DIGITIMES Electric Vehicles news

Jul 10

EU tariffs push Chinese carmakers to seek deeper ties in Europe

The EU's higher tariffs on China-made battery electric vehicles are reshaping global auto trade and investment. As Brussels tightens market access, Chinese carmakers are being pushed toward local production, while Europe's struggling manufacturers are becoming more important partners, targets, and bargaining chips.

Hushan reports June sales as North America aftermarket demand cools briefly

Jul 10

LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap

Jul 10

Mitsubishi Fuso, Foxconn move bus venture toward launch, signaling a push into electrified public transport

Jul 10

Xiaomi Auto launches new sub-brand for long-range SUVs

Jul 10

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MOBILITYAIDVs become latest challenge for automakers in SDV transition

Jul 11, 11:42

Artificial intelligence-defined vehicles (AIDV) are already a familiar concept in China, but the idea is now drawing wider attention after US startup Rivian announced at the launch of its R2 model that it is moving beyond software-defined vehicles (SDV) toward AIDVs. However, this has raised questions about whether mainstream automakers must confront yet another new hurdle before their SDV transformation is complete.

AUTO COMPONENTSLaster lifts second-quarter revenue 13% as new vehicle launches approach

Jul 11, 11:41

LED automotive lighting module maker Laster reported June consolidated revenue of NT$500 million (US$15.58 million), down 31.67% from May and 29.48% year on year. Even so, second-quarter revenue climbed 13.30% to NT$1.92 billion, as the company prepared for new vehicle mass production in the second half and an initial move into the robotics module market.

MOBILITYTesla skips the AIDV talk—it already owns SDVs

Jul 9

AI-defined vehicles (AIDVs) are built on software-defined vehicles (SDVs), and Tesla is arguably the world's most representative company at integrating and commercializing these technologies. Yet the market rarely hears Tesla emphasize or explain the AIDV concept.

AUTO COMPONENTSTung Yang sees demand rebound as market uncertainty eases

Jul 9

Tung Yang's latest sales update suggests a modestly improving outlook for the auto parts industry as trade policy becomes clearer and geopolitical risks appear to ease. For global buyers and suppliers, that matters because any pickup in ordering could ripple through production, inventories, and pricing across the vehicle parts supply chain.

MOBILITYYulon Nissan sticks to 2026 sales target as currency pressure builds

Jul 9

Yulon Nissan Motor said it is keeping its 2026 sales target at 13,000 units, while warning that exchange-rate volatility could become the biggest challenge to its full-year operating performance.

MOBILITYRecord 84-month auto loans raise concerns over longer US vehicle replacement cycles

Jul 9

BATTERYAI memory boom turns price hikes into antitrust flashpoint across supply chain

Jul 8

As AI demand drives record price increases in the memory market, the aftermath of such volatility is weighing on the wider supply chain, rippling into downstream industries where manufacturers are already trapped in their own price wars while facing rising input costs.

MOBILITYVolkswagen faces defining test as board weighs sweeping restructuring in face of Chinese competition in its biggest market

Jul 8

Volkswagen is entering one of the most critical periods in its recent history, as its supervisory board prepares to meet on July 9 to discuss a restructuring plan that could include up to 100,000 job cuts, factory closures, and a broader overhaul of the German automaker's operations.

MOBILITYDongfeng Nissan seeks turnaround amid weak Chinese auto market

Jul 8

China's car market is increasingly divided between weak domestic demand and strong overseas growth, with electric vehicles (EVs) pushing further into the Middle East, Europe, and Africa. For global readers, the shift signals a more competitive export-driven auto industry, even as makers at home face intense pricing pressure and faster model turnover.

AVChina cost cuts put US$1T robotaxi market within reach by 2040

Jul 8

China's falling robotaxi supply chain costs could help push the global autonomous taxi market to US$1 trillion by 2040, with Waymo and Tesla leading worldwide as Baidu, Xpeng and WeRide scale rapidly in China, according to Morgan Stanley.

BATTERYSodium batteries to cut below LFP costs in 2027, reshaping energy storage economics

Jul 8

China is increasingly viewing 2026 as the launch year for sodium-ion batteries, as the technology's cost advantages in the energy storage market become more visible. The latest analysis from Bernstein and Morgan Stanley says sodium batteries are no longer just a low-cost alternative to lithium batteries, but are emerging as a complementary technology alongside them.

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