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Friday 3 April 2026
US-China trade tensions deepen as supply chains fracture despite tariff truce

The trade environment for US businesses operating in or trading with China deteriorated sharply between 2025 and 2026, according to a comparative analysis of the latest National Trade Estimate (NTE) Reports, underscoring a widening gap between high-level diplomacy and on-the-ground economic realities.

Friday 3 April 2026
LG Energy Solution reportedly adopts new battery method for Tesla
LG Energy Solution has introduced a new "double stack" manufacturing process for prismatic batteries to be supplied to Tesla, according to South Korea's The Elec, as the battery maker expands US production for grid-scale energy storage.
Thursday 2 April 2026
France backs Taiwan's ProLogium with EUR1.5B subsidy to build solid-state battery factory
The French government will provide about EUR1.5 billion (US$1.7 billion) in subsidies to support Taiwanese startup ProLogium Technology's new factory construction in France. According to Nikkei, this move signals France's accelerated efforts to attract electric vehicle (EV) battery manufacturers and marks a shift from its previous "self-reliance" industrial policy focused on EU-based companies.
Thursday 2 April 2026
MG adopts semi-solid batteries to boost EV range in Europe

MG, the European arm of China's SAIC Motor Group, confirmed that its upcoming MG4 Urban will feature semi-solid battery technology to address the range loss issues of lithium iron phosphate (LFP) batteries in cold climates. LFP batteries are known to lose significant performance in high-latitude, low-temperature environments, drastically reducing driving range. By adopting semi-solid batteries, MG aims to limit range loss even in extreme conditions from -20°C to -40°C, offering European drivers more consistent EV performance.

Wednesday 1 April 2026
Taiwan scientists rethink lithium-ion batteries, eye high-power EV applications

In a breakthrough that could redefine electric vehicle (EV) battery technology, a research team led by Professor Yu-Sheng Su at the International College of Semiconductor Technology, National Yang Ming Chiao Tung University (NYCU), has developed a lithium-titanate (LTO) battery design that increases capacity by 167% while offering greater safety than conventional automotive lithium-ion batteries.

Tuesday 31 March 2026
Analysis: Sony and Honda scrap Afeela EV, casting doubt on joint venture
Sony Honda Mobility has scrapped plans to launch its Afeela 1 electric vehicle in the US in 2026, halting both development and commercialization of the model. The decision also cancels a planned rollout in Japan scheduled for after 2027, as well as work on a second Afeela model that had been slated for unveiling at the 2026 Consumer Electronics Show.
Tuesday 31 March 2026
Geely overhauls European R&D to accelerate car launches
Geely, the world's eighth-largest carmaker, is restructuring its European research and development operations to narrow the lag between domestic launches in China and international rollouts to less than six months. Supply chain executives say the move is not merely about shortening product cycles; it will determine whether Geely's brands can fully capitalize on their technological edge before it fades in overseas markets.
Tuesday 31 March 2026
China's EVE Energy hits record revenue in 2025, but margins come under pressure
EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal, according to Sina Finance, highlighting mounting pressure in the competitive battery market. Net profit attributable to shareholders rose just 1.4%, essentially flat, even as shipments and market share climbed.
Tuesday 31 March 2026
BYD faces tougher market with rising sales, falling profits
BYD on March 27 released its audited 2025 results, according to disclosures compiled by Sina Finance, showing steady revenue growth but a notable decline in profitability amid intensifying competition.
Monday 30 March 2026
Research Insight: Perovskite solar cells push efficiency beyond silicon limits
At the 2026 Smart City Summit & Expo in Taipei, a new generation of solar technology took center stage.
Sunday 29 March 2026
A race to the bottom: China’s auto boom turns brutally competitive
The global auto industry is entering a turning phase of structural transformation, and nowhere is the upheaval more intense than in China, where a fierce competitive shakeout is underway.
Friday 27 March 2026
Yulon eyes momentum from AI manufacturing and energy biz in 2026
Yulon Motor held an online investor briefing on March 25, where the company's president, Kuo-Hsing Hsu, stated that 2025 was a low point for the company's operations amid geopolitical tensions and tariff uncertainties. With clearer policies and new business initiatives in place, 2026 is set to become a growth turning point.
Friday 27 March 2026
Japanese automakers diverge: EV retreat vs. hydrogen ambition

Sony Honda Mobility, the joint venture between Sony and Honda, has scrapped the two "Afeela"-branded electric vehicles it had been developing, citing Honda's recent strategic shift that canceled three planned US EVs—moves that could cost the automaker nearly US$16 billion. The decision leaves the joint venture's hundreds of employees in Tokyo and California facing uncertainty, as the companies evaluate the venture's future.

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
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.
Monday 23 March 2026
Kinpo targets product mix upgrade in 2026 with server, EV charger, and automotive electronics growth
Kinpo Group held an investor conference on March 19, where General Manager Chen Wei-Chang expressed optimism for the second half of 2026 and projected a balanced revenue distribution between the first and second halves of the year. The company's server, EV charging station, SSD storage device, and mobile payment businesses have all entered mass production.
Saturday 21 March 2026
Tesla's US$4 billion battery deal signals a shift away from China

US government disclosures have cast rare light on one of the electric vehicle (EV) industry's most closely guarded supply chains, confirming that LG Energy Solutions (LGES) signed a battery supply agreement worth about US$4 billion with Tesla in July 2025.

Friday 20 March 2026
Volkswagen signals shift away from Nvidia as Chinese chips gain ground

Recent reports suggest that Volkswagen may move away from relying on Nvidia's automotive computing platforms, instead increasingly integrating Chinese-made chips into its vehicles.

Thursday 19 March 2026
US reveals Tesla battery deal with LG, lifting veil on supply chain
US government disclosures have shed unusual light on a closely guarded corner of the electric vehicle supply chain, confirming that LG Energy Solution signed a battery supply agreement worth KRW6 trillion (approx. US$4 billion) with Tesla in July 2025.
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.
Tuesday 17 March 2026
InterBattery 2026: Solid-state battery commercialization accelerates as Posco and EcoPro set mass production targets by year-end
As major battery manufacturers accelerate the commercialization of solid-state batteries (SSBs), South Korea's battery materials industry is also speeding up product development and production, targeting the emerging demand. Efforts now span multiple areas, including cathode and anode materials, SSBs, and key raw materials. Observations from the show floor at InterBattery 2026 indicate that South Korean materials suppliers are advancing toward mass commercialization through cross-company collaboration and vertical integration.
Tuesday 17 March 2026
Inter Battery 2026: Global battery market still centered on LFP
Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy Solution (LGES), SK On, and Samsung SDI, are facing pressure from Chinese competitors whose advantages in production capacity, cost, and market share continue to expand. At Inter Battery 2026, the Korean companies highlighted their respective technological strengths as they seek to maintain competitiveness.
Monday 16 March 2026
Analysis: BYD eyes F1 entry as it moves from gas engines to electric muscle

As Formula One (F1) prepares to introduce new power unit regulations in 2026, the sport faces its most dramatic technical transformation in decades. Recent reports also suggest that Chinese automaker BYD is considering an entry into F1, adding fresh intrigue to the ongoing shift. If confirmed, it would mark the first time a Chinese car brand has formally challenged the "pinnacle of motorsport," and further signals the sport's changing focus, going from raw engine output to sophisticated energy management.

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.