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Aug 10
German EV subsidies lift Chinese automakers in a reshaped market

Germany's car market posted only modest growth in July, but battery electric vehicles and plug-in hybrids surged as internal combustion engine sales fell sharply. The shift was driven in part by government subsidies, which have boosted demand for new energy vehicles and helped Chinese automakers gain ground in Europe's biggest auto market.

Power Win Taiwan, Taiwan's largest waste battery processor, is seeing strong growth as rising electric vehicle adoption boosts demand for battery recycling, while recovering metal prices lift revenue from recycled materials.

Automotive parts makers are looking beyond cars as global demand shifts and AI infrastructure grows. Iron Force Industrial is joining that move by developing liquid-cooling components for AI servers, a shift that could open new markets for precision manufacturers worldwide. The company is seeking steadier growth despite persistent pressure in the automotive sector.
Hiroca Holdings reported consolidated revenue of NT$370 million (approx. US$11.5 million) for July, down 17.2% from the previous month and 16.7% from a year earlier. Consolidated revenue for the first seven months of 2026 reached NT$2.89 billion, down 2.07% year-over-year.
Apple's new product shipments are likely to be delayed, with supply chain sources saying a model originally slated for shipment in the fourth quarter of 2026 may slip to the first quarter of 2027. Apple is also expected to keep rolling out new OLED devices from late 2026 into early 2027.
Major European and US integrated device manufactures (IDM) have faced strong competition from Chinese players within China's electric vehicle (EV) market in recent years, but many are now offering a positive outlook for their business there. In recent earnings calls, several companies said their technology lead remains difficult for local rivals to catch up with, while others said AI-related foundry-capacity bottlenecks have left some Chinese integrated circuit (IC) design firms unable to secure enough production for auto customers, allowing IDMs with in-house manufacturing to win back some market share.

AI is moving from infotainment into steering, braking, and other core driving functions, raising safety questions that matter far beyond one market. Traditional testing rules are no longer enough, Irene Chuang, senior business manager for Industrial Services and Information Security at TÜV Rheinland Taiwan, said at a Taiwan industry forum, as regulators and automakers worldwide confront black-box AI risks in vehicles.

The global automobile industry has been at the cusp of a critical transition into electrification and smart technologies, and the focus of future competition in the industry will move beyond mere performance to software-hardware integration, smart applications, and the building of cross-industry ecosystems, according to Larry Chang, director of planning and research and head of automobile electrification outreach at the Mechanical and Mechatronics Systems Research Labs (MMSL) of the Industrial Technology Research Institute (ITRI).

China's auto exports climbed sharply in the first half of 2026 as the sector shifted from price-based competition to a focus on product value, according to the China Association of Automotive Manufacturers (CAAM).

From smartphones and smartwatches to emerging AI glasses, electric vehicles, autonomous driving systems, and the rapidly expanding drone industry, batteries have become the indispensable power source behind virtually every next-generation technology. More than just the "heart" of these products, batteries have also become one of the world's largest strategic growth markets.

Drones, robots and self-driving vehicles are becoming the new proving ground for artificial intelligence. Machines are taking on more decision-making themselves, rather than relying on the cloud. The reason is speed. When a system has to react in milliseconds, waiting on a round trip to external servers is not an option, whether it's avoiding a collision or detecting an unauthorized drone. Elan Microelectronics chairman I-hau Yeh says this shift, moving AI processing from edge computing directly onto the device itself, is becoming essential for unmanned systems. Few applications demand more speed and accuracy than counter-unmanned aircraft systems, or C-UAS: technology built to detect and respond to unauthorized drones.

Tesla has reportedly selected Samsung Electro-Mechanics and LG Innotek to supply camera modules for the Cybercab, a move that would give the South Korean suppliers a foothold in the automaker's purpose-built robotaxi as both expand beyond smartphones into automotive and physical AI applications.