China’s chip sector accelerates growth as AI demand drives capacity expansion
On the Dash:
China’s chip capacity for 22nm to 40nm nodes is projected to reach 42% of global output by 2028, up from 37% in 2026.
AI-driven demand is becoming...
TSLA373.400-4.54%
GM81.6601.09%
F12.6110.011%
RIVN15.4180.128%
CYD32.7201.52%
HMC32.7950.605%
TM189.3702.65%
CVNA63.980-0.2%
PAG207.595-0.375%
LAD307.730-1.87%
AN163.3400.45%
GPI247.9200.13%
ABG182.8302.89%
SAH62.6100.13%
TSLA373.400-4.54%
GM81.6601.09%
F12.6110.011%
RIVN15.4180.128%
CYD32.7201.52%
HMC32.7950.605%
TM189.3702.65%
CVNA63.980-0.2%
PAG207.595-0.375%
LAD307.730-1.87%
AN163.3400.45%
GPI247.9200.13%
ABG182.8302.89%
SAH62.6100.13%
TSLA373.400-4.54%
GM81.6601.09%
F12.6110.011%
RIVN15.4180.128%
CYD32.7201.52%
HMC32.7950.605%
TM189.3702.65%
CVNA63.980-0.2%
PAG207.595-0.375%
LAD307.730-1.87%
AN163.3400.45%
GPI247.9200.13%
ABG182.8302.89%
SAH62.6100.13%
Global Industry News
China pledges to open economy, rebalance trade amid global tensions
On the Dash:
China aims to expand imports and rebalance trade after posting a $1.2 trillion surplus in 2025.
Foreign direct investment fell 5.7% in January to just over 92...
Toyota’s $30B bid for Toyota Industries nears close after price raised to 20,600 yen
On the Dash:
Toyota raised its offer to 20,600 yen per share, a 26% premium to its initial bid, valuing the deal at about $30 billion.
The tender requires 42.01%...
Middle East instability puts pressure on premium auto demand
On the Dash:
Middle East instability may affect global inventory allocation, signaling dealers should monitor supply chain risks for high-end and imported models.
Luxury segment demand is sensitive to geopolitical...
Japan automakers deliver robust pay hikes as Middle East tensions cloud outlook
On the Dash:
Continued wage growth in Japan’s automotive sector signals ongoing labor-cost pressure for global automakers.
Strong pay increases, including up to 21,580 yen monthly at Toyota, reflect competition...
Honda reassesses EV strategy, warns of up to $15.7B in losses
On the Dash:
Honda is shifting focus toward hybrid EV models as demand for full EVs slows in the North American market.
Large EV-related write-downs across the industry signal a...
Porsche warns strategy reset will weigh on 2026 earnings
On the Dash:
Porsche’s strategic pivot toward gas-powered and hybrid models signals a slower EV rollout amid weak demand and pricing pressure in key markets.
China’s luxury vehicle slowdown and...
Honda reports $1.7 billion operating loss amid tariffs and supply chain risks
On the Dash:
Dealers may face inventory fluctuations as Honda navigates risks to semiconductor and rare-earth supply.
Component redesigns and multi-sourcing strategies could affect repair, service, and parts availability.
Dealers...
BYD sales drop 36% as domestic EV rivals gain ground in China
On the Dash:
Dealers may face greater competition as the domestic EV market share becomes more evenly distributed.
Rising competitor sales and fiscal policies could influence pricing, incentives, and inventory...
Japan presses US to avoid tougher tariffs amid policy shifts
On the Dash:
• Japan is seeking assurance it will not face harsher tariffs than under the 2025 trade deal.
• The agreement lowered auto import duties to 15% from 27.5%.
• New...
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