CONNECT WITH US
Monday 9 June 2025
Ford-CATL battery deal faces US political pushback
Two of China's largest battery makers are discovering that building factories in the United States is proving far more complicated than anticipated, particularly in the current political climate.
Friday 6 June 2025
Commentary: Trump-Xi call yields conflicting accounts despite trade breakthrough claims
US President Donald Trump and Chinese President Xi Jinping spoke by phone on Thursday, June 5, 2025, agreeing to hold further trade talks aimed at resolving disputes over tariffs and supplies of rare earth minerals.
Friday 6 June 2025
South Korea's new presidential tech vision: KRW9 trillion semiconductor boost for Samsung and SK Hynix
As Lee Jae-myung takes office as South Korea's 21st President, the global tech and industry community is closely monitoring his ambitious economic agenda. Among the key sectors under scrutiny are semiconductors, batteries, shipbuilding, and defense industries that Lee pledged to nurture aggressively during his campaign.
Tuesday 3 June 2025
Taiwan Cement hit by battery losses and Chinese competition; turns to AI and robotics for growth
Under intense competitive pressure from plummeting battery prices and aggressive Chinese market strategies, Taiwan Cement Corporation (TCC) has yet to achieve breakeven in its battery division, sparking significant shareholder concern. At the company's annual general meeting on May 27, Chairman An-Ping Chang addressed these challenges head-on, responding candidly to investors' queries about operational hurdles, strategic investments, and market prospects.
Monday 2 June 2025
Wah Hong targets micro LED and drone battery growth
At its recent annual shareholder meeting, optical film manufacturer Wah Hong announced the successful approval of key proposals, outlining its strategic direction for the future. As the company looks ahead, Wah Hong remains committed to developing high-value-added products and creating unique, differentiated solutions, collaborating closely with its clients.
Tuesday 27 May 2025
Tesla's budget EV raises alarm among Korean, Japanese battery giants

As Tesla's long-rumored low-cost electric vehicle appears poised for launch, anxiety is rising across its global battery supply chain—particularly among Korean and Japanese partners. Industry observers warn that Tesla's increasing reliance on Chinese-made lithium iron phosphate (LFP) batteries could marginalize long-standing suppliers like LG Energy Solution (LGES), L&F, and Panasonic, potentially eroding their influence in the world's most consequential EV supply chain.

Friday 23 May 2025
Wolfspeed's stumble opens the door to China's SiC ambitions

In a development that has sent shockwaves through the global semiconductor industry, US-based silicon carbide (SiC) leader Wolfspeed is reportedly preparing to file for bankruptcy within weeks. While some orders have already begun shifting to alternate suppliers, industry analysts warn that the long-term implications will ripple across the entire supply chain—disrupting the balance of technology leadership, production capacity, and cost structures.

Thursday 22 May 2025
US sets the stage for duties on battery materials from China
The US Commerce Department set the stage for anti-subsidy duties on imports of key battery components from China after concluding materials had been unfairly subsidized.
Wednesday 21 May 2025
Tea, scones, or tariff? Unveiling how the UK reached a trade agreement with the US
US President Donald Trump's aggressive tariff policies have prompted countries worldwide to vie for priority negotiation opportunities. Among them, the UK was the first to secure a trade agreement with the US, covering sectors such as automobiles, steel, and aluminum. Julian Hetherington, director of Automotive Transformation at Advanced Propulsion Centre (APC) UK, recently visited Taiwan's industry sector and shared insights exclusively with DIGITIMES, revealing the secrets behind the UK-US consensus.
Wednesday 21 May 2025
CATL's US$2 billion German plant boosts China's invest-abroad bet
More than two years ago, on the outskirts of a medieval German town, China's biggest EV battery company placed a EUR1.8 billion (US$2 billion) bet on the future of global trade.
Tuesday 20 May 2025
GE Vernova and Formosa join forces on hybrid power, LFP battery systems

Formosa Smart Energy Tech, a subsidiary of Formosa Plastics Group, has signed a memorandum of understanding (MOU) with GE Vernova to form a strategic alliance focused on hybrid power and energy storage systems. The partnership aims to combine Formosa's lithium iron phosphate (LFP) battery expertise with GE Vernova's global experience in gas-fired power and energy storage technologies.

