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Saturday 23 August 2025
Yulon pivots to batteries as Taiwan auto market stalls
Taiwanese automaker Yulon Motor Co. held an online investor briefing on August 20, 2025, where General Manager Kuo-Hsing Hsu addressed the impact of tariff uncertainty on the domestic auto industry. Despite mounting pressure, Hsu said Yulon swiftly activated contingency plans and moved to mitigate potential losses early on. The company is now aggressively pursuing new contract manufacturing opportunities, adopting a "lead-and-support" model that integrates local suppliers into multi-model, mixed-line production to enhance the competitiveness of Taiwan-made vehicles.
Saturday 23 August 2025
China Motor holds steady on 2025 sales target despite tax uncertainty
Despite ongoing uncertainty surrounding Taiwan's import tariffs and excise tax policies, China Motor Corporation (CMC), a subsidiary of the Yulon Group, maintains its full-year sales target of 49,000 vehicles for 2025, including contract manufacturing. Speaking at an online investor conference on August 20, CMC Vice President and Spokesperson Chien Ching-Wu said the company will not revise its capacity plans or its scheduled plant shutdowns.
Friday 22 August 2025
Geely challenges BYD for the crown in China’s auto market

China's fiercely competitive auto market is entering a new phase of high-stakes rivalry, with two private-sector titans — Geely Automobile and BYD — locked in an increasingly intense battle for dominance.

Friday 22 August 2025
SK On and Ford's EV battery joint venture officially begins production in Kentucky
BlueOval SK, an electric vehicle (EV) battery joint venture between SK On and Ford Motor, has announced the commencement of commercial production at its Kentucky 1 facility, according to reports from South Korean media outlets Yonhap and ET News.
Friday 22 August 2025
China's New EV startups race ahead in First 1H25: sales comparison reveals market shakeup
In a fierce price war roiling China's electric vehicle (EV) industry, three of the country's emerging automakers—Leapmotor, Xiaomi, and Xpeng—have bucked the trend, posting strong first-half 2025 results marked by simultaneous growth in both sales and profit margins. Rather than chasing market share through deep discounts, these companies achieved the rare feat of boosting average gross profit per vehicle quarter after quarter.
Friday 22 August 2025
China's EV investment abroad hits record high
In a historic turning point, Chinese investment in overseas electric vehicle (EV) supply chains has, for the first time, surpassed domestic spending, according to a new report by the Rhodium Group. The report attributes the surge primarily to the lithium battery sector, signaling a broader shift as Chinese companies expand abroad in response to client demand, domestic market saturation, and mounting geopolitical risks.
Friday 22 August 2025
Tesla’s Dojo dream short-circuits, pragmatism takes the wheel

Tesla's once-hyped Dojo supercomputer project—touted as a bold leap into custom-built AI infrastructure—appears to have reached a dead end. CEO Elon Musk confirmed via social media that the Dojo team has been disbanded, calling Dojo 2 a "dead end." However, he added that a potential "Dojo 3" could still emerge, possibly in the form of a single mainboard integrating a large number of AI6 system-on-chips.

Thursday 21 August 2025
China and South Korea clash over the future of EV batteries
As the global electric vehicle market begins to cool and Chinese battery giants continue their rapid expansion, South Korea is placing its hopes on next-generation solid-state batteries to regain momentum. Yet with China's formidable research and development resources — and a parallel strategy advancing semi-solid-state technologies — Korean manufacturers are facing mounting pressure in a high-stakes technological race.
Tuesday 19 August 2025
Dongfeng to sell Honda engine JV stake as China accelerates EV shift

Dongfeng Motor Corporation, one of China's largest state-owned automakers, is divesting its 50% stake in Dongfeng Honda Engine Co., a joint venture with Japan's Honda Motor Co., in a move that signals a decisive pivot away from internal combustion engines and toward electric mobility.

Tuesday 19 August 2025
China EV sector invests more abroad than at home for first time
Chinese companies involved in the electric vehicle industry invested more overseas than domestically for the first time in 2024, although foreign projects face higher costs, delays and risks.
Monday 18 August 2025
Honda's hybrid blueprint shapes China's growing PHEV market

As competition in China's electric vehicle (EV) market intensifies and range anxiety persists, plug-in hybrid electric vehicles (PHEVs) are emerging as a compelling alternative — and Japan's Honda is quietly shaping the technological standard.

Sunday 17 August 2025
Indonesia shifts lithium imports to Australia, expands EV battery partnerships with China
Indonesia is increasing lithium imports from Australia to boost its electric vehicle (EV) battery supply and advance its EV development goals. The government is also encouraging industry players to explore nickel-based battery technologies, leveraging its abundant domestic nickel reserves.
Sunday 17 August 2025
Solteam defies EV industry slump with 38% surge in NEV revenue

In a challenging global environment that has dampened growth across the electric vehicle (EV) industry, Solteam held its investor briefing on August 13, 2025, revealing a robust 38% year-over-year increase in revenue from its new energy vehicle (NEV) division in the first half of 2025.

