As electric vehicles (EVs) become increasingly common on Chinese roads, concerns over their safety—particularly battery-related risks—have come under growing scrutiny.

From SK On-linked exports to Tata Agratas buildouts, South Korean equipment suppliers are increasingly supplying full battery production lines in India as the market shifts from planning to early-stage manufacturing.

As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing a thermodynamic reckoning. To extract maximum performance from these high-frequency, high-efficiency chips, the industry is driving an architectural shift: shrinking inverter volumes, eliminating heavy copper baseplates, and mounting molded power packages directly to liquid-cooled water jackets. However, this high-power-density approach exposes a fragile structural vulnerability. When mismatched materials are bonded under extreme manufacturing conditions, the physics of thermal expansion can tear a high-value power module apart before it ever leaves the assembly line.

Tesla is building its own lithium iron phosphate supply chain as it seeks to compete with China's low-cost battery industry, according to clues in Aleees' public share offering prospectus and industry analysis. The move points to a broader effort to secure batteries, energy storage systems, and other long-term demand drivers while sidestepping Chinese patent barriers.

For years, Detroit's automakers viewed batteries primarily as the key to an electric-vehicle future. Now, as artificial intelligence drives an unprecedented buildout of data centers and strains power grids worldwide, batteries are becoming something else entirely: an energy infrastructure business.

Volkswagen is preparing a new three-way lithium battery supply chain that would add Samsung SDI as a Europe-based supplier of standardized square batteries as early as 2027, executives said. The automaker’s plan centers on in-house production via PowerCo, China’s Gotion High-tech and a potential Samsung SDI partnership to reduce reliance on China-linked sourcing amid shifting geopolitics and new European rules.

China's electric-vehicle market is showing signs of slowing domestically, but industry leaders remain convinced that the country's shift away from gasoline-powered cars is far from complete.

YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.

China's battery materials supply chain is showing fresh signs of tightening as major electrolyte producers secure multiyear contracts with the world's largest electric-vehicle battery maker.