2026-06-17
Nikkei Asia
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Sources: Samsung is seeing a rise in advanced chip production requests from BYD, Google, AMD, Tesla, and other companies as AI demand strains TSMC's capacity
TAIPEI/HONG KONG/SEOUL — BYD, Google, AMD, Tesla and others are looking increasingly to Samsung Electronics for contract chipmaking services …
2026-06-10
SemiAnalysis
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A look at Unitree's growth strategy, which mimics those used by BYD and DJI, and leverages its quadruped robot dominance to create and lead the humanoid market
The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration — Reyk Knuhtsen, Niko Ciminelli, Jacob Rintamaki, and 4 others
2024-12-02
Wall Street Journal
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Sources: BYD's contract-manufacturing business, which has 10K+ engineers and ~100K employees dedicated to Apple's supply chain, now assembles 30%+ of all iPads
Apple and other big tech hardware companies are increasingly taking the role of “integrator”. — We've seen where this evolution goes in aerospace (ie Boeing), doesn't necessarily bode well for conti...
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