Friday 15 August 2025
AI boom fuels Foxconn's best-ever second quarter; growth to accelerate in Q325
Foxconn, the world's largest electronics manufacturer, reported record second-quarter results on August 14, 2025, with revenue, operating profit, and net income all reaching historic highs for the period. The company credited surging demand for AI servers and expects strong momentum to continue into the third quarter. However, rotating CEO Kathy Yang also flagged ongoing trade tariffs and currency fluctuations as key risks to monitor.
Friday 15 August 2025
China expands, Germany stalls: Global EV Charger gaces a new kind of gridlock

For years, the biggest perceived roadblocks to widespread electric vehicle (EV) adoption were clear: prohibitive sticker prices, range anxiety, and too few public chargers. But as the global EV market grows, one of those long-held assumptions is being turned on its head.

Thursday 14 August 2025
CATL leads sodium-ion battery race: South Korea rushes to prevent China's 'LFP monopoly'
As South Korean battery manufacturers officially launch mass production plans for lithium iron phosphate (LFP) batteries, Chinese battery companies are already prepared to make significant advances in the next-generation sodium-ion battery sector. This development is prompting South Korean firms to tighten their focus and accelerate research and development efforts. Some industry insiders express concern that China's rapid expansion in the sodium-ion battery market could recreate the previous crisis faced by South Korean LFP battery producers.
Thursday 14 August 2025
South Korean equipment makers eye entry into India battery manufacturing
South Korean battery equipment manufacturers are positioning themselves to benefit from India's accelerating push into advanced battery production, with Tata Group's battery subsidiary Agratas emerging as a major potential customer.
Wednesday 13 August 2025
Trump halts Biden-era EV charging program, US plans in disarray
The global electric vehicle market is increasingly dominated by three major regions: China, Europe, and the United States. While China's EV ecosystem—including vehicle sales and charging infrastructure—continues to accelerate, Germany faces setbacks due to underused public charging stations. In the United States, however, a dramatic policy reversal under President Donald Trump is threatening to unravel recent federal efforts to build a more equitable and accessible charging network.
Wednesday 13 August 2025
Tariffs up, but China still commands the EV battery high ground
US President Donald Trump is imposing steep tariffs on Chinese lithium batteries to limit Beijing's market dominance, but soaring short-term demand from the electric vehicle (EV) and energy storage sectors is revealing weaknesses in the trade barrier.
Wednesday 13 August 2025
China’s No. 3 automaker and Huawei tighten ties in global EV race
Huarong Zhu, the newly appointed chairman of China Changan Automobile Group (CCAG), visited Shenzhen and met with Huawei founder Zhengfei Ren. The two exchanged views on industry competition dynamics and future development strategies.
Tuesday 12 August 2025
Dual-base strategy: Auto industry finds balance between North America–Asia as tariff fog lifts
Mexico's successful bid to secure a 90-day extension on US import tariffs—maintaining a 25% levy—has temporarily eased market anxiety. Car part suppliers report a rush to replenish inventory, even as they begin implementing a "dual-base" strategy spanning North America and the Asia-Pacific to fortify their global supply chain resilience.
Tuesday 12 August 2025
Taiwanese suppliers face uncertain returns as US EV startups falter
A dismal round of earnings from US electric vehicle manufacturers — led by Tesla and followed by startups Rivian and Lucid — is sending shockwaves through the global supply chain. For Taiwanese suppliers that had placed early bets on these companies, the prospect of ever recovering initial investments is growing increasingly remote.
Tuesday 12 August 2025
EV slowdown pushes US LFP batteries toward grid storage and hyperscalers
The US lithium iron phosphate (LFP) battery industry is transforming due to policy changes, such as vehicle and parts tariffs, proposed cuts to electric vehicle subsidies under the Inflation Reduction Act, and stricter regulations for Chinese-invested US battery plants. This has spurred the development of a domestic LFP supply chain, extending its applications beyond EVs to energy storage and data centers.
Monday 11 August 2025
CATL's permit lapse halts key lithium mine, jolts global supply chain
Contemporary Amperex Technology Co. Limited (CATL), the world's largest EV battery manufacturer, confirmed it has halted output at its Jianxiawo lithium mine in Jiangxi after its mining permit expired on August 9, driving lithium carbonate futures and producer shares sharply higher.
Monday 11 August 2025
China's EV strategy: build local, sell smart, win global

As Western automakers wrestle with supply chain bottlenecks and regulatory shifts, China's electric vehicle (EV) manufacturers are rapidly carving out a dominant position on the global stage—powered by technology, pricing, and increasingly, strategy.