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Thursday 26 March 2026
China captures global machine tool market share from Taiwan as Russia-Ukraine war disrupts exports
Tongtai Machine & Tool's chairman warned that shifts caused by the Russia-Ukraine war and China's industrial growth have global implications for supply chains and industrial sourcing, affecting competitiveness in semiconductors, automotive, aerospace, and defense markets worldwide.
Thursday 26 March 2026
MicroIP debuts automotive AI solutions at AI EXPO Taiwan 2026
MicroIP unveiled automotive AI advances at AI EXPO Taiwan 2026, signaling wider availability of driver monitoring and electronic rearview mirror solutions for global fleets and aftermarket suppliers. The move suggests increased commercialisation of previously guarded vehicle technologies with implications for safety, supply chains, and market expansion in Asia and beyond.
Thursday 26 March 2026
Automakers face costly software gamble as industry shifts to software-defined vehicles
The shift to software-defined vehicles (SDVs) will affect consumers, suppliers, and investors worldwide: automakers face huge upfront R&D and cloud costs, uncertain software revenue, and long-term post-sale maintenance burdens over 10-15-year lifecycles, challenging profitability and prompting strategic realignments across global vehicle markets, and raising regulatory questions for long-term investors.
Wednesday 25 March 2026
Denso proposes acquisition of Rohm to strengthen automotive and power control
Automotive parts giant Denso, closely linked with Toyota Motor, has officially submitted a proposal to acquire shares in Rohm Semiconductor, signaling its clear intent to pursue a takeover. This move appears to show Denso's intention to strengthen its position in the automotive semiconductor and power control sectors.
Wednesday 25 March 2026
'China Speed': the new benchmark in global auto competition
Through highly centralized supply chains, a software-first development philosophy, and extensive state subsidies, Chinese automakers have compressed traditional vehicle development cycles from five to seven years to less than two. In some cases, development timelines have shrunk to just a few months.
Wednesday 25 March 2026
TYC Brother strengthens AM and OEM dual-track strategy, with North America plant set to contribute in 2027
Aftermarket (AM) automotive lighting manufacturer TYC Brother Industrial posted NT$24.42 billion (US$763 million) in consolidated revenue in 2025, marking a recent high as the company benefited from stable demand in the global automotive market and a shift toward smart lighting technology.
Wednesday 25 March 2026
CATL, BYD drive China's next energy frontier with sodium-ion and perovskite solar
As the rest of the world scrambles to catch up with China in lithium-ion batteries, Chinese companies are already pushing into new frontiers — racing to scale up sodium-ion batteries while simultaneously betting big on next-generation solar technology.
Tuesday 24 March 2026
Excellence Optoelectronics accelerates Mexico plant ramp-up, eyes robot and ECU markets
Excellence Optoelectronics (EOI) is preparing for volume production to begin in July at its soon-to-be-completed Phase 1 plant in Mexico, aiming for an 80% utilization rate by year-end with 88 LED automotive lighting modules produced at the new facility. The company has also seen stellar results from its new AI smart city and system integration businesses, and expects the combined driving force of automotive and AI to propel steady revenue growth throughout 2026, after posting strong results for a usually slow first quarter.
Tuesday 24 March 2026
Crude oil price rise ripples through automotive supply chain, squeezing parts makers
Global crude oil prices have swung higher in recent weeks, sending ripples through energy markets that are now coursing swiftly into downstream manufacturing. Few sectors have felt the impact as acutely as auto parts. Modern vehicle production depends heavily on petroleum-derived inputs — from engineering plastics and synthetic rubber to chemical coatings — and the steady climb in feedstock costs is tightening pressure across the automotive supply chain.
Monday 23 March 2026
Ventec eyes double-digit growth in 2026 amid product price hikes and niche material expansion
Niche copper-clad laminate (CCL) manufacturer Ventec expects to achieve double-digit revenue growth in 2026, driven by ongoing product price increases and strategic expansion into specialized markets such as defense aerospace and semiconductor test interfaces. Currently, special materials account for 50% of its revenue, positioning the company for what it predicts will be a robust order fulfillment phase.
Monday 23 March 2026
Research insight: F1's 2026 regulations reshape powertrain competition and accelerate low-carbon transition
With the 2026 Formula One (F1) season opener in Australia, the first competitive validation of the sport's new regulatory framework has already highlighted the impact of a fundamental powertrain shift. Mercedes-AMG secured a dominant one-two finish, underpinned by a clear performance gap. In qualifying, the team achieved a pole position lap time approximately 0.8 seconds ahead of the third-place competitor, while extending a lead of more than 15 seconds over Ferrari during the race.
Friday 20 March 2026
Nvidia and Uber team up on end-to-end self-driving system for robotaxis
At GTC 2026, Nvidia formally unveiled an end-to-end autonomous driving technology stack and announced plans to deploy the full solution through ride-hailing platform Uber. The move is widely seen as a turning point in the intensifying robotaxi race, sharpening the competitive landscape with autonomous driving leader Waymo.
Friday 20 March 2026
HiSilicon unveils self-developed CIS chip, shaking global sensor supply chain
The global CMOS image sensor (CIS) supply chain faces a major disruption as HiSilicon, Huawei's core semiconductor subsidiary, officially enters the high-end CIS market with its first self-developed sensor chip. Partnering with strategic collaborator Gkuvision, an imaging solution provider, HiSilicon launched the new generation sports camera "Xiaotu S7PRO MAX" equipped with its proprietary sensor.
Friday 20 March 2026
Taiwan's Edison Opto charts new course with automotive LEDs as 2026 outlook brightens
Despite pressure on profits from geopolitical tensions and currency swings in 2025, Taiwan-based LED packaging maker Edison Opto is betting that a strategic pivot toward automotive electronics will drive growth this year.
Thursday 19 March 2026
Honda books US$15.7 billion EV loss after scrapping projects and compensating suppliers
Japan's Honda Motor Co. stunned investors in March 2026 by announcing up to JPY2.5 trillion (approx. US$15.8 billion) in impairment losses tied largely to its troubled push into electric vehicles, underscoring how even one of the industry's most storied innovators has struggled to navigate the global shift away from gasoline engines.
Thursday 19 March 2026
As Chinese automakers push overseas, Western suppliers reclaim upper hand

