In a strategic move aligned with global trends, TCC Group Holdings (formerly Taiwan Cement Corporation) Chairman Nelson An-ping Chang is steering the group's sustainable growth by positioning new energy as its "fourth leg." Balancing environmental responsibility with investor returns, TCC aims to establish a business philosophy that is sustainable, measurable, and inheritable.
Even as global electric-vehicle sales lose momentum, the world's largest EV makers are shifting resources into intelligent driving technologies, hoping to secure the next big competitive edge.
While European and American automakers push forward with artificial intelligence (AI) to upgrade manufacturing and operations, the true burden of this digital transformation often falls on the sprawling and fragmented automotive supply chain.
Tesla and BYD are both facing increasing sales pressure, with the two electric vehicle (EV) giants showing signs of fatigue in their key markets. Tesla's decline across Europe continues without signs of slowing, while BYD faces rising competition at home, recording its third straight monthly decline in November and putting its full-year goal at risk.
The global wave of automotive electronics and electrification was supposed to be Europe's biggest opportunity for reinvention in a century. Instead, sluggish transformation and geopolitical disruptions have pushed the region's car industry into what suppliers describe as a systemic crisis.
As global demand for electric vehicles cools, suppliers across the EV supply chain are shifting toward hybrid and plug-in hybrid models to maintain steady growth. Yet despite intensifying competition, China remains the single most important engine sustaining global EV demand.
Even though economic uncertainties have clouded the automotive market in 2025, LED makers Advanced Optoelectronic Technology (AOT) and Epileds Technologies are aggressively pursuing growth in automotive LED applications. AOT expects overall operations to improve in 2026, fueled by rising shares of high-margin mini LEDs for vehicles and AR/VR optical modules. Meanwhile, Epileds projects a 20% year-over-year increase in automotive LED revenue for 2025, banking on growing market demand and customer loyalty as key growth drivers.
Taiwan's scooter market recorded 54,311 units sold in November 2025, a 16% decrease from October and an 11% drop from November 2024, according to recent market data. SYM Motor led sales, followed by KYMCO, Yamaha, and the electric scooter brand Gogoro.
Taiwan's automotive market showed signs of recovery in November as new vehicle registrations increased by 5.7% from October to 36,485 units, according to recent industry reports. The growth suggests the market's worst period may be over, despite cumulative registrations for the first 11 months of 2025 falling 11.9% compared to the previous year at 367,133 units.
Innolux subsidiary CarUX Holding and Japan-based Pioneer have officially completed their acquisition deal, with Pioneer now formally joining CarUX. According to Innolux, the move marks a significant milestone in CarUX's global smart cockpit strategy as a tier 1 supplier focused on integrated solutions.
Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese product dumping, and shifting US tariff policies. The company said it is countering these pressures through diversified product development, rising contributions from its optoelectronics segment, and accelerating growth at subsidiary Shinsol Advanced Chemicals.
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