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Saturday 30 May 2026

Xpeng plays the long game: South Korea on hold, Europe in sight

Xpeng Motors, often described as "China's Tesla," is advancing on two very different international fronts — cautious and measured in South Korea, but increasingly strategic in Europe — while competing Chinese EV peers such as Zeekr accelerate their own overseas expansion.

Friday 29 May 2026

Tariff relief tips the scales toward Taiwan over SEA in US auto parts sourcing

The US has formally reduced tariffs on Taiwan-made auto parts shipped to the country, a move that could reshape sourcing decisions for automakers and suppliers worldwide. The change lowers landed costs for US buyers, strengthens Taiwan's price position against Southeast Asia, and may redirect more orders to Taiwanese manufacturers.

Friday 29 May 2026

BYD unveils 4nm autonomous driving chip, expanding 'God's Eye' intelligent driving strategy

On May 28, BYD held a major technology launch event to strengthen consumer trust in intelligent driving and accelerate adoption of its three-tier "God's Eye" assisted-driving system — a push that comes as the world's largest EV maker faces mounting price competition, slowing domestic demand, and declining profitability.

Friday 29 May 2026

Xpeng swings back to loss in 1Q26 as seasonal slowdown hits deliveries

Chinese EV maker Xpeng reported a significantly wider net loss for the first quarter of 2026, as the traditional seasonal slowdown in China's auto market weighed heavily on vehicle sales and deliveries.

Friday 29 May 2026

Delta Electronics looks to micro grids as auto slugs through EV slowdown

Delta Electronics is leaning on artificial intelligence demand to sustain growth while preparing for longer-term opportunities in micro grids and higher-end automotive systems, even as its electric-vehicle business remains under pressure.

Friday 29 May 2026

Taiwan auto parts makers look to capitalize on US tariff cuts

The US government will formally announce reduced tariffs for non-semiconductor Section 232 products, to be applied retroactively starting from May 1, 2026, according to a notice published in the late hours of May 27 (US Eastern Time) in the Federal Register. In particular, the move will slash tariffs on Taiwan-made auto parts to a flat 15% from an average 26.71%, a sharp reduction that is expected to trigger a strong rally for Taiwan's auto components makers.

Thursday 28 May 2026

Iteq sees AI data center demand lift M7+ CCL shipments

Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications, faster cloud computing and data center expansion, and steady growth in demand from new energy-related industries are boosting demand for high-end electronic materials and high-frequency, high-speed printed circuit board (PCB) markets.

Thursday 28 May 2026

US cuts Section 232 tariffs to 15% boosting Taiwan auto parts competitiveness

The US reduced Section 232 tariffs on Taiwan auto parts from 27.5% to 15%, a move that Taiwan auto parts manufacturer Tong Yang Industry said would improve competitiveness and restore parity with rivals in Europe, Japan and South Korea. Tong Yang described the decision as positive for Taiwan's auto parts industry and said it should lower import costs for US customers and support future demand and orders.

Thursday 28 May 2026

SAS succession complete as founder Mingguang Lu exits board amid diversified growth

Sino-American Silicon Products (SAS) held its shareholders meeting on May 26 and completed a full board overhaul, with founder Mingguang Lu stepping down as a director and Hsiu-lan Hsu being re-elected chairwoman. Lu will continue supporting the group as honorary chairman as SAS deepens its generational transition and diversified growth strategy.

Thursday 28 May 2026

Tsang Yow, a expands into high-end semiconductor equipment, plans Malaysia ramp in 4Q26

Tsang Yow, a major drivetrain manufacturer, expanded into high-end semiconductor equipment and planned a Malaysia production ramp-up in the fourth quarter of 2026 after posting 2025 consolidated revenue of NT$10.5 billion (US$334 million), up 0.3% year on year, with gross margin rising to 33% and net profit attributable to the parent company of NT$140 million. Earnings per share were NT$1.36, and executives said product-mix optimization, equipment replacement, inventory reduction, and tighter cost control drove the margin improvement.

Wednesday 27 May 2026

Dreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners

Dreame Technology, a Chinese consumer electronics maker, has formed nearly 1,000 affiliated companies in its ecosystem since the end of 2024. This breakneck pace of expansion signals the ambitions of its leadership to unearth growth opportunities across the broader Chinese tech sector, although some media outlets question the sustainability of the business model.

Wednesday 27 May 2026

Facing Chinese rivals, Hyundai accelerates robotaxi plans and cost cuts

As Chinese automakers intensify a global price war, South Korea's Hyundai Motor Group is responding on two fronts at once: accelerating its push into autonomous mobility while pressing suppliers for sweeping cost cuts that could reshape its manufacturing ecosystem.

