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Sep 9
Analysis: When 72% of the world's EV batteries are Chinese, one defect travels
A battery quality controversy involving GAC Aion has put supplier CALB, the world's fourth-largest EV battery maker, under scrutiny and highlighted a less comfortable side of China's breakneck expansion in new energy industries.
Y.S. Tech reported August 2026 revenue of NT$331 million, up 2.36% year-over-year, as new capacity at its Renwu plant helped offset the traditional summer shipment lull for automakers and support steady growth in a weak season.
Foxtron has obtained ISO/SAE 21434 certification for road-vehicle cybersecurity engineering and ISO 24089 certification for road-vehicle software-update engineering following an assessment by independent testing, inspection and certification provider Dekra. The certifications strengthen its cybersecurity and over-the-air (OTA) software-update management framework for increasingly intelligent vehicles.

Huawei's automotive technology business has crossed a new scale threshold, with both Huawei Qiankun Intelligent Driving and HarmonySpace surpassing 2 million installations, while the Huawei Qiankun app has also reached 2 million users.

Tesla has finally put its purpose-built Cybercab onto public streets, marking a critical step in Elon Musk's years-long ambition to transform the EV maker into an autonomous mobility company.
Taiwan's Kian Shen is counting on chassis, lightweight panel frames, and the Lean3 electric vehicle to drive growth, with third-quarter 2026 performance expected to improve from the previous quarter as July returned to profitability and non-operating income provided additional support.
South Korean battery startup UBATT is targeting aerospace and defense applications such as drones and unmanned aerial vehicles (UAVs) with high-energy-density lithium-metal batteries, aiming at applications that require 400–500 Wh/kg or more and are difficult for conventional lithium-ion batteries to serve.
As AI server computing power and per-rack power density continue to rise, traditional 54VDC power architectures are hitting bottlenecks such as excessive current, higher copper usage, and greater transmission losses. This is pushing next-generation AI data center power designs toward 800V high-voltage direct current (HVDC).
BYD is extending its global expansion beyond factories and sales networks into ocean transport, building greater control over the car-carrier capacity needed to support rapidly rising overseas electric vehicle exports.

China's intelligent driving market continues to surge, with Black Sesame Technologies and Horizon Robotics both reporting solid top-line revenue growth for the first half of 2026. Highlighting the rapid commercialization curve, Horizon Robotics announced on September 3 that cumulative mass production of its Journey series smart driving processors surpassed 15 million units—signaling that competition in China's automotive IC sector is shifting from raw computing battles to large-scale mass deployment and market penetration.

Rapid advances in China's autonomous-driving technology are increasing pressure on South Korea's auto industry to catch up, and LG Electronics is responding by expanding its push from in-cabin AI experiences and AI agents to an AI-SDV platform as it seeks a foothold in the emerging AI-defined vehicle (AIDV) market.
In a two-part strategy to drive growth, auto components maker Kian Shen Industrial, a division of Yulon Motor Group, is ramping up its Taiwan business while shifting its China-based investments toward export markets. According to company president Chiung-chih Tseng, China accounted for a substantial share of Yulon's profits in the past, but heated competition in the Chinese market is pushing the parent group to rely more on its core businesses in Taiwan, while its China-based investments turn toward exports.