JLC reported a sharp rise in June revenue after Taiwan's Resource Circularity Promotion Act took effect, while the lead-acid battery recycler also benefited from early investment in process technology, tax incentives and ESG-linked positioning. The company said stronger downstream demand helped lift revenue more than 40% from May.
Global automotive Tier 1 suppliers are speeding up cross-industry transformation as the car sector's shift puts pressure on long-term growth, and Schaeffler is expanding beyond auto parts into humanoid robots, defense, and aerospace to find fresh momentum.
AI and robotics are moving from pilot projects to factory floors worldwide, but adoption remains uneven. Humanoid robots draw the headlines, yet most manufacturers still favor task-specific tools, digital twins, and collaborative machines that promise steadier gains in efficiency, safety, and precision across global supply chains.
Tesla led Taiwan's imported-car market in June 2026, posting 4,369 new registrations and surpassing its highest-ever quarterly delivery pace, as the company said its local owner base has now topped 80,000. Tesla also said more than 70% of its Supercharger stations across Taiwan will switch to a new discounted rate plan starting immediately, with weekend charging costs falling by up to 40% after the weekend peak-off-peak surcharge is removed.
Germany's auto sector came under fresh scrutiny after a senior economist raised the possibility that BYD could one day acquire Volkswagen. The hypothetical remark quickly drew attention in Europe as policymakers and industry leaders grapple with slowing competitiveness, rising Chinese rivals and mounting geopolitical pressure.
Volkswagen has handed full export-market control to its China joint venture, marking a major shift in how the German automaker uses its Chinese operations. The move, unveiled at an expansion ceremony in Uzbekistan, reflects a strategy moving from "in China, for China" to "rooted in China, facing the world."
As global efforts toward the circular economy and net-zero emissions accelerate, the European Union has continued revising its End-of-Life Vehicles (ELV) Directive to establish a vehicle recycling framework centered on circular design, high-value material recovery, and life-cycle management. The policy is enforced to help drive worldwide development of end-of-life vehicle recycling and resource recovery.
The South Korean government treats batteries as a strategic asset tied to national economic and energy security, but industry leaders say the growth and survival of South Korea's companies now depend almost entirely on regulatory shifts in the US and Europe amid fierce competition from China. They are calling for urgent, concrete tax support at home, especially a direct refund system that would also benefit loss-making companies.
The European Commission is considering a new credit system for electric vehicles as part of its latest Automotive Package, Reuters reported, in a move aimed at speeding EV adoption while easing pressure on automakers as the EU moves toward its 2035 internal combustion engine ban. The plan would give smaller battery electric vehicles (BEVs) extra weight in fleet emissions calculations, a change that could reshape competition between mass-market and premium brands.
Large-size display driver ICs (DDIs) were a key revenue driver for many DDI suppliers during the first half of 2026. Taiwanese manufacturers said early notebook inventory build-up beginning in the first quarter of 2026, together with television restocking ahead of the 2026 FIFA World Cup in the United States, Canada, and Mexico, allowed large-size DDI shipments to outperform the traditional seasonal slowdown.
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.
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