Automotive parts supplier Hiroca saw an increase in overseas contributions for the first three quarters of 2026, with international markets accounting for more than 50% of the company's revenue during the period, up from the roughly 45% in the same period of 2025. This offset weakness in the auto industry resulting from the traditional third-quarter off-peak season, as well as a volatile baseline for September. The company continues to expand operations in Dongguan, China, and its overseas bases in North America, Mexico, Japan, and South Korea, which will bring sustained mid- to long-term growth momentum. Moreover, the company expects performance in the second half of 2026 to outpace the first half, as automakers ramp up orders for the traditional peak season in the fourth quarter.

Yulon Nissan Motor president Chen-hsiang Yao expects Taiwan's auto market to remain at approximately 420,000 vehicles in 2026, excluding heavy vehicles, supported by growing demand for luxury cars and new energy vehicles (NEVs). While market saturation and shifting consumer preferences pose challenges, a potential resolution of US tariff issues could provide additional momentum.

Y.S. Tech said automotive product orders were visible through the first quarter of 2028 as the automotive electronics and technology systems maker expanded its automotive and high-performance computing (HPC) cooling businesses. The company reported consolidated revenue of NT$306 million (US$9.6 million) in September 2026, bringing revenue for the first three quarters to NT$3.162 billion.

At the Paris Motor Show, Stellantis NV CEO Antonio Filosa rejected proposals to split the company's European and US brands and said the company would not sell Maserati. The automaker is pursuing a US$70 billion restructuring plan as it seeks to reverse a sharp decline in its share price.

Huawei's automotive partnerships are accelerating their overseas expansion while facing growing scrutiny over product safety and brand trust. AITO is reportedly planning to enter the European market in 2027 and has initiated the European Union's Whole Vehicle Type Approval (WVTA) process.

Grenergy Enterprise reported consolidated revenue of NT$34.83 million (approx. US$1.09 million) for September 2026, up 66% from the previous month and 38% from a year earlier. Growth was primarily driven by rising demand for low-speed electric vehicles (LSEV), which boosted shipments of battery modules for tow tractors, as well as shipments of battery packs for garbage truck compactors.

Chinese CMOS image sensor (CIS) maker SmartSens completed a CNY3.2 billion (approx. US$478 million) capital increase in September 2026 to expand into automotive electronics and AI vision. The investment targets high-performance imaging, intelligent driving and on-device AI computing, extending its sensing technology into image processing and edge applications as demand for environmental perception grows in vehicles and robots.

As plans for the Terafab project begin to take shape, the emergence of a scaled chipmaking initiative increasingly reflects Elon Musk's broader ambition to push vertical AI integration across his expanding industrial stack.

As the push toward smarter vehicle systems and full electrification intensifies alongside China's strengthening position in the EV market, these trends are increasingly prompting overseas automakers to enter a new phase of operational restructuring.

China proposed tighter vehicle design and safety requirements that would restrict fully hidden door handles, virtual controls for critical functions and several interior features in new vehicles. The draft rules, issued by the Ministry of Industry and Information Technology and three other government departments, are intended to reduce safety risks associated with rapidly developed vehicle models and would affect automakers seeking approvals in China.

The European Union plans to cap imports of hybrid electric vehicles (HEVs) at 350,000 units per year, with safeguard measures potentially taking effect as early as December 1, 2026. The four-year framework sets a 350,000-unit limit in its first year, followed by a 6% annual quota expansion starting in the second year, while both sides commit to complying with World Trade Organization (WTO) rules.