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May 12
Taiwan EV charging rollout slows as grid and soil issues delay new sites
Rising international oil prices driven by conflict in the Middle East could further support electric vehicle sales in 2026 and boost demand for charging stations, according to charging operators. But resolving land-use and grid-construction bottlenecks has become a key challenge as operators compete for a share in Taiwan's EV charging market.
Under a new Canada-China electric vehicle (EV) agreement, Lotus, owned by China's Geely Group, has become one of the first automakers to begin shipments to Canada from Chinese ports. Other Chinese brands, including Chery and BYD, are expected to enter the Canadian market gradually before the end of the year. At the same time, market speculation has emerged that Tesla may have quietly shifted supply sources for its Model 3 in Canada to its Shanghai factory, after the model recently appeared at sharply lower prices.
Tesla is investing US$250 million to expand battery-cell production at its Berlin-Brandenburg Gigafactory, reinforcing its long-term commitment to Europe just as the company starts to regain momentum in the region after more than a year of weak sales.
Canada and industry groups pushed back against the prospect of linked concessions as the US prepared for a high-level summit with China on May 14 and North America readied for the sixth-year review of the USMCA, scheduled for July 1. Canadian officials and automotive associations insisted the US must unconditionally remove the 25% tariffs imposed under section 232 on passenger vehicles and that the tariff rollback is essential to the survival of decades of North American economic integration, a spokesperson announced.

Tesla's Electric Semi Truck (Tesla Semi) has revealed production specifications and a US-made 4680 lithium battery breakthrough, according to certification documents filed with the California Air Resources Board in May 2026 and reporting by Reuters. The disclosures showed the Semi supports megawatt-level fast charging and uses a second-generation 4680 cell called Cybercell, enabling the truck to enter mass production and compete more directly with diesel rigs on charging speed and range.

Indian conglomerates are accelerating efforts to develop domestic electric vehicle (EV) and battery technologies as access to Chinese know-how becomes increasingly uncertain.
Global electric-vehicle battery demand continued to expand in the first quarter of 2026, even as growth in several major automotive markets slowed, underscoring the industry's shifting competitive landscape and the rising importance of energy-storage and infrastructure businesses.
Foxconn announced a strategic partnership with ElectroMobility Poland S.A. (EMP), a Polish state-owned enterprise, to jointly evaluate building an electric vehicle manufacturing and R&D center in Poland. The deal, announced alongside Poland's Minister of State Assets Wojciech Balczun and Deputy Minister Eliza Zeidler, represents the Taiwanese electronics giant's most concrete move yet toward establishing a manufacturing presence on European soil.
Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related business, while more meaningful expansion is not expected until 2027. The company also said rising wafer packaging and testing costs will drive a price increase of its products by up to 15% in June-July to preserve gross margins.
Power Win said it is expanding its lithium battery recycling business as demand from energy storage and electric vehicles (EVs) surges and geopolitical tensions elevate scarce metals into strategic assets. The company is also targeting Southeast Asia for technology exports and moving deeper into EV and AI asset recovery.

MicroLED applications are expanding across automotive, wearable, and display markets, but the sector is facing mounting pressure. Following Sony Honda Mobility's cancellation of the Afeela 1 electric vehicle (EV) project, MicroLED adoption in automotive displays has suffered a setback. At the same time, reports that Samsung may scale back its MicroLED TV business are raising fresh concerns over PlayNitride's 2026 growth outlook.

As the global auto industry shifts toward software-defined vehicles (SDVs), the evolution of electronic and electrical architectures has become one of the most important determinants of future competitiveness.