DIGITIMES Electric Vehicles news

Mar 11

WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery

IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two months of 2026, cumulative consolidated revenue reached approximately NT$300.2 billion, marking an 89.1% increase year over year.

Japanese automakers to reverse-import US-spec cars

Mar 11

JCET opens automotive and robotics chip packaging plant in Shanghai Lingang

Mar 11

LGES reportedly drops LG Chem cathodes, taps L&F for Tesla battery supply

Mar 10

US-Israel war on Iran threatens Asian auto supply chains, squeezing Chinese exporters

Mar 10

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AUTO COMPONENTSAsia Optical posts strong 2025 profit growth led by tech upgrades

Mar 12, 14:36

Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter gross margin decline due to exchange rates, inventory adjustments, and material cost changes, the company maintained solid cash flow and zero debt while investing over NT$1 billion in production equipment for future expansion.

BATTERYCATL profit jumps 42% in 2025, R&D spending tops US$3.2 billion

Mar 12, 07:47

CATL released its 2025 annual report on March 9, reporting revenue of CNY423.7 billion (approx. US$61.3 billion), up 17.04% year-over-year. Net profit reached CNY72.2 billion, rising 42.28%, indicating profit growth outpaced revenue expansion.

MOBILITYSK On cuts nearly 1,000 jobs at US battery plant as EV demand wanes

Mar 10

South Korea's SK Innovation (SKI) subsidiary SK On announced on March 6 a reduction of 968 employees—37% of its 2,566-strong workforce—at its battery factory in Commerce, Georgia. The move reflects mounting pressure on the global electric vehicle (EV) supply chain as sales growth slows.

BATTERYChina's EV charging war: BYD strikes back at CATL

Mar 10

China's electric vehicle industry is shifting its competitive focus from driving range to charging speed, as automakers and battery suppliers race to cut recharging times and improve energy replenishment efficiency.

MOBILITYEU policies tighten costs and complexity for automakers, industry warns

Mar 9

The EU's simultaneous push for stricter emission rules and industrial localization is increasing operational costs and complicating transformation for European carmakers, industry representatives say. The EU's flexible emission mechanism and the newly unveiled Industrial Acceleration Act (IAA) have failed to ease industry concerns.

V2XUS auto market hits a wall as subsidies dry up and buyers max out

Mar 9

The US automotive market is entering a clear cooling and consolidation phase in 2026. Three forces are converging: fading subsidies, lost tariff-related buying incentives, and weakening consumer purchasing power. Key market drivers wound down by 2025, and demand was prematurely pulled forward.

MOBILITYResearch Insight: Global EV charging stations to surpass 9 million by 2026 as China, Europe expand

Mar 9

Global public electric vehicle (EV) charging infrastructure is projected to reach 9.01 million stations worldwide by 2026, according to DIGITIMES Research. The market is expected to show increasing regional divergence as China and Europe maintain steady expansion, while momentum in the US softens.

MOBILITYBeyond the firefighter: Why automakers are overhauling the corner office

Mar 9

From early 2025 through 2026, nine major automakers across Europe, the US, Japan, and South Korea have replaced their CEOs. The scale of the reshuffle goes beyond routine succession planning. It reflects a pivotal moment for an industry grappling with deep uncertainty about its technological and strategic future.

MOBILITYAutomaker leadership reshuffle deepens strain on Europe's tier 1 suppliers

Mar 9

Major automakers in Europe, the US, Japan, and South Korea have recently undergone significant executive changes, with nine leading carmakers replacing their chief executive officers (CEO) over the past year. The leadership shake-up reflects deep strategic shifts at the top and signals structural changes ahead for the automotive industry.

V2XIndia roundup: Japan, South Korea deepen push as semiconductor and tech investments expand

Mar 9

Japanese and South Korean firms are expanding their presence in India as the country strengthens its semiconductor and technology ecosystem. Rohm has partnered with Suchi Semicon for back-end manufacturing, while Hanmi Semiconductor and OLED materials firm Lordin are advancing India plans alongside Micron's new facility.

MOBILITYGlobal auto giants retreat to 'survival defense' as electrical revolution triggers CEO reshuffle

Mar 8

The global automotive industry is currently navigating its most seismic leadership transition in decades as the Electronic/Electrical (E/E) revolution fundamentally rewrites the rules of competition.

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