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Monday 17 November 2025
Taiwan's Xing Mobility and Germany's IDEENION team up to bring immersion-cooled CTP batteries to European EVs

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).

Monday 17 November 2025
Tesla and European automakers reportedly accelerate shift away from China-made components amid geopolitical strain
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.
Monday 17 November 2025
Research Insight: Tesla and BYD compete beyond batteries, betting on AI and smart driving

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.

Sunday 16 November 2025
Commentary: Taiwanese automaker Luxgen at a crossroads in the age of EVs

Luxgen, the homegrown automotive brand under Taiwan's Yulon Motor, holds a unique place in the island's industrial history. Recent reports that Foxtron—a subsidiary of Foxconn—may acquire Luxgen have stirred significant discussion in Taiwan's automotive circles.

Friday 14 November 2025
Taiwan's EV market heats up as Luxgen N5 prepares for debut
Taiwan's electric vehicle market (EV) is poised for a wave of new launches in the second half of 2025, with the upcoming Luxgen N5, based on Foxtron's Model B platform, attracting the most attention. Rumors have circulated that the N5's launch schedule could be altered. In response, Luxgen's public relations team told DIGITIMES that future product plans will be officially announced at the appropriate time.
Friday 14 November 2025
Edison Opto expects automotive momentum to reboot operations in 2026
LED firm Edison Opto reported weak results for its lighting products in the third quarter of 2025, with shipments to customers in the Middle East and Europe falling short of expectations. The company posted a net loss of NT$23.11 million (US$0.74 million) for the quarter, while automotive product shipments remained stable.
Thursday 13 November 2025
ECE banks on NEV projects for growth amid stable 2025 auto demand
Electronic components and semiconductor lead frame manufacturer Excel Cell Electronic (ECE) saw strong demand for automotive lead frames early in 2025, but momentum in the third quarter of 2025 dampened due to tariffs and market uncertainties. However, recent signs of recovery in customer orders have led the company to expect stable automotive-related demand for 2025.
Thursday 13 November 2025
Automotive and sports lightweight demand boosts FCS injection molding shipments
Plastic injection molding giant Fu Chun Shin (FCS) reported positive year-on-year revenue growth for October 2025, driven by demand from automotive components, ICT, semiconductor, and sports industry customers. New technology deployments in the premium sports sector are beginning to reap benefits, with supercritical fluid physical foaming equipment seeing increased shipments.
Thursday 13 November 2025
Toyota confirms major US expansion, one month after Trump's announcement

Toyota Motor Corporation announced plans to invest up to US$10 billion in the US over the next five years, signaling a major expansion of its domestic operations. The confirmation comes less than a month after President Donald Trump publicly mentioned the potential investment in October 2025.

Thursday 13 November 2025
China's rare earth curbs hinder Hyundai Motor's early development
Hyundai Motor is reportedly grappling with shortages of Chinese-made permanent magnets, a key component in electric and hybrid vehicle motors, as Beijing's export controls on rare earth materials begin to ripple through South Korea's auto industry.
Thursday 13 November 2025
Pegatron outlines growth strategy with focus on servers and automotive electronics to reduce iPhone reliance
Pegatron Corp. held an online investor briefing on November 12 to review its third-quarter 2025 performance and outline expectations for the coming quarters and beyond. The company stressed its ongoing efforts to diversify revenue sources by expanding into new business areas such as servers and automotive electronics while continuing to serve its established client base.
Thursday 13 November 2025
Gogoro 3Q25 gross margin improves with three new models to boost 2026
Gogoro's operational fundamentals have improved significantly, and its success was reflected in its financial results for the third quarter of 2025. By prioritizing its focus strategy, Gogoro has laid a strong foundation to achieve profitability in its energy business by 2026, generate free cash flow by 2027, and reach profitability in its vehicle business by 2028.
Thursday 13 November 2025
BYD counters EU tariff threat with three-pronged global strategy

Facing the European Union's looming anti-subsidy tariffs on Chinese-made battery electric vehicles (BEVs), BYD is executing a three-pronged strategy—combining geopolitical positioning, product diversification, and global production realignment—to blunt the impact and maintain its rapid global expansion. The approach is already beginning to yield results, narrowing the gap with industry leader Volkswagen and signaling a new phase of competitive pressure for Europe's homegrown automakers.

