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Monday 19 January 2026
Taiwan polarizer firms pivot to medical, semiconductor, and niche markets amid China oversupply
Large-scale capacity expansions in China have led to severe oversupply and price erosion issues in the global polarizer industry, causing Taiwanese firms to struggle as losses mount. In response, Taiwanese polarizer makers are pivoting toward high-value products as the local industry transitions toward new ventures.
Sunday 18 January 2026
Taiwan's HCMF Group and Kinpo Electronics team up to navigate an AI-driven auto industry
The automotive electronics industry is undergoing a structural transformation unlike any it has seen before. As artificial intelligence moves from the margins to the core of vehicle design, two of Taiwan's lesser-known industrial champions—HCMF Group and Kinpo Electronics—are deepening a cross-industry partnership aimed at navigating the upheaval. Their strategy rests on two pillars: system integration and a "global-local" manufacturing footprint, designed to withstand volatility in an increasingly fragmented market.
Friday 16 January 2026
Aeva secures spot in Nvidia's autonomous driving ecosystem with LG Innotek role
US LiDAR company Aeva Technologies has been selected as a partner for Nvidia's next-generation autonomous driving platform, Drive AGX Hyperion, drawing attention to its integration with Mercedes-Benz. Rumors also highlight South Korean firm LG Innotek's crucial role in equity investment, supply, and R&D collaboration with Aeva.
Wednesday 14 January 2026
Car displays evolve into vehicle-home connectivity hub
At CES 2026, leading global panel makers focused on microLED and OLED technologies while showcasing AI-driven smart cockpits. The event revealed a shift in automotive display roles from mere entertainment accessories to becoming the core of vehicle-to-home connectivity.
Wednesday 14 January 2026
Automakers pivot from wheels to legs at CES 2026
Under the neon glow of CES 2026, the global auto industry appeared to be undergoing a quiet but consequential shift. The focus was no longer confined to vehicle electronics or electrification. Instead, it had expanded into a neighboring — and potentially transformative — domain: artificial-intelligence-driven robotics.
Wednesday 14 January 2026
U-Best Innovative develops water-based resin for automotive interiors, targets diverse sectors
U-Best Innovative, a subsidiary of Sun Yad Group, announced the development of a water-based resin developed in collaboration with major domestic manufacturers of automotive interior materials. The company is also expanding partnerships with local firms to enter sectors including electronics, medical devices, green energy, optical films, and flexible HC materials.
Tuesday 13 January 2026
Laster Tech sees 4Q25 shipment growth, adopts strategic order approach in China
Benefiting from increased shipments of new and existing electric vehicle (EV) models, LED automotive lighting module maker Laster Tech reported consolidated revenue of NT$2.201 billion (approx. US$69.5 million) for the fourth quarter of 2025, marking a quarter-over-quarter growth of 8.83%. The company plans to adopt a selective order strategy in the Chinese market while enhancing its competitiveness within the North American supply chain.
Tuesday 13 January 2026
Macroblock advances Micro LED glass substrate applications towards mass production
LED driver IC designer Macroblock stated that Micro LED applications based on PCB substrates have been rolled out one after another, while Micro LED applications using glass substrates are expected to enter the mass production stage starting in 2026. The company expects double-digit annual growth, with more than 10 new vehicle models set to adopt its automotive IC products in 2026. Macroblock is optimistic that the share of automotive products will increase from 14% to nearly 20% in 2026.
Monday 12 January 2026
Beijing's tech standards reshape global auto industry
As the world's largest market for electric vehicles, China is quietly rewriting the competitive logic of the global automotive industry. By redefining technical thresholds, Beijing is exerting a form of "soft power" that transcends its borders, forcing automakers from Detroit to Wolfsburg to rethink how they build cars for the world.
Monday 12 January 2026
GIS, TPK expand microLED, 3D printing investments
Touch panel makers General Interface Solution (GIS) and TPK Holding are stepping up their transformation strategies.
Monday 12 January 2026
Tai-Tech Advanced Electronics posts record 2025 revenue on strong orders and pricing
Tai-Tech Advanced Electronics posted record revenue in December, the fourth quarter, and the full year of 2025, driven by strong AI-related demand and an initial round of price increases for ferrite bead products, the company said.
Saturday 10 January 2026
Tex Year targets AI and optoelectronics specialty chemicals
Tex Year Industries has just about completed its layout in specialty adhesives, materials, and chemicals for the AI and optoelectronics industries. It expects to see a significant increase in shipments and double-digit growth in 2026. This year, Tex Year will focus on five areas: AI cloud data centers, EVs, drones, smartphones, and Mini LED displays.
Friday 9 January 2026
CES 2026: NXP advances dual-track automotive computing with Taiwan partners
At CES 2026 in the US, NXP showcased a comprehensive display area at the LVCC central plaza, highlighting its latest automotive computing processors, including the recently launched S32N7 and multiple module solutions. These modules are supplied largely by Taiwanese electronics giants such as Pegatron, Quanta, and Delta, underscoring Taiwan's growing influence in the automotive electronics market.
Friday 9 January 2026
CES 2026: Boston Dynamics questions economic value of Chinese robot demos

At CES 2026, Hyundai Motor Group reaffirmed its confidence in robotics subsidiary Boston Dynamics, as Chinese robot developers gain greater visibility in global markets and intensify competition in humanoid and industrial robotics.

