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Jul 6
Foreign automakers turn China plants into export hubs as Toyota takes slower path
Foreign automakers are rapidly reshaping their China operations into export platforms as local electric-vehicle (EV) makers continue to erode demand for gasoline cars. For global consumers and suppliers, the shift could affect vehicle prices, parts flows, and where future models are designed, built, and sold across major markets.
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.
Sanyang Motor (SYM) said Taiwan's motorcycle market could grow as much as 10% in 2026, with the company aiming to keep market share above 40%. The outlook came as SYM introduced its All New JET SL/SL+ model on July 6 and outlined plans for new and refreshed motorcycles in Taiwan and overseas markets.
Taiwan's electric scooter market entered 2026 under pressure from shortages in charging infrastructure, new models and buyers, while the island's motorcycle market remained dominated by gasoline-powered bikes. Industry sources said limited battery-swapping and charging coverage, along with slow product momentum, had cooled demand across the sector.
Samsung SDI has started supplying battery cells for AI data centers to Taiwan-based Simplo Technology, according to The Elec. The deal connects a South Korean cell maker with a module assembler that ships battery backup units and other products to major North American technology companies, including Amazon and Meta.
JLC reported a sharp rise in June revenue after Taiwan's Resource Circularity Promotion Act took effect, while the lead-acid battery recycler also benefited from early investment in process technology, tax incentives and ESG-linked positioning. The company said stronger downstream demand helped lift revenue more than 40% from May.
Global automotive Tier 1 suppliers are speeding up cross-industry transformation as the car sector's shift puts pressure on long-term growth, and Schaeffler is expanding beyond auto parts into humanoid robots, defense, and aerospace to find fresh momentum.

AI and robotics are moving from pilot projects to factory floors worldwide, but adoption remains uneven. Humanoid robots draw the headlines, yet most manufacturers still favor task-specific tools, digital twins, and collaborative machines that promise steadier gains in efficiency, safety, and precision across global supply chains.

Tesla led Taiwan's imported-car market in June 2026, posting 4,369 new registrations and surpassing its highest-ever quarterly delivery pace, as the company said its local owner base has now topped 80,000. Tesla also said more than 70% of its Supercharger stations across Taiwan will switch to a new discounted rate plan starting immediately, with weekend charging costs falling by up to 40% after the weekend peak-off-peak surcharge is removed.
Germany's auto sector came under fresh scrutiny after a senior economist raised the possibility that BYD could one day acquire Volkswagen. The hypothetical remark quickly drew attention in Europe as policymakers and industry leaders grapple with slowing competitiveness, rising Chinese rivals and mounting geopolitical pressure.
Volkswagen has handed full export-market control to its China joint venture, marking a major shift in how the German automaker uses its Chinese operations. The move, unveiled at an expansion ceremony in Uzbekistan, reflects a strategy moving from "in China, for China" to "rooted in China, facing the world."
As global efforts toward the circular economy and net-zero emissions accelerate, the European Union has continued revising its End-of-Life Vehicles (ELV) Directive to establish a vehicle recycling framework centered on circular design, high-value material recovery, and life-cycle management. The policy is enforced to help drive worldwide development of end-of-life vehicle recycling and resource recovery.