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Apr 14
Taiwan's auto suppliers pivot to AI and system integration in EV transition, says DIGITIMES Research

The annual "360°MOBILITY Mega Shows," a major gathering for the auto parts and mobility industry, opens on the 14th, drawing heightened attention to the growing role of Taiwan's suppliers in next-generation automotive technology. As software-defined vehicles (SDVs) emerge as a central industry direction, the share of automotive semiconductors and software in vehicle development is rising rapidly, according to a DIGITIMES Research report.

Kinpo Group's subsidiaries showcased integrated smart mobility technologies at Autotronics Taipei, highlighting the implications for global automakers and suppliers seeking end-to-end solutions across cockpit computing, power systems, and sensing. The demonstrations signal the Taiwanese EMS players' advancing strategies in automotive electronics and could accelerate OEM development and deployment worldwide.
China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical tensions and supply chain disruptions, this significant price increase has drawn strong attention across the sector.
Foxconn's expanded EV push signals potential cost and supply-chain shifts worldwide, as the Taiwanese contract manufacturer deepens vertical integration with in-house batteries, new vehicle models, and global production flexibility. The company aims to lower EV costs, support exports, and respond swiftly to geopolitical and fuel-price volatility affecting international markets broadly.
India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure from China's tightening control over critical technologies, particularly in the battery and electric vehicle (EV) supply chain, according to Bloomberg.
Last month, China's Chery Automobile unveiled an all-solid-state battery it says can deliver a driving range exceeding 1,500 kilometers, positioning the technology as a central pillar of its next phase of electric vehicle development.
According to multiple reports, the Netherlands Vehicle Authority (RDW) has officially approved Tesla's full self-driving (FSD) software for use on public roads. This marks the first such approval in Europe and is expected to serve as a critical milestone that could encourage other European countries to adopt the technology.
The competition to deploy robotaxis across Europe is intensifying. A partnership led by European start-up Verne, alongside Uber and China's Pony.ai, has been described by industry observers as a vehicle for introducing Chinese autonomous-driving technology into Europe under a local banner. The model stands in contrast to homegrown automakers such as Volkswagen and Mercedes-Benz, which are pursuing more self-reliant technological strategies.

As companies like Mercedes-Benz, Volkswagen, and Waymo begin rolling out autonomous vehicles across Europe and the US, the bottleneck facing robotaxis has shifted. No longer defined primarily by technological breakthroughs, the industry is now constrained by regulatory approval and the ability to operate reliably in complex, real-world conditions.

The choice of sensing architecture and the efficiency of data iteration have emerged as decisive factors in the competitiveness of advanced driver-assistance systems (ADAS) and higher-level autonomous driving. Increasingly, they shape not only technological leadership but also brand perception and sales performance.

Energy crises have long nudged consumers toward more efficient cars. The latest shock, triggered by conflict in the Middle East, is proving no exception. But this time, the shift comes with a crucial difference: electric vehicles have matured.
Murata Manufacturing, a leading Japanese passive component manufacturer, announced that it has begun mass production of seven types of multilayer ceramic capacitors (MLCCs) for automotive applications, achieving the world's largest capacitance across various rated voltages and sizes.