Direct, hands-on insights from the epicenters of China's automotive revolution.
Bosch plans a 20x SiC capacity expansion in six years, targeting EV power electronics and AI data centers. This analysis covers the technical, supply chain, and competitive implications for Western OEMs and investors.
Europe EV registrations surged 54.2% in August to 202,833 units, hitting 30.5% share. Analyze Chinese EV market share strategy amid EU tariffs, supply chain localization, and legacy OEM impact.
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EVE Energy signs 30GWh commercial vehicle battery deal at IAA 2026, signaling a commercial EV battery breakthrough that pressures Western OEMs and reshapes global logistics.
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FAW Group's equity stake in Leapmotor, approved by the CSRC, creates a state-backed EV alliance that intensifies competition for Western OEMs and accelerates global expansion.
UNICAMP's non-invasive battery diagnostics using periodic voltage fluctuations could revolutionize EV battery health monitoring, reducing warranty costs and unlocking the second-life market.
XPeng is in talks to license its EV platform and ADAS technology to more global automakers, following its Volkswagen partnership. This signals China's rise as a core tech supplier.
Global chipmaker Infineon announces a strategic pivot to RISC-V open architecture for next-generation automotive microcontrollers. Discover the technical and geopolitical implications.
Renault and Geely are investing BRL 2B ($388M) in Brazil to manufacture a new vehicle using Geely's Global Electric Architecture (GEA). Read our full analysis.
Currently based in Shanghai, providing highly critical supply chain stability forecasts and tier-1 supplier strategic insights directly from China's key automotive manufacturing plants.
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