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    CES 2026 - Auto Show Report
    CES 2026 marked a clear shift in the automotive industry’s priorities. With demand for EVs softening and regulatory and cost pressures mounting, automakers and suppliers used the CES tech conference to emphasize automotive technology like artificial intelligence (AI) rather than electrification. Their focus moved to so-called physical and context-aware AI—systems that interpret real-world conditions in real time—positioning cars as software-defined vehicles rather than fixed hardware.
    2026 Automotive Supplier Outlook
    In the wake of another tumultuous year for the global automotive industry, this report provides unfiltered insights directly from the front lines. S&P Global Mobility’s Matthew Beecham engaged with 59 senior executives from across the automotive supply chain to capture their experiences and strategies. Now in its third year, this comprehensive end-of-year analysis outlines the operational and strategic challenges suppliers faced in 2025 and how they are preparing for 2026. The suppliers...
    2026 Automotive Analyst Outlook
    S&P Global Mobility’s 2026 Automotive Analyst Outlook presents a comprehensive collection of insights, reflections and forward-looking perspectives from our team of analysts. Drawing on a year marked by volatility, innovation and adaptation, our experts examine how the global automotive industry navigated the challenges and opportunities of 2025 — from supply chain disruptions and regulatory shifts to the evolving landscape of electrification, connectivity and consumer preferences. Throu...
    Navigating the upcoming automotive DRAM chip shortage
    As we are just exiting the Nexperia crisis, a potentially more disruptive shortage of DRAM memory chips is on the horizon, expected to impact the automotive industry from Q1 2026. This webinar explores the origins of the shortage driven by soaring demand for High Bandwidth Memory (HBM) in data centers, assesses industry exposure across vehicle segments and regions, and discusses possible solutions along with their limitations.
    Blaize
    Blaize Holdings, Inc. provides artificial intelligence (AI)-enabled edge computing solutions. Its portfolio includes programmable AI processors for deployment across multiple verticals, including enterprise, industrial, commercial, defense, and automotive markets; and AI computing platforms that power applications, such as computer vision, advanced video analytics, and AI inference, as well as software tools for non-expert practitioners to deploy AI models without the need for extensive coding e...
    Dutch court orders investigation into Nexperia and upholds Chinese CEO's suspension
    A Dutch court has ordered an inquiry into alleged mismanagement at chipmaker Nexperia, in a development that affects its Chinese parent Wingtech. The decision allows the European management team, which assumed control following intervention by the Dutch state in 2025, to remain in charge. The dispute surrounding Nexperia — extending from corporate boardrooms to policymakers in Brussels and Beijing — has become one of the more visible recent corporate tensions between Europe and China. It ...
    CES 2026: Software-defined vehicles continue to evolve and gain momentum and scale
    The recently concluded Consumer Electronics Show (CES) 2026 (Jan. 6–9, 2026) marked a clear inflection point: software-defined vehicles (SDVs) have entered their industrialization phase. Original equipment manufacturers and suppliers shifted decisively away from exploratory demos and concepts toward scalable, production-ready SDV platforms, with most architectures, toolchains and compute strategies aligned to 2026–28 SOPs. The focus has clearly moved from what SDVs could do, to how they can ...
    Ericsson unveils in-vehicle 5G router with dual-SIM failover and edge AI
    Ericsson has launched the Ericsson Cradlepoint R2400 router and the extensible RC1250 modem. It is built for vehicles and mobile field teams, combining ultrafast failover, high-precision location services and advanced edge computing to help organizations operate more safely, efficiently and reliably. Designed for first responders, transit operators and private fleets, the R2400 supports mission-critical applications ranging from lifesaving emergency coordination to route...
    Chengdu Silicon Innovation Technology
    Silicon Innovation Microelectronics Co., Ltd. engages in the provision of interconnection chip solutions. Its products are used in industrial Internet, new energy vehicles, medical electronics, consumer electronics, and other scenarios. The company was founded in 2019 and is headquartered in Chengdu, China.
    BorgWarner expands battery management system program with global OEM for BEVs and PHEVs
    BorgWarner, located in Auburn Hills, Michigan, has announced an expansion of its series-production battery management system (BMS) program with a global original equipment manufacturer. BorgWarner has been supplying the BMS to this customer since 2023, and the expanded program will support additional B-segment and C-segment passenger cars and light commercial vehicles (LCVs) for battery-electric vehicle (BEV) and plug-in hybrid electric vehicle applications, starting in 2029. Stefan Demm...
    GlobalFoundries reports FY'2025 revenue at $6.80 billion, up 1% YOY
    GlobalFoundries has reported fiscal year 2025 revenue at $6.80 billion, up 1% year over year, for the fiscal year ended Dec. 31, 2025. The company reported net income of $888 million for the year. The Non-IFRS adjusted EBITDA for the year was $2.36 billion. Net cash provided by operating activities for the year totaled $1.73 billion. In the fourth quarter of 2025, the company reported revenue of $1.83 billion, with a gross margin of 27.8%. GlobalFoundries recorded a net income ...
    STMicroelectronics launches Stellar P3E automotive microcontroller with AI acceleration
    STMicroelectronics has introduced the Stellar P3E, an advanced automotive microcontroller featuring AI acceleration for edge intelligence. This microcontroller unit (MCU) is designed for software-defined vehicles (SDVs), facilitating the integration of multifunction X-in-1 electronic control units, helping to reduce system cost and complexity. The Stellar P3E stands out due to its embedded ST Neural-ART Accelerator, which allows for efficient real-time AI processing, being the first in the autom...
