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Nov 3
Supply disruptions push Nissan into fiscal-year deficit

Nissan Motor on October 30 announced it expects an operating loss of JPY275 billion (approx. US$17.8 billion) for the 2025 fiscal year (April 2025–March 2026), a sharp reversal from a JPY69.8 billion operating profit in 2024.

Samsung SDI is reportedly negotiating with Tesla to supply batteries for energy storage systems, aiming to leverage rising demand from AI data centers and renewable energy projects in North America.
While global carmakers and supply chain players remain cautious about automotive market prospects, several Taiwanese chip designers are signaling quiet optimism. Leading international automotive semiconductor suppliers have adopted a wait-and-see approach, expecting only gradual recovery. Meanwhile, Taiwan's newer market entrants are experiencing stronger-than-expected order momentum.
Micro LED supplier PlayNitride reported a trough in operations for the second quarter of 2025, posting an after-tax net loss of NT$370 million (US$12 million) due to foreign exchange valuation losses. The company acknowledged that its performance in the first half of 2025 fell short of expectations but expects shipments to improve quarter-over-quarter through the third quarter and fourth quarter.
Chinese LiDAR manufacturer Hesai Technology has launched a new LiDAR priced at just US$200, challenging Tesla CEO Elon Musk's claim that relying on LiDAR is a "fool's errand." Although once reserved for luxury vehicles, LiDAR technology is making its way into midrange and budget car models. As advanced driver-assistance systems become standard in modern vehicles, LiDAR is emerging as a cornerstone of next-generation automotive sensing.
After hosting GTC DC to discuss quantum computing, 6G, and autonomous driving, Nvidia CEO Jensen Huang flew to South Korea to attend the APEC CEO Summit and meet with leading Korean tech companies. However, Huang has unexpectedly found himself in the political spotlight after US President Donald Trump namedropped him on Truth Social.

Once reserved for luxury autonomous vehicles, LiDAR technology is rapidly making its way into midrange and even budget car models as costs fall sharply. Global shipments of automotive LiDAR units are projected to surpass 2 million units in 2025, signaling the industry's transition from early validation to large-scale commercialization.

China has offered its latest formal response to the semiconductor supply crisis surrounding Dutch chipmaker Nexperia, signalling limited export exemptions while urging dialogue to stabilise global supply chains.

Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026, driven by AI servers and automotive electronics. The company aims to achieve double-digit growth next year.

After three years of regulatory reviews and industry coordination, Linde LienHwa Group on October 29 unveiled Taiwan's first hydrogen-powered truck at the 2025 Energy Taiwan and Net Zero Taiwan Expo, signaling a significant step toward commercial hydrogen mobility. The company also announced plans to launch its first hydrogen refueling stations, developed in partnership with CPC Corporation, by the end of 2025, a move aimed at laying the groundwork for a domestic hydrogen infrastructure network.

Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes electric vehicle (EV) battery operations. The company supplies batteries to automakers such as Tesla.
AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to be weaker than usual, with the traditional off-season in the fourth quarter, but 2026 has the potential to bring positive developments.