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Thursday 30 October 2025
Jensen Huang kills three birds with one stone at GTC DC
Since its debut in 2009, Nvidia's GTC has been held in San Jose, California. Over the years, the conference has expanded to Japan, China, Taiwan, Germany, and other countries as technology and markets have evolved. The main highlight remains CEO Jensen Huang's two-hour keynote speech. This year, however, Nvidia held an additional event in Washington, DC, sparking speculation about Huang's next moves for the industry.
Thursday 30 October 2025
Pony.ai, WeRide duel for Hong Kong's first robotaxi stock in twin IPOs
The race is heating up. Two of China's top autonomous-driving firms — Pony AI Inc. (Pony.ai) and WeRide Inc. (WeRide) — have filed to go public on the Hong Kong Stock Exchange (HKEX) on November 6, 2024, setting up a head-to-head contest for the title of Hong Kong's first robotaxi stock.
Wednesday 29 October 2025
BYD reignites price war after smart driving campaign fails to spark demand

After dominating China's first wave of electric vehicle (EV) adoption, BYD is shifting its focus in 2025 from electrification to intelligent mobility. The automaker has launched what it calls a campaign for "smart driving for everyone," aiming to make autonomous driving technologies accessible to mass-market consumers.

Wednesday 29 October 2025
Foxconn expands US AI server buildout, joins Nvidia-Stellantis-Uber robotaxi effort

Hon Hai Technology Group (Foxconn) used this week's GTC event in Washington to highlight two fronts of collaboration with Nvidia: expanding US-based AI server manufacturing and joining a new alliance with Stellantis and Uber to develop level-4 robotaxis.

Monday 27 October 2025
Sharp plugs into the EV game, with a little help from Foxconn

Sharp Corp. announced on October 24 that it will enter Japan's electric vehicle (EV) market in fiscal 2027 (April 2027–March 2028), unveiling plans to launch its first self-branded EV built on a vehicle platform developed by its parent company, Foxconn. The company said the EV will be sold through unconventional channels, including home electronics retailers and housing manufacturers.

Monday 27 October 2025
Nexperia export ban rattles carmakers from Seoul

China's recent order banning exports from the Chinese factories of Dutch semiconductor firm Nexperia has sent shockwaves through the global automotive supply chain, raising fears of a new wave of disruptions reminiscent of the chip shortages that paralyzed carmakers during the pandemic.

Saturday 25 October 2025
Taiwan opens advanced test track to drive autonomous vehicle innovation

Taiwan officially opened Southeast Asia's first all-weather, full-speed, multi-vehicle autonomous vehicle testing facility on October 21, a major step in advancing its smart mobility and automotive electronics sector. Located at the Automotive Research & Testing Center (ARTC), the site is now one of the few in the region capable of supporting end-to-end validation of autonomous systems across diverse weather conditions, road types, and vehicle platforms.

Thursday 23 October 2025
Analysis: China's EV market awaits BMW's Neue Klasse in 2026
BMW's all-new iX3 — the first SUV on its Neue Klasse electric platform — is drawing strong early blind orders in Germany. But the model's fate will be decided in China, not Europe. And that reckoning begins in 2026.
Thursday 23 October 2025
Tesla's record sales can't mask rising costs and delayed innovation
Tesla Inc. is set to announce its third-quarter 2025 earnings on October 22, 2025 (EST) after the US market close, and while investors will be watching the revenue line closely, much of the attention will fall on what Chief Executive Elon Musk says about the company's future bets — robotaxis, humanoid robots, and artificial intelligence.
Sunday 19 October 2025
JVs reclaim ground in China's auto market as local EV makers falter
China's electric vehicle (EV) market, once a symbol of the country's technological ascendancy, is now grappling with a harsh correction. Excess production capacity is pushing automakers into aggressive discounting and export strategies to offload growing inventories, creating price pressures not only domestically but across global markets.
Friday 17 October 2025
Research insight: Nvidia's push into 'Physical AI' signals a new era for autonomous vehicles
Since 2025, Nvidia has made "Physical AI" a recurring theme across keynotes and conferences, positioning it as a foundational pillar for the next phase of artificial intelligence. Among its most promising applications: autonomous vehicles. With the launch of its Cosmos platform, Nvidia is now translating its AI vision into real-world commercial deployment—starting with the automotive industry.
Friday 17 October 2025
Tesla's South Korea move points to deepening semiconductor alliance with Samsung
Tesla is reportedly expanding its semiconductor operations in South Korea with a new organization in Hwaseong, Gyeonggi Province, the same city that houses Samsung's wafer fabrication hub. The US EV maker has started hiring semiconductor engineers, stirring industry attention as it strengthens collaboration with Samsung after inking a US$16.5 billion foundry deal for its upcoming AI6 chip.
Thursday 16 October 2025
Policy shift prompts last-minute rush in China's EV market
China's electric vehicle market is entering a pivotal moment. As the government prepares to scale back a decade-long tax exemption policy, automakers are rushing to push new models and capture sales before the financial incentives begin to fade.
Monday 13 October 2025
Fatal Xiaomi SU7 crash in Chengdu reignites safety concerns over electronic door design

A fatal crash involving a Xiaomi SU7 electric sedan in the southwestern city of Chengdu has raised new questions about the safety of electronic car doors, after reports that the vehicle's doors failed to open following impact.