    BorgWarner - Global Headquarters
    BorgWarner Inc., together with its subsidiaries, provides solutions for combustion, hybrid, and electric vehicles worldwide. It offers turbochargers, eBoosters, eTurbos, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, cabin heaters, and battery heaters. The company also provides control modules, friction, and mechanical clutch products for automatic transmissions, torque-management products and rear-wheel drive, all-wheel drive transf...
    RAYSEES
    Raysees (Shenzhen) Co., Ltd. operates as a provider of VCSEL (Vertical-Cavity Surface-Emitting Laser) chips and optical sensing solutions for various applications. The company provides VCSEL emitters, chips, modules, and driver boards for optical sensing and illumination, offering customized optical modules for uses such as 3D facial recognition, time-of-flight sensing, proximity sensing, 3D scanning, and AR/VR. It supplies VCSEL-based products for automotive applications, including lidar, night...
    Arrow Electronics launches initiative for next-gen vehicle E/E architecture development
    Arrow Electronics has introduced a strategic initiative and research hub to facilitate the development of next-generation vehicle electrical and electronic (E/E) architecture. The initiative aims to provide automakers and tier 1 suppliers with engineering expertise and supply chain support as the industry shifts toward software-defined vehicles (SDVs). E/E architecture represents a shift from distributed computing, where separate computers manage individual features, to centralized systems that ...
    Mahindra selects Mobileye's ADAS for six upcoming models
    Mahindra & Mahindra has selected Mobileye's SuperVision and Surround advanced driver assistance systems for six upcoming vehicle models, with production anticipated to start in 2027. The program will utilize Mobileye's EyeQ6 High system-on-chip and will include multiple Mahindra models set to launch in India and other markets, with Mobileye serving as a tier 1 supplier. Both ADAS solutions will integrate various functions, such as perception, Road Experience Management (REM) intelligence and...
    Ouster acquires StereoLabs to enhance unified sensing platform for physical AI
    Ouster, a company specializing in sensing and perception for physical AI, announced that it completed the acquisition of StereoLabs SAS on Feb. 4. StereoLabs, known for its AI vision and perception solutions, has provided 3D vision systems since 2010, shipping over 90,000 ZED cameras to a customer base exceeding 10,000, and is supported by a broad developer community. With this acquisition, Ouster introduces physical AI's first unified sensing and perception platform, integrating digital lidar, ...
    AutoTechInsight Weekly - 9 February 2026
    Click the link above to download this week's issue
    Nearly half of auto parts exports from India to US to attract zero duty, says Indian Minister of Commerce and Industry
    The bilateral trade agreement finalized between India and the US will see nearly half of auto parts exported to the US attracting zero duty, Autocar Professional reported, citing Indian Minister of Commerce and Industry Piyush Goyal. “Some auto parts exports will attract zero duty, while others will face an 18% tariff. Around 50% of exports will be duty-free,” Goyal said on Feb. 7.   Before the deal, Indian auto component exports to the US were subject to an average tariff of about&n...
    Advanced Micro Devices (AMD)
    Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded. The company offers artificial intelligence (AI) accelerators, microprocessors, and graphics processing units (GPUs) as standalone devices or as incorporated into accelerated processing units, chipsets, and data center and professional GPUs; and embedded processors and semi-custom system-on-chip (SoC) products, microprocessor and SoC develo...
    Allegro MicroSystems
    Allegro MicroSystems, Inc., together with its subsidiaries, designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for motion control and energy-efficient systems. Its products include magnetic sensor ICs, such as position, speed, and current sensor ICs; and power ICs comprising motor driver ICs, such as regulator, power management ICs, and LED driver ICs, and isolated gate drivers. The company sells its products to original equipment man...
    Aptiv
    Aptiv PLC engages in design, manufacture, and sale of vehicle components for the automotive and commercial vehicle markets in North America, Europe, the Middle East, Africa, the Asia Pacific, South America, and internationally. It operates through two segments, Signal and Power Solutions, and Advanced Safety and User Experience. The Signal and Power Solutions segment designs, manufactures, and assembles vehicle’s electrical architecture, including engineered component products, connectors, wir...
    Asahi Kasei - Global Headquarters
    Asahi Kasei Corporation engages in material, homes, healthcare businesses. The company offers Pimel photosensitive polyimide/PBO precursor, a liquid photosensitive material for buffer coating and packaging applications; Sunfort dry film photoresist to form circuit patterns on printed wiring boards; Novacure, a latent curing agent for epoxy resin with storage stability; glass fabric for printed circuit boards; plastic optical fiber; suede products under the Dinamica name; Microza UF and MF indust...
    Cummins - Global Headquarters
    Cummins Inc. offers various power solutions worldwide. It operates through five segments: Engine, Distribution, Components, Power Systems, and Accelera. The company offers diesel and natural gas-powered engines; and drivetrain systems, including axles, drivelines, brakes, and suspension systems; truck, trailer, on- and off-highway, and other products. It also provides aftertreatment technology and solutions comprising custom engineering systems and integrated controls, oxidation catalysts, parti...
    Eaton - Global Headquarters
    Eaton Corporation plc operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific. It operates through Electrical Americas, Electrical Global, Aerospace, Vehicle, and eMobility segments. The company offers electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality and connectivity products, wiring devices, circuit protection products, utility power distribution pr...
    Gentex - Global Headquarters
    Gentex Corporation designs, develops, manufactures, markets, and supplies digital vision, connected car, dimmable glass, and fire protection products in the United States, China, Germany, Japan, Mexico, the Republic of Korea, and internationally. It operates through Automotive Products and Other segments. The company offers automotive products, including interior and exterior electrochromic automatic-dimming rearview mirrors, automotive electronics, and non-automatic-dimming rearview mirrors for...
