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Apr 20, 17:25
US Commerce Secretary says BYD has no role in American auto market
US Commerce Secretary Howard Lutnick said Chinese capital will have no meaningful place in America's auto sector, arguing that the country does not need companies such as electric vehicle maker BYD.
To more fully showcase Taiwan's role in the global mobility industry, three of its flagship trade shows—Taipei AMPA, E-Mobility Taiwan, and Autotronics Taipei—were combined in 2026 into a single platform, the 360° Mobility Mega Shows. Taiwan External Trade Development Council Chairman James C. F. Huang said Taiwan's automotive components exports have reached NT$214.6 billion, while total automotive output stands at roughly NT$500 billion (approx. US$15 billion). Only by integrating these strengths into a comprehensive ecosystem, he argued, can Taiwan expand its presence in global markets.
Despite a challenging auto market in 2026, MiTAC remains confident it can sustain double-digit growth. President Steve Chang says the company's next phase will be defined by the integration of hardware and software in the age of AI, with fleet management emerging as a central growth engine.

Taiwanese automotive electronics leader E-Lead Electronic is reshaping the future of smart cockpits through a combination of deep technological reinvention and production restructuring, as it positions itself as a full-spectrum systems supplier in an increasingly fragmented global supply chain.

Contemporary Amperex Technology Co. Limited, China's dominant electric vehicle battery manufacturer, is accelerating its push up the supply chain, pairing strong earnings with an aggressive expansion into upstream mining as it positions for the next phase of growth in electric vehicles and energy storage.
Whetron Electronics, a Taiwanese Tier 1 automotive electronics supplier, said it recently showcased a new suite of advanced driver-assistance and in-cockpit sensing technologies at the Taipei AMPA 2026, as the company pushes deeper into edge computing and intelligent vehicle safety systems.
Vingroup's memorandum of understanding with the Government of Maharashtra, India, could channel about US$6.5 billion into urban development, electric mobility, renewable energy, and social infrastructure, with the potential to reshape India's Mumbai region and serve as a template for large-scale private-sector participation in sustainable urbanization and regional growth.

Stellantis and Microsoft announced a five-year strategic partnership on April 16 to co-develop AI, cybersecurity, and engineering capabilities.

Rising DDR memory prices are increasing cost pressure across automotive electronics, pushing China-based automotive AI chipmaker Horizon Robotics to introduce an integrated chip architecture aimed at reducing system complexity and bill-of-materials costs.

Rising cost pressure is pushing China's smart EV makers to pivot from scale expansion to efficiency and cost discipline.

The Chinese government has introduced sweeping regulations that authorize investigations and penalties against foreign companies that decouple from China's supply chain. The new rules arrive as global supply chains face mounting geopolitical pressure and China's export surplus continues to grow.

Stepping into the halls of the 360° Mobility Mega Shows, one is struck not by the usual crush of visitors but by the relative calm. The thinner crowds this year underscore a deeper unease: as the global supply chain enters a more fraught phase of realignment, Taiwan's automotive industry finds itself at an awkward crossroads. On one side lie rising raw material costs and mounting tariff pressures shaped by geopolitics; on the other, the costly yet unavoidable push toward AI-driven automation. Even as the global auto market shows signs of post-pandemic recovery, for many Taiwanese suppliers the road ahead feels more punishing than expected.