China's electric vehicle (EV) and energy storage supply chains are undergoing a profound structural shift. Over the past year, prices of upstream battery materials have continued to rise. According to reports, the sharp increase in lithium battery raw material prices has challenged the market's previous assumptions about industry overcapacity and contradicted the belief that higher prices suppress demand.

CATL is turning sodium-ion batteries from a lithium alternative into a commercial product line, with planned deployment in 10,000 to 20,000 electric vehicles this year and a new sodium energy storage system aimed at global grid markets.

Foxconn Interconnect Technology (FIT) unveiled its global automotive platform brand One Mobility at The smarter E Europe 2026, the continent’s largest energy industry trade alliance, marking FIT’s first appearance under the new brand and its third consecutive year at the event. The company said the rebrand consolidated its vehicle charging businesses under a single identity to boost market recognition and address rising competition in the electric vehicle charging infrastructure market.

Taiwanese lithium-iron phosphate cathode maker Aleees is changing course after winning a major US order, moving away from licensing its technology and toward in-house production. The shift reflects tighter US supply-chain demands, rising demand from energy storage and artificial intelligence data centers, and growing competition among non-Chinese suppliers globally.

SYM said its 2025 results held up despite global tariff shifts and supply-chain disruption, highlighting resilient motorcycle sales in Taiwan and overseas. For global readers, the outlook signals how trade policy uncertainty is reshaping demand, while also showing how companies are leaning on product launches and disciplined management to support growth.

South Korean battery maker SK On has completed a share swap with China's Eve Energy, giving it full ownership of a battery manufacturing joint venture in Yancheng, Jiangsu province, as the company continues efforts to streamline operations and ease financial pressure.

Advanced Lithium Electrochemistry, or Aleees, said on June 25 that it will accelerate construction of a phosphoric iron precursor plant in Taiwan, targeting an annual capacity of 100,000 tonnes. The move is aimed at meeting rising North American demand for lithium iron phosphate materials used in energy storage and electric vehicles, with broader implications for markets worldwide.

Foxtron is shifting its overseas plans toward Europe as global electric vehicle competition heats up and trade barriers rise. Chairman Andy Lee said the company will use local partnerships and its BOL model to build a stronger regional base while aiming to reduce risk, deepen supply chains, and expand long-term market reach.

Surging prices for automotive memory and lithium carbonate, a key upstream material for lithium batteries, have become a challenge regarding Chinese automakers' profit margins this year. Industry sources say that after BYD took the lead in raising prices in May, fifteen other automakers followed suit. However, the move was met with Tesla's effective price cuts and brands maintaining their pricing, attracting consumers away from competitors and forcing many automakers that had raised prices to quickly reverse course through various forms of disguised discounts to calm market concerns.

Coplus took a cautiously optimistic view of the second half of 2026 during an investors conference on June 24. The Taiwan-based auto parts supplier said it has lined up countermeasures after its first-quarter 2026 operations were hit by US tariffs and geopolitical tensions, and is moving from traditional automotive lighting into AIoT.

ProLogium, a Taiwanese battery maker specializing in next generation lithium ceramic cells, has signed a memorandum of understanding with Elysian Aircraft, a Dutch aerospace startup developing large battery-electric aircraft.