The disruptions at Nexperia have underscored China’s leverage in global chip supply. Now, Beijing is accelerating efforts to expand its domestic auto chip ecosystem. According to South China Morning Post, China has opened a state-level testing platform for automotive chips in Shenzhen. The report ...

While China gradually relaxes rare earth export restrictions following its late-June agreement—signaling a commitment to approve U.S. export applications—the country today (August 22) announced the “Interim Measures for the Total Volume Regulation and Management of Rare Earth Mining and Rare E...

According to South Korean media outlet Korea Industry Post, sources say Samsung Display will begin supplying 8-inch OLED panels to Tesla in 2027. The report notes that when Samsung Electronics signed a USD 16.5 billion foundry contract with Tesla late last month, a display supply agreement with Sams...

With competition mounting for NVIDIA’s H20 in China, the U.S. chip giant is also seeing its automotive chips come under growing pressure from local rivals. This shift is reflected in SMIC’s performance—China’s top foundry now earns 10% of its revenue from automotive and industrial chips, up ...

According to a report from TechNews, citing Notebookcheck, Tesla has recently signed a multi-billion-dollar AI6 chip production agreement with Samsung Foundry. Analysts cited in the report note that Tesla’s 2nm AI6 chips are expected to enter mass production in 2028, with peak output projected bet...