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Saturday 17 October 2026
XPeng's Paris push turns China's full-stack EV know-how into exportable AI engineering business
Chinese EV giant and AI mobility manufacturer XPeng has made a major appearance at the Paris Automotive Summit by bringing not just its automotive expertise into the European collaborative space, but a broader technology stack built on the automaker's existing strengths in EV manufacturing and humanoid robotics.
Saturday 17 October 2026
Tesla Roadster turns SpaceX rocket tech into halo product for Musk's physical-AI empire
The engineering fusion of SpaceX and Tesla's flagship technologies is making a dramatic showcase through Tesla's next-generation Roadster reveal, held at SpaceX's McGregor, Texas test site on October 15.
Friday 16 October 2026
Taiwan's Chun Yuan Steel sees 4Q26 auto surge, expands into AI robotics
Chun Yuan Steel expects Taiwan's auto market to deliver its strongest quarter of 2026 in the final three months, lifting full-year new-vehicle sales to 430,000 units from 411,000 in 2025. The steel processor also anticipates fresh growth opportunities as Kuozui Motors begins exporting finished vehicles to Japan, potentially strengthening Taiwan's position in Toyota Motor's global production network.
Friday 16 October 2026
LG Innotek targets 2028 glass substrate supply as it expands beyond smartphones
LG Innotek expects to begin supplying glass substrates for advanced semiconductor packaging around 2028 and sees its chip substrate business improving in 2027, as the South Korean components maker seeks to reduce its reliance on smartphone camera modules and expand into automotive technologies.
Friday 16 October 2026
Tong Yang sees stronger 4Q26 margins, but shipping, costs remain risks
Tong Yang Industry expects capacity utilization to reach 90%–95% in the fourth quarter of 2026, as North American aftermarket orders recover and support margins during the seasonal peak. But tight container capacity and higher raw-material costs could shape performance, deputy general manager San-Liang Huang said, as shipping remains constrained.
Friday 16 October 2026
Hesai moves beyond lidar as Kosmo targets physical AI's data bottleneck
As artificial intelligence increasingly blurs the boundary between the digital and physical worlds, complications associated with real-world deployment — particularly the extreme variability of physical environments — are emerging as a subtler configuration challenge in the industry spotlight.
Thursday 15 October 2026
Hiroca sees overseas revenue share top 50%, eyes strong pull-in momentum for 4Q26
Automotive parts supplier Hiroca saw an increase in overseas contributions for the first three quarters of 2026, with international markets accounting for more than 50% of the company's revenue during the period, up from the roughly 45% in the same period of 2025. This offset weakness in the auto industry resulting from the traditional third-quarter off-peak season, as well as a volatile baseline for September. The company continues to expand operations in Dongguan, China, and its overseas bases in North America, Mexico, Japan, and South Korea, which will bring sustained mid- to long-term growth momentum. Moreover, the company expects performance in the second half of 2026 to outpace the first half, as automakers ramp up orders for the traditional peak season in the fourth quarter.
Wednesday 14 October 2026
Y.S. Tech reports liquid-cooling orders secured through early 2028
Y.S. Tech said automotive product orders were visible through the first quarter of 2028 as the automotive electronics and technology systems maker expanded its automotive and high-performance computing (HPC) cooling businesses. The company reported consolidated revenue of NT$306 million (US$9.6 million) in September 2026, bringing revenue for the first three quarters to NT$3.162 billion.
Tuesday 13 October 2026
Huawei car brands face trust test: Maextro brakes draw scrutiny, AITO's Europe bid uncertain
Huawei's automotive partnerships are accelerating their overseas expansion while facing growing scrutiny over product safety and brand trust. AITO is reportedly planning to enter the European market in 2027 and has initiated the European Union's Whole Vehicle Type Approval (WVTA) process.
Monday 12 October 2026
DIGITIMES Insight: Personal AI agents could reshape who controls the smart cockpit experience

Meta's recent introduction of its personal AI agent, Muse, has renewed interest in AI assistants capable of operating across devices. Unlike conventional AI features tied to individual smartphones, computers or vehicles, personal AI agents use memory, reasoning and tools to understand user needs and maintain personalised experiences across services and devices. DIGITIMES observes that this shift could extend AI agents into vehicles, transforming smart cockpits from standalone in-car systems into connected environments integrated with smartphones, wearables and personal digital services.

