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Sep 16
EV batteries cannot simply power humanoid robots, with energy density and costs posing key hurdles
Power battery technology has reached maturity in the new energy vehicle (NEV) market, but transferring it to humanoid robots presents two major barriers: the need for significant technological upgrades and the difficulty of spreading costs across a market characterized by low-volume, highly customized demand.
The broader high-tech landscape has wondered for years about the subtle transactions and movements unfolding underneath the enormous technology ecosystem Elon Musk has stitched together amid a rapidly expanding business reach across AI-driven industries.
China's rare earth export controls are changing the rules governing global critical mineral supply chains. For Taiwan, the real concern is not that China could suddenly halt all exports one day, but that export licensing, end-use reviews, price volatility, longer lead times, and "hidden dependencies" embedded in intermediate materials and components could gradually raise the cost and uncertainty of maintaining normal production.
Even as he leads SpaceX through the largest IPO in history and rolls out Tesla's Cybercab robotaxi fleet in Austin, Texas, Elon Musk has not let go of his ambitions for underground tunnel transportation, continuing to push forward the tunnel-drilling business of his company The Boring.

BYD is lining up solid-state batteries, faster charging, and higher-level automated driving around 2027, potentially removing several of the remaining barriers separating electric vehicles from gasoline cars.

Polestar, the Swedish electric vehicle (EV) brand backed by Geely Holding, is facing a major restructuring of its US operations. In its first-half 2026 financial report filed with the US Securities and Exchange Commission (SEC) on September 3, Polestar said the US Department of Commerce's Bureau of Industry and Security (BIS) had denied its application for specific authorization under US connected vehicle regulations.

HS Hyosung Energy Solution Korea, a joint venture formed by South Korea's HS Hyosung Group and Belgian materials leader Umicore, signed a memorandum of understanding with Ulsan Metropolitan City on September 14 to construct a major silicon anode materials manufacturing base.

Tesla has established a subsidiary in Vietnam as it prepares to enter the local market. Reuters reported that filing documents show the unit is registered in Ho Chi Minh City with capital of US$3 million.

The world's largest automotive aftermarket trade fair, Automechanika Frankfurt, was held in Germany from September 8 to 12. Taiwan's Ministry of Economic Affairs (MOEA) said Taiwan is an important supplier to the automotive aftermarket, with 324 Taiwanese companies participating in this year's show, the third-highest number of exhibitors worldwide. To help Taiwanese businesses expand overseas, Taiwan will participate in several major international trade shows in 2026.
South Korean panel makers command about 80% of the automotive OLED market, according to Sigmaintell, as electrification and smarter vehicles keep demand for car displays stable and drive growth in new applications such as head-up displays. Competition is set to intensify as China's LCD makers press into higher-end automotive screens.
XPeng Motors is extending its self-developed Turing AI chip from intelligent electric vehicles (EVs) into humanoid robots, broadening the processor's role in the company's Physical AI strategy. Originally designed for intelligent driving, the chip is now also used in XPeng's IRON humanoid robot. On September 8, the company launched its robot production line, with the first IRON completing automated final assembly.
Hyundai Motor Group is moving to standardize its autonomous driving hardware, deepen its data pipeline, and accelerate in-house AI development as it prepares a staggered rollout of mass-production vehicles from 2028 through 2029. The strategy highlights how the group plans to compete not only on vehicle features, but also on learning speed, data scale, and software iteration.