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LG Chem has been selected as a cathode material supplier for HL-GA Battery Company, the US battery manufacturing joint venture between Hyundai Motor Group and LG Energy Solution, according to The Elec, which cited industry sources. The material accounts for roughly 40% of the cost of a battery cell, and the win is expected to help accelerate LG Chem's shift from petrochemicals toward a business focused on advanced materials.
LX Semicon has begun mass production of an automotive microcontroller unit (MCU) and started supplying the chip to Hyundai Motor and Kia, marking the first time the two automakers will use a South Korean-made MCU in vehicles. The move also marks LX Semicon's first mass-production achievement in automotive MCUs, expanding its business beyond the display driver ICs for which it is best known.

Taiwanese lithium battery materials maker Aleees said it secured a 20-year supply contract with Tesla Inc. and plans to deliver at least 100,000 tons of lithium iron phosphate (LFP) precursor materials annually to support demand in the US market. The company is also searching for a new factory site, with Tainan emerging as the leading option.

Whether Germany's renewed electric vehicle (EV) subsidies are inadvertently helping Chinese brands accelerate their push into Europe has become a closely watched issue across the global auto industry.

Tesla's Full Self-Driving (FSD) system has entered a critical stage in seeking European Union (EU) market approval, but the review has shifted from a technical issue into a broader European policy debate.

Hyundai Motor Group is accelerating its "Physical AI+" robot strategy, with Saemangeum in North Jeolla Province set to become its main manufacturing base. The plan also includes robot training and learning centers in South Korea, the US, and China, as the group seeks a larger role in global robotics.

Power Win Taiwan, Taiwan's largest waste battery processor, is seeing strong growth as rising electric vehicle adoption boosts demand for battery recycling, while recovering metal prices lift revenue from recycled materials.

Automotive parts makers are looking beyond cars as global demand shifts and AI infrastructure grows. Iron Force Industrial is joining that move by developing liquid-cooling components for AI servers, a shift that could open new markets for precision manufacturers worldwide. The company is seeking steadier growth despite persistent pressure in the automotive sector.
Hiroca Holdings reported consolidated revenue of NT$370 million (approx. US$11.5 million) for July, down 17.2% from the previous month and 16.7% from a year earlier. Consolidated revenue for the first seven months of 2026 reached NT$2.89 billion, down 2.07% year-over-year.
Apple's new product shipments are likely to be delayed, with supply chain sources saying a model originally slated for shipment in the fourth quarter of 2026 may slip to the first quarter of 2027. Apple is also expected to keep rolling out new OLED devices from late 2026 into early 2027.
Major European and US integrated device manufactures (IDM) have faced strong competition from Chinese players within China's electric vehicle (EV) market in recent years, but many are now offering a positive outlook for their business there. In recent earnings calls, several companies said their technology lead remains difficult for local rivals to catch up with, while others said AI-related foundry-capacity bottlenecks have left some Chinese integrated circuit (IC) design firms unable to secure enough production for auto customers, allowing IDMs with in-house manufacturing to win back some market share.