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Monday 22 June 2026
China launches 2026 NEV rural promotion campaign to accelerate EV expansion into county-level markets
China's Ministry of Industry and Information Technology (MIIT), Ministry of Commerce, and three other government departments announced on June 18 the launch of a new round of the 2026 New Energy Vehicle (NEV) rural promotion campaign. Through measures including vehicle trade-in programs, charging and battery-swapping infrastructure development, and tax incentives, the initiative aims to further stimulate the replacement of gasoline vehicles and EV consumption in county-level administrative regions and rural towns.
Monday 22 June 2026
MW-level flash charging competition escalates as BYD, Geely, CATL compete for industry influence
In China's new energy vehicle (NEV) market, industry leader BYD introduced megawatt-level (MW) flash charging technology more than a year ago and further enhanced its fast-charging capabilities with the launch of its second-generation Blade Battery in March 2026. Now, major competitors, including Geely and CATL, have also entered the space. Flash-charging technology remains in a stage of extensive validation and limited pilot deployment, but Chinese automakers and battery manufacturers are already engaged in an intense marketing battle, reflecting the intensifying competition in the NEV market.
Monday 22 June 2026
Taiwan auto parts makers forecast 2H26 recovery as tariff and geopolitical risks ease
Major Taiwan auto parts makers said they expected market conditions to improve in the second half of 2026 as tariff and geopolitical uncertainties eased, executives announced during annual shareholder meetings. Companies reported clearer visibility than in the first half of the year and outlined plans to boost competitiveness in the US and China markets.
Monday 22 June 2026
Analysis: BYD's robotics ambitions ignite new battleground with startups
As competition intensifies and profitability declines in China's new-energy vehicle (NEV) market, automakers are increasingly turning to humanoid robots in search of a new growth engine. Over the past two years, however, many of these companies have also been key customers of humanoid robotics startups. As automakers begin developing robots of their own, the competition that has defined the NEV market may increasingly spill over into the humanoid robotics sector.
Monday 22 June 2026
MSScorps expands Taiwan investment again for silicon photonics

Taiwan's investment office, InvesTaiwan, under the Ministry of Economic Affairs, has approved expanded Taiwan investment plans from four companies, led by MSScorps, which will invest NT$1.5 billion (US$47.4 million) and is filing for the third time. The company plans to add production lines and adopt AI technology at its Hsinchu, Tai Yuen Hi-Tech Industrial Park, and Southern Taiwan Science Park (STSP) facilities.

Friday 19 June 2026
EU fast-tracks US tariff deal, adds three Trump safeguards

The European Union has rushed through a US-EU tariff agreement after US President Donald Trump demanded that Brussels complete the deal by July 4, the 250th anniversary of US independence, or face higher 25% tariffs on auto and auto parts imports. According to media reports, the European Parliament recently held an emergency vote to approve the agreement, while the EU simultaneously added three safeguards to guard against the risk of renewed tariff hikes.

Thursday 18 June 2026
NIO founder warns China's auto market could shrink by 20% this year
Nio founder and chairman William Li warned at the 2026 China Auto Chongqing Summit that China's auto industry has entered its "most brutal final stage," saying 2026 passenger-vehicle retail sales in China could fall 15% to 20% from last year. He urged the industry to prepare early as the Chinese new energy vehicle market enters a more severe phase of competition.
Thursday 18 June 2026
BMW opens Neue Klasse reservations early; car business margin forecast unexpectedly cut in half
Although BMW's Neue Klasse BEV lineup is receiving strong market feedback and demand, it is also facing challenges due to weakness in the Chinese auto market and the conflict in the Middle East. It has lowered its financial outlook, cutting its automotive business margin forecast from the original 4-6% range to 1-3%.
Wednesday 17 June 2026
Li Auto's new automotive chip and what it says about China's EV market

Li Auto announced details of its new Mach M100 chip, a self-developed 5nm chip focused on autonomous driving, on June 15. This development marks the latest entry among Chinese automakers into designing in-house chips as they compete on cost and smart-driving features.

Wednesday 17 June 2026
PCIM 2026: How high-voltage infrastructure is unifying AI and e-mobility sectors
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data center deployments on another. However, during PCIM Europe 2026 in Nuremberg, Germany, industry leaders and experts discussed and dismantled this flawed strategy.
Wednesday 17 June 2026
Xiaomi Auto veteran says Tesla's EV edge starts on factory floor
Xiaomi Auto is putting manufacturing and supply chain control at the centre of its electric vehicle strategy, with former Tesla Shanghai Gigafactory head Song Gang saying Tesla's real competitive moat lies not in branding alone, but in manufacturing execution.
Wednesday 17 June 2026
Research Insight: Japanese automakers pivot to HEV profits, AI, and SDV

Toyota, Honda, and Nissan are accelerating strategy shifts as Chinese automakers rise rapidly, global EV competition intensifies, and software-defined vehicles (SDV) and AI advance, according to DIGITIMES Research. The research firm noted that Japanese automakers are moving away from scale expansion and toward profitability and smart-vehicle development, with hybrid electric vehicles (HEV) remaining the near-term growth anchor.