    Gongzhuling Zhongda
    Initially founded in 1951 as Gongzhuling Valve Core Factory, Gongzhuling Zhongda Co. produced the first tire valve cores in China. Zhongda produces valve cores with an annual production capacity of 300 million valve core units, 15 million valve stem units and 20 million automotive standard part units. Zhongda has fully automated production equipment, imported from Germany and Italy.
    Hi-Lex Corporation
    Hi-Lex Corporation operates in the automotive, industrial equipment, and medical equipment sectors in Japan and internationally. The company provides system products, such as power lift gates, wheelchair anchoring systems, and electronic parking systems; door systems comprising door modules and window regulators; cables, such as push-pull cables, pull cables, SPIRAX, and actuators; and ECU electronic control products. It also offers products in the construction equipment field, including acceler...
    Infineon - Global Headquarters
    Infineon Technologies AG develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas. The Automotive segment offers automotive and industrial microcontrollers; analog and memory ICs; ethernet; power diodes and modules; power switches; sensors; transceivers; and voltage regulators for assistance and safety systems, comfort electronic...
    ITW - Global Headquarters
    Illinois Tool Works Inc. provides industrial products and equipment in North America, Europe, the Middle East, Africa, the Asia Pacific, and South America. It operates through Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products segments. The Automotive OEM segment offers plastic and metal components, fasteners, and assemblies for automobiles, light trucks, and other industrial uses. The Food Equipment segme...
    Lear - Global Headquarters
    Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America. Its Seating segment offers seat systems, seat subsystems, keyseat components, seat trim covers, seat mechanisms, seat foams, and headrests, as well as surface materials, such as leather and fabric for automobiles and light trucks...
    MediaTek
    MediaTek Inc. engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, and internationally. The company offers multimedia, computer peripherals oriented, consumer-oriented, and other ICs for various applications. It also offers design, test runs, maintenance and repair, and technological consultation services for software and hardware solutions; and sale and delegation patents and circuit layout rights for its I...
    Melexis
    Melexis NV designs, develops, tests, and markets advanced integrated semiconductor devices primarily for the automotive industry in Europe, the Middle East, Africa, the Asia Pacific, and North and Latin America. It offers current, inductive position, latch and switch, magnetic position, speed, optical, pressure, temperature, and tire monitoring sensors ICs, as well as time-of-flight ICs; embedded motor, fan and pump, smart LED, pre-driver, and transceivers ICs, such as LIN, CAN, and RFID transce...
    Micron Technology
    Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. It operates through the Cloud Memory Business Unit; Core Data Center Business Unit; Mobile and Client Business Unit; and Automotive and Embedded Business Unit segments. The company provides memory products, including dynamic random access memory components and modules, CXL-based memory, LPDDR components and mod...
    Monolithic Power Systems
    Monolithic Power Systems, Inc. designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally. The company provides direct current (DC) to DC integrated circuits (ICs) that are used to convert and control voltages of various electronic systems, such as cloud-based an...
    NIDEC Corporation
    Nidec Corporation, together with its subsidiaries, develops, manufactures, and sells motors, electronics and optical components, and other related products in Japan and internationally. The company offers medium- and large-size motors, small-size and precision motors, fans and blowers, motor-related products, units and modules, automotive components, mechanical equipment/machine tools, inspection and measuring equipment, electronic devices, as well as mold, molding, cutting, and machining compon...
    NXP - Global Headquarters
    NXP Semiconductors N.V. provides semiconductor products in China, the United States, Germany, Japan, Singapore, South Korea, Mexico, the Netherlands, Taiwan, and internationally. The company’s product portfolio includes microcontrollers; application processors; communication processors; wireless connectivity solutions, such as near field communications, ultra-wideband, Bluetooth low-energy, Zigbee, Thread, and Wi-Fi and Wi-Fi/Bluetooth integrated SoCs; analog and interface devices; radio frequ...
    Renesas
    Renesas Electronics Corporation researches, develops, designs, manufactures, sells, and services semiconductors in Japan, China, rest of Asia, Europe, North America, and internationally. The company operates through Automotive Business and Industrial/Infrastructure/IoT Business segments. It offers microcontrollers and microprocessors; amplifiers, audio and video, data converters, power line communication, and switches and multiplexer products; and specific clocks, clock distribution and generati...
    Samsung Electronics
    Samsung Electronics Co., Ltd. engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide. It operates in four divisions such as DX, DS, SDC and Harman. The company offers smartphones, tablets, audio sounds, watches, switches, and accessories; TVs, and sound devices; appliances, including refrigerators, washing machines and dryers, vacuum cleaners, cooking appliances, dishwashers, air conditioners, and air purifiers; monitors a...
    SHW
    SHW AG produces and sells pumps and engine components, powder metallurgy parts, and brake discs in Germany, Europe, America, and Asia. The company offers pumps and engine components, including engine and transmission oil pumps, electric auxiliary pumps, vacuum pumps, e-pumps for the start-stop function, oil/vacuum pumps with or without balancer shafts, and variable water pumps for passenger vehicles; and engine oil, transmission oil, and fuel pumps for truck and off-highway vehicles, as well as ...
    Silicon Motion
    Silicon Motion Technology Corporation, together with its subsidiaries, designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in Taiwan, the United States, Korea, China, Malaysia, Singapore, and internationally. The company offers controllers for computing-grade solid state drives (SSDs), which are used in PCs and other client devices; enterprise-grade SSDs used in enterprise and hyperscale data centers; eMMC and UFS mobile embedded storage for ...
    SK hynix Inc.
