NuAxi

Company and supply-chain hub

BYD

NuAxi groups public briefings that mention BYD: product launches, capacity and pricing signals, and supply-chain changes. The page updates continuously.

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Latest briefings

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Tue, Sep 29

  1. Impact score 45

    China’s 15th Five-Year Plan for the new #battery industry targets initial large-scale all-solid-state battery deployment by 2030, alongside 15,000-cy...

    China's 15th Five-Year Plan targets large-scale all-solid-state battery deployment by 2030 and 15,000-cycle lithium batteries for energy storage and data centers. This policy shift signals future demand growth for BMS and power semiconductors. Bullish outlook for related semiconductor supply chain.

    BMS ICPower SemiconductorSiCCATL, BYD and 4 totalTrendForce Official (Market Data)Policy/Regulation

Tue, Aug 25

  1. Impact score 98

    [Insights] Tantalum Prices Nearly Triple on AI Demand, Supply Disruptions; EV Capacitor Lead Times Reportedly Top 1 Year

    Tantalum ingot prices surged nearly threefold from 2,600 RMB/kg at end-2025 to 6,650 RMB/kg in August due to AI server demand and Congo supply disruptions, causing EV capacitor lead times to exceed one year.

    Tantalum CapacitorsTantalum IngotSolid Aluminum Electrolytic CapacitorsOrient Tantalum, Cabot and 6 totalTrendForceShortage Alert

Mon, Mar 9

  1. Impact score 60

    BYD breaks down final barriers to electrification with Blade Battery 2.0 and FLASH Charging

    BYD launches Blade Battery 2.0 with 5% higher energy density and FLASH Charging capable of 1500kW, achieving 10-97% charge in 9 minutes. The company plans to deploy 20,000 FLASH Charger Stations in China by 2026 to address consumer range anxiety.

    Power BatteryLithium Iron Phosphate BatteryBYDGlobeNewswire SemiconductorsProduct Launch

Tue, Mar 3

  1. Impact score 15

    🚗 The top spot changes hands: #BYD’s 2025 #BEV sales rose ~25% YoY, overtaking #Tesla globally.💡More analysis from #TrendForce: https://buff.ly...

    BYD's 2025 BEV sales rose approximately 25% year-over-year, overtaking Tesla to become the global leader. TrendForce analysis highlights this shift in the competitive landscape. Bullish: This indicates a surge in demand for automotive semiconductor components.

    Automotive SemiconductorsPower ICsMCUBYD, Tesla and 3 totalTrendForce Official (Market Data)Market Analysis