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    Audi talent swap highlights Taiwan supply chain’s cross-sector shifts
    Oct 8, 17:37
    Helios targets Taiwan supply-chain checks and Taiwan Strait risk analysis
    Oct 8, 17:37
    South Korea's NUCODE targets US drone ID market with Realtek-based module samples
    Oct 8, 17:37
    Commentary: What does a potential 65% US-content threshold for China CPO exports mean for the supply chain
    Oct 8, 17:37
    TSMC and ASML push 12-inch masks as High-NA EUV moves toward mainstream adoption
    Oct 8, 17:37
    Home Tech Electric Vehicles Battery
    Thursday 8 October 2026
    LG to test five commercial components in space aboard South Korea's fifth Nuri launch
    LG Group is preparing to test five commercial components developed by LG Electronics, LG Innotek, and LG Energy Solution (LGES), including cameras and batteries, aboard a CubeSat carried as a secondary payload on South Korea's fifth Nuri rocket launch. The mission aims to assess whether commercially available components can operate reliably in space.
    Thursday 8 October 2026
    European carmakers urge delay to battery localization rules
    The European Automobile Manufacturers' Association (ACEA) and European automakers are pressing the European Commission to delay localization rules for EV batteries under the draft Industrial Accelerator Act (IAA), warning that Europe's homegrown battery supply chain is still too weak to support the plan. The push comes as ACEA warns that local battery production may fall short of demand, potentially leaving some EVs ineligible for incentives under a rushed law.
    Wednesday 7 October 2026
    Samsung SDI builds dual-track battery strategy with LFP supply deal, solid-state push
    Samsung SDI is simultaneously expanding its lower-cost LFP supply chain and advancing its next-generation all-solid-state battery roadmap, signing separate agreements with POSCO Future M and EcoPro BM as it broadens its battery chemistry portfolio.
    Wednesday 7 October 2026
    Robotaxis intensify charging infrastructure pressure, could drive over 35% of North American EV power demand by 2030
    As autonomous driving technology continues to advance, robotaxis are expected to significantly reshape global EV charging demand. Charging solutions provider ChargePoint forecasts that 8 million robotaxis will be operating in North America by 2030, potentially accounting for more than 35% of the region's total electricity demand from EVs. In Europe, their share is expected to exceed 10%.
    Wednesday 7 October 2026
    South Korea races into sodium-ion batteries after falling behind China in LFP
    As Chinese battery makers accelerate their push into sodium-ion batteries, South Korea's three major battery manufacturers are moving quickly into the emerging technology, seeking to avoid repeating their late entry into lithium iron phosphate (LFP) batteries.
    Wednesday 7 October 2026
    Smaller batteries, smarter roads: Honda tests different EV cost model
    The complexity of vehicle economics surrounding surging battery costs has long put the EV industry in a difficult position, caught between power-delivery constraints and energy-efficiency demands.
    Tuesday 6 October 2026
    China National Day EV charging surges 49% as highway grid faces peak-load test
    China's National Day holidays have driven a massive surge in long-distance electric vehicle (EV) travel. According to data from China's National Energy Administration cited by The Paper, the 62,700 monitored highway charging facilities across the country completed 2.97 million EV charging sessions from October 1 to 3, a 48.41% increase compared to the same period in 2025. Total electricity delivered reached 71.62 million kWh, up roughly 49.39% year-over-year.
    Monday 5 October 2026
    GM, Ford tap Silicon Valley to reshape software, smart driving
    General Motors (GM) and Ford Motor are deepening their smart vehicle strategies with support from Silicon Valley technology companies, tapping AI, cloud, and computing capabilities from Google and Nvidia to accelerate vehicle software development, according to DIGITIMES. While the two US automakers are taking different approaches, both are seeking to strengthen their software-defined vehicle (SDV) technology, smart cockpits, and advanced driving capabilities.
    Friday 2 October 2026
    LG Energy Solution and GM bet LMR can bridge the gap between LFP cost and high-nickel range
    For years, automakers have grappled with an underlying paradox stemming from persistent EV raw-material pressures, as supply chains worldwide have been constrained by a familiar battery-chemistry trade-off: cost-effectiveness versus high-performance density.
    Friday 2 October 2026
    Stellantis to pause four French plants amid EV battery shortages
    Stellantis said it will suspend operations at four auto assembly plants in France in October, citing shortages of long-range electric vehicle batteries and the need to control dealer inventories. The cuts come as the automaker adjusts output to match demand, with strong orders for EVs that use longer-range batteries continuing to outpace supply.
    Friday 2 October 2026
    Samsung SDI's new LFP battery shows how AI is reshaping battery markets beyond EVs
    The aggressive rollout of large-scale infrastructure projects has brought increasingly visible changes across global economies and major technology supply chains, with much of that transformation now unfolding under the expanding influence of AI.
    Friday 2 October 2026
    GM begins U.S. battery cell trial runs with South Korean equipment
    General Motors (GM) has started trial runs at a new battery cell line in Warren, Michigan, moving into the validation stage of its next-generation mass production plan. The line at the Battery Cell Development Center (BCDC) is being built with main process equipment sourced from South Korean suppliers.
    Thursday 1 October 2026
    ProLogium advances Dunkirk superfactory, deepens Europe battery autonomy
    ProLogium, a maker of inorganic lithium ceramic batteries, said construction and infrastructure work at its Dunkirk superfactory in France has started in phases, including power infrastructure and grid connection work, with a target to energize the construction site in early October 2026. The company is also pressing ahead with engineering design, certification of local suppliers in France and Europe, technology localization and talent development.
    Thursday 1 October 2026
    Nio, Geely turn battery swapping into shared infrastructure as China's EV rivalry changes course
    For years, China's EV makers pursued aggressive energy infrastructure expansion, racing to offer faster charging and denser networks.
    Wednesday 30 September 2026
    China's battery race enters post-scale era: Beijing shifts focus to solid-state and quality
    One of the most pronounced factors behind China's ferocious rise in the global technology landscape has been its unparalleled strength in the EV sector, where fierce competition over power batteries and high-end battery materials has cemented the country's longstanding dominance in battery manufacturing.
    Wednesday 30 September 2026
    Samsung SDI targets AI data centers with cylindrical LFP batteries and fire-propagation safeguards
    Samsung SDI is accelerating its push into the artificial intelligence (AI) data center battery market, unveiling, for the first time, a cylindrical lithium iron phosphate (LFP) battery featuring its proprietary structural design at Data Centre World Asia (DCWA) 2026 in Singapore on September 29.
    Wednesday 30 September 2026
    Geely-NIO deal signals consolidation in China's fragmented EV battery-swapping market
    A new partnership between Zhejiang Geely Holding Group and NIO in electric vehicle (EV) battery swapping is signaling potential consolidation in China's fragmented market. With multiple incompatible systems still competing for adoption, the deal could open a new path toward greater standardization and network integration.
    Wednesday 30 September 2026
    CATL starts cell trial production at Hungary plant
    Contemporary Amperex Technology Ltd. (CATL) said its new battery plant in Debrecen, Hungary, began cell trial production on September 22, with the first two cell production lines entering test operation as the company prepares for mass production. The factory is designed for 100GW of annual capacity.
    Tuesday 29 September 2026
    Mercedes-Benz and ProLogium expand solid-state battery testing partnership
    ProLogium Technology said it has signed a joint testing agreement with Mercedes-Benz, giving the automaker priority access to evaluate the battery maker's latest Gen4 cells. The companies said the work will build on nearly a decade of collaboration focused on next-generation mobility battery technology.
    Tuesday 29 September 2026
    South Korea looks beyond high-nickel NCM in battery push
    South Korea is broadening its battery strategy beyond high-nickel NCM, stepping up investment in sodium-ion, all-solid-state and lower-cost technologies after acknowledging that its focus on high-performance batteries left it exposed to China's rapid expansion in the affordable LFP market.
    Tuesday 29 September 2026
    Posco Future M lands KRW1.1 trillion LFP cathode deal with SK On
    Posco Future M signed a large lithium iron phosphate (LFP) cathode materials supply contract with SK On for 2027 to 2029, in a deal worth about KRW1.1 trillion (US$810 million). The agreement expands the South Korean materials maker's role in battery supply for energy storage systems (ESS) and electric vehicles.
    Wednesday 23 September 2026
    Foxtron maps overseas expansion as customers seek full EV line-up

