Taiwanese lithium-iron phosphate cathode maker Aleees is changing course after winning a major US order, moving away from licensing its technology and toward in-house production. The shift reflects tighter US supply-chain demands, rising demand from energy storage and artificial intelligence data centers, and growing competition among non-Chinese suppliers globally.

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.

South Korean battery maker SK On has completed a share swap with China's Eve Energy, giving it full ownership of a battery manufacturing joint venture in Yancheng, Jiangsu province, as the company continues efforts to streamline operations and ease financial pressure.

Samsung SDI, a battery and electronic materials manufacturer, has entered an agreement to help US-based Forge Nano build a 3 GWh per year battery manufacturing site in Morrisville, North Carolina. The deal capitalizes on both Samsung's desire to avoid US tariffs and the American military's goal to develop non-China supply chains, including in batteries.

Seres Group, once the clearest listed proxy for Huawei's EV ambitions, has lost more than CNY180 billion (US$25 billion) in A-share market value from its peak, despite strong sales and profit.

As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition toward higher-value automotive applications. The company has reduced its production lines from 16 to 13 in response to changing demand dynamics in the display industry, aiming to optimize asset utilization and improve operational efficiency.

China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity could affect data centers, automotive suppliers, and power equipment buyers worldwide.

During the launch event for the company's new scooter model "Luna," Gogoro CEO Henry Chiang said that the long-term goal is to become a sustainable and healthy enterprise, while also helping Taiwan's electric scooter supply chain expand into international markets.

Advanced Lithium Electrochemistry, or Aleees, said on June 25 that it will accelerate construction of a phosphoric iron precursor plant in Taiwan, targeting an annual capacity of 100,000 tonnes. The move is aimed at meeting rising North American demand for lithium iron phosphate materials used in energy storage and electric vehicles, with broader implications for markets worldwide.

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.