    SK hynix Inc. manufactures, distributes, and sells semiconductor products in Korea, China, rest of Asia, the United States, and Europe. It offers DRAM, NAND storage, SSD, MCP, and CMM products. The company provides its products for server, networking, mobile, personal computer, consumer, and automotive applications. It is also involved in the construction, business support, industrial material supply, apparel manufacturing and bakery, hospital operation and construction, building maintenance, ed...
    Subros
    Subros Limited engages in the manufacture and sale of thermal products for automotive applications in India. The company offers compressors; automotive condensers; heating, ventilating, and air conditioning systems, such as heaters, evaporators, and blower units; tubes and hoses; bus AC; driver cabin AC for railway engines; commercial and residential AC; transport refrigeration systems; truck cabin AC systems; and off-roader AC systems. It also exports its products. The company was incorporated ...
    Tata AutoComp - Global Headquarters
    Tata Green Batteries is an Indian company that specializes in selling automotive and inverter batteries online. The company manufactures automotive and inverter batteries for two-wheelers, cars, trucks, tractors, e-rickshaws, commercial vehicles, inverters and gen-set applications. It also offers a wide range of recyclable batteries for various types of vehicles. Tata AutoComp Systems Limited was incorporated in 1995 and is based in Pune, India. Tata AutoComp Systems Limited operates as a subsid...
    Texas Instruments
    Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, the rest of Asia, Europe, the Middle East, Africa, Japan, and internationally. It operates through Analog and Embedded Processing segments. The Analog segment offers power products to manage power requirements across various voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and conve...
    TT Electronics - Global Headquarters
    TT Electronics plc provides design-led advanced electronics technologies for performance critical applications in the healthcare, aerospace and defense, and automation and electrification markets in the United Kingdom, Rest of Europe, North America, Asia, and internationally. The company operates through three segments: Power and Connectivity, Global Manufacturing Solutions, and Sensors and Specialist Components. The Power and Connectivity segment designs and manufactures power application produ...
    Vishay Intertechnology, Inc.
    Vishay Intertechnology, Inc. manufactures and sells discrete semiconductors and passive electronic components in the United States, Germany, rest of Europe, Israel, and Asia. The company operates through six segments: Metal Oxide Semiconductor Field Effect Transistors (MOSFETs), Diodes, Optoelectronic Components, Resistors, Inductors, and Capacitors segments. The MOSFETs segment offers low- and medium-voltage TrenchFET MOSFETs, high-voltage planar MOSFETs, high voltage Super Junction MOSFETs, po...
    Wolfspeed, Inc.
    Wolfspeed, Inc., a semiconductor company, focuses on silicon carbide and gallium nitride (GaN) technologies in Europe, Hong Kong, China, rest of Asia Pacific, the United States, and internationally. The company offers silicon carbide and GaN materials, including silicon carbide bare wafers, epitaxial wafers, and GaN epitaxial layers on silicon carbide wafers to manufacture products for RF, power, and other applications. It also provides power devices, such as silicon carbide Schottky diodes, met...
    Pontosense
    Pontosense Inc. manufactures wireless AI-based sensors for human monitoring and assisting. Its applications include driver monitoring, in-cabin safety, home monitoring, and assisted living across several industries, including mobility, AgeTech, and smart homes. The company was incorporated in 2021 and is based in Toronto, Canada.
    Rebellions
    Rebellions Inc. develops and manufactures AI accelerators and supporting software infrastructure for efficient large-scale AI inference and deployment. The company provides AI accelerators, including NPUs such as Atom and Rebel, for applications in large language models, vision, and multi-modal AI. It offers a software stack, including the rbln SDK, supporting frameworks such as PyTorch and TensorFlow, and enables deployment, optimization, and serving of AI models on its hardware. The company su...
    Scalvy
    Scalvy Inc. manufactures e-powertrain systems for electric vehicles. Its e-powertrain system offers robust modularized platform that can be adjusted modularly to fit different customer requirements without over-specification and associated costs. The company was incorporated in 2022 and is based in Sunnyvale, California.
    Tenstorrent
    Tenstorrent Inc. Develops and manufactures processor application-specific integrated circuits (ASIC) for machine learning and hardware. The company’s products include Grayskull, an AI computer with PCIe Gen4; RISC-V, a processor for AI and server; and AICloud to run AI, ML, and hpc workloads in the cloud. It also offers artificial intelligence architecture facilitating scalable deep learning. Tenstorrent Inc. Was formerly known as Tenstorrent Inc. (amalgamation). The company was founded in 201...
    Wise-Integration
    Wise-Integration SAS develops and manufactures gallium nitride (GaN) integrated solutions to miniaturize power supplies and improve energy efficiency. It offers products, such as WiseGan, a GaN integrated circuit and WiseWare, a AC-DC architecture inside a microcontroller. The company's products are used in chargers, e-mobility, industrial, and in wall USB-C charger applications. Wise-Integration SAS was founded in 2019 and is based in Aix-en-Provence, France.
    Foxconn opens EV technology R&D center in mainland China
    Taiwanese technology company Foxconn has started operations at its new research and development center focused on electric vehicles and associated technologies in Zhengzhou, located in mainland China. The local government announced that the facility is positioned close to BYD's factory in Zhengzhou and will concentrate on advancements in next-generation electric and electrical architecture, as well as smart driving technology. Li Guangyao, the general manager of a Henan, mainland China-bas...
    Qualcomm reports Q1 2026 revenue at $12.25 billion, rises 5% YOY
    Qualcomm Inc. reported its first quarter fiscal year 2026 revenue of $12.25 billion, representing a 5% year-over-year increase from $11.67 billion in the first quarter of fiscal year 2025. The company’s QCT Automotive segment delivered record quarterly revenue of $1.1 billion, marking a 15% year-over-year growth. Qualcomm also reported net income of $3 billion for the quarter. The company expects its second-quarter fiscal year 2026 revenue to range from $10.2 billion to $11.0 billion...
