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Monday 12 May 2025
Infineon secures funding for Dresden smart power fab expansion
According to an official press release, Infineon has received final approval from the German Federal Ministry for Economic Affairs to fund its new Smart Power Fab in Dresden. The company will invest EUR5 billion (approx. US$5.6 billion) to expand the site, aiming to meet demand in sectors such as renewable energy, data centers, and electromobility.
Friday 9 May 2025
Japan's Denso, Rohm forge chip alliance targeting EVs and autonomous driving
On May 8, Japanese automotive parts supplier Denso and chipmaker Rohm Semiconductor announced a strategic partnership aimed at deepening collaboration in semiconductor development and production. Citing reports from Nikkei and Car Watch, the companies said the alliance will span joint chip development, integrated manufacturing, and coordinated raw material procurement, with implementation details to be finalized later.
Friday 9 May 2025
Ford cuts electric vehicle investment as losses outpace tariff risks

In a dramatic move reflecting the mounting challenges of the electric vehicle transition, Ford Motor Company has halted development of its FNV4 electrical and software architecture, citing ballooning losses and growing concerns over potential tariff impacts under a possible second Trump administration.

Friday 9 May 2025
Infineon flags EUR400m revenue hit from tariffs, trims margin outlook
Infineon Technologies AG announced its second quarter 2025 financial results on May 8. During the second quarter 2025 earnings call, CFO Sven Schneider addressed concerns about the revised segment result margin guidance, which shifted from a mid- to high-teen range to a mid-teen projection for the full fiscal year.
Friday 9 May 2025
Infineon lowers full-year guidance amid currency headwinds and tariff uncertainties in fiscal 2025
On May 8, Infineon Technologies announced its financial results for the second quarter of fiscal 2025, reporting revenue of EUR3.59 billion (approx. US$4.03 billion), a 1.1% decline year-over-year. Automotive revenue contributed EUR1.86 billion to the total. Total segment profit was EUR601 million, down 15% year-over-year, with a segment result margin of 16.7%, compared to 19.5% in the prior year. The automotive segment achieved a result margin of 20.7%.
Thursday 8 May 2025
Tariffs rock auto sector, but Nuvoton sees swift recovery amid demand surge
The global automotive industry faced significant disruption in the first quarter of 2025, impacted by US tariffs that reverberated throughout supply chains. Despite this turbulence, microcontroller unit (MCU) manufacturer Nuvoton Technology reported early signs of stabilization. Several clients have begun restocking inventories, suggesting a gradual recovery in the sector. Beyond automotive applications, Nuvoton capitalized on tariff-driven demand increases in computing and consumer applications, with clients accelerating orders. This strategic shift helped the chipmaker return to profitability, marking a notable comeback.
Thursday 8 May 2025
Innolux strengthens leadership as it accelerates transformation beyond display panels

Innolux Corporation, one of the world's leading panel manufacturers, held its annual general meeting this week. During the meeting, shareholders elected a new nine-member board, including five independent directors. Following the meeting, the board reappointed Jim Hung as Chairman and CEO, reinforcing his leadership amid a pivotal moment in the company's transformation.

Wednesday 7 May 2025
Nuvoton returns to profitability in 1Q25
Benefiting from advanced supply chain pull-ins amid tariff uncertainties, microcontroller unit (MCU) manufacturer Nuvoton Technology returned to profitability in the first quarter of 2025 after experiencing three straight quarters of losses. At the same time, the first-quarter gross margin increased to 41.3%, mainly due to the optimization of its product portfolio.
Tuesday 6 May 2025
Chunghwa Precision hits pause on Taoyuan fab expansion as tariff risks push pivot to AI test tech
Chunghwa Precision Test (CHPT) expects steady demand for high-performance computing (HPC) orders in the second quarter and is seeing increased momentum in automotive applications. However, mounting concerns over US reciprocal tariffs and global economic volatility have prompted the company to consider delaying its planned expansion of a third facility in Pingzhen, Taoyuan.
Tuesday 6 May 2025
Onsemi sharpens focus on cost control, portfolio streamlining, and SiC gains to navigate downturn
On May 5, On Semiconductor (Onsemi) reported a 22% revenue drop to US$1.45 billion in the first quarter of 2025, with margins squeezed by lower utilization and pricing pressures. The company is streamlining its portfolio, exiting non-core businesses, and boosting silicon carbide (SiC) wins in China's EV market to navigate the downturn.
Monday 5 May 2025
Intel focuses automotive efforts on China with Auto Shanghai debut
Ever since Intel launched its automotive efforts in a high-profile announcement in early 2024, with its automotive business headquartered in China, the chipmaker's ambitions for this segment have remained just as strong after current CEO Lip-bu Tan took the helm in March 2025.
Sunday 4 May 2025
Automotive and industrial control chip markets show signs of recovery, but tariffs risk looms
European and American integrated device manufacturers (IDMs) have released their financial reports. Among them, Texas Instruments (TI), a bellwether in the analog chip market, believes that the automotive and industrial control sectors are already showing signs of revival. Growth is expected to gradually resume, particularly driven by significant effects from specification upgrades.
Wednesday 30 April 2025
NXP leverages strategic acquisitions and regional strengths to drive long-term growth amid tariff uncertainties
NXP Semiconductors is sharpening its global competitive edge through a series of strategic acquisitions and regionally aligned operations, CEO Kurt Sievers said during the company's first quarter 2025 earnings call on April 29. He framed the recent acquisitions of Kinara, Aviva, and TTTech Auto as part of a broader offensive strategy aimed at enhancing product differentiation, particularly in the Automotive and Industrial sectors.
Wednesday 30 April 2025
Inside next wave of car tech: LG, MediaTek launch unified infotainment platform

As the automotive industry accelerates toward a software-defined future, LG Electronics and MediaTek have jointly revealed a new generation of in-vehicle infotainment (IVI) solutions, aiming to redefine the digital cockpit experience.

