DIGITIMES Electric Vehicles news

Aug 5

Waymo weighs ending Uber robotaxi role as app control battle intensifies

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.

Factorial, SK On sign pact to assess solid-state battery manufacturing

Aug 4

Analysis: Tesla's driverless ambitions get regulatory reality check

Aug 4

Onsemi details AI data center momentum, pricing strategy in Q2 earnings call

Aug 4

China's Momenta wins nationwide Level 4 testing permit in Germany, widening robotaxi race

Aug 4

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AUTO COMPONENTSTesla taps Samsung Electro-Mechanics, LG Innotek for Cybercab camera modules, report says

Aug 6, 15:59

Tesla has reportedly selected Samsung Electro-Mechanics and LG Innotek to supply camera modules for the Cybercab, a move that would give the South Korean suppliers a foothold in the automaker's purpose-built robotaxi as both expand beyond smartphones into automotive and physical AI applications.

BATTERYChina steps up EV battery and smart-driving inspections on five automakers

Aug 6, 11:39

China's Ministry of Industry and Information Technology launched surprise inspections in late July 2026 at five electric vehicle makers as Beijing widened its crackdown on "involution" industries. The checks focused on battery quality, smart-driving safety and marketing claims after years of intense price competition had raised concerns over product consistency and safety.

BATTERYUS locks down tungsten and battery scrap exports as great-power minerals race intensifies

Aug 6, 10:08

Washington has moved to keep tungsten waste and recycled battery material inside its own borders, a step that underscores how deeply critical-minerals policy has become entangled with the broader US-China strategic rivalry.

BATTERYChina automakers struggle as margins plunge and battery supply chains skew

Aug 6, 08:02

China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide and the supply chain stays structurally unbalanced. The challenge comes as upstream miners, refiners, and lithium battery makers capture most of the gains while carmakers face intensifying competition.

AUTO COMPONENTSTung Yang July revenue rises 23% on stronger AM and OEM demand

Aug 6, 08:02

Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative revenue for the first seven months reached NT$13.33 billion as tariff pressure on exports to the US eased and customer orders began to recover.

BATTERYL&F Plus ships trial samples from South Korea’s first LFP cathode line

Aug 4

South Korean cathode materials maker L&F said its subsidiary L&F Plus has shipped the first trial-production samples from South Korea’s first lithium iron phosphate (LFP) cathode materials mass-production line. The shipment marked a step toward formal production as the company works to build a non-China supply chain for batteries used in energy storage systems (ESS) and electric vehicles.

AUTOMOTIVE ICChina’s in-house auto chip push could reshape costs, supply chains, and regulatory risks

Aug 4

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.

AUTOMOTIVE ICRichWave says Wi-Fi 7 momentum stays strong in 2H26

Aug 4

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.

BATTERYChina revamps EV battery reuse rules, cuts whitelist firms by 70%

Aug 4

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.

AVResearch insight: Robotaxis, AI chips and shared platforms accelerate AIDV commercialization

Aug 3

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.

BATTERYSK On posts record quarterly profit as South Korea battery makers recover

Aug 3

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.

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