    Microchip Technology partners with Hyundai Motor Group for advanced in-vehicle network solutions
    Microchip Technology has announced a collaboration with Hyundai Motor Group to explore the use of advanced in-vehicle network solutions based on the 10BASE-T1S Single Pair Ethernet (SPE) technology. This partnership aims to develop more efficient and scalable vehicle architectures to meet the evolving demands of future mobility. The need for high-performance in-vehicle networks is driven by the rapid advancement of advanced driver assistance systems and connected vehicle features. SPE serves as ...
    VeriSilicon unveils enhanced ISP8200-FS series for advanced automotive camera systems
    VeriSilicon has announced enhanced versions of its image signal processing (ISP) IP ISP8200-FS series, namely ISP8200-ES and ISP8200L-ES, which offer improved performance and energy efficiency for complex automotive camera systems. These enhancements have achieved ISO 26262 ASIL-B functional safety certifications from TÜV NORD, underscoring their reliability for advanced driver assistance systems and autonomous driving applications. The enhanced ISP8200-FS series IP can operate up to 1.2 G...
    Valeo and Anritsu collaborate to accelerate digital twin validation for SDVs
    Valeo and Anritsu have announced a collaboration to develop virtual validation capabilities for software-defined vehicles. This endeavor aims to transform software development within vehicle domains, such as the telematics unit, to create a more cost-effective and forward-looking process. A live demonstration of their work will be presented at MWC2026 in Barcelona. The automotive industry is transitioning toward in-vehicle software-defined architectures, emphasizing the importance of cellular co...
    Cox Automotive and UVeye launch AI vehicle inspection technology for dealers
    Cox Automotive's vAuto has integrated with AI inspection specialist UVeye to enhance vehicle inspections within dealership workflows. This integration, operational at select dealerships such as Brickell Chrysler Dodge Jeep Ram in Miami, utilizes UVeye's high-speed scanners to quickly gather data on a vehicle's exterior, underbody and tire conditions. The data is then seamlessly integrated into vAuto's appraisal and inventory systems, allowing dealers to assess trade-ins more efficiently whi...
    QNX and HaleyTek power software-defined audio in new Volvo EX60
    BlackBerry's QNX division and HaleyTek have partnered to introduce a fully software-defined audio (SDA) system in the upcoming Volvo EX60 electric sport utility vehicle. This initiative is part of Volvo Cars' Superset tech stack strategy, aimed at transitioning vehicle functions from hardware-centric to software-driven architectures, beginning with the EX60's SPA3 infotainment platform. Unlike traditional audio systems with dedicated digital signal processors in amplifiers, the new SDA system ce...
    Kinara
    Kinara, Inc. develops and manufactures edge AI processors and related software for accelerating artificial intelligence applications. The company provides edge AI processors, including the Kinara Ara-1 and Ara-2, designed for real-time AI computing and decision-making in edge devices. It offers a software development kit and a compiler co-developed with Ara silicon to support seamless AI model porting and deployment. The products support applications such as generative AI, computer vision, retai...
    Vayu Robotics
    Vayu Robotics, Inc. owns and operates a robotics platform that allows to develop automotive sensing, autonomous vehicles, and robotics. Its products include AI-based foundation models for mobility, sensing systems, and development kits for imaging and perception. The company was incorporated in 2021 and is based in Palo Alto, California. As of August 15, 2025, Vayu Robotics, Inc. operates as a subsidiary of Serve Robotics Inc.
    Heilind Electronics adds Molex high-speed FAKRA-mini system to automotive connectivity solutions
    Heilind Electronics has announced the addition of the Molex High-Speed FAKRA-Mini (HFM) Interconnect System to its portfolio of automotive connectivity solutions. This system is designed to meet the growing demands of modern vehicle electronics by providing high-speed transmission of up to 28 Gbps and frequencies up to 20 GHz, all within a compact form factor well-suited to space-constrained automotive architectures. As vehicles increasingly integrate sensors, cameras and other electronic module...
    Honda partners with Mythic to develop AI-enhanced system-on-a-chip for software-defined vehicles
    Honda Motor has announced a collaboration with Mythic, a technology company based in Texas, US, to codevelop a system-on-a-chip (SoC) for Honda's software-defined vehicles (SDVs). Honda has invested in Mythic due to its original technologies and proven expertise in enhancing the computing performance and energy efficiency of AI used in automated driving and other vehicle features. Specifically, Honda R&D., the research and development subsidiary of Honda, will partner with Mythic in the deve...
    Texas Instruments to acquire Silicon Labs for $7.5B to enhance embedded wireless connectivity solutions
    Texas Instruments, a global semiconductor company, has announced a definitive agreement to acquire Silicon Labs, known for its secure, intelligent wireless technology, for $231.00 per share in an all-cash transaction, valued at approximately $7.5 billion. This acquisition aims to enhance Texas Instruments' capabilities in embedded wireless connectivity solutions by integrating Silicon Labs' mixed-signal solutions with its own analog and embedded processing technology. The merger will leverage...
    Ford and Geely are in talks to collaborate on manufacturing and technology
    Ford Motor and Geely Auto are in discussions about a potential partnership to share the costs of technology and manufacturing. Geely may use Ford's European factory to produce vehicles for the European market, according to a Reuters report. Additionally, the companies are considering a framework for sharing automotive technologies, including autonomous driving. Progress on the European manufacturing negotiations appears to be smoother, with Ford's plant in Valencia, Spain, likely being con...