Buffeted by a slower-than-expected shift toward vehicle electrification and electronic architectures—along with the crosscurrents of tariffs and inflation—the global auto market turned in a muted performance in 2025. Yet even as layoffs and restructuring swept through many Western suppliers, Europe's and America's legacy Tier 1 manufacturers managed to hold margins steady, revealing a survival strategy built on internal austerity and external reinvention.

Thursday 19 March 2026
BYD slides as foreign automakers reclaim ground in China
China's auto market is undergoing a sharp realignment in early 2026, as the phaseout of government subsidies exposes deeper competitive strengths — and weaknesses — among the industry's leading players.
Wednesday 18 March 2026
Mitsubishi Electric weighs stake sale in auto unit amid Foxconn talks
Mitsubishi Electric is evaluating a partial stake sale in its automotive components subsidiary, Mitsubishi Electric Mobility, as reports emerge of potential investment discussions with Taiwan's Foxconn.
Wednesday 18 March 2026
Laster Tech posts 4Q25 profit rebound, drives full-year turnaround
Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million) in the fourth quarter of 2025, up 8.83% quarter-over-quarter. The company also posted a net profit after tax of NT$86.64 million for the quarter, a surge 2,725% from the previous quarter. This represents a full-year turnaround from losses to profits.
Tuesday 17 March 2026
MSI to increase gaming product prices by up to 30% as memory costs spike
With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said the company is actively expanding in the AI server market, achieving growth of 50 to 100% in 2025, and expects to maintain strong growth in 2026. In addition, they expect gaming products to see a price increase of about 15 to 30% in 2026 due to the impact of rising memory costs.
Monday 16 March 2026
Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant
Taiwan's leading automotive power and safety component supplier, Global PMX, has been accelerating its expansion into the fast-growing AI server market while simultaneously advancing into high-value semiconductor and smart medical products. Several new offerings have already entered mass production and shipment, and with additional overseas capacity set to come online, the company is positioning for stronger operational growth ahead.
Monday 16 March 2026
New F1 era begins with Mercedes dominance and technical debate

The Formula One (F1) season opened in Australia with a spectacle that was meant to inaugurate a new technological era. Instead, it quickly became a showcase of dominance by one team.

Monday 16 March 2026
Global PMX shifts revenue mix toward semiconductor and medical businesses, projecting stronger profits in 2026
Global PMX released a positive outlook, identifying semiconductor- and AI-server-related businesses as its main future growth drivers, while signaling a gradual decline in its formerly dominant automotive segment. The company said it has actively optimized its product mix as global industry structures adjust.
Sunday 15 March 2026
Kwang-Hwa's North American revenue surges 25% as overseas expansion offsets China pressure
Although automotive component manufacturer Kwang-Hwa Electronic's primary shipment markets remain China and North America, revenue growth in the US and Mexico has been significant in recent years. Combined revenue from the two regions has increased by more than 25% year-on-year, indicating that the company's overseas capacity expansion is gradually taking effect and helping to ease the pressure from persistent price competition in the Chinese market.
Saturday 14 March 2026
TsangYow accelerates NEV and semiconductor equipment expansion with SEA capacity
Transmission system manufacturer TsangYow has been steadily advancing its presence in high-value sectors such as electric buses, new energy vehicles (NEVs), and semiconductor equipment. As these products enter prototyping and validation stages, the market anticipates that once customer certifications are completed and mass production begins, they will drive the company's next phase of growth.