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SAI (Sino Auto Insights) Weekly

Tu Le

Weekly roundup of news coming out of the \ud83c\udde8\ud83c\uddf3 (China) electric vehicle, autonomous vehicle, battery, advanced driving asist systems (ADAS) and chip / silicon sectors and what it means for rest of the world.

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Substack
PricingFreemiumPublishesWeekly
Issues90Founded2 years agoLast Issue3 days ago
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Artwork for SAI (Sino Auto Insights) Weekly

Latest Issues

SAI Weekly 18 - 26: Legacy Auto’s Reckoning: Layoffs, China EV Inc & the Race to Survive


Happy birthday America!

Spent most of last week back and forth from Ann Arbor to Detroit and then back to Troy dropping the boys off to basketball camp at U of M. Crazy story – as we were walking into Chrisler Arena, I get a notific...

3 days ago
5

SAI Weekly 17 - 26: The Slow Collapse of Germany’s Auto Empire, GM Empower, Unpacking the Ferrari Luce


Spent a couple days in SF for GM’s Empower event last week and the Autosens / InCabin conference was in Detroit last week so I helped out with the In-vehicle Infotainment track.


This week the Reindustrialize Conference visits...

17 days ago
9
1

SAI Weekly 16 - 26: Michigan Is Running Out of Time, NIO Is Heating Up, and Volvo Lives to Fight Another Day


We have hit a bit of a lull in the news cycle since we’re getting into the first days of summer. But there still is news flowing so let’s get right to it.

First off, just got back from the Mackinac Policy Conference. Joe White and I...

a month ago
4

SAI Weekly #15-26: Why Every Global Automaker Now Needs China Tech, Automakers Want Tech Company Cred. That’s Not the Win They Think It Is


The Trump Xi Summit turned out to be a big nothing burger for MI and the US automotive industry. The readouts I am getting about what each wanted out of the meeting was to confirm that lines of communication are open even if we aren’...

2 months ago
8
1

SAI Weekly 14 - 26: #AutoBeijing2026 Proves China EV Inc Is Pulling Away - China EV Inc Is Moving Faster Than the West Realizes


First some housekeeping. I will be attending the Financial Times – Future of the Car Summit in London next week for those that also plan on attending or are in London and would like to catch up. I may meet up with some friends on Tue...

2 months ago
8

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  • Tu Le

    Electric & autonomous vehicle (EV / AV), battery and chip nerd that can speak 'Auto' and 'Tech.' I get asked for my thoughts about EVs from time to time by some fairly well-known people.

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