Li Auto product line executive Li Xinyang revealed that headlight supply chain fluctuations reduced Li i6 pure-electric SUV production by approximately 4,000 units in mid-to-late July. Li Auto stated the bottleneck has been resolved, production resumed, and customer delivery schedules remain unaffected.
1336 hours ago
GigaDevice has entered a strategic partnership with Neusoft Smart Go, with both parties set to collaborate deeply across smart cockpits, intelligent driving, and central computing platforms, jointly pushing the upgrade of automotive electronic and electrical architectures toward domain centralization and cross-domain fusion.
3554 days ago
In the first half of 2026, memory chip manufacturers and automakers are experiencing extreme profit divergence. Shenzhen Longsys Electronics saw net profit surge over 740-fold year-on-year, while GigaDevice's quarterly earnings exceeded three times its entire previous year total. Meanwhile, SERES, GAC, and JAC have issued profit warnings. The explosive demand for high-bandwidth memory from AI servers is squeezing the automotive industry's memory chip supply space.
37113 days ago
In the first half of 2026, AI computing demand triggered a surge in memory chip prices, with storage chip makers delivering explosive profit growth while automakers including SERES, GAC, and JAC issued profit warnings due to rising costs, fundamentally reshaping the auto supply chain profit landscape.
18513 days ago
From battery materials to smart electrification, Morocco is becoming a new base for China's automotive supply chain to move closer to European customers. Through Morocco, Chinese suppliers can embed into Renault and Stellantis's ecosystem while capturing new gaps from Europe's electrification transition.
27716 days ago
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