Japanese startup BIH and Chinese automotive battery firm Beijing Hoshikawa New Energy Battery Technology announced on November 26, 2025, the successful implementation of semi-solid lithium-ion battery technology in the mass production of batteries for hybrid electric vehicles (HEV). Beijing Hoshikawa has highlighted that the new batteries will be deployed in new vehicle models launched by BAIC in early 2026.
Hotai Motor, the Taiwanese distributor of Toyota, Lexus, and Hino vehicles, expressed confidence in achieving its 2025 sales target of 165,000 units during a November 26 earnings briefing, maintaining a positive outlook for fourth-quarter demand. A company spokesperson, Chih-wei Lai, highlighted continued optimism for electrified vehicles, noting that Toyota and Lexus EV and hybrid models already account for roughly half of total sales.
The turmoil surrounding Nexperia has triggered a global crisis across the automotive supply chain, but it may offer an unexpected lift to Taiwan Semiconductor Company (TSC). With roughly half of TSC's product portfolio overlapping with that of Nexperia—particularly in small-signal devices and diodes—analysts expect order reallocations to benefit the Taiwanese power-semiconductor maker. TSC has already begun shipping small volumes, and it anticipates a marked increase in shipments in the first quarter of 2026, with the company optimistic about the long-term gains.
In recent years, a growing number of Taiwanese auto–parts suppliers have accelerated their push into the robotics and server supply chains. Most remain in the sampling or small-batch shipment stage, but industry analysts say their products are often highly interchangeable. As a result, turning this cross-sector move into a meaningful revenue surge remains challenging.
As mainstream automakers accelerate their push toward electrification and digitalization, an "invisible siege" from the digital world is rapidly closing in. Hackers are no longer just stealing data; they are exploiting vulnerabilities exposed during costly upgrades to automotive electronic/electrical (E/E) architectures, complicating the industry's already high-stakes transformation.
As autonomous-driving technologies proliferate and global safety regulations tighten, demand for in-vehicle camera lenses is accelerating rapidly. The shift is creating significant tailwinds for Taiwan's optical supply chain—including Kinko Optical, Asia Optical, Calin Technology, Ability Enterprise, Ability Opto-Electronics Technology, and Largan Precision—while also raising the bar for each supplier's technical capabilities.
Chinese humanoid robot maker Ubtech Robotics said that in benefiting from China's manufacturing scale and supply chain advantages, the manufacturing cost of humanoid robots could fall by 20-30% per year as demand significantly outpaces production capacity.
At Zhong Yang Technology's investor conference on November 21, 2025, General Manager Chih-Cheng Hsu stated that after undergoing significant adjustments over the past two to three years and improving its business structure, the company began seeing results in 2025. Structural growth is expected in 2026, and Zhong Yang is optimistic about automotive, drones, and AR as its most growth-oriented businesses. Additionally, its Thailand plant is expected to start contributing more revenue in 2026.
A new-vehicle debut is always one of the highlights of Foxconn's annual Hon Hai Tech Day, and 2025 has proved no exception. The Model A—the company's compact multipurpose EV—first appeared in static form at the 2024 event. This year, it stepped out of the display zone and onto center stage.
As China's smart electric-vehicle sector accelerates and demand surges for domestically produced automotive-grade chips, the country's auto-chip ecosystem has gained a notable new alliance.
Ongoing US-China tensions have sparked the most significant automotive supply chain shift in decades. Disruptions at semiconductor maker Nexperia have pushed US automakers to cut reliance on Chinese parts, while Taiwanese electronics suppliers ramp up local production to meet rising demand from American companies.
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