The Yulon Group is set for a high-stakes week, with a string of online investor briefings scheduled from November 19 to 20 by Yulon Motor, Nissan Taiwan, China Motor, Yulon Finance, and Kian-Shen. But industry attention is overwhelmingly focused on one issue: the widely circulated expectation that Foxtron Vehicle Technologies—a joint venture between Yulon and Foxconn—will acquire Yulon Motor's homegrown Luxgen brand.
Taiwan-based connector vendor Alltop Technology expressed confidence in 2026 during its November 19 earnings call, highlighting the successful pilot production of AI server products on new platforms. The company identified AI servers and new energy vehicles (NEVs) as two key growth drivers, noting there are no factors warranting pessimism about the market outlook.
Yulon Nissan Motor, a subsidiary of Yulon Group, held an online earnings call on November 19 to report its operational results for the third quarter of 2025 and provide updates on Dongfeng Nissan's latest market conditions.
Chinese new-energy vehicles, propelled by low starting bases and rapid growth, have quickly gained visibility across Europe in recent years. The shift has been swift enough that major European auto retail groups are now accelerating the introduction of Chinese models into their showrooms. Over the past year, the 50 largest dealer groups in Europe have, on average, added at least one Chinese brand each, with some adopting as many as three or four, evidence that the penetration of Chinese automakers is advancing on all fronts.
In the global auto industry, second only to Toyota in sales, the Volkswagen Group now finds itself in an unusually precarious position—squeezed from all sides and struggling to regain its footing.
Xiaomi highlighted mounting pressure from sharply rising memory prices even as its electric vehicle business continued its rapid expansion and achieved first-time quarterly profitability. Executives said the company is balancing cost challenges in smartphones with strong performance in EVs and IoT, while preparing for continued volatility into 2026.
Power management IC (PMIC) maker Silergy has disclosed that its strongest growth momentum continues to derive from the automotive sector. Despite macroeconomic and tariff uncertainties, the automotive segment alone delivered outstanding momentum in the third quarter of 2025, with nearly 30% quarter-on-quarter growth and 12% year-on-year growth. The share of automotive electronics revenue rose to 14% in 2025, and Silergy estimates that this figure could reach 20% in 2026. This implies that Silergy's automotive revenue could see a 40–50% annual growth rate in 2026, a considerable increase.
Power semiconductor integrated device manufacturer (IDM) Panjit International has announced its consolidated financial results for the third quarter of 2025. Although quarterly revenue declined slightly, the company's profitability improved due to product mix optimization, specifically increased contributions from automotive electronics and MOSFET product lines.
Qisda's connector manufacturing subsidiary Simula Technology expects three major growth drivers in 2026—cloud deployment, drones and humanoid robots, and automotive applications—supported by strong customer orders. The company remains highly optimistic about its 2026 outlook.
WT Microelectronics announced on November 17 that it has completed the simultaneous pricing of its global depositary receipts (GDRs) and unsecured convertible bonds, expecting to raise a total of approximately US$739 million. The funds will primarily support foreign currency purchases needed to meet business growth demands.
The rise of electric vehicles may seem unstoppable, yet two obstacles continue to constrain the market: charging access and driving range. Increasingly, automakers are turning to solar photovoltaic (PV) energy as a way to supplement an EV's battery. In one of the latest examples, Mercedes-Benz has introduced an almost imperceptible thin solar coating on its Vision Iconic concept car—an ultra-slim layer that harvests sunlight without altering the vehicle's appearance.
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