In the global auto industry, second only to Toyota in sales, the Volkswagen Group now finds itself in an unusually precarious position—squeezed from all sides and struggling to regain its footing.

Xiaomi highlighted mounting pressure from sharply rising memory prices even as its electric vehicle business continued its rapid expansion and achieved first-time quarterly profitability. Executives said the company is balancing cost challenges in smartphones with strong performance in EVs and IoT, while preparing for continued volatility into 2026.

Power management IC (PMIC) maker Silergy has disclosed that its strongest growth momentum continues to derive from the automotive sector. Despite macroeconomic and tariff uncertainties, the automotive segment alone delivered outstanding momentum in the third quarter of 2025, with nearly 30% quarter-on-quarter growth and 12% year-on-year growth. The share of automotive electronics revenue rose to 14% in 2025, and Silergy estimates that this figure could reach 20% in 2026. This implies that Silergy's automotive revenue could see a 40–50% annual growth rate in 2026, a considerable increase.

Power semiconductor integrated device manufacturer (IDM) Panjit International has announced its consolidated financial results for the third quarter of 2025. Although quarterly revenue declined slightly, the company's profitability improved due to product mix optimization, specifically increased contributions from automotive electronics and MOSFET product lines.

Qisda's connector manufacturing subsidiary Simula Technology expects three major growth drivers in 2026—cloud deployment, drones and humanoid robots, and automotive applications—supported by strong customer orders. The company remains highly optimistic about its 2026 outlook.

WT Microelectronics announced on November 17 that it has completed the simultaneous pricing of its global depositary receipts (GDRs) and unsecured convertible bonds, expecting to raise a total of approximately US$739 million. The funds will primarily support foreign currency purchases needed to meet business growth demands.

The rise of electric vehicles may seem unstoppable, yet two obstacles continue to constrain the market: charging access and driving range. Increasingly, automakers are turning to solar photovoltaic (PV) energy as a way to supplement an EV's battery. In one of the latest examples, Mercedes-Benz has introduced an almost imperceptible thin solar coating on its Vision Iconic concept car—an ultra-slim layer that harvests sunlight without altering the vehicle's appearance.

Tesla has outlined an aggressive roadmap targeting mass production of its Optimus humanoid robot and expansion of its Robotaxi service, with CEO Elon Musk's trillion-dollar compensation plan directly linked to the success of these ventures. At the center of this push is Ashok Elluswamy, Tesla's AI software vice president, who has become a pivotal figure in the company's AI and robotics strategy.

As rack-level power consumption and cooling requirements rise in data centers, Taiwanese microcontroller (MCU) suppliers are innovating in power-supply and cooling-fan controls. Nuvoton Technology recently introduced an integrated baseboard management controller (BMC). Additionally, Holtek is upgrading server-fan solutions and expects major growth in brushless DC motor (BLDC) applications.

The Wall Street Journal (WSJ), citing unnamed sources, reported that Tesla is tightening restrictions on the use of China-made components in its US-produced vehicles, reflecting growing pressure on automakers to reduce exposure to China amid escalating geopolitical and trade tensions. Earlier this year, the company instructed suppliers to exclude components manufactured in China from its US production lines, according to people familiar with the matter. Some suppliers have already transitioned to alternate locations, and Tesla aims to phase out remaining China-made parts over the next one to two years.