South Korea's hydrogen rail commercialization is entering the final stretch, with Hyundai Rotem, a unit of Hyundai Motor Group, building hydrogen trains equipped with Hyundai Motor's in-house fuel cell system. The first commercial service is expected as early as 2029, but a 2024 shutdown of hydrogen trains in Foshan, China has raised questions about economic viability.
LG Energy Solution (LGES) reported stronger second-quarter sales and a swing back to operating profit, a result that could matter for global investors tracking how policy incentives are shaping vehicle manufacturing profits. The company said US production credits boosted its results, while underlying operating performance would have been weaker without those subsidies.
LG Energy Solution (LGES) is emerging as a key battery supplier for humanoid robots, as demand for high-performance batteries shifts from electric vehicles to physical AI systems with tighter space, weight and runtime requirements.
Sanyang Motor (SYM) said Taiwan's motorcycle market could grow as much as 10% in 2026, with the company aiming to keep market share above 40%. The outlook came as SYM introduced its All New JET SL/SL+ model on July 6 and outlined plans for new and refreshed motorcycles in Taiwan and overseas markets.
Taiwan's electric scooter market entered 2026 under pressure from shortages in charging infrastructure, new models and buyers, while the island's motorcycle market remained dominated by gasoline-powered bikes. Industry sources said limited battery-swapping and charging coverage, along with slow product momentum, had cooled demand across the sector.
Samsung SDI has started supplying battery cells for AI data centers to Taiwan-based Simplo Technology, according to The Elec. The deal connects a South Korean cell maker with a module assembler that ships battery backup units and other products to major North American technology companies, including Amazon and Meta.
JLC reported a sharp rise in June revenue after Taiwan's Resource Circularity Promotion Act took effect, while the lead-acid battery recycler also benefited from early investment in process technology, tax incentives and ESG-linked positioning. The company said stronger downstream demand helped lift revenue more than 40% from May.
Global automotive Tier 1 suppliers are speeding up cross-industry transformation as the car sector's shift puts pressure on long-term growth, and Schaeffler is expanding beyond auto parts into humanoid robots, defense, and aerospace to find fresh momentum.
AI and robotics are moving from pilot projects to factory floors worldwide, but adoption remains uneven. Humanoid robots draw the headlines, yet most manufacturers still favor task-specific tools, digital twins, and collaborative machines that promise steadier gains in efficiency, safety, and precision across global supply chains.
Foreign automakers are rapidly reshaping their China operations into export platforms as local electric-vehicle (EV) makers continue to erode demand for gasoline cars. For global consumers and suppliers, the shift could affect vehicle prices, parts flows, and where future models are designed, built, and sold across major markets.
Taiwan's scooter market picked up pace in June, a trend that may matter for global suppliers, EV watchers, and consumer brands watching two-wheeler demand in Asia. Sales rose across gas and electric segments, while leading companies used new models, fleet orders, and seasonal promotions to strengthen their positions.
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