CATL posted a 41% year-over-year rise in third quarter 2025 net profit, supported by its leading share in China's battery market and continued international expansion. The company identified energy storage systems (ESS) and new-energy commercial vehicles as its next growth pillars, underscoring a strategic pivot beyond passenger EVs.
US President Donald Trump has imposed a 25% tariff on imported medium and heavy trucks and parts, effective November 1, 2025, under Section 232 national security provisions. Buses face a 10% levy. While targeting foreign manufacturers, the tariffs will trigger cost increases across three economic stages.
China has filed a formal complaint at the World Trade Organization (WTO) against India over a series of incentive programs that Beijing says unfairly favor domestic goods over imports in the automotive and renewable energy technology sectors. The request for consultations, dated October 15, 2025, marks the latest trade friction between the two countries as they compete for dominance in green technology and electric vehicle (EV) manufacturing.
In a major escalation of his trade policy, President Donald Trump announced in early October 2025 that his administration would impose a 25% tariff on imported medium and heavy-duty trucks and components, and a 10% tariff on imported buses, beginning on November 1, 2025. The move is aimed at boosting US manufacturing but has already sparked backlash from business groups and international trade partners.
South Korean battery materials maker Posco Future M has signed its largest-ever supply agreement for natural graphite anode materials in a deal valued at KRW671 billion (US$472 million), marking a pivotal moment in the company's expansion beyond China-dependent supply chains.
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.
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.
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.
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.
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.
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.
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