The autonomous driving industry is gaining momentum as advances in AI, sensing and semiconductor technologies expand opportunities in vehicle computing, machine vision and Physical AI. At Taiwan-based Turing Drive's eighth-anniversary press event, longtime partners Vecow and oToBrite shared their perspectives on the evolution of autonomous vehicles, in-vehicle computing and robotics.

BYD sold more abroad than at home in the first half of 2026, a threshold the company crossed for the first time and the clearest signal yet that the center of gravity of its car business has moved offshore. Overseas revenue reached CNY181.3 billion (US$26.88 billion), compared with CNY163.5 billion in China, according to the geographic breakdown in the interim report released on 28 August. A year earlier, the split ran the other way, by a wide margin.

BYD and Geely Auto were nearly neck and neck in vehicle sales in the first quarter of 2026, raising expectations of a close contest between China's two leading new-energy vehicle makers. The gap widened sharply in the second quarter, however, largely because BYD sold more vehicles overseas. Even so, stronger international sales have yet to reverse the company's profit decline.

LG Energy Solution has signed a long-term supply agreement with Smackover Lithium for battery-grade lithium carbonate, a move that could strengthen supply chains for energy storage systems and electric vehicles at a time when global demand for critical minerals remains tight.

Research Insight: Humanoid robots near mass production as suppliers face precision and ramp-up test

The seizure of a Zhang Xue 820RR, a Chinese heavyweight motorcycle smuggled into Taiwan as parts and hand-assembled locally, has expanded far beyond a customs enforcement case. Following public, aggressive pushback from brand founder Zhang Xue, the dispute quickly escalated from a trade violation into a high-profile debate on the structural health of Taiwan's motorcycle industry and the regulatory gray areas surrounding cross-strait commerce.

China's largest domestic Tier 1 auto parts supplier, Jingwei Hirain, is stepping up its push into Malaysia and the ASEAN market, with President Chengjian Fan saying the region will become an important window for auto supply chain planning over the next 3-5 years.

Automotive components manufacturer Hiroca Holdings stated on August 27 that although losses were still recorded in the second quarter of 2026 due to weak pull-ins from China's domestic market, the loss narrowed slightly compared with the first quarter. Continued optimization of its product mix and stable overseas orders for high-margin products also helped cushion the downturn.

At GATE 2026, Kaizhong, a major Chinese commutator maker, used its display to showcase how its automotive business has laid the groundwork for expansion into data centers, dexterous hands, and drones. The company is also targeting new opportunities in Southeast Asia as Chinese automakers deepen their regional footprint.

LG Innotek said it will mass produce and supply automotive camera modules for Zoox, Amazon's autonomous vehicle unit. The deal marks the Korean component maker's first mass production win for a robotaxi camera module and extends a partnership that began during Zoox's early development phase.

China's lithium battery industry is shifting from an era of aggressive capacity expansion toward consolidation, as regulators rapidly clear deals aimed at revitalizing existing assets and closing gaps across the supply chain. The unconditional approval of six recent transactions involving batteries, energy storage, and new-energy materials — including one cleared in just 10 days — signals that Beijing sees mergers and acquisitions (M&As) as an increasingly important tool for restructuring an industry squeezed by overcapacity and price wars.