Drudge Retort: The Other Side of the News
Wednesday, July 22, 2026

A nondescript facility south of Cleveland has become an early staging ground for the auto industry's next supply-chain pivot: replacing vehicle hardware from China. The plant belongs to Eagle Wireless, a maker of electronics that was formed in late 2025, largely in response to a federal rule that bans certain Chinese connected-car software and hardware in U.S. vehicles by the end of the decade.

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... "There's a massive opportunity for us," said TJ Dembinski, president of Eagle Wireless. He said Eagle grew out of a need to counter China's dominance in modules, which he knew would be challenging for U.S. automakers as the regulations took effect.

It's been a mad dash to scale up production of modules, the small circuit boards that enable vehicles to have a wireless connection to the outside world.

Eagle started with about 140 employees and is aiming to grow to 1,000 in the next three years. Its revenue expectations have increased by almost 100% for the year, to nearly $100 million.

"It's been insane," Dembinski said.

The connected-vehicle rules were adopted in January 2025 under U.S. President Joe Biden, based on national security concerns around data privacy, and have been kept in place under the Trump administration. They prohibit the use of Chinese connectivity software starting in the 2027 model year, and hardware from model-year 2030. Though those deadlines may seem far off, automakers plan vehicle programs years in advance, meaning compliant suppliers must be locked in now.

Amid heightened geopolitical tensions and unpredictable trade wars, auto companies are in the middle of a disruptive uncoupling from China, on everything from inexpensive components -- like Eagle's modules -- to battery materials and essential rare earth minerals. ...



#1 | Posted by LampLighter at 2026-07-22 09:05 PM | Reply

Tangentially related ...

When your vehicle outlives its cloud: What happens next?
arstechnica.com

... Automakers love connected vehicles, but support isn't open-ended.

Do you use your vehicle's app to precool the cabin on a scorching day, confirm the doors are locked from bed, or have the car automatically call for help when the airbags go off?

Savor those connected, cloudbased conveniences while you can -- the clock is already ticking on their obsolescence. In a few short years, you may be driving today's vehicle without many of the features you currently enjoy. ...

The day the signal dies

There is no single event or element that triggers the end"it's a combination of things. As vehicles age, OE on-board hardware becomes obsolete as cellular providers replace older technology and automakers stop investing in aging back-end stacks and features. Manufacturer contracts for connected services can also expire.

Taken together, these factors mean that time ultimately kills cloud-based vehicle services.

In 2022, many US cellular carriers, including AT&T, TMobile/Sprint, and Verizon, shut down their 3G networks to create system capacity for upcoming 4G and 5G rollouts. When the 3G signal finally ceased, vehicles with the technology lost their connected cloud-based services (Porsche, Nissan, and Volkswagen were just a few of the automakers affected).

Lexus owners felt this shift acutely. The company's Enform connectivity, which relied on the 3G network and was fitted to nearly all 2010"2017 models, went dark overnight because the hardware simply wasn't forwardcompatible. (Lexus refunded owners for paid time left, while opportunistic dealers suggested that frustrated owners upgrade to a new Lexus that supported current technology.) ...


#2 | Posted by LampLighter at 2026-07-22 09:11 PM | Reply

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