Western Europe auto output set to fall by one-third by 2030, with Germany hit hardest

Western Europe’s auto industry is facing a deeper relocation shock, with passenger car and light commercial vehicle production projected to shrink by about one-third between 2015 and 2030 under pressure from slower-than-expected automotive electronics and electrification progress, geopolitics, trade tensions, and the shift toward localized manufacturing.

Continue reading

China’s Nexchip breaks into foundry top eight after AI demand lifts market to record numbers

AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China’s Nexchip Semiconductor delivered the key ranking shift, overtaking Taiwan’s Vanguard International Semiconductor (VIS) for the first time to become the world’s eighth-largest foundry.

Continue reading

AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play

The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan’s three leading IC substrate suppliers, Unimicron, Kinsus, and Nanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.

Continue reading

Tesla files for supervised Full Self-Driving approval with Taiwan regulator

Tesla Taiwan announced on June 16 that it formally submitted application documents for its Full Self-Driving (Supervised) system to Taiwan’s Vehicle Safety Certification Center and said it will work with the Ministry of Transportation and Communications to begin the regulatory review process. The filing covers an assisted-driving package that Tesla emphasized requires active driver supervision and remains classified as a Level 2 driver-assistance system.

Continue reading