Wednesday 27 May 2026

Exclusive: Kian Shen rides Taiwan's electric bus expansion with record backlog

Taiwanese automotive components maker Kian Shen Industry says it is experiencing a surge in demand driven by a wave of electric bus replacements in Taiwan and rising orders from commercial vehicle customers, as the company prepares to trial a new lightweight chassis technology it believes could reshape parts of the industry.

Wednesday 27 May 2026

Mexico emerges as new front line in global auto supply chain

Amid a sweeping reconfiguration of global supply chains, North America—and Mexico in particular—has emerged as a critical battleground for manufacturers caught between geopolitics and trade barriers. Yet for companies expanding into Mexico early, the reality on the ground is proving more complex than the strategic narrative suggests, shaped by cross-border management frictions, cultural divides, and policy uncertainty.

Tuesday 26 May 2026

Gogoro mourns backer Samuel Yin, who committed US$50 million before a single scooter rolled out

Gogoro has issued a statement mourning the death of Ruentex Group president Samuel Yin, who passed away peacefully at Taipei Veterans General Hospital in the early hours of May 26 at the age of 76.

Tuesday 26 May 2026

E Ink brings BMW-backed color-changing e-paper car tech to Computex 2026

E Ink will bring its BMW-backed color-changing e-paper vehicle technology to Computex 2026, showcasing the hood structure of the BMW iX3 Flow Edition in the event’s electronic paper industry zone. The display follows BMW’s unveiling of the iX3 Flow Edition at Auto China 2026 in Beijing, where the model adopted E Ink Prism technology and moved toward mass production after more than five years of E Ink development work on vehicle surface applications.

Tuesday 26 May 2026

Commentary: Stellantis' capital shift signals quiet reshaping of Europe's auto industry

In recent weeks, Stellantis, one of the world's five largest automakers, unveiled an ambitious five-year plan titled Fastlane 2030. At its core is a striking reallocation of capital: 60% of its EUR60 billion (approx. US$69.8 billion) investment program will be directed toward North America.

Tuesday 26 May 2026

Kian-Shen reports 2025 revenue decline but eyes growth in electric bus chassis and sustainable transport

Kian-Shen Industrial, a unit of Yulon Motor, reported on May 26 that 2025 consolidated revenue fell to NT$1.246 billion, a 15% decrease from the prior year, as customer labor shortages, design changes, and delayed production schedules weighed on electric bus chassis volume. Executives said mid-to-large vehicle chassis deliveries began to recover in the second half of the year but volume gains remained limited.

Tuesday 26 May 2026

Japan's carmakers stopped fighting Chinese EVs — and started copying them

As China's auto market races deeper into the electric-vehicle era, Japanese automakers that once dominated the country through powerful joint ventures are beginning to show signs of recovery after years of steep decline. Their turnaround, industry executives say, has come only after embracing a strategy once considered unthinkable: building cars that look, feel, and are priced much more like Chinese domestic brands.

Monday 25 May 2026

Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth

Zeng Hsing Industrial held its annual general meeting on May 25. It approved the 2025 business report and financial statements, the earnings distribution plan, amendments to the articles of incorporation, and a private placement to issue new common shares. The firm reported 2025 consolidated revenue of NT$8.104 billion (US$257.7 million), down 2.8% from the prior year, with pre-tax profit of NT$864 million and earnings per share of NT$5.52.

Monday 25 May 2026

Foxtron advances full-stack EV vision at 2026 shareholder meeting

Foxtron Vehicle Technologies convened its 2026 annual shareholder meeting on May 22, where Chairman Andy Lee presided over the proceedings, which included the approval of the company's annual financial statements and a full board re-election of nine directors. The company also laid out its strategic roadmap for 2026, covering Taiwan and overseas markets.

Monday 25 May 2026

Hiroca ramps global expansion and smart cockpit products to drive second-half recovery

Auto parts maker Hiroca said it expected operations to return to a growth track in the second half of 2026 as overseas orders and its push into smart cockpit technologies began to yield results. Executives said the company was broadening its customer base across China, North America, and Asia-Pacific and diversifying its product portfolio to reduce concentration risk tied to a single vehicle lineup and market.

Monday 25 May 2026

Global PMX shifts into AI server cooling as demand for AI compute soars

Global PMX reported full-year consolidated revenue of NT$7.823 billion (US$249.3 million) for 2025, up 1.71% year-over-year, and after cost and product-mix improvements posted net income attributable to the parent of NT$696 million with earnings per share of NT$6.04, the company announced. Executives said the firm expects to benefit from accelerating global demand for AI compute and related infrastructure investment.

Monday 25 May 2026

China's EV price war gives way to rising costs

China's electric-vehicle market is entering an unfamiliar phase: cars are getting more expensive.

Monday 25 May 2026

Samsung's China exit shows Korean brands under pressure

Samsung Electronics' retreat from China's TV and home-appliance market is raising broader questions for South Korean industry, as Chinese companies gain ground in consumer electronics, autos and memory chips.

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