    Lear reports Q4 and full-year 2025 results; issues 2026 outlook
    On Feb. 4, Lear Corp. reported financial results for the fourth quarter and full year ended Dec. 31, 2025. In the fourth quarter, the US-based supplier of seats and electrical systems (E-Systems) recorded a 5% year-over-year increase in net sales to $6 billion. Higher sales were supported by new business across both segments — Seating and E-Systems — and commercial recoveries, but were partly offset by lower production on key platforms. The company recorded core operating earnings of $259 mi...
    Ferroelectric Memory
    Ferroelectric Memory GmbH commercializes hybrid memory technology that integrates volatile and non-volatile memory layers using ferroelectric materials. The company provides hybrid memory solutions, including the DRAM+ product line for non-volatile DRAM and the Cache+ product line that adds non-volatile memory capabilities and higher density to cache memory in chiplet form, supporting AI inference acceleration. The technology utilizes the ferroelectric properties of hafnium oxide to deliver non-...
    Graphcore
    Graphcore Limited develops and supplies processors and hardware systems designed for artificial intelligence and machine learning applications. The company provides hardware and software products for AI and machine learning workloads, including Bow IPU processors, Bow Pod systems such as Bow Pod16, Bow Pod64, and Bow Pod256, and the Graphcore C600 IPU-processor PCIe card, all aimed at accelerating AI training and inference in cloud and server environments. It offers the Poplar SDK, a software st...
    indie Semiconductor
    indie Semiconductor, Inc. provides automotive semiconductors and software solutions for advanced driver assistance systems, driver automation, in-cabin, connected car, and electrification applications. It offers ultrasonic sensors for parking assist and systems; radar sensors for audio assistance and reverse information; front cameras for vehicle detection, collision avoidance, and sign reading; and side/inside cameras for blind spot and lane change assist, and driver behavior monitoring. The co...
    Quadric IO
    Qingtao (Kunshan) Energy Development Co., Ltd. manufactures and sells solid-state lithium batteries. It products include high safety portable equipment power supply products that are used in wearable equipment, children's electronic products, individual weapon equipment, abnormal shaped applications, and other aspects; special operation environment safety power supply system, which is used in distributed station power supply system, closed operation system power supply system, and other applicat...
    VisIC Technologies
    VisIC Technologies Ltd. develops and produces gallium nitride (GaN) semiconductor devices for power electronics. The company provides GaN semiconductor devices and power modules, including products based on proprietary D3GaN technology, for applications in electric vehicles, renewable energy systems, data centers, artificial intelligence, and industrial systems. It develops GaN-based components designed to replace traditional silicon and silicon carbide components, focusing on power density, the...
    Ecarx debuts preproduction sample of Zenith computing platform
    Mobility technology provider Ecarx Holdings introduced a preproduction sample of its innovative Zenith computing platform at the Consumer Electronics Show (CES) 2026, held recently in Las Vegas. This new platform, designed in collaboration with Qualcomm Technologies, utilizes the Snapdragon Elite SA8797 platform for automotive and offers an integrated high-performance intelligent cockpit and advanced driver assistance system architecture. The platform supports Android 16, Google Automotive Servi...
    NXP reports FY 2025 revenue at $12.27 billion, down 3% YOY
    NXP Semiconductors reported its fiscal year 2025 revenue at $12.27 billion, marking a 3% year-over-year decline from $12.67 billion in the previous year. The company posted net income of $3.0 billion for the year. In the fourth quarter, NXP recorded a 7% year-over-year increase in revenue, totaling $3.34 billion.  Automotive remained the core growth pillar, generating $7.1 billion in revenue in 2025, and NXP targets expanding its automotive business to $9.5 billion by 2027, underscoring ...
    STMicroelectronics completes acquisition of NXP's micro-electromechanical systems sensors business
    STMicroelectronics has finalized its acquisition of NXP Semiconductors' micro-electromechanical systems (MEMS) sensors business, a deal first announced in July 2025, which has now gained full regulatory approval. This acquisition enhances STMicroelectronics' global capabilities in automotive safety products and industrial application sensors. The company anticipates that this acquired business will contribute in the mid-40 million dollar range to its revenue in the first quarter of 2026. The tra...
    Infineon acquires non-optical sensor portfolio from ams OSRAM for €570 million
    Infineon Technologies has entered into an agreement to acquire ams OSRAM's non-optical analog and mixed-signal sensor portfolio, valued at €570 million. This acquisition aims to fortify Infineon's presence in the automotive, industrial and medical sensor markets. The deal, set to close in the second quarter of 2026, involves taking over a fabless sensor business, including products, intellectual property, research and development capabilities, and necessary equipment. It also involves the tran...
    Diodes Inc. unveils automotive-compliant MIPI D-PHY ReDriver for enhanced ADAS performance
    Diodes Inc. has announced the release of the automotive-compliant PI2MEQX2505Q, a 1.8-V, 2.5-Gbps MIPI D-PHY ReDriver with four differential data lanes and one clock lane. This device is designed for the MIPI D-PHY 1.2 protocol and regenerates D-PHY signaling in channels involving printed circuit board (PCB) traces, connectors and cables to ensure optimal electrical performance from CSI-2/DSI sources to sinks, compensating for frequency loss. The PI2MEQX2505Q supports data rates up to 2.5 Gbps, ...
    Indian supplier association ACMA welcomes bilateral trade deal reached between India and US
    On Feb. 2, India and the US finalized the long-awaited bilateral trade deal after nearly a year of prolonged negotiations and multiple rounds of talks. The agreement will see the US reduce import tariffs on Indian goods to 18% from 50% currently, providing relief to Indian exporters. In return, India will reduce tariffs and nontariff barriers on US goods to zero. In addition, India has agreed to purchase more than $500 billion worth of US energy, technolog...
