Hear that?

That’s the sound of auto execs quaking in their boots, following the latest signal that their Chinese competitors are coming for the US EV market.

Nikkei Asia this week reported that BYD, the Warren Buffett-backed Chinese company that recently surpassed Tesla to become the world’s top EV seller, is “considering” establishing an EV plant in Mexico to use as an export hub to enter the US market without high tariffs.

The report, based on an interview with Zhou Zou, a BYD executive in Mexico, said the automaker is studying the feasibility of such a project and negotiating with officials in Mexico. “Overseas production is indispensable for an international brand,” Zou told Nikkei.

The news comes as no surprise to industry observers and stakeholders.

“The Mexican market is about 10% occupied by Chinese manufacturers at the moment,” Sam Fiorani, VP of global vehicle forecasting for AutoForecast Solutions, told Tech Brew. “Their market share growth has been so quick that it was just a matter of time before they reached a critical mass that they could build locally. And once they build locally, then they get around the 25% tariff [on Chinese-made vehicles] and they can come to the US.”

Keep reading here.—JG

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The robotaxi sector’s bumpy ride continues.

Waymo, the Alphabet-owned autonomous ride-hailing company, on Thursday said it had filed a recall notice with the National Highway Traffic Safety Administration (NHTSA) over a software issue connected to a pair of crashes in Phoenix.

In a blog post, Waymo detailed a Dec. 11 incident in which one of its robotaxis struck a pickup truck as it was being towed “across a center turn lane and a traffic lane.” Another Waymo vehicle then struck the same truck.

Calling it an “unusual scenario,” Waymo says it found that its vehicles “incorrectly predicted the future motion of the towed vehicle.” The company says it immediately alerted the Phoenix Police Department and the Arizona Department of Public Safety and followed up with NHTSA days later. The crashes resulted in “minor vehicle damage” but no injuries, according to Waymo.

It says it has since updated its software across its fleet but that the voluntary recall “reflects how seriously we take our responsibility to safely deploy our technology and to transparently communicate with the public.”

Keep reading here.—JG

Coworking is a weekly segment where we spotlight Tech Brew readers who work with emerging technologies. Click here if you’d like a chance to be featured.

How would you describe your job to someone who doesn’t work in tech?

I lead a team that specializes in modernizing the software that businesses use every day. We’re a bit like a renovation company for digital infrastructure; we take older software that companies rely on and update it for today’s technology, specifically for the cloud, which is like an invisible infrastructure that holds and processes data.

My team also integrates advanced features, like artificial intelligence and machine learning, to help software become more intuitive and efficient—similar to adding smart-home technology to an old house. An essential part of my role is to ensure that as we make these advancements, we’re also reinforcing the walls, so to speak, making the software secure against any threats or intrusions.

Keep reading here.