacks. The project is expected to facilitate the formation of a local...
Chinese automakers are looking to enhance their product differentiation in the face of Tesla's cut-throat pricing competition, according to industry sources.
Tesla's disclosure of intention to reduce use of SiC in its electric vehicles (EV) by 75% has sent shock waves across the supply chain, with many companies assessing all possible...
The US Treasury Department released the Critical Minerals and Battery Components Requirements last week, specifying rules about sourcing battery materials locally. Several automotive...
The semiconductor shortages in the automotive industry have been persistent for three years now. In fact, the supply of microcontrollers (MCUs), microprocessors (MPUs), and insulated...
