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Sunday 19 October 2025
Behind the silicon curtain, China's tech illusion unravels
China's technological advancement remains a central focus of global attention, with social media frequently showcasing local tech applications and innovations. Yet for many outside observers, the actual situation in China continues to fuel curiosity and skepticism, prompting many to wonder what lies beneath the polished surface.
Sunday 19 October 2025
JVs reclaim ground in China's auto market as local EV makers falter
China's electric vehicle (EV) market, once a symbol of the country's technological ascendancy, is now grappling with a harsh correction. Excess production capacity is pushing automakers into aggressive discounting and export strategies to offload growing inventories, creating price pressures not only domestically but across global markets.
Saturday 18 October 2025
Stellantis bets big on America with US$13 billion manufacturing shift
Stellantis, one of the world's five largest auto groups, has announced plans to relocate production of its flagship Jeep Compass from Canada to the United States—a move that marks a dramatic pivot in the company's North American manufacturing strategy. More than just a routine operational shift, the decision is being seen by analysts as a high-stakes gamble, trading short-term diplomatic friction for long-term strategic gain.
Friday 17 October 2025
Research insight: Nvidia's push into 'Physical AI' signals a new era for autonomous vehicles
Since 2025, Nvidia has made "Physical AI" a recurring theme across keynotes and conferences, positioning it as a foundational pillar for the next phase of artificial intelligence. Among its most promising applications: autonomous vehicles. With the launch of its Cosmos platform, Nvidia is now translating its AI vision into real-world commercial deployment—starting with the automotive industry.
Friday 17 October 2025
With EV credits expired and tariffs mounting, US automakers shift costs to buyers

As the Trump administration lets key electric vehicle tax credits expire and former President Donald Trump's legacy tariffs continue to weigh on imports, the American auto industry is entering a turbulent final quarter of 2025, caught between the pressure to absorb rising costs and the need to preserve consumer demand.

Friday 17 October 2025
Tesla's South Korea move points to deepening semiconductor alliance with Samsung
Tesla is reportedly expanding its semiconductor operations in South Korea with a new organization in Hwaseong, Gyeonggi Province, the same city that houses Samsung's wafer fabrication hub. The US EV maker has started hiring semiconductor engineers, stirring industry attention as it strengthens collaboration with Samsung after inking a US$16.5 billion foundry deal for its upcoming AI6 chip.
Friday 17 October 2025
US auto giants push tariff pain down supply chain in wake of subsidy revokes

President Donald Trump's renewed push for aggressive tariffs — aimed at bringing manufacturing back to US soil — has created an unexpected internal fracture within the US auto industry. Detroit's Big Three automakers—General Motors (GM), Ford Motor Company, and Stellantis—are caught between rising costs and political pressure and are forced into uneasy standoffs with their own suppliers.

Friday 17 October 2025
EU tightens carbon rules for hybrids, forcing automakers into EV pivot

Europe's plug-in hybrid electric vehicle (PHEV) market is bracing for significant disruption as the European Union prepares to tighten carbon emissions calculations beginning in early 2025, with full enforcement set for 2026. The shift, driven by a more stringent emissions algorithm, is already triggering an end-of-year sales surge in PHEVs as automakers race to meet current targets before the new rules take effect.

Thursday 16 October 2025
With Tesla ahead and China rising, Hyundai races to reinvent itself

Since taking the helm of Hyundai Motor Group five years ago, Chairman Eui-sun Chung has steered the South Korean automaker to new heights, vaulting past global rivals to become the world's third-largest car manufacturer. His leadership has been defined by bold investments and aggressive market expansion. Now, as the global auto industry enters a phase of profound disruption, Chung is doubling down once again.

Thursday 16 October 2025
Hyundai Mobis boosts Mexico plant investment to strengthen North American supply chain
Hyundai Mobis is set to invest an additional US$28.6 million in its Pesqueria plant in Nuevo Leon, Mexico, aiming to reinforce its dominance in the North American market amid escalating US-China trade tensions and tariffs imposed by the Trump administration.
Thursday 16 October 2025
Policy shift prompts last-minute rush in China's EV market
China's electric vehicle market is entering a pivotal moment. As the government prepares to scale back a decade-long tax exemption policy, automakers are rushing to push new models and capture sales before the financial incentives begin to fade.
Wednesday 15 October 2025
Carmax upgrades car system with Garmin collaboration
Taiwan-based Hotai Group has partnered with global satellite navigation and smart wearable brand Garmin to launch an upgraded version of the Drive+ Link intelligent in-car system. As smart vehicle technology advances, car infotainment systems have evolved beyond navigation and entertainment to become indispensable smart assistants during driving.
Wednesday 15 October 2025
GM and Ford forced to scrap EV incentive plans after Capitol Hill pushback
In the wake of the US government's decision to end electric vehicle (EV) tax credits under the Inflation Reduction Act (IRA) at the end of September 2025, Detroit automakers General Motors and Ford Motor Company sought to keep the US$7,500 incentive alive through their own financing arms—only to face swift political backlash that forced an abrupt reversal.
Tuesday 14 October 2025
China's EV fleets dominate as Europe struggles with mandates
As the European Union pushes forward with mandatory quotas to accelerate the electrification of corporate and commercial vehicle fleets, its top-down approach is encountering significant market resistance. In stark contrast, China has surged ahead with a dual-track strategy—one that marries policy incentives with economic viability—resulting in widespread adoption and far greater momentum.
Tuesday 14 October 2025
EU plans mandatory EV quotas for corporate fleets, pressuring carmakers
The European Union is preparing to push its green transition into a new and more forceful phase — one that could spark a contentious standoff with parts of its own automotive industry.
Monday 13 October 2025
Fatal Xiaomi SU7 crash in Chengdu reignites safety concerns over electronic door design

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.

Monday 13 October 2025
China's golden week holiday boosts travel, but electronics sales stall
China's eight-day Golden Week holiday saw a record number of travelers hit the roads and rails, but the spending spree ended there. The hoped-for boom in consumer electronics never materialized, leaving retailers with sluggish sales and signaling that Chinese households are prioritizing experiences over goods amid a shaky economic recovery.
Monday 13 October 2025
Geopolitics and protectionism test China's auto dominance in Russia

When global automakers fled Russia in the wake of its full-scale invasion of Ukraine, Chinese car companies moved in with astonishing speed, flooding the market with affordable vehicles and quickly dominating the country's roads.

Monday 13 October 2025
Autopass unveils standardized platform to streamline EV charging in Taiwan
With electric vehicles (EVs) gaining momentum across Taiwan, the demand for charging infrastructure is rising rapidly. Yet payment systems for EV charging remain fragmented and inefficient, hindered by inconsistent hardware standards and cumbersome user experiences. Now, a familiar player in smart mobility is stepping in to change that.
Sunday 12 October 2025
Inside Tesla's plan to rewire itself for AI future

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.

Friday 10 October 2025
How a misread partnership exposed Nissan’s deeper uncertainties
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.
Thursday 9 October 2025
Foxconn walks away from Nissan factory deal amid stalled talks
Struggling with prolonged financial headwinds, Nissan Motor Co. has announced plans to shutter one of its core production sites, the Oppama plant, by March 2028. Talks to sell the facility to Taiwan's Foxconn, a major electronics and electric vehicle manufacturer, have collapsed after months of stalled negotiations.
Thursday 9 October 2025
LG strengthens SDV footprint with top global automakers
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.
Thursday 9 October 2025
Tesla simplifies EV lineup with 'Standard': a strategic pause before the next leap

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.

Thursday 9 October 2025
Lessons Taiwan should learn from China's involution
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.