ECARX highlights $200M funding for chip affiliate

ECARX Holdings Inc. reports that its incubated automotive semiconductor affiliate, SiEngine Technology, secured US$200 million in new equity financing from institutional investors during the first half of 2026.

Rhea-AI Filing Summary

ECARX Holdings Inc. reports that its incubated automotive semiconductor affiliate, SiEngine Technology, secured US$200 million in new equity financing from institutional investors during the first half of 2026. ECARX remains SiEngine’s largest single shareholder and views the raise as reinforcing its vertically integrated silicon-to-software strategy for software-defined vehicles.

The capital is intended to support SiEngine’s next-phase R&D, production capacity expansion, globalization and international customer growth. ECARX and SiEngine jointly deploy Longying series SoCs with ECARX’s Antora central computing platforms, which already power dozens of vehicle models and support use cases from passenger cars to L2–L4 intelligent driving.

Filing Explained

SiEngine secured US$200 million, but ECARX’s post-financing ownership and any direct ECARX share issuance remain undisclosed.

Form 6-K is a foreign private issuer’s interim report for material information published in its home market.

The filing reports that SiEngine, ECARX’s semiconductor affiliate, secured US$200 million of equity financing during the first half of 2026; the structural event is at the affiliate level, with no ECARX share issuance disclosed.

Although ECARX remains SiEngine’s largest single shareholder, the exhibit gives no share count, issue price, post-financing ownership percentage, or conversion terms, so the financing’s effect on ECARX’s ownership cannot be sized from this filing.

The report is incorporated by reference into two specified ECARX registration statements, making its contents part of those filings without stating that ECARX securities were offered or sold.

Key Figures

SiEngine equity financing: US$200 million Vehicles deployed: over 11 million vehicles Automaker partners: 18 global automakers +5 more

8 metrics

SiEngine equity financing US$200 million Equity capital secured from institutional investors over H1 2026

Vehicles deployed over 11 million vehicles Number of vehicles worldwide using ECARX technology

Automaker partners 18 global automakers Automakers partnered with ECARX

Vehicle brands 28 vehicle brands Vehicle brands partnered with ECARX

Global locations 13 major international locations ECARX operating footprint across Europe, the Americas and Asia

Employees over 1,400 employees Size of ECARX’s global team

Collaboration duration eight years Length of ECARX–SiEngine collaboration described as eight year-long

Process node Longying I 7nm Process technology for SiEngine’s Longying I chip in Antora platforms

Key Terms

software-defined vehicle, system-on-chip, Advanced Driver Assistance Systems, central computing platforms, +1 more

5 terms

software-defined vehicle technical

"full-stack software-defined vehicle ecosystem, delivering strong cost-performance"

A software-defined vehicle is a car whose capabilities, performance and user features are driven primarily by software running on its electronic systems rather than fixed mechanical parts, similar to how a smartphone gains new features through apps and updates. For investors this matters because revenue and value can shift from one-time hardware sales to ongoing software services, faster feature upgrades and broader aftermarket opportunities, while introducing dependencies on software development, cybersecurity and regulatory compliance.

system-on-chip technical

"full-stack solutions spanning advanced system-on-chip hardware"

A system-on-chip (SoC) is a single silicon chip that combines the main computing processor, memory, and key interfaces (like graphics, wireless radios or input/output controllers) that a device needs to run. Think of it as a compact, all-in-one engine that replaces many separate parts, saving space, power and cost. For investors, SoC design and production influence product performance, margins and supply risk, and can be a major competitive advantage in electronics markets.

