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Thursday 2 July 2026

USMCA review and post-Brexit rules cloud auto supply chain

The global auto industry is facing a sharper supply chain shock from trade policy, as the US, Canada, and Mexico begin a mandatory review of the USMCA, and post-Brexit sourcing rules tighten in Europe. Automakers are being forced to weigh higher costs, shifting tariffs, and growing uncertainty across two major markets.

Thursday 2 July 2026

Hotai Motor trims Taiwan auto market outlook but keeps 2026 sales target

Hotai Motor has cut its 2026 Taiwan auto market forecast, signaling softer demand may linger after tariff-related weakness in the first half. The move matters beyond Taiwan because shortages of hybrids, electric vehicles, and US-made models continue to shape availability and pricing for global buyers, automakers, and suppliers.

Thursday 2 July 2026

Tesla jumps to second as Taiwan auto sales rebound in June

Taiwan's auto market posted a strong rebound in June 2026, signaling firmer demand in a key Asian economy watched by global carmakers. Registrations rose sharply in the month and year, led by Toyota's steady performance and a surge in Tesla deliveries that reshaped the local ranking.

Wednesday 1 July 2026

Volkswagen, Bosch reportedly reassess autonomous driving alliance as market shifts

Volkswagen Group and Bosch are reportedly reviewing their four-year autonomous driving partnership as Europe's Level 3 (L3) rollout falls short and China's supply chain gains influence. The outcome could affect the development of smart driving, investment plans, and software strategies across major global automakers, suppliers, and consumers in both Western and Chinese markets.

Wednesday 1 July 2026

Taiwan auto market levels as easing US tariff uncertainty boosts parts exporters

Taiwan's auto industry has begun to recover as recent clarity around US tariff policy eased months of pressure on manufacturers, dealers and aftermarket parts exporters, executives said. The shift, reported in late June, allowed delayed parts imports and new-car assembly schedules to resume, enabling factories and dealers to reconfigure production and prepare for the traditional sales peak in the second half of the year.

Saturday 27 June 2026

Taiwan motorcycle maker SYM's profit falls in 2025 despite record market share

SYM said its 2025 results held up despite global tariff shifts and supply-chain disruption, highlighting resilient motorcycle sales in Taiwan and overseas. For global readers, the outlook signals how trade policy uncertainty is reshaping demand, while also showing how companies are leaning on product launches and disciplined management to support growth.

Thursday 25 June 2026

Foxtron pivots overseas strategy toward Europe as EV competition intensifies

Foxtron is shifting its overseas plans toward Europe as global electric vehicle competition heats up and trade barriers rise. Chairman Andy Lee said the company will use local partnerships and its BOL model to build a stronger regional base while aiming to reduce risk, deepen supply chains, and expand long-term market reach.

Thursday 25 June 2026

Automotive memory and LFP material costs surge, impact seen with Chinese automakers

Surging prices for automotive memory and lithium carbonate, a key upstream material for lithium batteries, have become a challenge regarding Chinese automakers' profit margins this year. Industry sources say that after BYD took the lead in raising prices in May, fifteen other automakers followed suit. However, the move was met with Tesla's effective price cuts and brands maintaining their pricing, attracting consumers away from competitors and forcing many automakers that had raised prices to quickly reverse course through various forms of disguised discounts to calm market concerns.

Wednesday 24 June 2026

China's idle EVs could become AI token factories, says CATL chairman

CATL chairman Robin Zeng said on June 23 at the World Economic Forum (WEF) in Dalian that many electric vehicles (EVs) in China could be turned into computing infrastructure for the large-scale production of AI tokens by using their onboard batteries and AI chips.

Wednesday 24 June 2026

Why China's state media suddenly turned critical of heavy electric vehicles

The Chinese government has recently introduced a series of regulatory measures targeting the new energy vehicle (NEV) industry. In addition to reducing subsidies and restoring related taxes, Chinese state media has over the past month increasingly shaped public discussion by criticizing heavy electric vehicles (EVs) for placing greater strain on roads and significantly increasing maintenance costs. These expenses are still largely covered by fuel taxes paid by internal combustion engine (ICE) vehicle owners, sparking heated debates.

Tuesday 23 June 2026

GM robot rollout after 1,000 layoffs fuels UAW complaint and labor tensions

General Motors' move to install collaborative robots at its Factory Zero plant has sharpened concerns about automation, jobs, and worker safety, while also signaling a broader shift that could affect automakers and supply chains worldwide. The dispute highlights how electric vehicle demand, labor costs, and factory technology are reshaping industrial strategy across major markets.

