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Nov 13
LGES, Samsung SDI target 2Q27 LFP battery production for AI servers
LG Energy Solution (LGES) and Samsung SDI plan to begin mass production of lithium iron phosphate (LFP) batteries for AI servers in the second quarter of 2027, expanding the technology beyond EVs and energy storage systems (ESS) into the AI data-center backup power market.
AUO Mobility Solutions Corporation, a subsidiary of AU Optronics (AUO) focused on smart cockpit and mobility solutions, will showcase its latest advances at CES 2027 in Las Vegas under the theme "Intelligence in Motion," highlighting the shift from visual experiences to intelligent interaction.
As AI applications expand from cloud model training to end devices, Foxconn is using fan-out redistribution layer (RDL) technology to enter the advanced packaging market. The company showcased approximately 5μm-class fine-line circuitry at Hon Hai Tech Day 2026, targeting automotive chiplets, edge AI, and consumer electronics by balancing interconnect density, package size, and manufacturing cost.
Kia is considering investing about US$1.5 billion to expand its plant in Andhra Pradesh, India, while South Korean auto-parts makers have pledged follow-on investments. If approved, the project would establish an integrated vehicle manufacturing and parts-supply chain in the state.
Advanced Lithium Electrochemistry (Aleees) plans to make lithium iron phosphate (LFP) cathode material precursors in Taiwan and process them in the US under a North American customer agreement, as it seeks to diversify battery supply chains away from China. The company reported a loss for the first nine months as construction-related expenses increased, while planned shipments from 2027 remain subject to execution and customer demand.
Buima Energy reported a slight month-on-month increase but a year-on-year decline in October 2026 revenue, as construction projects entered completion and acceptance phases while battery module shipments remained steady. The company said battery module order visibility has reached six months, with new low-Earth orbit (LEO) satellite projects for 2027 in development.
CATL is exploring lithium-air batteries as a long-term research direction, attracting attention to the prospect of electric vehicles travelling more than 2,000km (≈ 1,243 miles) on a charge. That range remains a theoretical scenario, with no announced production battery or vehicle test demonstrating it.
BMW has added LG Energy Solution (LGES) and Samsung SDI as suppliers of sixth-generation (Gen6) high-voltage battery cells, expanding regional sourcing in the US and Europe. The companies are expected to supply cells from established plants in their respective regions from the late 2020s, BMW said in a November 9 announcement. The automaker did not disclose volumes or contract values.
Tariff friction among the EU, the UK and China over electric vehicles and local supply-chain policy is intensifying as a critical 2027 deadline approaches, reshaping competition in the European car market. Under the EU-UK Trade and Cooperation Agreement (TCA), the strictest rules of origin will apply from January 2027 to bilateral trade in battery electric and plug-in hybrid vehicles.
Tesla CEO Elon Musk said that the company will add an extra production shift for its Cybertrucks to meet order backlogs before it stops manufacturing them. The vehicles —iconic to some and infamous to others— are being phased out after years of sales far below expectations as the company pivots toward robotics and AI.
Tesla's Cybertruck, once hailed by CEO Elon Musk as the company's "best product," is heading towards discontinuation. Musk recently announced on X that production at Tesla's Texas Gigafactory would be phased out around mid-2027, freeing capacity for the autonomous Cybercab robotaxi.
Young Liu, chairman of Hon Hai Technology Group (Foxconn), repeatedly highlighted the company's strength in vertical integration at Hon Hai Tech Day 2026 (HHTD26), underscoring progress beyond AI data centers and into battery applications. Foxconn is linking materials, cells, battery management systems (BMS), battery packs and end applications as it targets EVs, energy storage, drones and AI data-center backup systems.