Wednesday, June 10, 2026

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Supply chain

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...

Memory chip crunch squeezes China’s automakers as AI demand soaks up supply

A global shortage of memory chips driven by surging demand from artificial intelligence data centers is spilling into China’s auto industry, forcing carmakers to...

Princeton study finds US faces persistent EV battery material shortfalls without coordinated domestic expansion

A Princeton study warns that the United States will likely face substantial shortages of critical electric vehicle (EV) battery materials by 2035 unless domestic...

Nio’s William Li urges battery and chip standardization to curb EV supply chain waste

China's electric vehicle (EV) industry must unify battery cell specifications and reduce semiconductor varieties to curb staggering capital waste in the supply chain, according...

Micron Reportedly Expects Future Autonomous Cars to Require 300GB+ DRAM, Cautious on HBF Outlook

Following strong Q2 earnings, Micron pointed to autonomous vehicles as a potential future growth driver for memory demand. According to The Register, the company...

Chinese EV makers scramble for CATL batteries to deliver more cars before extra tax costs hit

With China's new energy vehicle (NEV) purchase tax incentive set to decrease next year, automakers are scrambling for batteries to deliver more vehicles in...

Chinese Carmakers Reportedly Aim for 100% Domestic Chips in Vehicles by 2027

According to Nikkei, Chinese automakers such as SAIC Motor, Changan, Great Wall Motor, BYD, Li Auto, and Geely are reportedly preparing to launch vehicles...

EV battery recycling key to future lithium supplies

Lightweight, powerful lithium-ion batteries are crucial for the transition to electric vehicles, and global demand for lithium is set to grow rapidly over the...

S&P: North American Automotive Industry Faces Unprecedented Challenges as Tariffs Loom

The North American automotive industry is bracing for significant disruptions as the U.S. government has announced potential tariffs of up to 25% on imported...

Overseas Layout of Chinese Passenger Car OEMs and Supply Chain Companies, 2024

Passenger car exports: Europe is the largest export market of battery-electric vehicles, with the average export unit price 3.7 times that to Southeast Asia. China's...

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