Wednesday 17 June 2026
Volkswagen cuts deeper as market headwinds erase savings
Volkswagen Group announced expanded layoffs and production cuts as it sought to secure net annual savings of ?6 billion by 2030, citing persistent pressure from geopolitical tensions, war, energy costs and inflation that have undermined earlier cost reductions. The company disclosed the move ahead of its annual general meeting and said savings from prior workforce and output cuts had been fully offset by adverse market conditions.
Tuesday 16 June 2026
Western Europe auto output set to fall by one-third by 2030, with Germany hit hardest
Western Europe's auto industry is facing a deeper relocation shock, with passenger car and light commercial vehicle production projected to shrink by about one-third between 2015 and 2030 under pressure from slower-than-expected automotive electronics and electrification progress, geopolitics, trade tensions, and the shift toward localized manufacturing.
Tuesday 16 June 2026
Tesla files for supervised Full Self-Driving approval with Taiwan regulator

Tesla Taiwan announced on June 16 that it formally submitted application documents for its Full Self-Driving (Supervised) system to Taiwan's Vehicle Safety Certification Center and said it will work with the Ministry of Transportation and Communications to begin the regulatory review process. The filing covers an assisted-driving package that Tesla emphasized requires active driver supervision and remains classified as a Level 2 driver-assistance system.

Friday 12 June 2026
Malaysia, Japan expand rare earth and energy cooperation

Malaysian Prime Minister Anwar Ibrahim concluded a three-day visit to Japan, during which he met with Japanese Prime Minister Sanae Takaichi. The two leaders pledged to strengthen cooperation in critical minerals.

Friday 12 June 2026
China tightens EV safety rules as new standards target battery fires and crash risks
As electric vehicles (EVs) become increasingly common on Chinese roads, concerns over their safety—particularly battery-related risks—have come under growing scrutiny.
Thursday 11 June 2026
GM bets on sodium-ion batteries to power the AI boom
For years, Detroit's automakers viewed batteries primarily as the key to an electric-vehicle future. Now, as artificial intelligence drives an unprecedented buildout of data centers and strains power grids worldwide, batteries are becoming something else entirely: an energy infrastructure business.
Thursday 11 June 2026
Xpeng CEO takes direct control of robotics unit ahead of humanoid robot launch

Xpeng Chairman and Chief Executive He Xiaopeng said he will personally take charge of the company's robotics division as the Chinese electric-vehicle maker accelerates its push into humanoid robots, a sector it views as a cornerstone of its future growth strategy.

Thursday 11 June 2026
Commentary: BYD unveils new AI platform as China's EV race shifts beyond batteries
China's electric vehicle (EV) leader, BYD, is pushing aggressively into the next frontier of automotive competition: artificial intelligence.
Thursday 11 June 2026
Volkswagen plans Europe-made Samsung SDI square batteries to diversify supply chain
Volkswagen is preparing a new three-way lithium battery supply chain that would add Samsung SDI as a Europe-based supplier of standardized square batteries as early as 2027, executives said. The automaker’s plan centers on in-house production via PowerCo, China’s Gotion High-tech and a potential Samsung SDI partnership to reduce reliance on China-linked sourcing amid shifting geopolitics and new European rules.
Thursday 11 June 2026
Taiwan deepens ties with Central and Eastern Europe as Taiwanese firms expand into Czech Republic, Poland
The Czech Republic and other Central and Eastern European countries have gradually become emerging markets for Taiwanese investment and exports. This follows the donation of vaccines during the Covid-19 pandemic from the Czech Republic to Taiwan, underscoring the shared values of democracy and freedom between the two.
Thursday 11 June 2026
China's EV boom slows at home, but BYD sees further room to grow
China's electric-vehicle market is showing signs of slowing domestically, but industry leaders remain convinced that the country's shift away from gasoline-powered cars is far from complete.
Thursday 11 June 2026
PCIM 2026: Why the Silicon survival, physics, and the AI vortex are forcing reality check

While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric automotive future, the sentiment across the PCIM Europe 2026 exhibition floor is more pragmatic. The industry has reached a transitional maturity wall where the realities of material physics, fragmented design silos, and macroeconomic supply shocks are clashing with marketing hype cycles.

Wednesday 10 June 2026
Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.