ECARX and Arm sign non-binding pact to explore AI

ECARX reports technology deployment across over 12 million vehicles and partnerships with 18 automakers and 28 vehicle brands.

Available on EDGAR 11/02/2026 - 06:12 AM EST Accepted by SEC EDGAR 11/02/2026 - 06:12 AM EST Learn about SEC filing dates

Rhea-AI Filing Summary

ECARX Holdings Inc. reported that ECARX Limited and Arm signed a non-binding memorandum of understanding to explore developing high-performance AI computing platforms for mobility and cross-industry applications. The framework covers joint co-engineering on system architecture, performance optimization, software enablement, functional safety, toolchain and cybersecurity validation, and ecosystem development. The companies will also explore configurations for China and global markets.

The collaboration builds on work through SiEngine, which has delivered 7nm SE1000 automotive-grade SoCs to global automakers; millions of units have been produced and deployed since mass production began in March 2023. Development of the 5nm SE2000 platform is underway.

Filing Explained

The report and exhibit are incorporated into ECARX’s specified F-1 and F-3 registration statements from the date furnished, unless later superseded, adding this MoU disclosure to those registration materials.

Key Figures

Vehicle deployment: Over 12 million vehicles Global automakers: 18 Vehicle brands: 28 +4 more

7 metrics

Vehicle deployment Over 12 million vehicles ECARX technology deployed worldwide

Global automakers 18 Current partnerships

Vehicle brands 28 Current partnerships

International locations 13 ECARX operates across Europe, the Americas and Asia

Employees Over 1,400 Global team

SE1000 process node 7nm Automotive-grade SoC platform; mass production began in March 2023

SE2000 process node 5nm Development of the next-generation SoC platform is underway

Key Terms

physical-AI, system-level architecture definition, functional safety, toolchain, +1 more

5 terms

physical-AI technical

"broader cross-industry physical-AI applications"

Physical-AI means artificial intelligence that is built into real-world machines and devices — for example robots, sensors, factory equipment, delivery drones, or smart appliances — so the software can see, move, sense and act in the physical world. Investors care because combining hardware with AI changes costs, manufacturing complexity, sales cycles and safety or regulatory risk the same way adding an engine to a car changes how you buy, maintain and insure it, while also creating new revenue opportunities if the system works reliably.

system-level architecture definition technical

"system-level architecture definition, performance optimisation"

functional safety technical

"software enablement, functional safety, toolchain"

Functional safety is the practice of designing and testing electronic or software-controlled systems so they behave safely even when parts fail or unexpected conditions occur. It matters to investors because certified safe systems reduce the risk of costly recalls, regulatory blocks, liability claims and lost sales; think of it like a car’s backup brakes that prevent accidents when the main brakes fail, protecting value and reputation.

toolchain technical

"functional safety, toolchain and cybersecurity validation"

A toolchain is the group of software tools and processes a company uses to design, build, test and deliver its digital products. Like the set of tools a workshop uses to make a car, a well-organized toolchain speeds production, reduces mistakes and lowers costs; for investors, it affects how quickly a business can release features, scale operations and keep development predictable and efficient.

system-on-chip technical

"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.

FAQ

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

How extensive is ECX's current vehicle and customer reach?

ECARX says its technology is deployed across over 12 million vehicles worldwide and that it is currently partnered with 18 global automakers and 28 vehicle brands.

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

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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 November 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 Signs MoU with Arm to advance next-generation high-performance AI computing across industry applications

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: November 2, 2026

ECARX Signs MoU with Arm to advance next-generation high-performance AI computing across industry applications

•MoU establishes framework to explore advanced solution development, including joint R&D and product definition.

•New platforms to be deployed in mobility and cross industry applications

•Building on established longstanding collaboration between ECARX and Arm

LONDON, November 2 2026, ECARX Limited (“ECARX”), a leading global automotive intelligence business, and Arm today announced that they have signed a non-binding Memorandum of Understanding (MoU) to jointly explore and develop next-generation high performance AI computing platforms for mobility, and broader cross-industry applications.

Under the MoU, ECARX and Arm will advance high-level joint co-engineering activities spanning system-level architecture definition, performance optimisation, software enablement, functional safety, toolchain and cybersecurity validation, as well as ecosystem build-out. The partners will also explore tailored configurations optimised for deployment across China and global markets, addressing use-cases within mobility alongside broader cross-industry physical-AI applications.

The combined effort will unlock meaningful advances in performance, power efficiency, and scalable deployment for global customers. Building on their long-standing collaborative relationship, Arm will support ECARX to bring-to-market highly-optimised compute solutions purpose-built to handle demanding physical AI workloads as a leading partner in mobility and diverse cross-industry use cases.

The partnership builds on a history of collaboration, including through SiEngine, a leading automotive semiconductor company that has delivered advanced 7nm SE1000 platform automotive-grade SoCs to global OEMs, with millions of units produced and deployed since mass production began in March 2023. Development of the next generation 5nm SE2000 SoC platform is also underway.

Ziyu Shen, Founder and Chief Executive Officer, ECARX said: “Our long-standing partnership with Arm draws on our track-record of successful joint delivery via SiEngine for global automotive customers. Against the industry shift toward AI-defined vehicles, this new collaboration accelerates our work to bring forward globally ready high performance physical-AI computing platforms. Bringing together Arm’s industry-leading compute architectures and ECARX’s full-stack automotive capabilities, we will build scalable high performance compute for next generation intelligent vehicles, and also explore opportunities for cross-industry deployment. Our teams will now advance joint technical roadmap definition and co-engineering to translate this shared vision into practical solutions for global markets.”

Drew Henry, Executive Vice President, Physical AI, Arm, said: “Physical AI is one of the most complex systems engineering challenges our industry has taken on, requiring compute, software and safety to work together from the ground up. By combining Arm's compute platform with ECARX's proven automotive expertise, we see an opportunity to explore new approaches to high-performance, efficient computing across AI-defined vehicles and other autonomous systems.”

= end =

For more information, please contact:

ECARX Investor Relations: ir@ecarxgroup.com

ECARX Media Relations: communications@ecarxgroup.com

About ECARX

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 optimise long-term cost efficiency. ECARX’s proven technology is deployed across over 12 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. For more information please refer to ECARX Investor Relations website.

Forward-Looking Statements

This release contains statements that are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements are based on management's beliefs and expectations as well as on assumptions made by and data currently available to management, appear in a number of places throughout this document and include statements regarding, amongst other things, results of operations, financial condition, liquidity, prospects, growth, strategies and the industry in which we operate. The use of words "expects", "intends", "anticipates", "estimates", "predicts", "believes", "should", "potential", "may", "preliminary", "forecast", "objective", "plan", or "target", and other similar expressions are intended to identify forward-looking statements. These forward-looking statements are not guarantees of future performance and are subject to a number of risks and uncertainties that could cause actual results to differ materially, including, but not limited to statements regarding our intentions, beliefs or current expectations concerning, among other things, results of operations, financial condition, liquidity, prospects, growth, strategies, future market conditions or economic performance and developments in the capital and credit markets and expected future financial performance, and the markets in which we operate.

For a discussion of these and other risks and uncertainties that could cause actual results to differ materially from those expressed in any forward-looking statement, see ECARX's filings with the U.S. Securities and Exchange Commission. ECARX undertakes no obligation to update or revise forward-looking statements to reflect subsequent events or circumstances, except as required by applicable law.

Filing Exhibits & Attachments

1 document

Press Releases

• EX-99.1 EX-99.1 17.4 KB