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Oct 27, 15:44
Nexperia dispute threatens legacy chips critical to basic car functions for automakers worldwide
The largest US auto-parts trade group has warned that domestic carmakers may see major production disruptions within two to four weeks, as the escalating dispute over Nexperia risks cutting off supplies of essential automotive semiconductors.
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.
BMW's all-new iX3 — the first SUV on its Neue Klasse electric platform — is drawing strong early blind orders in Germany. But the model's fate will be decided in China, not Europe. And that reckoning begins in 2026.
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.
As electric vehicles (EVs) advance toward higher performance, software-defined architectures, and greater power demand, SK On is reinforcing its high-nickel cathode technology to boost fast-charging capability, cycle life, and system safety. The company is also diversifying its product mix with high-voltage mid-nickel, cylindrical, and prismatic cells to counter the rapid ascent of China's battery industry.
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.
The unfolding crisis at Dutch chipmaker Nexperia, a subsidiary of China's Wingtech Technology, is rapidly escalating from a regulatory dispute into a transatlantic warning for the global auto industry.

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.