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Jul 22, 08:34
Tesla's EV platform powers Optimus scale production edge
Tesla's humanoid robot Optimus is set to begin mass production at the end of July, according to supply chain sources. Tesla previously retooled an electric vehicle production line in just 46 days to support the new robot, underscoring how seriously it views humanoid robots as a key growth direction.

Sumitomo Chemical plans to begin mass production of a halide-based solid electrolyte in Japan as early as fiscal 2028, positioning the material as a potentially lower-cost option for all-solid-state batteries while seeking performance comparable with leading sulfide-based electrolytes, Nikkei reported.

Electric scooters have been traversing a bumpy road in Taiwan, with sales numbers tied to government subsidies, and cost measures squeezing margins for brands and suppliers alike. These tough conditions have led many to fade away from the market, as they seek to cut losses by postponing the launch of new models. However, brands focusing solely on electric scooters must launch new products to sustain market attention, cash flow, and investor confidence.
Chinese electric vehicle (EV) maker Li Auto has established a new subsidiary focused on IC chip design, underscoring its long-term strategy of developing core AI technologies in-house.

The world's biggest automakers are losing their long-held advantage as weaker demand, tariffs, and fierce competition reshape the market. For global readers, the shift signals a more cautious era for cars, where survival, restructuring, and overseas expansion may matter more than size, scale, or legacy brand power.

China's solar industry is still trapped in a painful shakeout after three straight years of losses across much of the supply chain, according to first-half reports from leading companies. Persistent overcapacity, weak downstream demand, and rising overseas barriers have left the sector under pressure, while investors are watching for signs that similar problems could spread to energy storage and new energy vehicles.
LG Energy Solution plans to establish a sodium-ion battery mother line at its Ochang Energy Plant in South Korea in 2026, seeking to narrow CATL's early commercial lead in energy storage systems.
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BYD is pressing ahead with plans to enter Japan's all-electric kei-car market, stepping up promotional activity and appointing a brand ambassador in a sign of growing confidence about its formal expansion into one of the world's most specialised automotive segments.
Hotai Leasing Co., Ltd. plans to list its shares in early August 2026 as the Taiwan-based vehicle leasing provider expands its mobility and used-car businesses.

Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive customers — among them Qualcomm, Visteon, and Harman, all key suppliers supporting the automotive ecosystem — reinforcing its push into the auto supply chain. The memory maker said the agreements also cover CSPs and AI infrastructure players.

AI giants are soaking up memory chips with vast capital, tightening supply for other industries and raising costs worldwide. The pressure is rippling from consumer electronics to cars, prompting automakers to hedge supply risks, absorb higher costs, and rethink procurement strategies as chip prices remain elevated.