Friday 9 January 2026
China turns to rare earths in escalating Japan dispute
China said on January 6, 2026, that it would tighten export controls on so-called "dual-use" goods bound for Japan, a move that state media suggested could extend to rare earth materials, intensifying concerns about supply disruptions across Asia's industrial supply chains.
Friday 9 January 2026
CES 2026: Foxconn's FIH bets on always-on connectivity for the age of driverless cars
At the Consumer Electronics Show in Las Vegas, FIH Mobile made a larger statement this year.
Thursday 8 January 2026
CES 2026: Nvidia's Drive AGX Hyperion integrates OmniVision sensors, accelerating ecosystem-based autonomous driving
Nvidia officially introduced its next-generation autonomous driving platform, Drive AGX Hyperion, at CES 2026 in Las Vegas, signaling an important shift in the self-driving industry. The new platform represents a move away from isolated development efforts by automakers and Tier 1 suppliers toward a collaborative, ecosystem-based approach for scalable, certifiable autonomous driving systems.
Wednesday 7 January 2026
CES 2026: Auto industry racing toward software but struggling with costs

The lights at the 2026 Consumer Electronics Show (CES 2026) still blaze as brightly as ever. However, for the global auto industry, CES has long ceased to be a mere technology spectacle. It has become a proving ground for something far more consequential: a reassembly of the industry's "soul and body," where control of the future—and the reshaping of business models—is very much at stake.

Tuesday 6 January 2026
CES 2026: Toyota warns of a tougher year citing US tariffs
As CES 2026 opens with bold visions of software-defined vehicles and artificial intelligence reshaping the future of mobility, Toyota, the world's largest automaker, is striking a notably cautious tone about the year ahead. Despite reporting an 8% increase in US sales in 2025, to 2.52 million vehicles, Toyota is signaling that 2026 will mark a turning point—one defined less by growth than by defense.
Tuesday 6 January 2026
Hesai selected as lidar partner for Nvidia DRIVE AGX Hyperion 10 platform
Hesai Technology said Nvidia has selected it as a lidar partner for Nvidia DRIVE AGX Hyperion 10, a reference compute and sensor architecture designed to support Level 4 autonomous driving. The platform is intended to provide automakers and developers with a standardized foundation for building and validating AI-defined vehicles and fleets.
Tuesday 6 January 2026
CES 2026: AI glasses and automotive electronics lead the way as Chinese startups seek new growth
At CES 2026, AI glasses and automotive electronics emerge as the two most promising growth sectors, with Chinese companies positioned at the intersection of these technology trends. Advances in AI model computing efficiency, hardware miniaturization, and favorable policies are accelerating the mass-market adoption of related products.
Tuesday 6 January 2026
CarUX, Pioneer make first CES appearance post-merger, unifying in-car displays and audio
Innolux subsidiary CarUX completed its merger with Pioneer on December 1, 2025. At CES 2026, the two companies will unveil new technologies and exhibits that underscore their combined capabilities in visual and acoustic integration.
Tuesday 6 January 2026
As supply chains fracture, Foxconn repositions for the auto age

The true significance of Foxconn's acquisition of Luxgen lies less in the purchase of a single automotive brand than in how the deal helps the company redefine its role and identity at a moment when geopolitics and industrial transformation are converging.

Tuesday 6 January 2026
Chang Wah interview: strong lead frame growth despite precious metals shortage
Post-pandemic inventory digestion for mature semiconductor processes has come to an end. Market conditions have rebounded amid tariff-hedging and precautionary stocking, driving Taiwan's leading packaging lead frame supplier, Chang Wah Technology, to see rising demand for high-end products in the second half of 2025. The company has also accelerated capacity expansion plans across Taiwan, China, and Malaysia.
Monday 5 January 2026
Geopolitics-driven auto industry reshuffling on display at CES 2026
Geopolitically driven supply-chain realignment is pushing the global auto industry into a critical moment of risk diversification. An emerging industrial bloc centered on "non-China" supply chains is beginning to take shape, reshaping how automakers and technology companies source, build, and deploy vehicles.