Monday 12 October 2026
AI doubles Aker differential oscillator mix; 312.5MHz sample set for 4Q26
Aker Technology said AI and electric vehicle demand are driving faster shipments, with automotive products accounting for 51.88% of sales in the first half of 2026. The quartz component maker also said its 312.5MHz product is scheduled to sample in the fourth quarter of 2026.
Thursday 8 October 2026
Ledlink hits record revenue as automotive optics and AI server components fuel growth
LED lens manufacturer Ledlink Optics reported record monthly and quarterly revenue in September and the third quarter of 2026, respectively, driven by sustained demand for automotive optical lenses and steadily increasing shipments of precision structural components for AI servers.
Thursday 8 October 2026
Samsung to exit in-house automotive AP, focus on high-margin chips
Samsung Electronics' System LSI division is reportedly planning a retreat from the automotive application processor (AP) business and launching a major restructuring, with a future focus on high-margin areas such as image sensors and mobile system-on-chip (SoC) products. Analysts say Samsung is seeking to improve profitability in its non-memory businesses through a selection and concentration strategy after years of losses at System LSI and its foundry operations.
Thursday 8 October 2026
European carmakers urge delay to battery localization rules
The European Automobile Manufacturers' Association (ACEA) and European automakers are pressing the European Commission to delay localization rules for EV batteries under the draft Industrial Accelerator Act (IAA), warning that Europe's homegrown battery supply chain is still too weak to support the plan. The push comes as ACEA warns that local battery production may fall short of demand, potentially leaving some EVs ineligible for incentives under a rushed law.
Tuesday 6 October 2026
Drone share tops 10% as Calin Technology eyes LEO optics, auto growth
Optical lens maker Calin Technology is seeing its new business ventures bear fruit. Revenue from its drone camera module segment has surpassed 10% of total sales in 2026 and is targeting over 15%, making it the company's fastest-growing product line this year. Meanwhile, automotive lens revenue is projected to remain flat in 2026 before returning to growth in 2027, driven by a new design-in project with a US automaker.
Tuesday 6 October 2026
Electric scooter sales rise 33% in September but year-over-year slowdown persists
Taiwan's motorcycle market emerged from the seasonal lull in September 2026, with total registrations rising to 70,189, up 16.78% month-over-month. Electric scooter sales also rebounded, with 3,482 units sold in the month, up 32.9%.
Tuesday 6 October 2026
September auto market beats expectations; Hotai sees stable Q4
Hotai Motor said Taiwan's auto market should remain stable in the fourth quarter, after September sales came in better than expected and the company kept its full-year 2026 forecast at 430,000 vehicles. The distributor also said sales of Toyota, Lexus, and Hino models will still target 165,000 units in 2026.
Tuesday 6 October 2026
Analysis: China automakers' US entry paths remain open
The recent summit between US President Donald Trump and Chinese President Xi Jinping concluded without progress on automotive issues—namely, whether Chinese automakers might enter the US market or build manufacturing plants on American soil. While the prospect had previously sparked anxiety among American, European, and Japanese carmakers, the topic yielded no tangible breakthrough during the talks.
Monday 5 October 2026
Lite-On invests NT$8.85 billion in Kaohsiung expansion; subsidiary Leotek to acquire AmpUp
Lite-On Technology is stepping up its strategic investment in server hardware manufacturing and electric vehicle (EV) charging software integration to support overall revenue growth. On October 2, the company announced that its board approved a capital expenditure plan to expand capacity at its Kaohsiung branch in southern Taiwan. Its wholly owned US subsidiary Leotek Electronics also announced the acquisition of California-based EV charging software provider AmpUp through a reverse triangular merger.
Friday 2 October 2026
Nidec impairment loss far exceeds estimates as auditor withholds opinion
Japanese motor and electronic components maker Nidec said on September 30 that its long-delayed consolidated financial report for fiscal year 2025 (from April 2025 to March 2026) showed losses from accounting irregularities of JPY632.1 billion (US$3.99 billion), far above earlier estimates. Uncertainty over the company's turnaround also deepened after auditors declined to issue an opinion.
Friday 2 October 2026
Hiroca targets Tier 1 shift, global capacity overhaul
Auto components maker Hiroca posted a pre-tax loss of NT$146 million (US$4.57 million) in the first half of 2026, owing to weak demand in China's auto market and a number of one-time factors. However, during its earnings call on October 1, the company stressed that gross margin remained at a healthy 23–24%, and that most losses will be absorbed by the end of 2026, leaving no drag on earnings in 2027.
Friday 2 October 2026
Chinese automakers' shift to the US may reshape supply chains and supplier margins
Hiroca said two major Chinese automakers are likely to build factories in the US, a move that could redraw supply chains across North America, alter supplier demand patterns, and deepen pressure on parts makers already facing tighter pricing, faster product cycles, and weaker visibility in China's increasingly competitive auto market.
Wednesday 30 September 2026
Leisure vehicles become Eurocharm's largest segment with capacity expanding in Vietnam, North America
Taiwan's Eurocharm Holdings, an OEM automotive and motorcycle parts maker, said at an earnings call on September 29 that leisure vehicles had become its largest product segment, as it expands production capacity in Vietnam and North America to meet rising customer demand. The company reported strong year-over-year growth in revenue and profit for the first half of 2026.
Wednesday 30 September 2026
Magnesium prices fall below aluminum as EV makers look to cut weight
Automakers looking to cut the weight of electric vehicles (EVs) to extend driving range have another reason to consider magnesium alloys: magnesium ingots are now cheaper than aluminum ingots.
Thursday 24 September 2026
Yusin Malaysia plant to fully ramp up by 4Q26

Brake system parts maker Yusin said at an investor conference on September 23 that key equipment at its new Malaysia plant is expected to be installed by the fourth quarter of 2026, with production targeted at 557,500 sets in 2027. Chairman Ching-te Chi said the company was hit by the restructuring of its largest customer, First Brands Group (FBG), which pushed Yusin into a loss in 2025 and sharply cut first-half 2026 revenue, but July and August sales have returned to year-over-year growth, suggesting early signs of a rebound.