Part 6/10:
The recent tariff exemption for U.S. automotive chips came at a critical juncture when reciprocal tariffs between China and the U.S. pushed costs for manufacturing to unsustainable levels. This exemption presented temporary relief, with automakers facing potential losses due to overnight shifts in supply chain viability and costs.
However, this situation has highlighted an existential crisis for China's new energy vehicle makers. Behind the exemption lies a stark reminder of how heavily the industry now relies on U.S. technology for production.