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Waymo is considering leaving its robotaxi partnership with Uber as it seeks to bring ride-hailing service in Austin and Atlanta under the Waymo App starting in 2028. The shift would end Uber’s exclusive role in those markets when the current contract is expected to expire in May 2028.
As Chinese automakers accelerate in-house chip development, the strategy is increasingly about more than smart vehicles. It is also tied to supply chain self-reliance, overseas expansion, and the longer-term push into artificial intelligence robots, even as advanced chips still rely on external foundries.

RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom operators and retailers. The radio frequency (RF) front-end supplier said that the second half of 2026 should be slightly better than the first half of the year overall, but warned that tight supply of memory and passive components could affect shipment timing.

China's Ministry of Industry and Information Technology (MIIT) has abolished all clauses related to cascade utilization in its rules governing used power batteries dismantled from new-energy vehicles in a major regulatory shift aimed at curbing unsafe repurposing practices. The move ends the policy label for battery second-life use and ushers in a full overhaul of used power battery management.
DIGITIMES Intelligence observed at the 2026 World Artificial Intelligence Conference (WAIC) that AI is rapidly reshaping the direction of the automotive industry. Competition in vehicle intelligence is shifting from software-defined vehicle (SDV) function integration towards the development of AI-defined vehicle (AIDV) capabilities, extending automakers' competitive focus from software architecture to AI models, computing platforms, and ecosystem integration.
SK On, the South Korean battery maker, reported the second quarter of 2026 being its highest quarterly profit since its 2021 spinoff from SK Innovation. The company posted revenue of about KRW2.95 trillion (US$1.995 billion) and operating profit of KRW821.8 billion, while The Elec and Bizwatch said LG Energy Solution and Samsung SDI also returned to profit in the same period.
According to Automotive News' newly released 2026 Top 100 Suppliers ranking, China's CATL climbed from No. 5 to No. 3 as power batteries gained more weight in the global Tier 1 supplier landscape. The annual list showed that electrification and smart vehicle technologies continued to shift value toward batteries, intelligent electronics, and systems integration, while established suppliers such as Bosch and Denso still held leading positions.

DIGITIMES Intelligence said its observations from the 2026 World Artificial Intelligence Conference (WAIC) show that AI is rapidly reshaping the automotive industry, with smart-car competition shifting from software-defined vehicles (SDV) toward AI-defined vehicles (AIDVs), as the sector moves beyond software upgrades into a new stage driven by AI.

Xiaomi has entered China's range-extended electric vehicle market with two large intelligent SUVs, expanding beyond battery-only models as it confronts slowing deliveries, renewed losses and intensifying competition from technology groups including Huawei and ByteDance.

Tesla CEO Elon Musk has denied a Wall Street Journal report on an internal plan within Tesla to prepare for a possible separation of its China operations. Despite his rebuttal, the report has still drawn attention to a wider transformation underway across the technology industry,

US transportation authorities have allowed Amazon's Zoox to operate commercially on a limited basis, making it the first paid robotaxi service approved in the country. This follows efforts by Trump administration officials to relax certain rules in an effort to encourage development in autonomous driving technology.