Advanced Driver Assistance Systems technical

"intelligent cockpit technology, Advanced Driver Assistance Systems, cloud connectivity"

Advanced driver assistance systems are electronic tools built into vehicles that act like a cooperative co‑pilot — they monitor road conditions and help with tasks such as keeping lanes, adjusting speed, parking, and automatically braking to avoid collisions. Investors care because these systems influence vehicle safety ratings, regulatory compliance, product appeal, and costs; they can change revenue mix and liability exposure for automakers, suppliers, and tech companies as adoption increases.

central computing platforms technical

"Antora central computing platforms and Flyme Auto OS"

Central computing platforms are shared systems—like cloud services or large on-site data centers—that run many applications, store data, and connect users across an organization or network. They matter to investors because they concentrate where a company’s digital operations, costs, and risks live: reliable, scalable platforms can boost efficiency and growth, while outages, security breaches, or costly upgrades can hurt profits and reputation, similar to how a power plant affects a city’s functioning.

large language model technical

"Longying II cabin-driving fusion SoC integrates native large language model"

A large language model is a computer system trained on vast amounts of text to understand and generate human-like writing, like a very well-read virtual assistant that can summarize, draft, translate, or answer questions. Investors care because it can change how businesses operate and compete—boosting productivity, cutting costs, or enabling new products—while also creating risks around accuracy, regulation, and security that can affect revenue and valuation.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did ECARX (ECX) disclose in its July 2026 Form 6-K?

ECARX disclosed that SiEngine Technology, its incubated automotive semiconductor affiliate, secured US$200 million in equity financing. The update highlights SiEngine’s role in ECARX’s vertically integrated silicon-to-software strategy for software-defined vehicles and the planned use of funds for R&D and global expansion.

How much equity financing did SiEngine raise according to ECARX (ECX)?

SiEngine raised US$200 million in new equity capital from institutional investors over the first half of 2026. ECARX, as SiEngine’s largest single shareholder, states that this funding milestone supports expanded R&D, production capacity, globalization and international customer growth in automotive semiconductors.

What is the relationship between ECARX (ECX) and SiEngine Technology?

SiEngine was co-founded in 2018 by ECARX and Arm China and has evolved into an independent automotive semiconductor enterprise. ECARX retains its position as the largest single shareholder, with SiEngine’s tailor-made vehicle-grade chips optimized for ECARX’s full-stack software-defined vehicle ecosystem.

How will SiEngine’s US$200 million financing be used, according to ECARX (ECX)?

The US$200 million equity injection is intended to fund SiEngine’s next-phase R&D, production capacity expansion, globalization and growth in international customers. ECARX explains that these investments are expected to strengthen their vertically integrated silicon-to-software platform for software-defined vehicles.

What scale has ECARX (ECX) reached with its automotive intelligence platform?

ECARX states its technology is deployed in over 11 million vehicles worldwide and is partnered with 18 global automakers and 28 vehicle brands. The company operates from 13 major international locations with a global team of over 1,400 employees in Europe, the Americas and Asia.

What technologies do ECARX (ECX) and SiEngine jointly offer automakers?

They jointly offer Longying series system-on-chip (SoC) solutions integrated with ECARX’s Antora central computing platforms and Flyme Auto OS. This includes 7nm Longying I and 5nm Longying II SoCs, supporting intelligent cockpits, ADAS, native large language models and L2–L4 intelligent driving applications.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 07/31/2026 - 06:48 AM Accepted by SEC EDGAR 07/31/2026 - 06:48 AM Learn about SEC filing dates

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934

For the month of July 2026

Commission File Number: 001-41576

ECARX Holdings Inc.

(Translation of registrant’s name into English)

Second Floor North

International House

1 St. Katharine’s Way

London E1W 1UN

United Kingdom

(Address of principal executive office)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

Form 20-F x      Form 40-F o

INFORMATION CONTAINED IN THIS REPORT ON FORM 6-K

This current report on Form 6-K, including the exhibit hereto, is incorporated by reference into the post-effective amendment No. 2 to the registration statement on Form F-1 on Form F-3 (File No. 333-271861) and registration statement on Form F-3 (File No. 333-288811) and shall be a part of such registration statements from the date on which this current report is furnished, to the extent not superseded by documents or reports subsequently filed or furnished.

EXHIBIT INDEX

Exhibit No.			Description
99.1			ECARX-Backed Chip Maker, SiEngine Secures US$200M Equity Financing to Accelerate Vertical Silicon-to-Software SDV Innovation

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

ECARX Holdings Inc.

