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Nov 3, 07:56
Supply disruptions push Nissan into fiscal-year deficit

Nissan Motor on October 30 announced it expects an operating loss of JPY275 billion (approx. US$17.8 billion) for the 2025 fiscal year (April 2025–March 2026), a sharp reversal from a JPY69.8 billion operating profit in 2024.

After hosting GTC DC to discuss quantum computing, 6G, and autonomous driving, Nvidia CEO Jensen Huang flew to South Korea to attend the APEC CEO Summit and meet with leading Korean tech companies. However, Huang has unexpectedly found himself in the political spotlight after US President Donald Trump namedropped him on Truth Social.

Once reserved for luxury autonomous vehicles, LiDAR technology is rapidly making its way into midrange and even budget car models as costs fall sharply. Global shipments of automotive LiDAR units are projected to surpass 2 million units in 2025, signaling the industry's transition from early validation to large-scale commercialization.

China has offered its latest formal response to the semiconductor supply crisis surrounding Dutch chipmaker Nexperia, signalling limited export exemptions while urging dialogue to stabilise global supply chains.

Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026, driven by AI servers and automotive electronics. The company aims to achieve double-digit growth next year.

After three years of regulatory reviews and industry coordination, Linde LienHwa Group on October 29 unveiled Taiwan's first hydrogen-powered truck at the 2025 Energy Taiwan and Net Zero Taiwan Expo, signaling a significant step toward commercial hydrogen mobility. The company also announced plans to launch its first hydrogen refueling stations, developed in partnership with CPC Corporation, by the end of 2025, a move aimed at laying the groundwork for a domestic hydrogen infrastructure network.

Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes electric vehicle (EV) battery operations. The company supplies batteries to automakers such as Tesla.
AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to be weaker than usual, with the traditional off-season in the fourth quarter, but 2026 has the potential to bring positive developments.

A deepening dispute over Nexperia, the China-backed semiconductor maker based in the Netherlands, has triggered a fresh global supply chain crisis for the auto industry. Following a Dutch government intervention that froze exports of its China-made chips, European and Japanese car associations are warning that vehicle production could soon come to a standstill.

BYD reported a sharp 33% decline in third-quarter profit, highlighting the growing toll of China's intensifying electric-vehicle price war and renewed investor caution over the company's sales outlook.

STMicroelectronics (STM) has projected fourth-quarter 2025 revenue below market expectations and trimmed its capital expenditure plan for the year, signaling a weaker-than-anticipated recovery in automotive and industrial chip demand.
Seeking to improve vehicle safety and reduce traffic fatalities, Taiwan's Ministry of Transportation and Communications (MOTC) is accelerating efforts to strengthen its Taiwan New Car Assessment Program (TNCAP).