    DENSO reports 3.9% YOY growth in nine-month FY'25/26 revenue; operating profit down 6.4%
    DENSO has announced financial results for the nine-month period ending Dec. 31, 2025, reporting a 3.9% year-over-year increase in consolidated revenue to ¥5.5 trillion (about $35.2 billion). Despite higher revenue, the Japan-based company recorded a 6.4% year-over-year decline in consolidated operating profit to ¥375.9 billion and a 12.5% year-over-year drop in consolidated profit attributable to owners of the parent company to ¥273.7 billion. In Japan, DENSO’s r...
    Stoneridge sells Control Devices business to US-based private equity firm Center Rock for $59 million
    Stoneridge has completed the sale of its Control Devices business to an affiliate of the US-based private equity firm Center Rock Capital Partners. The transaction, which closed on Jan. 30, included a base purchase price of $59 million. The divested business line offers a full range of control modules, including door, interior and chassis control modules, for various vehicle architectures and original equipment manufacturers. Stoneridge plans to use the...
    Intengine Technology
    Intengine Technology designs and develops artificial intelligence (AI) and robotics solutions. Its solutions include security monitoring; provides AI cores for terminal equipment and neural networks to upgrade the security monitoring system, autopilot; which provides miniaturized chips to help achieve L3, L4 automatic driving, human-computer interaction; it offers solutions to a variety of devices and platforms and provides ways to interact with devices, and industrial wisdom; it offers industri...
    CES 2026: Key technology highlights in E/E and semiconductor domain
    The first Consumer Electronics Show kicked off in 1967, with 250 exhibitors and 17,500 attendees in New York City. Since then, CES has grown more than tenfold and now encompasses both traditional and nontraditional tech industries. CES 2026 was held in Las Vegas, on Jan. 6-9, 2026, with attendance reportedly reaching 148,000. Key trends Silicon enters the 3-nanometer (nm) era: CES 2026 highlighted a decisive step change in automotive computing power, with 3-nm-class semiconductors enabl...
    BMW partners with BlackBerry to integrate QNX software into next-generation vehicle platform
    BMW is partnering with BlackBerry to integrate QNX software into its next-generation vehicle platform. This agreement involves embedding BlackBerry's real-time operating system and AI capabilities into BMW's foundational vehicle architecture, enhancing BlackBerry's role in the automotive software sector and strengthening its relationship with a major automaker. This partnership underlines BlackBerry's shift from consumer hardware to a focus on safety-critical software for vehicles, leveraging fe...
    Hyundai Mobis secures record new business orders from non-Hyundai Motor Group customers worth $9.17 billion in 2025
    In 2025, Hyundai Mobis won new business orders worth $9.17 billion from global automakers, excluding Hyundai Motor Group, which owns Hyundai Motor and Kia, surpassing its own target by 23%. This achievement was driven by substantial new orders for electrification components, an expanded supply of high-value-added electronic components, and proactive market entry into emerging economies such as mainland China and India. These results are notable given the revisions many global automakers hav...
    Elon Musk proposes TeraFab to secure Tesla's semiconductor supply chain
    Elon Musk, Tesla's CEO, has emphasized the need for the company to establish a TeraFab, a large-scale semiconductor manufacturing facility in the US that produces logic chips, memory and packaging. This initiative is aimed at addressing anticipated supply constraints over the next three to four years. During Tesla's earnings call on Jan. 28, Musk expressed concerns that suppliers such as TSMC, Samsung Electronics and Micron Technology are unable to meet Tesla's chip requirements. Musk ...
    AutoTechInsight Weekly - 2 February 2026
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    Microchip technology expands maXTouch M1 family for improved automotive touchscreens
    Microchip Technology has expanded its maXTouch M1 family of touchscreen controllers to enhance touch detection in automotive displays. This expansion includes the ATMXT3072M1-HC and ATMXT288M1 products, which accommodate a range of display sizes from widescreen formats up to 42 inches to smaller screens between 2 and 5 inches. The controllers support technologies such as organic light-emitting diodes (next-generation display technology OLEDs) and microLEDs, utilizing Microchip's proprietary Smar...
    NVIDIA to power Mercedes-Benz S-Class robo-taxis
    NVIDIA will provide its DRIVE Hyperion architecture and full-stack DRIVE AV Level 4 software for the new Mercedes-Benz S-Class, specifically designed to support robo-taxi operations. These vehicles will be accessible to riders through Uber's mobility network, as part of NVIDIA's previously announced partnership with the ride-hailing company. The DRIVE Hyperion platform integrates diverse sensors, including cameras, radar and lidar, alongside redundant compute systems, with NVIDIA's Halos safety ...
    Repairify and Opus IVS collaborate to boost automotive diagnostics
    Repairify's diagnostics brands, asTech and BlueDriver, along with Opus IVS, have announced their intention to combine efforts to accelerate innovation in the automotive diagnostics industry. This merger aims to integrate complementary technologies, extensive technical expertise and a talented workforce to help repairers efficiently service complex vehicles. With the evolution of automotive technology and the growing demand for accurate diagnostics and advanced driver assistance system calibratio...
    Ambarella
    Ambarella, Inc. develops semiconductor solutions that enable artificial intelligence (AI) processing, advanced image signal processing, and high-definition (HD) and ultra-HD compression. The company’s system-on-a-chip (SOC) designs integrated HD video processing, image processing, AI algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. It also offers central domain controllers, CVf...
    Autoliv - Global Headquarters
    Autoliv, Inc., through its subsidiaries, develops, manufactures, and supplies passive safety systems to the automotive industry in Europe, the Americas, China, Japan, and rest of Asia. The company offers passive safety systems, including modules and components for frontal-impact airbag protection systems, side-impact airbag protection systems, pedestrian protection systems, steering wheels, inflator technologies, battery cut-off switches, and seatbelts. It also provides also provides mobility sa...
