In a Price war, the AI bubble and the West's sanctions ahead of the node, the Chinese semiconductor ecosystem is still in the process of being built. I don't expect that will happen soon, at least 5 years to have an abundance of computing power.I’m disappointed that infotainment systems in China’s new energy vehicles haven’t yet reached the point of excess computing power. This year, BYD’s infotainment systems generally come with a 778G chip and 12GB RAM plus 128GB storage—a configuration that’s far too underpowered for an electric vehicle expected to last 8 to 12 years.
I believe that within the next two years, in-car infotainment systems must be upgraded to a performance level featuring an 8G3 chip with 12/16 GB of RAM and 256/512 GB of storage.
Mobile phone chips have, to some extent, become overpowered, while in-car systems are still struggling to keep up with demand—which is deeply disappointing.
While sales at home are languishing, China-based carmakers are having a ball in Europe. In December, a record 9.3% of new cars sold in the EU were made in China, while in the UK the share surged to a striking 20.6%. For the full year, China-made vehicles accounted for 6.4% of EU sales and 12.1% in the UK (Figure 1). The success of Chinese car exports comes despite the EU’s countervailing duties on Chinese-made battery electric vehicles (BEVs), in place since October 2024 (Figure 2). While the measures briefly slowed exports in late 2024, shipments have since rebounded to pre-duty levels. At the same time, exports of internal combustion engine (ICE) and plug-in hybrid vehicles (PHEV) which are not subject to additional duties have risen rapidly. This has meant that overall passenger car exports from China reached 922,000 units, up 29% year-on-year. In early 2026, exports are accelerating even further, reaching 214,000 units in just the first two months, up 62% year-on-year.

Death, Taxes, and Baidu screwing up again. Three certainties of life.
More than 100 robot taxis running Baidu autopilot stopped at the same time in Wuhan due to a fault, blocking traffic. I'm actually surprised they're centrally controlled, seems like a vulnerability that can be exploited to cause mass disruptions.
Seems like a major security concern.
More than 100 robot taxis running Baidu autopilot stopped at the same time in Wuhan due to a fault, blocking traffic. I'm actually surprised they're centrally controlled, seems like a vulnerability that can be exploited to cause mass disruptions.
To do what exactly?I’m disappointed that infotainment systems in China’s new energy vehicles haven’t yet reached the point of excess computing power. This year, BYD’s infotainment systems generally come with a 778G chip and 12GB RAM plus 128GB storage—a configuration that’s far too underpowered for an electric vehicle expected to last 8 to 12 years.
I believe that within the next two years, in-car infotainment systems must be upgraded to a performance level featuring an 8G3 chip with 12/16 GB of RAM and 256/512 GB of storage.
Mobile phone chips have, to some extent, become overpowered, while in-car systems are still struggling to keep up with demand—which is deeply disappointing.