Stepping into the halls of the 360° Mobility Mega Shows, one is struck not by the usual crush of visitors but by the relative calm. The thinner crowds this year underscore a deeper unease: as the global supply chain enters a more fraught phase of realignment, Taiwan's automotive industry finds itself at an awkward crossroads. On one side lie rising raw material costs and mounting tariff pressures shaped by geopolitics; on the other, the costly yet unavoidable push toward AI-driven automation. Even as the global auto market shows signs of post-pandemic recovery, for many Taiwanese suppliers the road ahead feels more punishing than expected.
Stellantis and Microsoft announced a five-year strategic partnership on April 16 to co-develop AI, cybersecurity, and engineering capabilities.
Rising DDR memory prices are increasing cost pressure across automotive electronics, pushing China-based automotive AI chipmaker Horizon Robotics to introduce an integrated chip architecture aimed at reducing system complexity and bill-of-materials costs.
Rising cost pressure is pushing China's smart EV makers to pivot from scale expansion to efficiency and cost discipline.
