H1 2026 China NEV core component installation data shows CATL and FinDreams (BYD) solidifying their battery duopoly. Horizon Starry chip entered the ADAS chip top 3 for the first time. Domestic chips continue gaining share in MCU, power devices, and other fields.
35529 days ago
Domestic semiconductor component listed company Genori Technology has announced a 520-million-yuan investment to build an R&D and manufacturing base in Wuhan Optics Valley. The facility will focus on three product lines — SiC components, high-purity precision silicon parts, and aluminum nitride ceramic materials — with a three-year construction timeline, providing localized support to wafer fabs in Central China.
19929 days ago
China's auto imports totaled just 200,000 units in H1 2026, down 11% YoY, an 86% contraction from the 2014 peak of 1.43 million. The imported luxury segment is polarizing, with Lexus holding top spot but under mounting pressure as domestic premium NEVs accelerate substitution.
56746 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.
45559 days ago
EX1000
