US autonomous sensing technology firm Luminar, once hailed as a rising star in the Light Detection and Ranging (LiDAR) sector, recently filed for bankruptcy protection, raising alarms across the industry. LiDAR has long been regarded as a critical sensor technology for achieving Level 3 autonomous driving, but its global adoption is clearly following an "East fast, West slow" pattern due to regulatory, cost, and market structure factors.

XING Mobility announced it will showcase advancements in electric vehicles (EVs), energy storage systems, and AI data center backup batteries at the 2026 Consumer Electronics Show (CES 2026) in the US. The presentation will focus on a decade of development in immersive cooling technology.

Star Charger, a charging operator under HD Renewable Energy (HDRE), has announced it has achieved 159 operational stations across Taiwan. To meet the growing electric vehicle (EV) charging demand, Star Charger launched its first 1 MW-class high-power fast-charging dedicated station in Taichung City, and plans to bring online 10 more large-scale dedicated stations by 2026.

Talks between China's Wingtech Technology and its Dutch subsidiary Nexperia are ongoing as the companies seek to resolve a governance dispute that has disrupted semiconductor supplies, with Wingtech's chair warning that prolonged uncertainty could further damage global supply chains.

Major contract electronics makers are accelerating strategic realignments in line with the rapid development of automotive electronics and architectures for software-defined vehicles (SDV). Foxconn has continued to clarify its automotive layout as it expands from full vehicle assembly into core electronics for SDVs, by integrating semiconductors, smart cockpits, battery management systems (BMS), and silicon carbide (SiC) power components into its contract design and manufacturing services (CDMS).

The global automotive supplier landscape is entering a period of heightened competition as slowing electric vehicle adoption forces a strategic pivot toward digital cabin technology and automated driving systems. While macroeconomic headwinds cloud the sales outlook heading into 2026, the push to upgrade vehicle intelligence is creating a rift between entrenched industry leaders and aggressive new entrants.

The automotive industry is experiencing a significant structural transformation, putting traditional Tier 1 suppliers under increasing pressure amid a shift toward system integration (SI) capabilities. Major component manufacturers are facing financial difficulties and operational changes, while companies with advanced integration expertise are poised to capture new market opportunities.

As the global automotive industry remains focused on tariff barriers and policy battles, Chinese automakers have quietly advanced their overseas strategies into a new phase, aiming for massive export volumes and deep ties to local markets.

Unlike IC design brands, IDM companies are typically conservative regarding demand conditions for the automotive chip market. The difference is partly related to operating base levels. New entrants continue to expand their market share in certain emerging automotive electronics functions and are in a growth phase. On the other hand, IDMs and some more traditional analog chip suppliers face relatively fixed market structures. With overall vehicle sales momentum not particularly strong, their 2026 outlook is more cautious.

The PC market has been heavily impacted by memory supply disruptions. In response, Acer Group's subsidiary Acer Gadget has partnered with Quanta Group's RoyalTek and Taiwan's leading auto parts retailer New Focus Auto (NFA) to launch smart in-vehicle products.