Taiwan's auto industry is watching closely as tariff talks between Taiwan and the US continue to shape the sector's outlook. PG Union CEO Ray Wu said in an interview on September 21 that the two sides are still negotiating the new policy, and the process must clear three hurdles before it can take effect.
Chinese EV maker Xpeng is planning to offer its technology to foreign automakers beyond Volkswagen, according to people familiar with the matter, as technology licensing emerges as a new revenue engine for the company.
China's auto industry is increasingly relying on exports to sustain growth as domestic demand remains weak, industry sources said, ahead of a possible visit by Chinese President Xi Jinping to the US for a summit with US President Donald Trump. Online reports that Beijing may include BYD in a business delegation have fueled speculation the EV maker could use the trip to ease trade frictions and protect overseas momentum.
Foxconn is expanding its global electric vehicle footprint through partnerships with German commercial vehicle brand Quantron and intelligent driving technology company HyperView. The group will serve as the industrial manufacturing partner for Quantron China's truck and bus platforms, producing next-generation zero-emission commercial vehicles for international markets.
Tesla has established a subsidiary in Vietnam as it prepares to enter the local market. Reuters reported that filing documents show the unit is registered in Ho Chi Minh City with capital of US$3 million.
Taiwan's EV market is staging a strong recovery in 2026, boosting vehicle registrations and charging demand, but operators remain under pressure from high capital costs and thin returns. Against that backdrop, charging software provider Blokcert Technology on September 9 unveiled Gefjon AI, billed as Taiwan's first operational decision-making brain designed specifically for charging sites, with the goal of helping operators turn charging infrastructure into more manageable and profitable energy assets.
China's auto exports stayed above 1 million units for a third straight month in August 2026, reaching 1.01 million vehicles, according to the China Association of Automobile Manufacturers. The increase of 65.3% from a year earlier came as weaker domestic demand pressured the home market and exports became a larger growth driver for Chinese automakers.
Facing an aggressive push by Chinese automakers to launch new models at short intervals and rapidly seize market share, major automakers in Europe, the US, Japan, and South Korea are confronting a new trade-off between R&D speed and quality control. Renault Group CEO Francois Provost said the French automaker will not blindly follow suit at the expense of quality and will not bring a new model to market if its development cycle is under two years.
