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Thursday 12 February 2026
China dominates 90% of South Korea's EV fast-charger modules

South Korea is moving to domestically produce key components for electric vehicle (EV) fast chargers, as Chinese-made power modules account for more than 90% of those installed in the country, according to a Hankyung report.

Thursday 12 February 2026
Young Optics narrows losses as it shifts toward AI-focused products

After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and higher capacity utilization. The Taiwanese optical components maker reported a full-year net loss of about NT$9 million (approx. US$284,600), a dramatic improvement from the year before.

Thursday 12 February 2026
Laster banks on China subsidies, Tesla and Zeekr wins amid margin push
LED automotive lighting module maker Laster said it expects China's car purchase subsidies and trade-in programs to stimulate domestic demand in the first quarter of 2026, and that overall end-market automotive demand should remain relatively robust.
Wednesday 11 February 2026
Exclusive: Taiwan weighs auto tariff cuts in talks with industry leaders
Taiwan's Ministry of Economic Affairs convened a closed-door meeting with leading domestic automakers on February 10, 2026, signaling that potential tariff changes on imported vehicles — particularly from the United States — may be imminent.
Wednesday 11 February 2026
MOEA says zero tariffs to impact Taiwan auto output value by over 1%
The Ministry of Economic Affairs (MOEA) held a closed-door automotive industry forum on February 10, chaired by economics minister Ming-hsin Kung. The meeting gathered the Taiwan Transportation Vehicle Manufacturers Association (TTVMA) and nine local automakers to discuss potential impacts from US-Taiwan tariff changes on the automotive supply chain and labor rights.
Wednesday 11 February 2026
Chinese automakers advance as US rivals retreat from EVs

As US automakers scale back their electric vehicle (EV) ambitions, Chinese manufacturers are pressing ahead, leveraging technological and structural advantages to expand rapidly across global markets. Industry analysts warn that the retreat by US carmakers could place the American auto industry in what some describe as an unprecedented "existential crisis."

Wednesday 11 February 2026
LGD to sell Nanjing automotive LCD module business

LG Display (LGD) agreed on February 9 to sell its automotive LCD module business in Nanjing, China, to Toprun Total Solution, according to a regulatory filing reported by ZDNet Korea. The transaction is valued at approximately KRW104.1 billion (approx. US$71 million) and is scheduled to close on July 30.

Tuesday 10 February 2026
Exclusive: Panjit eyes rapid growth in AI data center power semiconductors with hot-swap tech
Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply markets. The company expects shipments of its hot-swap products to surge in 2026, with AI-related products accounting for up to 15% of sales this year. Currently, Panjit has secured design wins with two major cloud service providers (CSPs), and is seeking to win orders from additional customers while laying out plans for next-generation hot-swap technology.
Monday 9 February 2026
South Korea bets on AI and electric powertrains to shape cars of future

The South Korean government announced plans to invest KRW464.5 billion (approximately US$316 million) in the automotive sector in 2026, targeting research and development as well as infrastructure upgrades to accelerate the country's transition to next-generation vehicles. Key priorities will include end-to-end artificial intelligence (E2E AI) for autonomous driving, software-defined vehicle (SDV) standard systems, and extended-range electric vehicle (EREV) powertrains.

Monday 9 February 2026
US tariffs force German carmakers to choose between localization and brand power

After the United States formally imposed a 15 percent import tariff on European automobiles, Germany's three largest carmakers—Volkswagen, BMW, and Mercedes-Benz—have found themselves forced to navigate a difficult trade-off between brand identity and geopolitical reality. Facing the same policy shock, the three companies have responded in markedly different ways, offering a revealing case study for global automakers and supply chains grappling with a more protectionist era.

Monday 9 February 2026
China tightens regulations on EV battery recycling with digital ID system

As the global electric vehicle market grapples with mounting concerns over collapsing resale values, China—the world's largest and most experimentally regulated EV market—is moving decisively with a sweeping policy overhaul.

Monday 9 February 2026
China pulls the plug on EV door-handle futurism

A single regulatory notice issued recently by China's Ministry of Industry and Information Technology has made the country the first in the world to formally declare the end of what might be called the automotive industry's "era of invisibility." Under the new rules, beginning Jan. 1, 2027, all new vehicles sold in China will be prohibited from using fully electric hidden door handles. The regulation effectively applies the brakes to an industry-wide push toward ever more electronic, futuristic design, forcing automakers to return to a basic principle of physical safety.

Tuesday 3 February 2026
China bans hidden EV door handles, forcing industry-wide redesigns

China has stepped up electric vehicle safety regulation, with the Ministry of Industry and Information Technology approving a new mandatory national standard, Technical Requirements for Automobile Door Handle Safety (GB 48001-2026). The rules require all EVs sold in China to feature independently operable mechanical door-opening mechanisms on both the inside and outside, banning designs that rely entirely on electronic systems or concealed handles.

