BYD to Keep Investing in Semiconductors as 4nm Smart-Driving Chip Enters Mass Production

BYD's move matters less as a chip milestone than as vertical integration: covering design, wafer fabrication and packaging in-house puts it in a different category from automakers that merely buy automotive-grade silicon. That breadth gives it leverage over cost and supply, and it raises the competitive bar for both chip suppliers and rival EV makers relying on them. The open question is whether this internal capability stays captive to BYD's own vehicles or becomes a merchant business — and how incumbent automotive chip vendors respond.