➀ The global EV market growth has slowed down, leading to overcapacity in power semiconductors with inventory turnover days increasing by 18%.
➁ Major companies like Infineon, ON Semiconductor, STMicroelectronics, and Renesas are downsizing or adjusting jobs.
➂ Chinese manufacturers, such as BYD and Yue Xin Semiconductor, are launching new factories and producing high-performance products.
➃ Infineon initiates the 'Step Up' plan and Japanese companies invest jointly.
➄ China's market and AI become future bright spots for some companies.