Hyundai Mobis has announced plans to begin mass production of automotive semiconductors developed in collaboration with over 20 domestic companies and research institutes starting in 2026, aiming to launch more than 10 products within two to three years. The move marks the first time the South Korean auto parts giant has publicly shared concrete development milestones and timelines for such a wide-ranging joint effort.

Due to exchange rate and tariff fluctuations in the first half of 2025, Taiwan’s industrial PC (IPC) manufacturers were facing pressure on continued growth. However, the situation has gradually stabilized. With the NT dollar exchange rate stabilizing and suppliers renegotiating price terms with clients, the overall market sentiment has turned positive. Companies are generally optimistic about the second half of the year, especially the demand trend in the fourth quarter, believing there is potential for more stable growth.

Bosch, the world’s leading Tier 1 automotive supplier, announced plans to cut an additional 13,000 jobs, bringing its total workforce reduction to over 20,000 in recent years. The move underscores the company’s difficult transformation from a traditional internal combustion engine (ICE) powerhouse to a global leader in automotive electrification and software-defined vehicles (SDVs).

Since the generative AI (GenAI) era began in late 2022, Nvidia has been known for its GPU-driven revenue surge. Now, with the success of its Spectrum-X platform, Nvidia is replicating its computing dominance in the networking arena.