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Aug 24
German auto industry hardens stance against Chinese competition
Germany's top auto industry lobby, the German Association of the Automotive Industry (VDA), is overhauling its strategy as it hardens its stance on China. The group has said China must put forward constructive proposals, quickly stop distorting competition, and avoid using export restrictions on technologies and materials to hinder free-world trade.

Samsung SDI said it will sell about one-third of its stake in Samsung Display for KRW4.45 trillion (US$3.2 billion), converting part of its affiliate holding into cash as it prepares to invest in future battery businesses.

Toyota and Honda are accelerating US manufacturing as tariffs, local-content rules, and policy shifts reshape the auto industry. The move is defensive, but it is also a growth strategy. With American demand likely to stay steady rather than surge, Japanese automakers appear to be betting that expansion will come from taking share from rivals.
China has launched its largest-ever auto recall, involving about 4.27 million vehicles over risks tied to electronic door emergency unlocking. The action is led by Tesla and a group of Chinese EV startups, including Xiaomi, Leapmotor and Xpeng, while joint ventures backed by European, US and Japanese automakers were left out.
Taiwan's new-car market is cooling, with Hotai Motor and Nan Yang Industrial both taking a cautious view of the second half of 2026. The companies cited geopolitical uncertainty, volatile international oil prices, tariff concerns and softer consumer sentiment in revising their outlook for the market.
Autonomous driving technology is maturing, and a future in which cars entirely drive themselves is quickly approaching in the rearview mirror. Yet safety and trust remain crucial barriers to overcome before fully autonomous driving becomes a reality, and a key part of this is the "eyes" of the car.
A new collaboration between TIER IV and Renesas could shape how self-driving and software-defined vehicles are built worldwide, as automakers seek more flexible platforms for AI-driven features. The effort aims to combine open-source software, advanced chips, and scalable tools that may accelerate safer mobility across markets from Asia to Europe to North America.
As subsidies for China's new energy vehicle market gradually wind down and automaker margins continue to narrow, Beijing is shifting policy support toward embodied AI and humanoid robotics. That change is encouraging Chinese automakers to redeploy technologies originally developed for smart EVs and accelerate their push into humanoid robots.
Samsung Electronics and Hyundai Motor Group have widened their partnership across electric vehicle batteries, software-defined vehicles, and robotics. Genesis' upcoming GV90 is expected to use Samsung SDI's square batteries. According to News1, the large electric SUV is scheduled to launch in September, extending Samsung SDI's role in Hyundai Motor Group's supply chain beyond the Hyundai IONIQ 3 and Kia EV2.
Major European and US companies and Taiwan-based IC design firms are seeing a notable recovery in automotive chip demand so far in 2026, spanning smart cockpit platforms, advanced driver-assistance systems (ADAS), analog ICs, display driver ICs (DDIs), Ethernet chips, camera-sensing chips, audio chips and interface chips.

As competition in artificial intelligence shifts from model development toward real-world deployment, Xiaomi is betting that its advantage will come not only from building foundation models, but from integrating those models across a broad hardware ecosystem spanning smartphones, smart homes, and electric vehicles.

The European Union is moving to tighten recycling requirements for rechargeable batteries, including electric vehicle batteries, industrial energy storage batteries, and automotive starting batteries.