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Wednesday 28 January 2026
Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia,...

Wednesday 28 January 2026
TI outlook points to tentative recovery as cash flow strength offsets profit pressure
Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....
Wednesday 28 January 2026
New India-EU FTA offers reciprocal automotive market access with phased tariff reductions
India and the EU have concluded negotiations on a comprehensive free trade agreement (FTA), marking a major development in bilateral trade relations. The announcement was made on January...
Wednesday 28 January 2026
Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung
In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...
Wednesday 28 January 2026
As China races to localize auto chips, Taiwan locks onto upmarket
In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet...
Wednesday 28 January 2026
MediaTek partners with Google, targets US$10 billion ASIC business by 2027
MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...
Wednesday 28 January 2026
TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade
Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...
Wednesday 28 January 2026
Memory shortages raise alarm across the auto industry
A deepening global memory chip shortage is beginning to raise serious concerns within the automotive industry, as surging demand from artificial intelligence (AI) applications increasingly...
Wednesday 28 January 2026
Taiwan's auto market sees cautious recovery as tariff talks and tax reforms bring clarity for 2026
Taiwan's automotive market faced caution and subdued consumer demand throughout 2025 due to uncertainties over US tariffs and delayed tax amendments. Market confidence improved late...
Tuesday 27 January 2026
Semco reports record revenue for 2025, driven by AI and automotive sectors
Samsung Electro-Mechanics (Semco) achieved a record annual revenue of approximately KRW11.31 trillion (approx. US$7.79 billion) in 2025, marking a 10% increase from the previous year,...
Tuesday 27 January 2026
GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI
Following GlobalFoundries' acquisition of Synopsys' ARC Processor IP business, MIPS CEO Sameer Wasson is not just integrating a portfolio; he is orchestrating a pivot.
Tuesday 27 January 2026
Taiwan's auto suppliers race to capitalize on 15% US tariff breakthrough
Taiwan has obtained a preferential tariff rate of 15% on automotive parts under the US' Section 232 policy, prompting swift action from domestic suppliers to capitalize on improved...
Tuesday 27 January 2026
Trump's 25% tariff move against South Korea paints hard line on unratified trade deals

U.S. President Donald Trump announced a steep tariff hike on South Korean imports Monday, plunging Seoul into political chaos and delivering a stark...

Monday 26 January 2026
Pegatron aims for growth in AI servers and automotive sectors amid market challenges
Pegatron is intensifying efforts in its AI servers business and expanding new ventures to sustain growth, according to statements from Co-CEO Gary Cheng. The company expects double-digit...
Monday 26 January 2026
Analysis: Tariff talks spark fears of low-cost imports and origin washing in Taiwan auto sector
Taiwan's Trade Representative Jen-ni Jenny confirmed that ongoing Taiwan-US trade negotiations have reached a critical point, with the US explicitly pressing for "full market access"...