Automotive

MediaTek and DENSO are collaborating to develop advanced System-on-Chips (SoCs) for next-generation autonomous driving. This partnership combines DENSO’s automotive safety expertise with MediaTek’s cutting-edge processor technology. The resulting platform will focus on high AI compute capabilities, enhanced perception for driver assistance, and strict automotive safety standards, aiming to accelerate the development and time-to-market for intelligent mobility solutions.

SunCar Technology Group Inc. reported strong Q3 FY25 results with a 6% revenue increase to $115.8 million and a significant swing to $1.4 million net income, a reversal from a prior loss. Adjusted EBITDA surged 128% to $4.9 million. The company is leveraging AI and strategic partnerships with major EV manufacturers like Tesla and NIO to enhance services and expand its market reach within China’s automotive and insurance sectors. Acquisitions and new contracts further bolster its Auto Services division, positioning SunCar for continued growth.

words.Dutch chip maker Nexperia has publicly urged its Chinese facilities to resume exports, warning that “imminent production outages” are looming for customers worldwide. The plea follows a Dutch government seizure of Nexperia’s Dutch subsidiary over U.S. security concerns, which prompted Beijing to restrict shipments from China. Although the Dutch intervention was lifted, supply‑chain disruptions persist, threatening automotive manufacturers such as Nissan and Bosch. Analysts say the episode highlights Western reliance on China‑assembled semiconductors and may accelerate moves toward domestic chip production.

Lear Corporation (LEA) reported Q3 2025 revenue of $5.7 billion, up 2% year-over-year, but net income decreased to $108 million. EPS was $2.02 ($2.79 adjusted). Free cash flow rose significantly to $307 million. The company secured $1.1 billion in new E-Systems business and several seating programs in China. Lear is investing in digital technology and AI, including a fellowship with Palantir. The company anticipates full year sales of $22.85 to $23.15 billion.

Quintauris and Everspin Technologies are collaborating to integrate MRAM solutions into the Quintauris RISC-V ecosystem, enhancing reliability and safety for automotive, industrial, and edge computing applications. This partnership aims to meet stringent data persistence, integrity, and security requirements. By combining Everspin’s MRAM with Quintauris’ architectures, this collaboration will address critical data maintenance needs under adverse conditions. The goal is to enable broader adoption of RISC-V in automotive and other safety-critical sectors with dependable platforms.

Rivian (RIVN) announced that CEO RJ Scaringe will participate in a fireside chat at Morgan Stanley’s Laguna Conference on September 11th at 4:50 PM PT. A live webcast will be available. Rivian, focused on electric vehicles and integrated services, aims to be a key player in the EV market. The company’s strategy includes software, services, and infrastructure, targeting both consumer and commercial applications with a commitment to sustainability. The event offers insights into Rivian’s strategy and growth plans.

AAC Technologies reported strong 2025 interim results, with revenue up 18.4% to RMB 13.32 billion and net profit surging 63.1% to RMB 876 million. The company projects continued growth, driven by demand for thermal management solutions, MEMS microphones, and advancements in its Wafer Level Glass (WLG) lens technology, with shipments expected to exceed 10 million units this year. The acoustics business saw modest revenue growth while the optics division excelled. AAC is also expanding its presence in the automotive sector, securing key design wins and seeing revenue increase by 14.2%.

At ATC Intelligent Cockpit Week 2025, Koogeek Tech presented its AI agent platform ecosystem for the automotive sector, shifting from command execution to proactive need fulfillment. Their “1+N” agent platform redefines HMI, transforming the smart cockpit into a “third living space” that anticipates user needs via a Super Agent (“1”) and specialized agents (“N”). This platform, backed by extensive data, supports full-stack integration or selective feature additions, fostering an open ecosystem and enabling personalized and intuitive in-car experiences. Koogeek aims to enable automakers to create smarter, collaborative human-vehicle interactions.

Xiaomi CEO Lei Jun criticized competitors for using “intercepting rhetoric” to sway customers from the Xiaomi SU7, calling the practice disparaging and unnecessary. He believes competitors should focus on their own strengths. Lei also mentioned increasing production and suggested alternatives like the XPENG G7 or Li Auto i8 for impatient buyers.

Xiaomi Chairman Lei Jun congratulated Great Wall Motor on its 35th anniversary, praising its future prospects. Great Wall Motor’s Chairman Jack Wey shared gratitude for support and announced upcoming strategic reveals, including a new platform and a five-year development plan. The strong personal bond between Wey and Lei Jun was evident, with Lei Jun having previously endorsed Great Wall Motor’s models.