    Foxtron Vehicle Technologies said its overseas expansion is taking shape as exports to New Zealand and Australia enter their final countdown, with a planned Poland factory with ElectroMobility Poland also drawing attention. On September 22, Foxtron Chairman Andy Lee said Europe's strict emissions rules and strong environmental awareness make it a key electric vehicle (EV) market, while localization and shared platforms are central to the company's strategy.

    Wednesday 23 September 2026
    LG Energy enters Nvidia's ecosystem as it pivots batteries to data centers
    LG Energy's battery energy storage system (BESS) has entered Nvidia's AI Factory ecosystem. Its qualification by the chipmaker comes as LG Energy is reorienting its North American battery plants toward data centers and appears poised to capture fresh demand after the US imposed restrictions on Chinese battery imports.
    Wednesday 23 September 2026
    US energy storage faces a costly China battery exit
    The US is accelerating its shift toward domestic battery manufacturing as the energy storage market expands, but the market's current growth still depends heavily on low-cost Chinese cells.
    Tuesday 22 September 2026
    Chinese automakers step up battery in-house push to reclaim cost control

    As Li Auto, NIO, Xiaomi, Geely, GAC, GWM, Chongqing Changan Automobile, and Chery step up efforts to develop and manufacture batteries in-house, the tug-of-war between China's automakers and battery leader CATL over self-production versus outsourcing is intensifying.

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