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Friday 13 February 2026
Commentary: Stellantis pause on ACC gigafactories clouds EU plans for manufacturing sovereignty and risks thousands of jobs
The European Commission plans to unveil its "localization ratio" policy by late February 2026 to shape Europe's manufacturing sovereignty. Yet Stellantis's abrupt halt to construction of ACC's lithium battery gigafactories in Germany and Italy has injected immediate uncertainty into that agenda.
Thursday 12 February 2026
ProLogium breaks ground on solid-state battery gigafactory in Dunkirk
On February 10, ProLogium Technology held a groundbreaking ceremony for its planned gigafactory in Dunkirk, marking the start of on-site construction for its first manufacturing facility outside Taiwan. The plant will produce the company's "superfluidized all-inorganic solid-state lithium ceramic batteries" and represents a significant step toward establishing a localized battery supply chain in Europe.
Thursday 12 February 2026
Tesla expands charging network in Taiwan as policy questions persist

Tesla opened Taiwan's largest V4 Supercharger station on Tuesday, expanding its fast-charging network even as questions linger over potential tariff changes and vehicle sourcing.

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.

Friday 6 February 2026
U-Power accelerates high-voltage charging stations amid rising EV high-power charging demand
Electric vehicle (EV) charging company U-Power is targeting growing opportunities in the market, with chairman Bob Chen noting that the company has already installed roughly 60 charging stations across Taiwan, and is aiming to increase this number to 100 by the end of 2026.
Thursday 5 February 2026
CATL, Changan debut sodium-ion EV proven to operate at minus 50°C
CATL and Changan Automobile, on February 5, 2026, launched the world's first mass-produced sodium-ion battery EV. According to IT Home and The Beijing News, brands including Avatr, Deepal, Qiyuan, and UNI will gradually adopt CATL's sodium-ion batteries, marking the technology's commercial rollout.
Wednesday 4 February 2026
Tesla's dry electrode breakthrough revives 4680 battery ambition
Tesla, a company that straddles autonomous vehicles, artificial intelligence-driven robotics, and the global energy transition, has long insisted that its future would hinge on its ability to reinvent the battery. For years, that bet appeared shaky. The company's homegrown, large-format 4680 battery—once touted as a breakthrough—became a source of doubt, with critics questioning whether Tesla had quietly abandoned the effort.
Wednesday 4 February 2026
Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage
Samsung SDI, one of South Korea's three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported an operating loss of more than KRW1.7 trillion (US$1.17 billion) for the year. However, it is betting that a shift in strategy—anchored by local production of lithium iron phosphate (LFP) batteries in the United States and an expansion of its energy storage systems business—will return it to profitability in 2026.
Tuesday 3 February 2026
Japan's TDK leans on premium batteries while rare earth supply risks deepen
Despite delivering solid earnings, Japan's TDK Corporation warned that China's tighter rare earth export controls are heightening supply chain risks, placing growing procurement pressure on manufacturers dependent on critical minerals and pushing geopolitical tensions into the electronic materials sector.
Friday 30 January 2026
Exclusive: Tariffs and trade talks shape Suntek Motor's outlook for Taiwan's auto market
Ray Wu, CEO of Suntek Motor Group, a leading Taiwanese importer and dealer of luxury brands including Porsche and Skoda, told DIGITIMES that while Taiwan's auto market is expected to outperform in 2026, the company does not view growth as merely a matter of securing larger allocations from overseas manufacturers. Instead, Suntek is pursuing a rolling, quarter-by-quarter operational strategy designed to manage inventory risk—an approach shaped by recent market volatility.
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.
Thursday 29 January 2026
Musk moves Tesla past Model S and X, betting on robots and AI

Tesla reported fourth-quarter earnings on Wednesday that topped Wall Street's profit expectations despite the fact that its revenue had slipped and vehicle deliveries continued to decline.

Tuesday 27 January 2026
Analysis: Why Foxconn and Hotai are targeting Japan's toughest market
Taiwan's industrial heavyweights are moving into Japan's commercial vehicle market with a level of ambition and visibility rarely seen before.
Friday 23 January 2026
Solum Advanced Materials develops ultrathin stainless steel foil for all-solid-state batteries
South Korean materials company Solum Advanced Materials has created a 10-micron ultrathin stainless steel foil using its proprietary Equi-Speed Asymmetric Rolling (ESAR) technology. The foil is intended as an anode current collector in all-solid-state batteries and is undergoing sample evaluations with global battery and automotive manufacturers.
Thursday 22 January 2026
MFTBC, Foxconn to form joint venture for e-bus manufacturing

Mitsubishi Fuso Truck and Bus Corporation (MFTBC), a major Japanese commercial vehicle maker, has announced to establish a joint venture with Taiwan-based Foxconn.

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.

Monday 19 January 2026
Trump questions USMCA, opens door to Chinese carmakers
Speaking at the North American International Auto Show in Detroit this week, President Trump delivered a set of remarks that startled both policymakers and industry executives. He openly questioned the long-term value of the United States–Mexico–Canada Agreement (USMCA) and, in an unexpected turn, extended what appeared to be an olive branch to Chinese automakers.
Thursday 15 January 2026
Taiwan's Holtek sees surge in MCU sales, launches compact energy and fire-safety units
After navigating a turbulent year of US-China tariffs, Taiwanese microcontroller (MCU) maker Holtek Corp. closed 2025 with a full-year revenue of NT$3.058 billion (US$96 million), up 22.2% from the previous year. The company said it sees growth opportunities in behind-the-meter energy storage and lithium battery fire-safety solutions, with plans to roll out medium- and small-power portable storage units for the residential market, as well as compact energy-storage fire-safety products already validated with multiple clients.
Wednesday 14 January 2026
China's new export trio drives 2025 trade growth
China's total trade in goods reached CNY45.47 trillion (approx. US$6.51 trillion) in 2025, marking a 3.8% year-over-year increase and setting a new record, the General Administration of Customs announced on January 14. Exports rose 6.1% to CNY26.99 trillion, while imports edged up 0.5% to CNY18.48 trillion, maintaining China's status as the largest merchandise trader globally.
Wednesday 14 January 2026
Motorola unveils SiC battery tech for lighter, longer-lasting smartphones
Motorola announced three new smartphone models—edge 70, g57, and g86 Power—in Taiwan on January 12, highlighting a breakthrough in silicon-carbon (SiC) battery technology. The edge 70 features a 4,800mAh SiC battery that reduces its weight to 159g and thickness to just 5.99mm, making it the thinnest smartphone on the market equipped with three 50MP cameras.
Tuesday 13 January 2026
EU plans to adjust rules on Chinese EV imports; shifts from tariffs to minimum import prices

The EU said this week that it is considering setting minimum import prices for Chinese-made electric vehicles (EVs), a move that would replace the steep anti-subsidy tariffs currently in place. The proposal is widely seen as a signal of easing trade tensions between Europe and China, aiming to protect European automakers while allowing Chinese manufacturers to preserve reasonable profit margins. China's Ministry of Commerce has welcomed the idea.

Tuesday 13 January 2026
China's EV industry faces a state-mandated reset as energy caps take effect
As 2026 begins, China has put into force the world's first mandatory national standard governing energy consumption for electric vehicles, drawing a sharp new line for an industry that has expanded at breakneck speed for more than a decade.
Monday 12 January 2026
Qatar, UAE join US-led Pax Silica supply chain pact
Qatar and the United Arab Emirates are set to join a US-led initiative to secure artificial intelligence and semiconductor supply chains, expanding a framework Washington views as a cornerstone of its economic security strategy.