Sunday 12 October 2025
Inside Tesla's plan to rewire itself for AI future

Long known for its disruptive innovations in electric vehicles, Tesla is now undergoing a deeper transformation, one that extends far beyond cars. As artificial intelligence (AI) reshapes industries and geopolitical tensions disrupt global supply chains, Tesla's recent move toward lower-priced EVs signals a broader organizational pivot: a long-term strategy that places AI, robotics, and semiconductor self-reliance at the core of its future.

Wednesday 8 October 2025
Tesla rolls out stripped-down Models to tackle US sales slump, but innovation remains elusive

In response to reduced U.S. electric vehicle incentives, Tesla has released more budget-friendly versions of its two most popular models. The updated standard trims of the Model 3 sedan and Model Y SUV are now priced at US$36,990 and US$39,990, respectively. These new starting prices represent a 13% decrease for the Model 3 and an 11% reduction for the Model Y compared to their longer-range versions.

Friday 3 October 2025
AI Automotive Industry Alliance debuts in Taiwan, targeting autonomous logistics as first step in next-gen mobility integration
As electric and autonomous vehicle technologies reshape global mobility, Taiwan has officially launched the AI Automotive Industry Alliance on October 1, 2025. The new coalition brings together upstream and downstream companies with leading research institutions, aiming to accelerate commercialization of artificial intelligence (AI) and automotive innovations while strengthening Taiwan's position in global markets.
Friday 3 October 2025
Jaguar Land Rover suffers from cyberattack, UK steps in with GBP3.5 billion support
At the end of August 2025, Jaguar Land Rover (JLR) suffered a cyberattack that crippled all its critical systems in a single day, forcing global factories to stop production. As the UK's largest automaker, JLR faced losses exceeding GBP70 million in just one day, significantly impacting its supply chain. To recover, JLR secured two major funding injections totaling GBP3.5 billion (US$4.7 billion): a GBP1.5 billion government-backed loan to support suppliers and a GBP2 billion syndicated loan from international banks to maintain liquidity.
Friday 3 October 2025
Taiwan forms AI automotive alliance to build trillion-dollar smart vehicle industry
The Taiwan Automotive International Forum & Exhibition (TAIFE) launched an AI automotive industry alliance on October 1, 2025, marking a collaborative effort between the government, research institutions, and industry players to advance the smart vehicle electronics ecosystem. The alliance was jointly signed by the Taiwan Automotive Research Consortium (TARC) and the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA).
Wednesday 1 October 2025
Baidu's Apollo Go robotaxi accelerates abroad, eyeing Southeast Asia and Australia
Baidu's Apollo Go robotaxi service, gaining traction in China, is fast-tracking expansion abroad with Southeast Asia and Australia as its next targets. Halton Niu, GM of Overseas Business at Baidu's Intelligent Driving Group, said the company is in talks with governments in Southeast Asia and Australia to explore pilots and service launches. Baidu is also in discussions with regulators in the Middle East and Europe. In Dubai, Apollo Go has already obtained 50 autonomous test permits, expanding its fleet to 100 vehicles.
Tuesday 30 September 2025
EV market hits reset as US tax credits run out

The US electric vehicle (EV) market is approaching a key inflection point. On September 30, federal tax credits under the Inflation Reduction Act (IRA) — up to US$7,500 for new EVs and US$4,000 for used — are set to expire. While the change is unlikely to trigger a sharp collapse in demand, analysts say it will mark a shift toward a more fundamentals-driven market.

Friday 26 September 2025
China exceeds EV goals ahead of schedule amid looming market shakeout
As China nears the conclusion of its 14th Five-Year Plan in 2025, one of its standout industrial success stories — electric vehicles — now faces a turning point. After five years of breakneck growth that catapulted the country into a commanding global position in EVs and battery manufacturing, the sector may soon be heading for a dramatic reshuffling.
Thursday 25 September 2025
Xiaomi’s massive EV recall signals end of China’s free-wheeling smart-car boom
China's EV race has entered a new phase, placing Xiaomi squarely in the spotlight. Once lauded for leveraging its smartphone expertise and positioned alongside Huawei as a key force in connected cars, the company is now facing its first major test.
Thursday 25 September 2025
Dongfeng-Huawei talks point to new blueprint for China's high-end EV market
Unveiled Dongfeng Motor chairman Yang Qing met with Huawei founder Ren Zhengfei and rotating chairman Eric Xu in Shenzhen on September 22, 2025, according to the automaker's official WeChat post. The meeting focused on deepening strategic cooperation and advancing corporate governance innovation.
Tuesday 23 September 2025
Commentary: Xiaomi recall highlights global carmakers' divide on auto driving
Xiaomi Auto's sweeping recall in China has shaken the market, exposing more than a technical glitch. Beneath the surface lies a widening strategic rift in the global auto industry. Legacy giants from Europe, the US, Japan, and South Korea are locked in a race against China's new-energy insurgents led by companies like Xiaomi Auto. It's a tortoise-and-hare contest in autonomous driving, with each camp following sharply divergent strategies.