DALY: Once services inflation rises, it tends to be sticky.

Market sources said Honda Motor (HMC.N) will offer its bestselling CR-V only as a hybrid from 2027.

Nov 13 — On the Q3 earnings call, SMIC co-CEO Zhao Haijun said wafer revenue by end-market was down QoQ for smartphones (-8%) and consumer electronics (-1%). PC & tablet, industrial & auto, and connectivity & wearables showed no material change in end-market demand, but SMIC’s revenues for those segments rose 26%, 26% and 18% QoQ respectively, supported by domestic supply‑chain localization and ahead‑of‑market platform deployments. He said SMIC has rolled out BCD low/mid/high‑voltage product lines for industrial and automotive use, offering specialty devices and processes that support up to grade‑0 automotive standards and cover BMS analog front ends and system base chips, digital isolation, isolation drivers, sampling front ends and smart power switches to capture incremental, higher‑value demand.