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Friday 24 October 2025
BMW iX3 sparks EV rush in Europe, but supply questions loom
The luxury electric vehicle (EV) landscape in Europe is undergoing a fundamental shift. The race is no longer just about battery capacity—it's about who controls the platform, the supply chain, and the future of premium mobility.
Thursday 23 October 2025
Analysis: China's EV market awaits BMW's Neue Klasse in 2026
BMW's all-new iX3 — the first SUV on its Neue Klasse electric platform — is drawing strong early blind orders in Germany. But the model's fate will be decided in China, not Europe. And that reckoning begins in 2026.
Thursday 23 October 2025
Taiwan's Asia Optical rides robotics and EV boom to expand lens dominance
Asia Optical's 2025 operations remain robust, with its long-term investments in robotics, automotive imaging, and smartphone prisms continuing to gain traction, according to people familiar with the company's plans.
Thursday 23 October 2025
Tesla's record sales can't mask rising costs and delayed innovation
Tesla Inc. is set to announce its third-quarter 2025 earnings on October 22, 2025 (EST) after the US market close, and while investors will be watching the revenue line closely, much of the attention will fall on what Chief Executive Elon Musk says about the company's future bets — robotaxis, humanoid robots, and artificial intelligence.
Thursday 23 October 2025
Nexperia crisis threatens disruption to EU and US auto production
The unfolding crisis at Dutch chipmaker Nexperia, a subsidiary of China's Wingtech Technology, is rapidly escalating from a regulatory dispute into a transatlantic warning for the global auto industry.
Thursday 23 October 2025
Nexperia's turmoil opens door for Taiwan's Panjit in EU auto market
As export restrictions tighten on Dutch chipmaker Nexperia, a key supplier of power semiconductors, global auto supply chains are feeling the strain—and competitors are moving quickly to fill the void.
Wednesday 22 October 2025
Taiwan's Tatung expands into EV market with major supply contract

Taiwanese industrial conglomerate Tatung announced on Friday that it has signed a contract to supply its second-generation 250-kilowatt (kW) electric bus powertrain systems to Tron Energy, a leading electric bus manufacturer in Taiwan. Deliveries are expected to begin in the first quarter of 2026, with total shipments projected to reach 500 units.

Tuesday 21 October 2025
New US truck and bus tariffs set to reshape global supply chains and sourcing strategies
The Trump administration has enacted a dual trade policy under Section 232 of the Trade Expansion Act, imposing tariffs on imported medium- and heavy-duty trucks and buses while maintaining existing exemptions for automobiles. The tariffs aim to bolster domestic manufacturing competitiveness and reshape the US automotive supply chain.
Tuesday 21 October 2025
China challenges India's local-content incentives in EV and battery sectors at WTO
China has filed a formal complaint at the World Trade Organization (WTO) against India over a series of incentive programs that Beijing says unfairly favor domestic goods over imports in the automotive and renewable energy technology sectors. The request for consultations, dated October 15, 2025, marks the latest trade friction between the two countries as they compete for dominance in green technology and electric vehicle (EV) manufacturing.
Tuesday 21 October 2025
Trump slaps 25% tariff on foreign trucks, offers tax breaks to US automakers
In a major escalation of his trade policy, President Donald Trump announced in early October 2025 that his administration would impose a 25% tariff on imported medium and heavy-duty trucks and components, and a 10% tariff on imported buses, beginning on November 1, 2025. The move is aimed at boosting US manufacturing but has already sparked backlash from business groups and international trade partners.
Monday 20 October 2025
From Brussels to Beijing, new rules threaten global auto supply chain stability
The world's three largest auto markets—Europe, the United States, and China—are simultaneously undergoing a wave of regulatory and geopolitical shifts that analysts warn could dampen global vehicle demand by 2026. Automakers and suppliers alike now face mounting pressure on three critical fronts: cost inflation, tightening compliance mandates, and intensifying global competition.
Sunday 19 October 2025
South Korea's Posco Future M signs largest-ever graphite deal with global carmaker
South Korean battery materials maker Posco Future M has signed its largest-ever supply agreement for natural graphite anode materials in a deal valued at KRW671 billion (US$472 million), marking a pivotal moment in the company's expansion beyond China-dependent supply chains.
Saturday 18 October 2025
Stellantis bets big on America with US$13 billion manufacturing shift
Stellantis, one of the world's five largest auto groups, has announced plans to relocate production of its flagship Jeep Compass from Canada to the United States—a move that marks a dramatic pivot in the company's North American manufacturing strategy. More than just a routine operational shift, the decision is being seen by analysts as a high-stakes gamble, trading short-term diplomatic friction for long-term strategic gain.
Friday 17 October 2025
With EV credits expired and tariffs mounting, US automakers shift costs to buyers

As the Trump administration lets key electric vehicle tax credits expire and former President Donald Trump's legacy tariffs continue to weigh on imports, the American auto industry is entering a turbulent final quarter of 2025, caught between the pressure to absorb rising costs and the need to preserve consumer demand.

