Direct, hands-on insights from the epicenters of China's automotive revolution.
GAC and the Chinese Academy of Sciences achieve world-first mass production of amorphous alloy electric drives, cutting motor core losses by 60% and redefining EV powertrain efficiency.
China passenger car retail fell 22% YoY in early September 2026. Discover the drivers behind consumer fatigue, price war fallout, and shifting global EV strategies.
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Chinese chipmaker Shouchuan validates OpenGMSL interoperability with European Tier 1, threatening proprietary ADAS SerDes duopoly and reshaping supply chains.
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The WTO has ruled that Turkey's punitive tariffs and import restrictions on Chinese electric vehicles breach global trade rules, altering automotive trade strategy.
GlobalFoundries declares 48V automotive architecture unstoppable. We analyze the technical, supply chain, and strategic impact on Western OEMs and investors.
Chinese IGBT suppliers captured 62% of domestic EV installations in 1-7M 2026, pressuring Infineon, ON Semi, and Mitsubishi Electric with 25-30% cost advantages.
China's Ion Energy launches solid-state battery pilot production in Wuhan, targeting 2026 commercialization. Western OEMs and investors face a narrowing technology gap as China accelerates next-gen battery industrialization.
A US auto alliance lobbies Trump to block Chinese EV makers, signaling accelerated decoupling. We analyze the 30% cost gap, supply chain dynamics, and strategic scenarios for Western OEMs and investors.
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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