    Faurecia - Global Headquarters
    Forvia SE, together with its subsidiaries, manufactures and sells automotive technology solutions in France, Germany, other European countries, the Americas, Asia, and internationally. It operates through Seating, Interiors, Clean Mobility, Electronics, Lighting, and Lifecycle Solutions segments. The Seating segment designs and manufactures vehicle seats, seating frames, and adjustment mechanisms. The Interiors segment designs, manufactures, and assembly of instrument panels, door panels, and mo...
    Hanon Systems
    Hanon Systems provides automotive thermal management solutions in Korea. The company offers heating, ventilation, and air conditioning technologies, such as omnifarious HVAC designs, high-efficiency blower scrolls, visible (VR) LED photocatalyst, co₂ sensor, and fragrance system; compressors, including fixed swash plate, rotary suction, variable swash plate, and electric; and fluid transport products includes refrigerant lines, coolant lines, transmission oil cooler lines, accumulators, receiv...
    JTEKT - Global Headquarters
    JTEKT Corporation manufactures and sells steering systems, driveline components, bearings, machine tools, electronic control devices, and home accessory equipment. The company offers automotive components, such as steering, drive line components, and transmission components; bearings; machine tools, such as grinders, matching centers, and gear skiving/gear cutting machines; programmable logic controllers, including motion controllers; IoE solutions; industrial heat treatment equipment, compresso...
    KIOXIA
    KIOXIA Corporation designs, develops, manufactures, and sells non-volatile memory solutions. It offers wireless secure digital (SD) cards, micro SD cards, and USB sticks. The company's products include a three-dimensional flash memory product; NAND flash memories for automotive information and entertainment systems; SLC NAND flash memory, BENAND, and serial interface NAND products; and a FlashAir/USB stick. The company offers software-enabled Flash technology, which provides software-defined fla...
    Kordsa Global
    Kordsa Teknik Tekstil A.S. manufactures and sells vehicle tires and related products in North America, South America, Europe, the Middle East, Africa, and Asia. It is involved in the manufacturing of industrial cloths, transmission belts, v-belts, rubber hoses, and rubber and plastic products; industrial single cord with industrial fabrics in the structure of the material; heavy denier fiber and connection fabrics; and the processing and marketing of guide cloths and other rubber reinforcement m...
    LG Chem
    LG Chem, Ltd., together with its subsidiaries, engages in the petrochemicals, energy, advanced materials, and life science businesses in Korea, China, Asia/Oceania, the United States, Europe, and internationally. It provides acrylonitrile and methacrylate butadiene styrene, acrylonitrile styrene acrylate, acrylate, aerogel, alcohol, anode binder, bisphenol a, butadiene rubber, carbon nanotubes, caustic soda, expandable polystyrene, ethylene vinyl acetate, high and low density polyethylene, isopr...
    Macronix International
    Macronix International Co., Ltd. engages in the design, manufacture, and supply of integrated circuits and memory chips. The company provides a range of NOR flash, NAND flash, e MMC, and read-only memory products. It also offers wafer foundry services to IC design and IDM companies; ArmorFlash, a security solution for a range of identification, authentication, and encryption requirements; and LybraFlash, a solution for gigabit flash memory. In addition, the company develops integrated circuit sy...
    Mobileye
    Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions worldwide. The company operates through Mobileye and Other segments. It offers a portfolio of end-to-end ADAS and autonomous driving solutions comprising Base ADAS, a front camera that delivers a combination of intelligent safety features to avoid unsafe driving situations; Cloud-Enhanced ADAS, which leverages crowdsourced data to offer accurate localization, as w...
    Modine
    Modine Manufacturing Company designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally. The company offers heat transfer products, including round tube plate fin construction; gas-fired, hydronic, electric, and oil fired unit heaters; roof-mounted direct- and indirect-fired makeup air units, duct furnaces, infrared units, and perimeter heating products; single packaged unit ve...
    Phison Electronics Corp.
    Phison Electronics Corp., together with its subsidiaries, designs, manufactures, and sells flash memory controllers and peripheral system applications in Asia, the United States, Europe, Australia, and internationally. The company offers solid-state drives (SSDs) for laptops, desktops, tablet PCs, and game consoles; servers, data centers, and rack storage applications; IOT devices, machinery, aircraft, and military applications; cell/mobile phones and automotive applications; and cameras, as wel...
    Sebang Global Battery
    Sebang Global Battery Co., Ltd., together with its subsidiaries, manufactures and sells lead acid batteries in South Korea and internationally. It offers automotive batteries; industrial batteries; motive batteries for use in golf carts and electric vehicles; and electric forklift batteries. The company sells its products through domestic sales channels, including agencies, direct sales, and institutional delivery; and direct and local exports. The company was formerly known as Global Battery Co...
    Shandong Taiqi
    Shandong Taiqi Investment Holding Co. is engaged in research, development, production and sale of body frames, oil tanks, transmission shafts, brakes, li-ion batteries and electric vehicles. Its products are exported to France, Germany and Italy.
    Stanley Electric - Global Headquarters
    Stanley Electric Co., Ltd., together with its subsidiaries, engages in the manufacture, sale, and import/export of automotive and other light bulbs in Japan and internationally. The company operates in automotive equipment products, component products, and electronic application products segments. It offers headlamp and turn signal lamp; rear combination lamp; interior; automotive light bulbs and accessories; visible light source; UV Light Source; Infrared Light Source; sensor; MEMS mirror; disp...
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