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Sep 30
From EVs to AI humanoid robots: Tesla leans on Chinese manufacturing once again
Energy, AI robotics, and autonomous vehicle maker Tesla is reportedly replicating its electric vehicle (EV) playbook by turning to Chinese manufacturing to support the supply chain ramp-up for its Optimus humanoid robot. In addition to conducting factory audits at three auto parts manufacturers in East China, a Tesla delegation also inspected related suppliers in cities such as Hangzhou and Shanghai.
The Taiwan New Car Assessment Program (TNCAP) on September 30 released its third-quarter ratings, publishing the MG ZS assessment under its second-edition protocol, which gave the model an overall zero-star rating. MG Taiwan responded with a formal statement, saying the model is locally produced, meets Taiwan's vehicle safety inspection standards, and carries a safety inspection certificate along with multiple active and passive safety systems.
Volvo Car Taiwan acting president Eric Lin said on Sept. 30 that Taiwan's economy is improving on the back of the AI boom, but that the wealth gains are unlikely to translate into stronger car sales in the near term. He said the market is expected to stay flat in 2026 and turn more cautious in 2027.
ProLogium, a maker of inorganic lithium ceramic batteries, said construction and infrastructure work at its Dunkirk superfactory in France has started in phases, including power infrastructure and grid connection work, with a target to energize the construction site in early October 2026. The company is also pressing ahead with engineering design, certification of local suppliers in France and Europe, technology localization and talent development.
For years, China's EV makers pursued aggressive energy infrastructure expansion, racing to offer faster charging and denser networks.
Taiwan's Eurocharm Holdings, an OEM automotive and motorcycle parts maker, said at an earnings call on September 29 that leisure vehicles had become its largest product segment, as it expands production capacity in Vietnam and North America to meet rising customer demand. The company reported strong year-over-year growth in revenue and profit for the first half of 2026.
China's auto market is under pressure from high oil prices and shrinking subsidies, weakening domestic sales even as exports keep growing. Taiwanese supply-chain companies are responding by adjusting their product mix.
A new partnership between Zhejiang Geely Holding Group and NIO in electric vehicle (EV) battery swapping is signaling potential consolidation in China's fragmented market. With multiple incompatible systems still competing for adoption, the deal could open a new path toward greater standardization and network integration.
Automakers looking to cut the weight of electric vehicles (EVs) to extend driving range have another reason to consider magnesium alloys: magnesium ingots are now cheaper than aluminum ingots.
Japanese motor maker Nidec has replaced president and CEO Mitsuya Kishida with chief technology officer Michio Kaida as the company moves to overhaul its business and governance following accounting irregularities and mounting losses.
Vietnamese electric scooter brand Dat Bike has launched its family-oriented ERA model with a starting price of VND29.9 million (US$1,151.22), pairing it with a self-developed "integrated charger" that builds the charger directly into the vehicle's power system. The launch comes as Vietnam's electric two-wheeler market accelerates and Dat Bike sets its sights on market leader VinFast.
ProLogium Technology said it has signed a joint testing agreement with Mercedes-Benz, giving the automaker priority access to evaluate the battery maker's latest Gen4 cells. The companies said the work will build on nearly a decade of collaboration focused on next-generation mobility battery technology.