Friday 16 May 2025
Xpeng launches new SEPA 3.0 platform with cost-effective hybrid SiC modules
As weaker players increasingly bow out of China's new energy vehicle (NEV) market, newcomers are now shifting their emphasis to smart platforms, the integration of battery, motor, and vehicle control systems, and supply chain resilience. In line with this trend, Xpeng, one of the three leading NEV startups in China alongside NIO and Li Auto, has recently launched its latest SEPA 3.0 platform and introduced a hybrid silicon carbide (SiC) module designed to balance efficiency and cost.
Wednesday 14 May 2025
China's battery makers plot quiet US entry despite tariff crossfire
China's control of over 70% of the global lithium iron phosphate (LFP) battery market—the core of an EV's electric system—has triggered growing pushback in Washington. From the Biden administration's Inflation Reduction Act (IRA) to President Donald Trump's tariff threats, Chinese battery firms face intensifying US resistance. Meanwhile, Beijing has quietly imposed export controls to curb technology outflows.
Tuesday 13 May 2025
Chinese EV supply chain's bold expansion into Thailand raises profit concerns among local industry
China's auto industry is accelerating, driven by soaring demand for electric vehicles (EVs). New figures from the China Association of Automobile Manufacturers report a 9.8% year-over-year increase in new vehicle sales, including exports, reaching 2.59 million units in April. The growth is largely due to a sharp increase in sales of electric and other new-energy vehicles. EVs now account for 49.5% of all new cars sold in China, marking a rise of nearly 10pp from the previous year.
Tuesday 13 May 2025
From Bosch to Foxconn: is a Tier 1 power shift underway in the auto industry?
In stark contrast to the somber tone of automotive parts giant Bosch, which recently warned that the industry's "automotive drought" may drag on, Taiwan's Foxconn has taken a decisive step forward by sealing a new electric vehicle (EV) manufacturing deal with Mitsubishi Motors. The move raises questions about a possible quiet power shift from traditional tier 1 suppliers to a rising generation of tech-driven entrants.
Monday 12 May 2025
Panasonic announces 10,000 layoffs to boost profitability
Panasonic Holdings has unveiled plans to lay off approximately 10,000 employees, split evenly between Japan and overseas, as part of structural reforms to improve profitability. The reductions, targeting departments such as home appliances, are scheduled for fiscal year 2025 (April 2025 to March 2026). The company's energy division, focused on electric vehicle (EV) batteries, will be spared due to strong demand, particularly from Tesla.
Monday 12 May 2025
CATL starts taking investor orders for world's biggest listing this year
Contemporary Amperex Technology Co. Ltd. (CATL) has started taking investor orders for a Hong Kong stock offering that is likely to be the world's biggest listing this year.
Monday 12 May 2025
CATL reportedly seeks US$1 billion loan to boost Indonesia battery plant investment with HK IPO plans ongoing
Bloomberg, citing unnamed sources, reported that Contemporary Amperex Technology Co. Ltd. (CATL), the world's largest battery maker, is seeking a US$1 billion loan to expand its investment in Indonesia. The funds will be used for a battery plant in Karawang, West Java, operated by CATL's joint venture. Sources familiar with the matter said financing negotiations are ongoing, and details may still change.
Thursday 8 May 2025
US confronts battery shortfall as Chinese solar giants gear up for tenfold expansion
China dominates global solar manufacturing with an 85% market share, a position that has prompted strategic shifts in US policy. During former President Joe Biden's administration, the Inflation Reduction Act (IRA) offered substantial subsidies, enticing Chinese solar firms to establish US-based factories. In contrast, President Donald Trump has signaled intentions to repeal the IRA and escalate tariff wars, further accelerating Chinese manufacturers' rush to build American facilities.
Wednesday 7 May 2025
EU eyes EUR100 billion of US goods with tariffs if talks fail
The European Union plans to hit about EUR100 billion (approx. US$113 billion) in US goods with additional tariffs in the event ongoing trade talks fail to yield a satisfactory result for the bloc, according to people familiar with the matter.
Tuesday 6 May 2025
Europe shunned plug-in hybrids. China sold them back
In early 2025, the European Union made a decisive pivot in its electric vehicle policy, throwing full support behind battery electric vehicles (BEVs) while pulling back on plug-in hybrid electric vehicles (PHEVs). The aim was clear: accelerate decarbonization by backing fully electric solutions and phasing out what many saw as transitional technologies with questionable emissions benefits.
Tuesday 6 May 2025
Rare earth prices surge 210%: EV, robotics, defense supply chains on the line
As China imposed export controls on seven critical medium and heavy rare earth elements in early April, a buying frenzy has gripped the international rare earth market. Within a month, prices for terbium and dysprosium have more than doubled, marking the steepest monthly surge in nearly a decade. The fallout is global. Analysts say the price spike is adding new fuel to US-China trade tensions and raising alarms for manufacturers of electric vehicles, robotics, and military equipment. Industry experts warn that the long-term stability of these supply chains is now at risk, as companies scramble to secure the raw materials critical for next-generation technology.
Friday 2 May 2025
LGES bows out of Indonesian EV battery deal—China's Huayou poised to fill the void
LG Energy Solution (LGES) of South Korea has exited its US$8.45 billion electric vehicle (EV) battery project in Indonesia, prompting the Indonesian government to court China's Zhejiang Huayou Cobalt Co., Ltd. (Huayou) as a potential replacement investor.
Wednesday 30 April 2025
Gogoro's battery bet faces market test as it restructures and regroups

After becoming Taiwan's first unicorn to go public in the US, Gogoro—the electric scooter company known for its sleek design and battery-swapping model—has struggled to maintain investor confidence. The company recently filed to transfer its listing from the Nasdaq Global Select Market to the Nasdaq Capital Market, a move typically seen as a step-down. Though 2025 may have started with a stumble, some in the company's supply chain say the year could yet hold promise.

Wednesday 30 April 2025
China's EV battery revolution speeds into new phase

As the adoption of electric vehicles (EVs) continues to rise across China, long-distance charging remains a key concern for many drivers. In response, Chinese authorities are ramping up efforts to expand high-powered charging infrastructure nationwide, aiming to usher in a new era where EVs can charge as quickly and conveniently as refueling gasoline cars—a goal the government has dubbed—charge and go, driving at the speed of gas.

Research Report Database
Reactions Pour In on Section 232 Investigation
The rise of top 10 IC design houses in China
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES