Major Chinese energy storage system suppliers that once dominated the US market have reportedly withdrawn almost entirely from US operations in 2026, amid mounting regulatory restrictions, overlapping tariffs, and stringent ownership scrutiny, according to US supply chain sources.
Chinese EV giant and AI mobility manufacturer XPeng has made a major appearance at the Paris Automotive Summit by bringing not just its automotive expertise into the European collaborative space, but a broader technology stack built on the automaker's existing strengths in EV manufacturing and humanoid robotics.
The engineering fusion of SpaceX and Tesla's flagship technologies is making a dramatic showcase through Tesla's next-generation Roadster reveal, held at SpaceX's McGregor, Texas test site on October 15.
Volvo Cars and Nvidia are expanding their partnership to develop automated-driving technology for future Volvo vehicles, with potential implications for drivers worldwide. The system is designed to handle highways, urban streets, and parking while gradually introducing eyes-off and mind-off driving, combining Volvo's safety expertise with Nvidia's sensors, computing, and software.
Chinese automakers are accelerating their expansion into humanoid robotics, leveraging artificial intelligence (AI) technologies, electric drive systems, and supply chain resources developed through their automotive businesses, according to DIGITIMES Intelligence.
Chun Yuan Steel expects Taiwan's auto market to deliver its strongest quarter of 2026 in the final three months, lifting full-year new-vehicle sales to 430,000 units from 411,000 in 2025. The steel processor also anticipates fresh growth opportunities as Kuozui Motors begins exporting finished vehicles to Japan, potentially strengthening Taiwan's position in Toyota Motor's global production network.
LG Innotek expects to begin supplying glass substrates for advanced semiconductor packaging around 2028 and sees its chip substrate business improving in 2027, as the South Korean components maker seeks to reduce its reliance on smartphone camera modules and expand into automotive technologies.
Japan's automakers are presenting autonomous-driving systems that connect vehicles with road infrastructure as a route toward deployment, highlighting a strategic choice beyond vehicle-only artificial intelligence. At Japan Mobility Show Bizweek 2026, Nissan, Subaru, and Toyota are demonstrating technologies that combine onboard systems, cloud data, sensors, and communications to improve safety.
Hyundai Motor Group plans to invest approximately US$15.5 billion in India from 2026, expanding production, research, and partnerships as it positions the country as a base for domestic growth and exports to emerging markets. The commitment could strengthen India's role in the group's mobility strategy and broaden its manufacturing footprint.
Tong Yang Industry expects capacity utilization to reach 90%–95% in the fourth quarter of 2026, as North American aftermarket orders recover and support margins during the seasonal peak. But tight container capacity and higher raw-material costs could shape performance, deputy general manager San-Liang Huang said, as shipping remains constrained.
Samsung SDI will begin mass-producing cylindrical lithium iron phosphate (LFP) batteries for AI servers as early as June 2027, marking the first adoption of cylindrical LFP backup batteries by a South Korean battery maker. The move expands the company's product portfolio beyond its traditional focus on ternary batteries as AI data centers drive rapidly growing demand for battery backup units (BBUs).
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