Mitsubishi Electric is evaluating a partial stake sale in its automotive components subsidiary, Mitsubishi Electric Mobility, as reports emerge of potential investment discussions with Taiwan's Foxconn.

Mainstream carmakers in Europe, the US, Japan, and South Korea are reassessing battery electric vehicle (BEV) strategies amid range anxiety, weak charging infrastructure, high vehicle costs, and softer-than-expected demand, prompting renewed interest in extended-range electric vehicle (EREV) technology.

Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million) in the fourth quarter of 2025, up 8.83% quarter-over-quarter. The company also posted a net profit after tax of NT$86.64 million for the quarter, a surge 2,725% from the previous quarter. This represents a full-year turnaround from losses to profits.

Global PMX released a positive outlook, identifying semiconductor- and AI-server-related businesses as its main future growth drivers, while signaling a gradual decline in its formerly dominant automotive segment. The company said it has actively optimized its product mix as global industry structures adjust.

Although automotive component manufacturer Kwang-Hwa Electronic's primary shipment markets remain China and North America, revenue growth in the US and Mexico has been significant in recent years. Combined revenue from the two regions has increased by more than 25% year-on-year, indicating that the company's overseas capacity expansion is gradually taking effect and helping to ease the pressure from persistent price competition in the Chinese market.

SiliconAuto introduced its XMotiv M3 series microcontroller units at Embedded World 2026, signaling a push to expand collaborations in Europe, CEO Gene Liu said. The company has spent recent years developing its automotive MCU products with customers and partners and is now ready to showcase them in Europe.

Transmission system manufacturer TsangYow has been steadily advancing its presence in high-value sectors such as electric buses, new energy vehicles (NEVs), and semiconductor equipment. As these products enter prototyping and validation stages, the market anticipates that once customer certifications are completed and mass production begins, they will drive the company's next phase of growth.

The Office of the US Trade Representative (USTR) on March 11 launched investigations under Section 301 of the Trade Act of 1974 against 16 major trade partners, including China, the European Union, South Korea, Japan, India, and Taiwan. Taiwan's government said the move was anticipated after the recent Supreme Court of the US ruling that struck down tariffs imposed under the International Emergency Economic Powers Act (IEEPA), prompting Washington to seek alternative legal mechanisms to maintain its tariff framework.

South Korea's leading battery makers showcased next-generation solid-state battery technologies at InterBattery 2026 as the industry pivots to new technologies amid slowing overall market growth. Major battery manufacturers are targeting mass production of solid-state batteries between 2027 and 2029, making product maturity and performance demonstrations the key highlights of this year's exhibition.

On March 10, 2026, the US International Trade Commission (USITC) announced the launch of a Section 337 investigation targeting 20 automotive parts manufacturers across Taiwan, China, and the US. The probe follows a lawsuit filed by General Motors (GM) and includes 10 leading Taiwanese aftermarket (AM) suppliers such as Tong Yang Industry, DEPO Auto Parts, and Gordon Auto Body Parts. This unexpected patent litigation has come as a shock to Taiwan's automotive collision parts exporters, and also signals a shifting competitive landscape in the global automotive supply chain.