Tuesday 29 April 2025
How Hesai's cost cuts and key partnerships fuel 4x LiDAR growth in 2025
Hesai Technology, the leading LiDAR manufacturer in China, is planning a fourfold increase in its production capacity by 2025 to address the rapidly growing demand for automotive advanced driver-assistance systems (ADAS).
Monday 28 April 2025
Renesas hits brakes on EV chip expansion as market uncertainty and tariff woes persist
Japanese chipmaker Renesas Electronics has adopted a cautious stance on expanding its production of power semiconductors for electric vehicles (EVs). During its earnings briefing on April 24, company president Hidetoshi Shibata revealed that the planned mass production at the Kofu plant in Yamanashi Prefecture, initially expected to begin in 2025, will move forward without a set schedule due to significant uncertainty in market demand.
Monday 28 April 2025
Texas Instruments launches new integraged ADAS chips
Automotive sensors and chips have become critical battlegrounds for semiconductor manufacturers, as their reliability and integration capabilities are key factors in the rapid advancement of automated driving technology. Texas Instruments (TI) aims to provide advanced driver assistance system (ADAS) solutions with its latest automotive LiDAR, clock, and radar chips.
Sunday 27 April 2025
Renesas 1Q profit drops on weak auto and industrial chip demand

Renesas Electronics saw revenue and profit tumble in the first quarter of 2025, hit by ongoing softness in automotive and industrial chip demand. On a non-GAAP basis, Renesas reported consolidated revenue of JPY308.8 billion (approx. US$2.16 billion), down 12.2% from a year earlier. Operating profit declined 26.2% to JPY83.8 billion, while net income plunged 30.8% to JPY73.3 billion.

Sunday 27 April 2025
Shanghai Auto Show 2025: China’s supply chain takes center stage
The 2025 Shanghai Auto Show has commenced amid escalating global trade tensions, as newly imposed US tariffs pose significant challenges to China's automotive industry. Once a straightforward showcase for domestic brands, the exhibition has evolved into a critical vantage point for observing how China's auto supply chain is adapting and seeking new avenues for growth in an increasingly adverse environment.
Saturday 26 April 2025
Taiwanese EV charging firms shift focus from speed to smart infrastructure

As electric vehicle adoption steadily climbs across Taiwan, the role of charging infrastructure is undergoing a rapid transformation. Taiwanese charging station manufacturers, once locked in a battle of equipment specifications emphasizing "fast charging and high power," are now expanding their focus to encompass broader software integration, intelligent operations, and energy management systems.

Saturday 26 April 2025
TI partners with Taiwanese firms to showcase automotive tech at 2025 E-Mobility Taiwan

Texas Instruments (TI) reported robust first-quarter earnings for 2025, buoyed by a steady recovery across key application sectors, particularly in the automotive market. As the global semiconductor cycle shows signs of normalization, TI is deepening its commitment to automotive technologies—especially advanced driver-assistance systems (ADAS), infotainment platforms, and integrated cockpit solutions.

Friday 25 April 2025
Shanghai Auto Show 2025: Global carmakers unveil innovations as Tesla, Hyundai, and Kia sit out
The 2025 Shanghai Auto Show has drawn nearly 1,000 automakers and component suppliers from around the world. Chinese manufacturers continued to lead in presence, but a strong group of companies from Europe, the US, and Japan also presented their latest innovations. Notably, Tesla was absent for the third consecutive year. South Korean automakers Hyundai and Kia were also missing, underscoring shifting dynamics in the world's largest auto market.
Friday 25 April 2025
Taiwan auto parts makers face 'unprecedented challenge' from US tariffs
Taiwan's automotive supply chain faces an "unprecedented challenge" after the US imposed a 25% tariff on imported vehicles and auto parts earlier this month, according to DIGITIMES Research.
Friday 25 April 2025
Overview of main themes at Taiwan's joint mobility mega shows
As the global automotive industry continues to shift toward connected, autonomous, shared, and electric (CASE) vehicles, Taiwan's three major mobility industry trade shows—the Taipei International Automobile and Motorcycle Parts and Accessories Show (Taipei AMPA), E-Mobility Taiwan, and Autotronics Taipei—have increasingly been held as joint events, highlighting the influential roles Taiwanese companies play on the global stage.
Wednesday 23 April 2025
MediaTek teams up with Nvidia to develop 3nm smart cockpit platform
On April 23, 2025, at the Shanghai International Automobile Industry Exhibition, MediaTek unveiled its Dimensity Auto series flagship smart cockpit platform C-X1 and in-vehicle communication flagship platform MT2739. The company showcased cutting-edge GenAI technology and Agentic AI cockpit applications, driving a comprehensive upgrade of AI-defined cockpit experiences and spearheading new directions in intelligent driving experiences.
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