HeyJaredNuying Huang
- Indexed articles, last 90 days
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- Jul 17, 2026
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- Jul 14, 2026
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EU lags in critical raw materials as AI, EV and SDV demand rises (opens the original)
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Europe's push for supply-chain security is lagging as AI, software-defined vehicles, and electric vehicles drive demand for critical minerals and local production. For readers worldwide, the stakes are rising: control over raw materials, energy, and processing capacity is becoming central to industrial competitiveness, resilience, and geopolitical leverage. Rising US-China tensions and broader geopolitical risk have extended the global localization trend that took hold during the COVID-19 pandem
Volkswagen's cuts lay bare Europe's deeper auto industry crisis (opens the original)
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Volkswagen, the world's second-largest automaker, has expanded production cuts and layoffs, drawing scrutiny to the pressures facing Europe's auto industry. Western consultants have largely attributed the retrenchment to a troubled software transition, pointing to a widening gap between European automakers and Chinese rivals in software-defined vehicle (SDV) development and cost competitiveness. Supply-chain sources, however, say that assessment reflects a one-sided Silicon Valley perspective th
US EV market steadies after federal tax credits expire as prices and charging remain hurdles (opens the original)
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The US electric vehicle market showed signs of stabilizing in the second quarter of 2026 after federal clean-vehicle tax credits expired in September 2025, although sales remained well below year-earlier levels. US consumers purchased an estimated 247,226 EVs during the quarter, up 14.7% from the first quarter but down 20.5% year over year, according to Kelley Blue Book estimates cited by Cox Automotive. EVs accounted for approximately 5.8% of total new-vehicle sales, virtually unchanged from th
Six-inch SiC substrate price rebounds as supply tightens (opens the original)
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Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for the past two years, have clearly bottomed out and are even starting to recover as capacity remains constrained and demand emerges across multiple sectors. Semiconductor distributors say supply is now tight, and customers who want to buy more must pay more, with new orders becoming increasingly hard to absorb. A recent wave of price increases across the power semico
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