Thursday 13 November 2025
Renault reportedly shifting from Valeo to in-house development for rare-earth-free motors
As the global automotive industry accelerates its shift toward electrification, the reliance on rare earth elements for electric vehicle (EV) permanent magnet motors has become a critical challenge. China currently controls about 70% of global rare earth mining and 85% of refining capacity. With Beijing imposing stricter export controls and enacting two rounds of export restrictions in 2025, automakers worldwide are urgently seeking alternative materials and new supply sources.
Wednesday 12 November 2025
AEM swings back to profit on strong demand and product mix shift

Flexible copper-clad laminate (FCCL) manufacturer Asia Electronic Materials (AEM) said at an investor conference on November 10 that strong seasonal orders from the traditional electronics sector, coupled with a higher proportion of high-value products, helped the company swing back to profit in the third quarter of 2025.

Wednesday 12 November 2025
Taiwan's Foxconn plans move into passenger EVs with Luxgen buy, industry sources say

Foxtron Vehicle Technologies, the electric-vehicle joint venture backed by Foxconn Technology Group, is reportedly preparing to acquire Luxgen, the homegrown auto brand under Taiwan's Yulon Motor Group, as part of Foxconn's broader push to strengthen its EV portfolio.

Wednesday 12 November 2025
China's EV makers slash prices again, testing the limits of profit and innovation

In this partnership, GAC handles vehicle production, JD.com manages exclusive online sales and data operations, and CATL supplies the batteries and swap technology. The compact sedan features a 2,750 mm wheelbase, comes standard with Huawei's in-car system, Bluetooth key access, and over-the-air (OTA) software updates.

Wednesday 12 November 2025
Microchip forecasts fall short as tariffs hit 4Q25 US-China markets
Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results were slightly below forecasts, overall revenue in the automotive and industrial control sectors has not shown a significant decline.
Wednesday 12 November 2025
Coretronic shifts strategy to auto and AR gear amid projector sales decline
Coretronic Corporation is expanding beyond its growing drone business, setting plans to mass-produce new automotive projection and augmented reality (AR) optical engines in the first half of 2026. The strategic move aims to diversify the company as it faces weakening demand for its traditional consumer projectors.
Tuesday 11 November 2025
Whetron Electronics sees 3Q25 margin rise as Thailand plant readies for 2026 production
Taiwan's Whetron Electronics reported stable operations through the first three quarters of 2025, leveraging its position as one of Taiwan's few Tier 1 automotive electronics suppliers serving passenger cars, commercial vehicles, and motorcycles. The company continues to advance smart driving and safety applications, demonstrating long-term technical expertise and deep market penetration.
Tuesday 11 November 2025
Hushan Autoparts sees rising aftermarket demand amid ongoing tariff impact
Hushan Autoparts has reported consolidated revenue of NT$133 million (approx. US$4.29 million) for October 2025, driven mainly by car door handle sales of about NT$63 million, automotive camera and radar products at around NT$25 million, and other product revenues totaling approximately NT$45 million.
Tuesday 11 November 2025
South Korean battery makers diversify strategies to capture global market
The battery industry is emerging from a downturn, shifting from losses to profits. Experts say this turnaround is not solely due to renewed electric vehicle (EV) demand but is also driven by expanding non-automotive applications.
Tuesday 11 November 2025
NDF allocates NT$10 billion to robotics technology investment
Tesla CEO Elon Musk recently received approval from most of the company's shareholders for a compensation package worth about US$878 billion over ten years, contingent on conditions such as selling 20 million electric vehicles and 1 million Optimus robots per year. Through Tesla's leadership, the humanoid robot market is expected to grow rapidly. The National Science and Technology Council (NSTC) recently announced that it will collaborate with the National Development Fund (NDF) to enhance investment in robotics companies and technologies, with a total amount of up to NT$10 billion (approx. US$322.9 million).
Tuesday 11 November 2025
The dashboard revolution: how Mini LED and OLED are changing cars
As cars become rolling digital platforms, the display has become one of the most fiercely contested frontiers for screen makers. Much like the evolution of televisions, the auto industry is now witnessing a duel between two advanced display technologies—Mini LED backlighting and OLED panels—each finding loyal allies among global automakers.
Monday 10 November 2025
Taiwan auto parts brace for 4Q25 peak: SuperAlloy expands recycled aluminum, Tsang Yow targets AM/OES growth
As Taiwan's automotive parts industry enters its traditional fourth-quarter peak, forged aluminum wheel maker SuperAlloy Industrial reports stable shipments of recycled aluminum after signing annual contracts with domestic aftermarket wheel manufacturers in October. Tsang Yow Industrial is also reinforcing its presence in automotive applications while expanding its reach in the aftermarket (AM) and original equipment service (OES) markets to support long-term growth.