Sunday, July 19, 2026

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Market review

Samsung, SK Hynix and Micron intensify race for “auto memory” as demand surges with autonomous driving

The market for memory chips inside vehicles is becoming a new battleground for the world’s top semiconductor makers, with Samsung Electronics, SK Hynix and...

China’s Car Market Stuns: Geely Tops BYD at Home as Exports Power a New Power Duo

China’s auto market in the first half of 2026 has shifted sharply, with demand at home contracting while overseas sales surged, reshaping the competitive...

German New Car Market Rises 15.7% in June as Tesla Spikes and BYD Breaks Into Top 15

Germany’s new car market rebounded in June 2026, with registrations reaching 296,000 vehicles, up 15.7% year-over-year. The broader recovery continued into the first half,...

Global EV Traction Inverter Installations Remain Resilient in 1Q26 Despite Seasonal Slowdown

TrendForce's recent report on EV traction inverters shows that in the first quarter of 2026—usually the industry's slowest season—global installations hit around 6.82 million...

China’s EREV Market Contracts Sharply; Xiaomi’s Large SUV Could Fill Li Auto’s Void

Premium EREVs Hold Ground as Mass Market Moves to BEVs; Xiaomi Enters with Kunlun N3 China’s extended-range electric vehicle (EREV) segment posted its steepest single-month...

Chinese EV Makers Reportedly Hike Prices by Up to RMB 6,000 as Auto Memory Costs Surge 180% in 3 Months

Rising automotive memory prices are starting to ripple through China’s auto market. According to IThome, citing CCTV News, more than 10 Chinese new-energy vehicle...

SiC, GaN Oversupply to Persist Despite EV and AI Demand

The third-generation semiconductor market — led by silicon carbide (SiC) and gallium nitride (GaN) — finds itself at a crossroads as the twin forces...

Rising Costs to Drive Further Increases in EV Cell Prices in 2Q26, Says TrendForce

TrendForce’s latest research on the lithium battery industry reveals that surging raw material prices in 1Q26 supported an upward trend in EV battery pricing...

Global EV Traction Inverter Installations Reach New High in 4Q25; High-Voltage Platform Adoption Continues to Rise

TrendForce’s latest research on EV traction inverters reveals that strong growth in BEV sales in 4Q25 drove global traction inverter installations to around 9.65...

Power Semiconductor Giants amid Struggles: 8,800+ Layoffs as Market Slows and China Emerges

Once a rising star alongside AI chips, power semiconductors are now feeling the heat from a sluggish EV market. According to ijiwei, citing Nikkei,...

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