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Monday 27 July 2026
CATL profit climbs 42%, but storage price pressure tests its global lead

CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker...

Monday 27 July 2026
Research Insight: Inside Tesla's bet on Optimus to offset slowing EV growth

Tesla's push into humanoid robots signals the company's effort to offset a cooling electric vehicle market and intensifying competition...

Monday 27 July 2026
Samsung’s Broadcom AI chip pact expected to top US$200 billion as Hyundai expands robotics push

Samsung Electronics and Hyundai Motor Group used the San Francisco AI Summit to outline separate artificial intelligence (AI) expansion...

Monday 27 July 2026
GM China restructuring delivers seven straight profitable quarters
General Motors reported seven consecutive profitable quarters in China in its second quarter 2026 results, even as the market remains defined by an intense price war that has pressured...
Monday 27 July 2026
German automakers cuts prices in China as EV rivals pressure luxury sales
Mercedes-Benz, BMW and Audi have been cutting prices in China since early 2026 as inventory rose and the premium market shifted toward new energy vehicles led by Chinese brands. The...
Monday 27 July 2026
Aluminum gains ground as high copper prices push substitution across industries
Aluminum substitution for copper gained momentum in 2026 as elevated raw material costs and cost-cutting pressure spread across the auto, power and appliance sectors. The shift was...
Monday 27 July 2026
Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
China's new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and...
Monday 27 July 2026
AI agents reshape smart cars as auto industry shifts toward AIDV

As the global electric vehicle (EV) market enters a growth adjustment phase, the auto industry is shifting from "electrification" toward...

Saturday 25 July 2026
US connected-car crackdown widens from Chinese tech to ownership ties

US efforts to restrict Chinese technology from connected vehicles are expanding beyond hardware and software sourcing, as proposed...

Saturday 25 July 2026
SuperAlloy expands recycled aluminum push as semiconductor business nears revenue contribution
SuperAlloy Industrial is broadening its business beyond forged aluminum wheels, with recycled aluminum and semiconductor parts emerging as new growth drivers. The shift could matter...
Saturday 25 July 2026
Hisense expands AI strategy into energy, chips, and automotive electronics
Hisense outlined a broader AI strategy at its global partner conference in New York, saying it will expand beyond home appliances into semiconductors, smart energy, laser displays,...
Friday 24 July 2026
AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing

Surging AI server demand is reshaping supply and demand across the global memory market. With DRAM prices rising sharply over the past year,...

Friday 24 July 2026
Mobileye founder Amnon Shashua to step down as CEO after nearly three decades

Amnon Shashua will step down as CEO of autonomous driving technology supplier Mobileye once the company appoints a successor, marking the...

Friday 24 July 2026
Analysis: Why Nvidia is betting Japan's manufacturing data will power physical AI

Nvidia CEO Jensen Huang's whirlwind visit to Japan in mid-July extended well beyond product announcements and public appearances. Alongside...

Friday 24 July 2026
German automakers reset strategy with AI, powertrain, and alliances

Volkswagen, BMW, and Mercedes-Benz are reshaping their growth strategies as the global auto market enters a low-growth era, with profitability...