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Sep 15, 07:37
Wuliangye skips carmaking, turns liquor waste into silicon-carbon anodes

Chinese baijiu (white liquor) producer Wuliangye, or "Five Grain Liquid," is moving into battery materials by turning distillers' grains, a liquor-production by-product, into biomass porous carbon for silicon-carbon anodes.

Even as he leads SpaceX through the largest IPO in history and rolls out Tesla's Cybercab robotaxi fleet in Austin, Texas, Elon Musk has not let go of his ambitions for underground tunnel transportation, continuing to push forward the tunnel-drilling business of his company The Boring.

Polestar, the Swedish electric vehicle (EV) brand backed by Geely Holding, is facing a major restructuring of its US operations. In its first-half 2026 financial report filed with the US Securities and Exchange Commission (SEC) on September 3, Polestar said the US Department of Commerce's Bureau of Industry and Security (BIS) had denied its application for specific authorization under US connected vehicle regulations.

HS Hyosung Energy Solution Korea, a joint venture formed by South Korea's HS Hyosung Group and Belgian materials leader Umicore, signed a memorandum of understanding with Ulsan Metropolitan City on September 14 to construct a major silicon anode materials manufacturing base.

The world's largest automotive aftermarket trade fair, Automechanika Frankfurt, was held in Germany from September 8 to 12. Taiwan's Ministry of Economic Affairs (MOEA) said Taiwan is an important supplier to the automotive aftermarket, with 324 Taiwanese companies participating in this year's show, the third-highest number of exhibitors worldwide. To help Taiwanese businesses expand overseas, Taiwan will participate in several major international trade shows in 2026.
South Korean panel makers command about 80% of the automotive OLED market, according to Sigmaintell, as electrification and smarter vehicles keep demand for car displays stable and drive growth in new applications such as head-up displays. Competition is set to intensify as China's LCD makers press into higher-end automotive screens.
Hyundai Motor Group is moving to standardize its autonomous driving hardware, deepen its data pipeline, and accelerate in-house AI development as it prepares a staggered rollout of mass-production vehicles from 2028 through 2029. The strategy highlights how the group plans to compete not only on vehicle features, but also on learning speed, data scale, and software iteration.

S&P Global Mobility senior research analyst for connected cars and user experience in Asia-Pacific Quan Zhang shared the latest forecasts for the cockpit display and head-up display (HUD) markets.

Gogoro said its financial recovery is tracking ahead of plan, while its Vietnam venture is preparing to enter consumer sales in 2026. The moves matter beyond Taiwan, since they signal how the electric scooter maker aims to balance disciplined growth, regional expansion, and execution in a competitive global mobility market.

Taiwan's EV market is staging a strong recovery in 2026, boosting vehicle registrations and charging demand, but operators remain under pressure from high capital costs and thin returns. Against that backdrop, charging software provider Blokcert Technology on September 9 unveiled Gefjon AI, billed as Taiwan's first operational decision-making brain designed specifically for charging sites, with the goal of helping operators turn charging infrastructure into more manageable and profitable energy assets.

Hiroca reported August consolidated revenue of NT$503 million (approx. US$16.0 million), up 35.81% from a month earlier and 10.19% from a year earlier. Cumulative consolidated revenue for January–August 2026 reached NT$3.4 billion, slightly up 0.25% from the same period in 2025.

China's auto exports stayed above 1 million units for a third straight month in August 2026, reaching 1.01 million vehicles, according to the China Association of Automobile Manufacturers. The increase of 65.3% from a year earlier came as weaker domestic demand pressured the home market and exports became a larger growth driver for Chinese automakers.