Global automotive supply chains remain under pressure as disruptions linked to Nexperia, a Netherlands-based chipmaker, continue to affect major automakers and suppliers.
Amid an era defined by geopolitical friction and resurgent trade protectionism, the world's largest automaker, Toyota Motor, is maneuvering to secure what it considers its most crucial stronghold: the US. A recent series of high-profile moves by Chairman Akio Toyoda has been widely interpreted as a masterclass in navigating today's fraught trade environment.
AUO's newly established subsidiary, AUO Mobility Solutions Corporation (AMSC), will make its debut at CES 2026 under the theme "Together, We Drive the New Era," showcasing its integrated capabilities in smart cockpit solutions.
Xiaomi highlighted mounting pressure from sharply rising memory prices even as its electric vehicle business continued its rapid expansion and achieved first-time quarterly profitability. Executives said the company is balancing cost challenges in smartphones with strong performance in EVs and IoT, while preparing for continued volatility into 2026.
Xiaomi reported a sharp rise in net income for the third quarter of 2025, supported by strong momentum in its electric vehicle business and solid demand for its IoT and lifestyle products. The period, which ended on September 30, marked a significant milestone for the company as its EV division delivered its first quarterly profit. However, intensifying competition in the smartphone market and rising component costs continued to cloud its near-term outlook.
Power management IC (PMIC) maker Silergy has disclosed that its strongest growth momentum continues to derive from the automotive sector. Despite macroeconomic and tariff uncertainties, the automotive segment alone delivered outstanding momentum in the third quarter of 2025, with nearly 30% quarter-on-quarter growth and 12% year-on-year growth. The share of automotive electronics revenue rose to 14% in 2025, and Silergy estimates that this figure could reach 20% in 2026. This implies that Silergy's automotive revenue could see a 40–50% annual growth rate in 2026, a considerable increase.
As rack-level power consumption and cooling requirements rise in data centers, Taiwanese microcontroller (MCU) suppliers are innovating in power-supply and cooling-fan controls. Nuvoton Technology recently introduced an integrated baseboard management controller (BMC). Additionally, Holtek is upgrading server-fan solutions and expects major growth in brushless DC motor (BLDC) applications.
Taiwanese battery innovator Xing Mobility has joined forces with German automotive design powerhouse IDEENION to bring a groundbreaking immersion-cooled, cell-to-pack (CTP) battery architecture to European automakers. The partnership, formalized with a Memorandum of Understanding (MoU) at Xing's Taiwan headquarters, promises to accelerate time-to-market for high-performance and commercial electric vehicles (EVs).
The Wall Street Journal (WSJ), citing unnamed sources, reported that Tesla is tightening restrictions on the use of China-made components in its US-produced vehicles, reflecting growing pressure on automakers to reduce exposure to China amid escalating geopolitical and trade tensions. Earlier this year, the company instructed suppliers to exclude components manufactured in China from its US production lines, according to people familiar with the matter. Some suppliers have already transitioned to alternate locations, and Tesla aims to phase out remaining China-made parts over the next one to two years.
Xpeng's flying car subsidiary ARIDGE is laying out a three-step roadmap to bring personal electric vertical takeoff and landing (eVTOL) aircraft into everyday use. The company is moving from concept videos to real orders, factory capacity, and early certification work in China and the Middle East.
DIGITIMES' latest analysis predicts that the global electric vehicle (EV) market will enter a phase of slower growth in 2026, with an annual growth rate of roughly 15.2%—down from the double-digit surges exceeding 20% seen through 2025. After a period of rapid expansion, the industry is showing signs of saturation, prompting automakers to shift their strategic focus toward advanced autonomous-driving technologies to maintain competitiveness.
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