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Oct 13, 15:48
China's market regulation agency investigates Qualcomm after Anti-Monopoly Law violation
On October 10, 2025, China's State Administration for Market Regulation (SAMR) officially launched an investigation into Qualcomm for allegedly violating China's Anti-Monopoly Law (AML) by failing to declare its acquisition of Autotalks. According to China Central Television (CCTV), Qualcomm completed the acquisition without submitting the required declaration or communicating with regulatory authorities.

A fatal crash involving a Xiaomi SU7 electric sedan in the southwestern city of Chengdu has raised new questions about the safety of electronic car doors, after reports that the vehicle's doors failed to open following impact.

Long known for its disruptive innovations in electric vehicles, Tesla is now undergoing a deeper transformation, one that extends far beyond cars. As artificial intelligence (AI) reshapes industries and geopolitical tensions disrupt global supply chains, Tesla's recent move toward lower-priced EVs signals a broader organizational pivot: a long-term strategy that places AI, robotics, and semiconductor self-reliance at the core of its future.

A breakdown in the proposed partnership between Hon Hai Precision Industry (Foxconn) and Nissan Motor, regarding the automaker's Oppama plant in Yokosuka, Kanagawa Prefecture, has been reported. According to Japanese media reports, Foxconn ended negotiations in mid-September 2025 due to Nissan's delayed and unclear responses, internal concerns about foreign investment cooperation, and a proposed asking price of JPY100 billion (US$653.87 million), significantly higher than market valuation.
LG Electronics has successfully entered the supply chains of eight out of the world's top 10 automakers, leveraging its automotive electronics and software-defined vehicle (SDV) solutions to expand its presence in the rapidly evolving auto industry.

Tesla has rolled out new, lower-cost versions of its two best-selling vehicles—the Model 3 and Model Y—under the "Standard" badge, both starting under US$40,000. While the move helps fill a gap left by delays to Tesla's next-generation vehicle platform, it also underscores a deeper strategic pivot: away from hardware-centric upgrades and toward an intensified focus on artificial intelligence (AI) and robotics.

In recent years, China's traditional industries and those with lower technical barriers have faced intensifying competition, with bad money driving out good. This trend threatens long-term industrial development and competitiveness. Taiwan's industry value chains face similar challenges amid tariffs, exchange rates, and geopolitical risks, compounded by worsening competition among small and medium enterprises (SMEs). It is imperative to take action now to tackle the problem.
The global automotive aftermarket (AM) parts sector continues to benefit from shifting vehicle usage patterns, even as overall car market demand remains volatile, and this has benefited players such as Hushan and Tong Yang in achieving increased revenues in September.
Amid the ongoing tariff negotiations between the US and Taiwan, Hotai Motor has denied recent reports that it plans to switch to importing Toyota Camry and new-generation RAV4 models from the US. In an October 7 statement, Hotai stressed that there is "no basis" for such claims, but would not rule out any possibilities pending final government policy decisions. In addition, the company highlighted that commodity tax reductions are already taking effect, and signs of a rebound are already apparent in Taiwan's automotive market.
Hotai Motor unveiled the Toyota Corolla Cross GR Sport and Corolla Altis GR Sport on October 7, aiming to boost year-end sales by appealing to a younger demographic with sporty designs, improved handling, and suggested retail prices of under NT$1 million (approx. US$32,800) for both models.
As electric vehicle (EV) adoption surges and global attention on ESG and renewable energy deepens, battery reuse and recycling have become pivotal to the waste battery circular economy. South Korea's eNDIVe is standing out with a dual-track strategy that combines both reuse and recycling, positioning the company for steady long-term growth despite current economic headwinds.
New car registrations in Taiwan surged in September 2025, driven by the government's revised vehicle tax reduction policy and intensified brand promotions. With 32,228 new vehicles sold during the month, the 9.4% month-on-month growth not only surpassed market expectations of 30,000 units at most but also set a positive tone for the fourth quarter of 2025.