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

Poland turns to Taiwan to build up chips as Foxconn seals EV assembly deal

Poland is seeking major Taiwanese investment to strengthen its manufacturing base, a shift that could reshape Europe's supply chains and technology capacity. The plan spans electric vehicles, semiconductors, and industrial policy, and reflects how governments are adapting to geopolitical pressure and shortages in key global sectors.

Monday 15 June 2026

India roundup: Meta-Reliance AI data centers, Anthropic-TCS tie-up, EV expansion, Starlink delay and supply chain shifts

India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while EV firms expand, Starlink faces delays, and semiconductor and tablet markets show steady structural growth.

Saturday 13 June 2026

PCIM 2026: Why Western carmakers cannot have 'China-free' SiC at subsidized prices

During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic realities of international trade protectionism, regional resilience mandates, and aggressive tariffs.

Friday 12 June 2026

PCIM 2026: Overcoming thermal warping in direct-cooled EV power modules

As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing a thermodynamic reckoning. To extract maximum performance from these high-frequency, high-efficiency chips, the industry is driving an architectural shift: shrinking inverter volumes, eliminating heavy copper baseplates, and mounting molded power packages directly to liquid-cooled water jackets. However, this high-power-density approach exposes a fragile structural vulnerability. When mismatched materials are bonded under extreme manufacturing conditions, the physics of thermal expansion can tear a high-value power module apart before it ever leaves the assembly line.

Thursday 11 June 2026

Taiwan auto parts makers see openings as China's car market resets

Taiwanese auto parts makers are finding new opportunities as China's auto market undergoes a sharp reset, with stronger sales from emerging brands and a seasonal pickup expected to support orders. The shift could matter beyond China, influencing supply chains, pricing, and parts demand across major vehicle markets worldwide.

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.

Tuesday 9 June 2026

Expansion beyond SEA: VinFast-backed Green SM targets India's ride-hailing market

Vietnamese electric taxi operator Green SM has launched operations in India, marking its first expansion beyond Southeast Asia and opening a new front in one of the world's fastest-growing mobility markets.

Tuesday 9 June 2026

VinFast spins off manufacturing arm, deepens Nvidia tie-up in autonomy push

During its first quarter 2026 earnings call, VinFast Auto Ltd. unveiled a series of significant corporate moves, including a transition in board leadership, a major restructuring of its manufacturing assets, and the expansion of high-tech partnerships focused on autonomous mobility. These developments signal the company's shift toward a "capital-light" business model that prioritizes research and development (R&D) and brand growth over capital-intensive manufacturing.

Tuesday 9 June 2026

Nvidia and Hyundai deepen AI partnership in robotics and mobility

Nvidia and Hyundai Motor Group have agreed to deepen their collaboration in artificial intelligence, robotics, and future mobility technologies as the two companies seek to accelerate the commercialization of physical AI and expand South Korea's role in next-generation AI infrastructure.

Tuesday 9 June 2026

VinFast revenue rises 42%, but losses widen sharply in 1Q26

Vietnam-based electric vehicle maker VinFast reported strong revenue and delivery growth in the first quarter of 2026, but its financial results showed that losses continued to widen significantly as the company pursues aggressive global expansion.

Tuesday 9 June 2026

VinFast targets top-tier status in India as electric two-wheelers near launch

During its first-quarter 2026 earnings call, VinFast Auto highlighted India as a pivotal "core growth engine" for the company's international expansion. Management reported that business performance in the region has been "very positive," with VinFast ranking fourth among Battery Electric Vehicle (BEV) brands in India based on quarterly sales figures.

Monday 8 June 2026

V2X data becomes latest target in rising geopolitical tensions

Vehicle-to-everything (V2X) data management has become the latest battlefront in geopolitical tensions, with recent maneuvering in China, the US, and Europe drawing the most attention. These include China's newly announced data export guidance aimed at tightening controls, a sweeping market ban in the US with bipartisan support, and urgent supply chain risk assessments in the EU. These trends indicate a shift toward data sovereignty under the control of each individual market.

Monday 8 June 2026

GE Aerospace advances megawatt-class hybrid engine testing

GE Aerospace has completed ground testing in Ohio of a megawatt-class hybrid-electric engine system backed by NASA, a step that could accelerate flight testing and eventual commercial use. The milestone matters beyond the US because it signals how aviation electrification may reshape aircraft efficiency, emissions, and operating costs worldwide.

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