Friday 17 October 2025
US auto giants push tariff pain down supply chain in wake of subsidy revokes

President Donald Trump's renewed push for aggressive tariffs — aimed at bringing manufacturing back to US soil — has created an unexpected internal fracture within the US auto industry. Detroit's Big Three automakers—General Motors (GM), Ford Motor Company, and Stellantis—are caught between rising costs and political pressure and are forced into uneasy standoffs with their own suppliers.

Thursday 16 October 2025
With Tesla ahead and China rising, Hyundai races to reinvent itself

Since taking the helm of Hyundai Motor Group five years ago, Chairman Eui-sun Chung has steered the South Korean automaker to new heights, vaulting past global rivals to become the world's third-largest car manufacturer. His leadership has been defined by bold investments and aggressive market expansion. Now, as the global auto industry enters a phase of profound disruption, Chung is doubling down once again.

Thursday 16 October 2025
Hyundai Mobis boosts Mexico plant investment to strengthen North American supply chain
Hyundai Mobis is set to invest an additional US$28.6 million in its Pesqueria plant in Nuevo Leon, Mexico, aiming to reinforce its dominance in the North American market amid escalating US-China trade tensions and tariffs imposed by the Trump administration.
Thursday 16 October 2025
Policy shift prompts last-minute rush in China's EV market
China's electric vehicle market is entering a pivotal moment. As the government prepares to scale back a decade-long tax exemption policy, automakers are rushing to push new models and capture sales before the financial incentives begin to fade.
Tuesday 14 October 2025
China's EV fleets dominate as Europe struggles with mandates
As the European Union pushes forward with mandatory quotas to accelerate the electrification of corporate and commercial vehicle fleets, its top-down approach is encountering significant market resistance. In stark contrast, China has surged ahead with a dual-track strategy—one that marries policy incentives with economic viability—resulting in widespread adoption and far greater momentum.
Tuesday 14 October 2025
EU plans mandatory EV quotas for corporate fleets, pressuring carmakers
The European Union is preparing to push its green transition into a new and more forceful phase — one that could spark a contentious standoff with parts of its own automotive industry.
Tuesday 14 October 2025
China expands rare earth export controls to midstream and end products
On October 9, 2025, China's Ministry of Commerce issued Announcements No. 61 and 62, expanding export controls on rare earths. The scope now extends beyond raw materials to include equipment, technology, and assemblies containing rare earth elements. An extraterritorial clause was also introduced, stating that foreign products containing a certain proportion of Chinese-origin rare earths or manufactured using Chinese technology must also apply for export licenses. China emphasized that this clause was intended to improve the regulatory system; in response, the US raised tariffs.
Monday 13 October 2025
Pegatron's iPhone 17 shipments boost September revenue past NT$100 billion
Pegatron saw its September 2025 revenue rebound, driven by strong shipments of Apple's new iPhone 17 series, reaching NT$114.91 billion (US$3.76 billion), a 74.52% sequential and 5.17% year-over-year increase. This marks the first time in five months that the company's revenue has surpassed the NT$100 billion mark.
Monday 13 October 2025
China's market regulation agency investigates Qualcomm after Anti-Monopoly Law violation
On October 10, 2025, China's State Administration for Market Regulation (SAMR) officially launched an investigation into Qualcomm for allegedly violating China's Anti-Monopoly Law (AML) by failing to declare its acquisition of Autotalks. According to China Central Television (CCTV), Qualcomm completed the acquisition without submitting the required declaration or communicating with regulatory authorities.
Monday 13 October 2025
China's golden week holiday boosts travel, but electronics sales stall
China's eight-day Golden Week holiday saw a record number of travelers hit the roads and rails, but the spending spree ended there. The hoped-for boom in consumer electronics never materialized, leaving retailers with sluggish sales and signaling that Chinese households are prioritizing experiences over goods amid a shaky economic recovery.
Thursday 9 October 2025
LG strengthens SDV footprint with top global automakers
LG Electronics has successfully entered the supply chains of eight out of the world's top 10 automakers, leveraging its automotive electronics and software-defined vehicle (SDV) solutions to expand its presence in the rapidly evolving auto industry.