Tuesday 3 February 2026
Commentary: Why lower tariffs on US cars won't necessarily mean lower prices in Taiwan
Lunar New Year 2026 is approaching. So is the outcome of tariff negotiations between Taiwan and the United States. Few issues are being watched more closely than the potential opening of Taiwan's market to American-made cars.
Monday 2 February 2026
China's auto industry hits record low 4.1% profit margin in 2025
China's automotive sector faces mounting profit pressure despite growing sales volume, with the average profit margin dropping to a near five-year low of 4.1% in 2025, according to the China Automobile Dealers Association. Dong-Shu Cui, secretary-general of the China Passenger Car Association, revealed that total industry profits reached about CNY461 billion (US$66.3 billion) in 2025, up only 0.6% year-over-year.
Thursday 29 January 2026
Kim Long Motor and BYD plan US$130 million battery factory in Vietnam
Vietnamese automaker Kim Long Motor announced plans to collaborate with Chinese electric vehicle (EV) manufacturer BYD on a US$130 million battery factory in central Vietnam, signaling a growing push into the region's electrification sector.
Tuesday 27 January 2026
Nexperia supply crisis eases as Honda and GAC restart three China plants
Honda announced on January 26, 2026, that its previously halted Chinese auto factories had gradually resumed production since January 19. The shutdowns were primarily caused by a temporary suspension of shipments from automotive chip supplier Nexperia, which led to critical component shortages, forcing multiple Honda plants to halt operations.
Monday 26 January 2026
Tariff uncertainty pushes US allies to rethink China ties

When US President Donald Trump erected a high wall of tariffs—and repeatedly adjusted its height—the stated goal was to protect the US industry. The unintended consequence, however, is that they have pushed some of the US's closest allies closer to China.

Sunday 25 January 2026
Fan motor demand drives growth for Taiwan analog chip makers
As 2026 begins, demand for fan motors remains strong. On top of continued cooling needs driven by cloud servers, new fan upgrade and increased usage requirements are emerging across the edge computing segment. AI PCs are driving more dual-fan designs, while automotive and industrial control sectors are also expanding their fan usage. The motor driver IC opportunities behind these trends are expected to become a major development focus for many Taiwanese analog chip makers in 2026. Weltrend Semiconductor, Global Mixed-mode Technology (GMT), and Anpec Electronics are all expected to see stable support for their operations this year.
Saturday 24 January 2026
Taiwanese optics industry poised to reshape automotive electronics amid autonomous driving boom
As the automotive sector pivots toward autonomous driving technologies, Taiwan's optics industry is rapidly evolving from a consumer electronics supplier into a critical player in advanced vehicle sensing systems. The transition reflects broader shifts in automotive design where cameras serve as fundamental sensory organs rather than peripheral accessories, driving new technical and commercial demands.
Thursday 22 January 2026
TYC expands presence in automotive supply chain with US manufacturing push
TYC Brother Industrial, with 40 years of global experience in the automotive supply chain, is expanding its manufacturing operations to the US, signaling a strategic shift amid evolving industry dynamics. Chuang Tai-Shie, a member of the company's board of directors, emphasized that this move reflects broader trends reshaping global manufacturing and supply chains.
Thursday 22 January 2026
US-Canada trade tensions rattle Detroit's Big Three

A century-old automotive trading relationship between the US and Canada is approaching a breaking point, accelerated by repeated statements from President Trump that have cast doubt on the future of cross-border integration.

Wednesday 21 January 2026
Excellence Opto expands in Mexico to boost auto electronics

As the global automotive market shows signs of recovery in 2026, Excellence Opto has completed a corporate restructuring and opened a new factory in Mexico, positioning the company to launch new products and showcase the impact of its AI-powered automotive electronics transformation. In tandem, Excellence Opto has issued 7,000 secured convertible bonds totaling NT$739 million (approx. US$23.3 million), now listed on the local exchange.

Wednesday 21 January 2026
oToBrite Electronics expands full-domain visual AI solutions as automotive-grade cameras enter unmanned vehicles and robots
As trends in autonomous driving and edge computing continue to evolve, oToBrite Electronics is upgrading its core competitiveness from automotive sensing hardware to full-domain visual AI solutions. Through a product lineup of automotive-grade camera modules ranging from 1 to 8MP, oToBrite is not only strengthening its position in the commercial and passenger vehicle markets but also crossing over into the unmanned vehicle and robotics sectors, building a multi-dimensional sensing moat.
Wednesday 21 January 2026
Commentary: Taiwan secures tariff deal with US, lifting cloud over auto parts industry

As Taiwan and the US reached a consensus in their tariff negotiations, a long-standing cloud hanging over Taiwan's automotive aftermarket industry began to lift. Securing the most favorable treatment under Section 232—capping tariffs at 15%—was not only a trade victory but a psychological turning point for Taiwan's vehicle-parts supply chain. The agreement has injected new confidence into the sector, allowing manufacturers to shift from a posture of defensive caution to one of proactive expansion.