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Oct 23
Tesla's record sales can't mask rising costs and delayed innovation
Tesla Inc. is set to announce its third-quarter 2025 earnings on October 22, 2025 (EST) after the US market close, and while investors will be watching the revenue line closely, much of the attention will fall on what Chief Executive Elon Musk says about the company's future bets — robotaxis, humanoid robots, and artificial intelligence.
In the face of policy and capital competition pressure from Chinese companies, LG Energy Solution (LGES) is implementing a strategy that combines time compression and accumulation. The "compression" of time refers to AI and digital transformation, while the "accumulation" of time refers to differentiated technology and patents.

Taiwan officially opened Southeast Asia's first all-weather, full-speed, multi-vehicle autonomous vehicle testing facility on October 21, a major step in advancing its smart mobility and automotive electronics sector. Located at the Automotive Research & Testing Center (ARTC), the site is now one of the few in the region capable of supporting end-to-end validation of autonomous systems across diverse weather conditions, road types, and vehicle platforms.

Automotive electronics manufacturer THN grabbed a Top Innovation Technology Award here on October 23 at the Future Innovation Technology Expo (FIX 2025) for its breakthrough transparent antenna technology. Dubbed 'FlexClear,' the system aims to enable high-speed, low-latency 5G and 6G connectivity for vehicles without using traditional external antennas. THN was one of nine top winners among thirty companies honored at the Daegu event.
The luxury electric vehicle (EV) landscape in Europe is undergoing a fundamental shift. The race is no longer just about battery capacity—it's about who controls the platform, the supply chain, and the future of premium mobility.
Sanyang Motor (SYM) officially unveiled its PE3 range-extended electric scooter technology on October 21, marking a new chapter in two-wheeler electrification. With the electric scooter industry currently facing a number of development bottlenecks, the company is positioning the PE3 hybrid system as the most pragmatic transitional technology toward full electrification.
Asia Optical's 2025 operations remain robust, with its long-term investments in robotics, automotive imaging, and smartphone prisms continuing to gain traction, according to people familiar with the company's plans.

China's sweeping export controls on lithium battery technologies — enacted in July and October 2025 — have effectively erected a "technological iron curtain" around the global electric vehicle and energy storage industries. The new restrictions cover everything from advanced cathode materials and electrolytes to key manufacturing equipment, placing strict limits on what can leave the country.

A recent survey conducted by the Smart Mobility Association Taiwan (SMAT) reveals that over 80% of Taiwanese respondents are calling for more decisive government action to promote electric scooters. The survey, released on October 20, 2025, also found that more than half of the participants believe both central and local governments lack sufficient motivation, and that current subsidies have limited effectiveness in accelerating the electrification of Taiwan's motorcycle sector.
South Korea's vision of a sci-fi future is on full display as the 2025 Future Innovation Technology Expo (FIX 2025) kicked off in Daegu. Dubbed "Korea's CES," the massive four-day event features 585 companies across 2,000 booths, all showcasing breakthroughs in mobility, robotics, and artificial intelligence.

Taiwanese industrial conglomerate Tatung announced on Friday that it has signed a contract to supply its second-generation 250-kilowatt (kW) electric bus powertrain systems to Tron Energy, a leading electric bus manufacturer in Taiwan. Deliveries are expected to begin in the first quarter of 2026, with total shipments projected to reach 500 units.

Kuozui Motors, a subsidiary of Hotai Group, will begin producing Toyota's key MPV models, Noah and Voxy, in Taiwan for export to Japan starting in the second quarter of 2026, according to sources familiar with the matter. This move marks a significant revival in Taiwanese automotive exports after years of limited activity.