By						/s/ Dylan D. Jeng
Name			:			Dylan D. Jeng
Title			:			Chief Financial Officer

Date: July 31, 2026

ECARX-Backed Chip Maker SiEngine Secures US$200M Equity Financing to Accelerate Vertical Silicon-to-Software SDV Innovation

London UK, July 31, 2026 – /PRNewswire/ -- ECARX Holdings Inc. (Nasdaq: ECX) recognises today’s key update from SiEngine Technology Co., Ltd., its incubated automotive semiconductor investment.

SiEngine has secured US$200 million in new equity capital from institutional investors over the course of H1 2026, hitting a transformative funding milestone as one of China’s top vehicle-grade semiconductor designers.

The investment strongly validates ECARX’s long-term vertical integration strategy and the powerful, eight year-long collaborative success between ECARX and its flagship silicon innovation affiliate.

Co-founded in 2018 by ECARX and Arm China, SiEngine has evolved into an independent automotive semiconductor enterprise, with ECARX retaining its position as the company’s largest single shareholder.

SiEngine was created to develop tailor-made, vehicle-grade silicon chips optimized exclusively for ECARX’s full-stack software-defined vehicle ecosystem, delivering strong cost-performance advantages for intelligent mobility platforms.

This US$200 million equity injection will fuel SiEngine’s next-phase R&D, production capacity expansion, globalization and international customer growth, further strengthening the unique ECARX vertical silicon-to-software competitive moat.

Co-Developed Silicon & Computing Platform Ecosystem with Proven Scale

The two parties have jointly built an integrated technology system centered on SiEngine’s Longying series SoCs and ECARX’s Antora® central computing platforms, delivering mature coordinated chip-and-software solutions. Antora® solutions powered by the 7nm Longying I chip have achieved global deployment, supporting dozens of vehicle models including Geely Galaxy, Lynk & Co and FAW Hongqi.

Drawing on ECARX’s worldwide OEM reach and SiEngine’s custom high-performance automotive silicon, the pair secured a landmark multi-year supply agreement with a major global automaker to drive further volume growth.

SiEngine’s newly unveiled 5nm Longying II cabin-driving fusion SoC integrates native large language model functionality and boosted AI compute performance. Purpose-built for ECARX’s next-generation Antora central computing platforms and Flyme Auto OS, the chip establishes a new industry benchmark for China’s end-to-end software-defined vehicle technology.

Beyond their core passenger vehicle offering, ECARX and SiEngine have broadened their combined technology and commercial footprint via strategic alliances with commercial vehicle and robotaxi manufacturers.

ECARX and SiEngine’s unified silicon solutions now support passenger vehicles, commercial fleets, and full-spectrum L2 to L4 intelligent driving use cases, expanding the partnership’s total addressable market and unlocking long-term growth opportunities.

About ECARX Holdings Inc. (Nasdaq: ECX)

ECARX (Nasdaq: ECX), headquartered in London, is a leading global automotive intelligence company. ECARX provides the intelligent brain that powers the next generation of software-defined and AI defined vehicles. The company delivers end-to-end, full-stack solutions spanning advanced system-on-chip hardware, high-performance central computing platforms, intelligent cockpit technology, Advanced Driver Assistance Systems, cloud connectivity and physical AI, alongside bespoke vehicle software and intelligent operating systems. As automakers transition to software-first and AI-first vehicle architectures, ECARX empowers automakers to streamline integration, reduce systemic complexity and optimize long-term cost efficiency. ECARX's proven technology is deployed across over 11 million vehicles worldwide and is currently partnered with 18 global automakers and 28 vehicle brands to shape the future of automotive intelligence. Founded in 2017 and listed

on Nasdaq in 2022, ECARX operates from 13 major international locations across Europe, the Americas and Asia, with a global team of over 1,400 employees.

About SiEngine Technology Co., Ltd.

Founded in 2018 with strategic founding investment from ECARX, SiEngine is a leading domestic automotive semiconductor enterprise focused on high-performance, vehicle-grade cockpit and ADAS SoC design and mass production. Its flagship chip series powers ECARX’s market-leading Antora computing platforms, delivering high-reliability, customized silicon solutions for the new generation of intelligent vehicles.

For more information: https://www.siengine.com/en/index.aspx

Filing Exhibits & Attachments

1 document

Press Releases

• EX-99.1 EX-99.1 9.5 KB