
European luxury automakers are pulling back from China's plug-in hybrid vehicle (PHEV) market after Beijing tightened eligibility requirements for new-energy vehicle incentives starting in 2026. The policy raised the minimum all-electric range for tax incentives from 43 kilometers to 100 kilometers. The threshold sidelined many European PHEV models and prompted a shift in market strategy, according to executives and foreign media reports.
Tesla Taiwan announced on June 16 that it formally submitted application documents for its Full Self-Driving (Supervised) system to Taiwan's Vehicle Safety Certification Center and said it will work with the Ministry of Transportation and Communications to begin the regulatory review process. The filing covers an assisted-driving package that Tesla emphasized requires active driver supervision and remains classified as a Level 2 driver-assistance system.
Contemporary Amperex Technology Ltd. announced it would soon begin production at its new Hungary lithium battery plant, a facility with an annual capacity of up to 100 GWh that executives said will be the largest battery factory in Europe. The announcement highlighted a widening gap between Europe's domestic cell output and rising imports, as automakers and specialist makers lack enough local mass-production capacity to meet regional electric vehicle demand.
India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while EV firms expand, Starlink faces delays, and semiconductor and tablet markets show steady structural growth.
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic realities of international trade protectionism, regional resilience mandates, and aggressive tariffs.
Shin-Etsu Chemical plans to build a new rare earth production facility in Fukui Prefecture, aiming to expand domestic smelting capacity and reduce Japan's reliance on China for materials critical to electric vehicle and semiconductor manufacturing equipment, according to Nikkei and Kyodo News.



