China’s Auto Industry Is Collapsing: No Imports Mean No Parts; No US Tariff Relief Means Shutdowns
At the height of the China-US trade war, the Chinese government made a surprising move—quietly exempting over 90% of U.S. automotive chips from tariffs. From Qualcomm to Nvidia, from MCU controllers to the "brains" of autonomous driving, nearly all of these core chips found themselves at the top of the exemption list.