Japanese startup BIH and Chinese automotive battery firm Beijing Hoshikawa New Energy Battery Technology announced on November 26, 2025, the successful implementation of semi-solid lithium-ion battery technology in the mass production of batteries for hybrid electric vehicles (HEV). Beijing Hoshikawa has highlighted that the new batteries will be deployed in new vehicle models launched by BAIC in early 2026.
Hotai Motor, the Taiwanese distributor of Toyota, Lexus, and Hino vehicles, expressed confidence in achieving its 2025 sales target of 165,000 units during a November 26 earnings briefing, maintaining a positive outlook for fourth-quarter demand. A company spokesperson, Chih-wei Lai, highlighted continued optimism for electrified vehicles, noting that Toyota and Lexus EV and hybrid models already account for roughly half of total sales.
The turmoil surrounding Nexperia has triggered a global crisis across the automotive supply chain, but it may offer an unexpected lift to Taiwan Semiconductor Company (TSC). With roughly half of TSC's product portfolio overlapping with that of Nexperia—particularly in small-signal devices and diodes—analysts expect order reallocations to benefit the Taiwanese power-semiconductor maker. TSC has already begun shipping small volumes, and it anticipates a marked increase in shipments in the first quarter of 2026, with the company optimistic about the long-term gains.
In recent years, a growing number of Taiwanese auto–parts suppliers have accelerated their push into the robotics and server supply chains. Most remain in the sampling or small-batch shipment stage, but industry analysts say their products are often highly interchangeable. As a result, turning this cross-sector move into a meaningful revenue surge remains challenging.
As mainstream automakers accelerate their push toward electrification and digitalization, an "invisible siege" from the digital world is rapidly closing in. Hackers are no longer just stealing data; they are exploiting vulnerabilities exposed during costly upgrades to automotive electronic/electrical (E/E) architectures, complicating the industry's already high-stakes transformation.
As autonomous-driving technologies proliferate and global safety regulations tighten, demand for in-vehicle camera lenses is accelerating rapidly. The shift is creating significant tailwinds for Taiwan's optical supply chain—including Kinko Optical, Asia Optical, Calin Technology, Ability Enterprise, Ability Opto-Electronics Technology, and Largan Precision—while also raising the bar for each supplier's technical capabilities.
China is set to roll out what industry players call the strictest-ever safety standard for power banks. Reports from Sina and China National Radio say the new "Safety Technical Specification for Power Banks" will reshape the sector by removing non-compliant legacy capacity and lifting safety requirements to unprecedented levels.
One of the most talked-about topics in Taiwan's auto market in recent weeks is the widely circulated report that Foxtron Vehicle Technologies—the joint venture between Foxconn and Yulon Motor—is preparing to acquire Luxgen, Yulon's own passenger-car brand. The industry remains divided on the implications, but many observers see the move as one that could ultimately benefit both sides.
Vinfast reports widening losses in the third quarter of 2025, despite recording solid year-over-year revenue growth, underscoring the continued financial strain facing the Vietnamese electric vehicle manufacturer as it scales production and expands internationally.
Daimler Trucks Asia Taiwan (DTAT), the Taiwanese subsidiary of Daimler Trucks, unveiled the new Fuso Super Great heavy-duty truck on November 25. According to DTAT CEO Jung-woo Park, Taiwan is the second country in Asia after Japan to see the introduction of this Euro 6-compliant model, which targets Taiwan's rapid economic growth in the agricultural, food, construction, and e-commerce sectors.
Foxconn showcased sweeping upgrades across artificial intelligence (AI), electric vehicles (EVs), advanced manufacturing, and data center hardware during its two-day Hon Hai Tech Day event. The developments underscore the company's push to evolve from the world's largest electronics contractor into a full-stack technology and platform provider. The event highlighted new strategic partnerships, including a collaboration with OpenAI and expanded work with Nvidia.
More coverage
