Direct, hands-on insights from the epicenters of China's automotive revolution.
AMD's $8.2B acquisition of Fei-Fei Li's World Labs reshapes physical AI chip supply chains. We analyze the tech, supply chain fallout, and competitive impact on Nvidia, Tesla, and Chinese OEMs.
BYD September sales hit 463,561 units with overseas up 153.9% YoY. We interrogate the margin reality, LFP limits, and export tariff barriers behind the volume.
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Huawei and Seresis deepen their joint venture, creating a Tier-0.5 model that threatens Western Tier-1 suppliers and challenges traditional OEM autonomy in China's EV market.
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NIO Power's 9,492-station network is the world's largest battery-swap infrastructure. But unit economics, capital intensity, and chemistry constraints tell a more complicated story.
TU Eindhoven's VENTRA concept captures tire and brake particulates while driving. We analyze the engineering, cost reality, and Euro 7 implications for global OEMs.
Automotive AI is pivoting from end-to-end models toward unified agent architectures. Discover the engineering trade-offs, compute limits, and market realities.
European electrified vehicle share crossed 50% in August as Chinese brands hit a record 11.7% market share. Behind the milestone lies a reality of tariff pre-registration and price wars.
Gotion High-Tech invests $1.25B in Volkswagen's Sagunto gigafactory, reshaping Europe's EV battery landscape while highlighting Western supply chain reliance.
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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