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Apr 22, 14:50
CATL unveils ultra-fast charging battery and expands push into full energy ecosystem

China's dominant battery manufacturer, CATL, is accelerating its push to reshape the global electric vehicle (EV) landscape with a sweeping technology rollout that spans ultra-fast charging, high-energy-density systems, sodium-ion chemistry, and a unified charging-and-swapping infrastructure.

LED packaging maker Brightek reported consolidated revenue of NT$161 million (US$5.1 million) in the first quarter of 2026, down 9.7% year on year, impacted by the transition period at its new Nantong plant in Jiangsu, China, which began operations at the end of 2025. The company posted a net loss after tax of NT$3.95 million for March alone, widening its losses from the same month last year, with a loss per share of NT$0.06.
Benefiting from strong AI high-frequency, high-speed transmission and communications infrastructure demand, TXC reported robust AI optical communication orders in the first quarter of 2026, driving its highest-ever quarterly revenue. The company's March 2026 revenue reached NT$1.1 billion (approx. US$35.3 million), up 2.7% year-over-year; cumulative revenue for the first three months of 2026 hit NT$3.3 billion, a 5.5% annual increase and a record for this period.

As advances in artificial intelligence (AI) accelerate, the global auto industry is transforming any in its history. Jheng-Jian Wang, chairman of Taiwan's Automotive Research & Testing Center (ARTC), said the car of the future will no longer be merely a means of transportation, but a "mobile living space" capable of reasoning and decision-making. At the center of this shift, he said, are two technologies: the smart cockpit and end-to-end AI driving systems.

In August 2025, the Chinese electric vehicle (EV) maker BYD announced plans to build a completely knocked-down (CKD) assembly plant at the KLK Technology Park in Tanjung Malim, Malaysia's Perak state, with operations expected to begin in 2026.

While much of the world's attention remains fixed on robotaxis navigating open roads, David Shen, chief executive of Turing Drive, argues that the true commercial breakthrough for autonomous driving may lie elsewhere, in what he calls "specialized environments," such as factories, ports, and rural regions.

Transportation is moving beyond the era of the automobile toward a more fragmented ecosystem of mobility devices, a shift that represents not only a technological upgrade but also a broader transformation in urban life.
Despite a slowdown in demand for electric vehicles (EV) that has complicated efforts to localize lithium battery production in the US — and even cast doubt on the viability of some joint ventures between automakers and battery makers — another opportunity is rapidly coming into view.
When most discussions around Chinese brands still focus on how to expand overseas, Zhang Xue is taking a more radical approach: redefining the stage itself.

In China's vast auto market, foreign brands — and the joint ventures they once dominated — have been steadily overtaken by domestic rivals. Market share has eroded for years, forcing global carmakers to pivot strategically: embrace Chinese design, technology, and consumer sensibilities. The upcoming Beijing Auto Show is set to showcase that transformation, as a wave of foreign models infused with a distinctly "Chinese soul" debuts in a bid to reclaim lost ground.

Japanese automaker Nissan Motor has sharply reduced its reliance on critical minerals in its latest electric vehicle design, highlighting how automakers are re-engineering core components to navigate rising geopolitical risk and supply chain concentration.

Samsung SDI has signed a multi-year agreement to supply electric vehicle (EV) batteries to Mercedes-Benz, marking its first confirmed entry into the German luxury carmaker's EV lineup and concluding months of advanced negotiations over one of the industry's most closely watched battery deals.