As mainstream automakers accelerate their push toward electrification and digitalization, an "invisible siege" from the digital world is rapidly closing in. Hackers are no longer just stealing data; they are exploiting vulnerabilities exposed during costly upgrades to automotive electronic/electrical (E/E) architectures, complicating the industry's already high-stakes transformation.

As autonomous-driving technologies proliferate and global safety regulations tighten, demand for in-vehicle camera lenses is accelerating rapidly. The shift is creating significant tailwinds for Taiwan's optical supply chain—including Kinko Optical, Asia Optical, Calin Technology, Ability Enterprise, Ability Opto-Electronics Technology, and Largan Precision—while also raising the bar for each supplier's technical capabilities.

Chinese humanoid robot maker Ubtech Robotics said that in benefiting from China's manufacturing scale and supply chain advantages, the manufacturing cost of humanoid robots could fall by 20-30% per year as demand significantly outpaces production capacity.

At Zhong Yang Technology's investor conference on November 21, 2025, General Manager Chih-Cheng Hsu stated that after undergoing significant adjustments over the past two to three years and improving its business structure, the company began seeing results in 2025. Structural growth is expected in 2026, and Zhong Yang is optimistic about automotive, drones, and AR as its most growth-oriented businesses. Additionally, its Thailand plant is expected to start contributing more revenue in 2026.

A new-vehicle debut is always one of the highlights of Foxconn's annual Hon Hai Tech Day, and 2025 has proved no exception. The Model A—the company's compact multipurpose EV—first appeared in static form at the 2024 event. This year, it stepped out of the display zone and onto center stage.

As China's smart electric-vehicle sector accelerates and demand surges for domestically produced automotive-grade chips, the country's auto-chip ecosystem has gained a notable new alliance.

Ongoing US-China tensions have sparked the most significant automotive supply chain shift in decades. Disruptions at semiconductor maker Nexperia have pushed US automakers to cut reliance on Chinese parts, while Taiwanese electronics suppliers ramp up local production to meet rising demand from American companies.

Germany's three automotive giants—Volkswagen, BMW, and Mercedes-Benz—are facing an increasingly difficult balancing act. China remains its largest and most profitable market, yet the recent crisis involving Nexperia, the Dutch chipmaker owned by China's Wingtech Technology, has once again exposed the structural risks of its deep reliance on Chinese supply chains. The episode has forced all three companies to accelerate efforts to reduce their dependence on China.

China's Industrial Association of Power Sources (CIAPS) recently issued a Notice on Referencing the Lithium Iron Phosphate Cost Index and Regulating Industry Development, an effort to halt a years-long price war in lithium-iron-phosphate (LFP) materials. By proposing a "cost red line," the association hopes to curb destructive price-cutting and restore a basic sense of pricing discipline to a market that has become increasingly chaotic.

Despite various rumors and external pressures, Foxtron still showcased multiple planned vehicle models at the 2025 Hon Hai Tech Day (HHTD). Among them, the most anticipated was Model B, originally scheduled for release in 2025.

Kian Shen Corporation, a vehicle frame supplier under Taiwan's Yulon Motor Group, expects to secure orders for more than 1,000 electric bus frames in 2026 as supply constraints ease, positioning the electric bus segment as its primary revenue and profit growth driver, according to company president Chiung-chih Tseng.