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Nov 10, 08:40
China eases chip export curbs as it pressures EU over Nexperia dispute
China called on the EU to step up efforts to persuade the Netherlands to withdraw its restrictive measures against Nexperia, saying the Dutch side is responsible for recent disruptions in the global semiconductor supply chain.

As artificial intelligence (AI) servers drive a revolution in power infrastructure, one critical component is quietly becoming indispensable: the back battery unit, or BBU. Increasingly, these BBUs are being equipped with Electric Double Layer Capacitor (EDLC), a shift that's already reshaping the industry.

According to the Economic Times, Ola Electric issued a statement on November 9, rejecting media reports that linked the company to the alleged theft of South Korean pouch cell battery technology, calling the claims "misleading and baseless."
The rise of global AI applications has driven increased demand for power ICs, with power management IC (PMIC) design company uPI Semiconductor reporting steady demand for integrated Power Stage and server products. The company is targeting mid- to long-term gross margins of 40% while focusing on total solution offerings, including CPU and GPU Vcore power controllers, Power Stage components, and converters that support three fast-growing sectors: end-device computing, edge server computing, and cloud computing centers.
The 2025 International Motorcycle and Accessories Exhibition (EICMA) opened on November 6 in Milan, marking an annual highlight for the global two-wheeler industry. Taiwanese scooter brand Sanyang Motor (SYM) is a returning exhibitor at the event, where it unveiled multiple new models that blend natural inspiration with future technology.
Nan Yang Industries, a subsidiary of Sanyang Motor (SYM), anticipates a recovery in Taiwan's automotive market by the end of 2025, with annual sales volume expected to hold steady at around 400,000 units, according to company vice president Sing-sheng Chan during an interview on November 6. Pointing to a "late surge" as a result of government policies, Chan noted that Hyundai Motors aims to continue growing its market share as conditions improve in 2026.
Germany's automotive market, traditionally the toughest European stronghold for Chinese brands, recorded a V-shaped recovery in October 2025, with cumulative vehicle sales turning positive for the first time this year. Overall sales rose 0.5% year-over-year (YoY), signaling resilient demand in Europe's largest auto market.
Tesla CEO Elon Musk said the company is considering building a large semiconductor fabrication plant to meet rising demand for AI and robotics chips, while keeping open the possibility of cooperation with Intel, a move that could redefine Tesla's chip strategy and the broader US semiconductor landscape.

Taiwan's leading shared mobility provider, iRent, announced a major partnership with WeMo, bringing WeMo's fleet of 10,000 shared electric scooters onto the iRent app starting today.

Amid the global trend toward automotive electrification and smartification, the Ministry of Economic Affairs (MOEA) has commissioned the Taiwan External Trade Development Council (TAITRA) to spearhead a Taiwan Pavilion at the Automotive Aftermarket Products Expo (AAPEX) and Specialty Equipment Market Association (SEMA) Show, aiming to support Taiwan auto parts suppliers in securing orders in major US trade shows. A total of 270 Taiwanese companies showcased their products, marking the second-largest delegation at the joint events.

Long seen as a global automaker struggling to yield meaningful results from its massive investments in vehicle electronics and electrification, Volkswagen is now entering its most important market: China. It is preparing to launch development of its first system-on-chip (SoC) designed entirely in China, a key component that will power Level 3 driver-assistance systems and future fully autonomous driving functions.