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.

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.

ProLogium, a Taiwanese battery maker specializing in next generation lithium ceramic cells, has signed a memorandum of understanding with Elysian Aircraft, a Dutch aerospace startup developing large battery-electric aircraft.

In response to global non-red supply chain realignment and the need to develop key autonomous technologies for unmanned vehicles, Taiwan's Industrial Technology Research Institute (ITRI) recently joined with multiple major drone makers to form the Taiwan Unmanned Vehicle System Development Consortium (TUVSC). The consortium will focus on four core goals aimed at strengthening Taiwan's autonomous R&D capacity in unmanned vehicles and helping the industry connect with international markets.

Acbel Polytech showcased onboard power conversion products and a co-developed charging station solution with ChargePoint at Power2Drive Europe in Munich on June 23, signaling a stepped-up push into Europe's electric vehicle power and charging infrastructure market. The company said the move targets growing European demand for energy-efficient EV systems, smart charging, and charging network expansion.

Power-Win Technology Co. Chairman Lin Pei-yi said following the company's June 23 shareholders meeting that its core battery recycling and processing business has benefited from process improvements, equipment-efficiency upgrades, and enhanced production management, driving growth in both processing volumes and revenue.

Foxtron Vehicle Technologies held its investor conference call on June 23, stating operations in the first half of 2026 followed a pattern of a slow start but strong finish.

Harmony Intelligent Mobility Alliance (HIMA) is reducing its reliance on CATL and broadening its EV battery supply chain, a pragmatic reset driven by cost pressure, delivery targets, and supply risk in China's electric vehicle market.

CATL has launched CATL TENER Sodium, a utility-scale sodium-ion energy storage system aimed at moving the technology from pilot projects into commercial grid infrastructure.