Gogoro's operational fundamentals have improved significantly, and its success was reflected in its financial results for the third quarter of 2025. By prioritizing its focus strategy, Gogoro has laid a strong foundation to achieve profitability in its energy business by 2026, generate free cash flow by 2027, and reach profitability in its vehicle business by 2028.
Facing the European Union's looming anti-subsidy tariffs on Chinese-made battery electric vehicles (BEVs), BYD is executing a three-pronged strategy—combining geopolitical positioning, product diversification, and global production realignment—to blunt the impact and maintain its rapid global expansion. The approach is already beginning to yield results, narrowing the gap with industry leader Volkswagen and signaling a new phase of competitive pressure for Europe's homegrown automakers.
As the global automotive industry accelerates its shift toward electrification, the reliance on rare earth elements for electric vehicle (EV) permanent magnet motors has become a critical challenge. China currently controls about 70% of global rare earth mining and 85% of refining capacity. With Beijing imposing stricter export controls and enacting two rounds of export restrictions in 2025, automakers worldwide are urgently seeking alternative materials and new supply sources.
Flexible copper-clad laminate (FCCL) manufacturer Asia Electronic Materials (AEM) said at an investor conference on November 10 that strong seasonal orders from the traditional electronics sector, coupled with a higher proportion of high-value products, helped the company swing back to profit in the third quarter of 2025.
Foxtron Vehicle Technologies, the electric-vehicle joint venture backed by Foxconn Technology Group, is reportedly preparing to acquire Luxgen, the homegrown auto brand under Taiwan's Yulon Motor Group, as part of Foxconn's broader push to strengthen its EV portfolio.
Foxconn (Hon Hai Group) is scheduled to hold its third-quarter earnings call on November 12, with strong investor attention focused on the company's advancements in AI server cabinets and new smartphones. Market enthusiasm has been buoyed by the performance of these products, while anticipation builds around progress in AI hardware and upcoming smartphone orders as the industry moves into the fourth quarter. Investors also await updates on Foxconn's electric vehicle (EV) and robotics projects, as well as collaborative efforts with major partners such as SoftBank Group, Mitsubishi Electric, and TECO Electric.
Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results were slightly below forecasts, overall revenue in the automotive and industrial control sectors has not shown a significant decline.
Coretronic Corporation is expanding beyond its growing drone business, setting plans to mass-produce new automotive projection and augmented reality (AR) optical engines in the first half of 2026. The strategic move aims to diversify the company as it faces weakening demand for its traditional consumer projectors.
Taiwan's Whetron Electronics reported stable operations through the first three quarters of 2025, leveraging its position as one of Taiwan's few Tier 1 automotive electronics suppliers serving passenger cars, commercial vehicles, and motorcycles. The company continues to advance smart driving and safety applications, demonstrating long-term technical expertise and deep market penetration.
Hushan Autoparts has reported consolidated revenue of NT$133 million (approx. US$4.29 million) for October 2025, driven mainly by car door handle sales of about NT$63 million, automotive camera and radar products at around NT$25 million, and other product revenues totaling approximately NT$45 million.
Citing sources in the Dutch government, the Wall Street Journal (WSJ) reported that the Netherlands is preparing to suspend its order control on Nexperia. German automotive supplier Aumovio and components manufacturer Bosch have confirmed they have resumed receiving Nexperia chips, marking a turning point after a month of global supply chain crisis.
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