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Wednesday 28 January 2026
Taiwan's auto market sees cautious recovery as tariff talks and tax reforms bring clarity for 2026
Taiwan's automotive market faced caution and subdued consumer demand throughout 2025 due to uncertainties over US tariffs and delayed tax amendments. Market confidence improved late last year with the passage of Article 12-5 of the Commodity Tax Act, which took effect in the fourth quarter of 2025, and progress in Taiwan-US trade negotiations, setting the stage for gradual growth in 2026.
Tuesday 27 January 2026
GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI
Following GlobalFoundries' acquisition of Synopsys' ARC Processor IP business, MIPS CEO Sameer Wasson is not just integrating a portfolio; he is orchestrating a pivot.
Tuesday 27 January 2026
Trump's 25% tariff move against South Korea paints hard line on unratified trade deals

U.S. President Donald Trump announced a steep tariff hike on South Korean imports Monday, plunging Seoul into political chaos and delivering a stark message to US allies: domestic legislative delays will no longer be tolerated.

Tuesday 27 January 2026
Analysis: Why Foxconn and Hotai are targeting Japan's toughest market
Taiwan's industrial heavyweights are moving into Japan's commercial vehicle market with a level of ambition and visibility rarely seen before.
Monday 26 January 2026
Tariff uncertainty pushes US allies to rethink China ties

When US President Donald Trump erected a high wall of tariffs—and repeatedly adjusted its height—the stated goal was to protect the US industry. The unintended consequence, however, is that they have pushed some of the US's closest allies closer to China.

Monday 26 January 2026
Humanoid robots edge toward mass production as Tesla aims for 2026 launch
As artificial intelligence, sensing, and motion-control technologies mature, humanoid robots are moving beyond concept demonstrations toward early-stage deployment. The shift was evident at CES 2026, where many systems moved from static displays to live demonstrations—such as competitive sparring and household tasks—underscoring gains in dynamic performance.
Saturday 24 January 2026
Canada cuts tariffs on Chinese EVs, shaking the North American auto market
The North American automotive landscape is cloaked in strategic uncertainty. In a move that has captured international attention, Canada recently announced a dramatic, one-time reduction of tariffs on Chinese electric vehicles to 6.1%—a full 100% cut—while setting an initial import cap of 49,000 vehicles per year, gradually rising to 70,000 over five years.
Friday 23 January 2026
15% relief without reassurance: Taiwan's auto industry after the tariff talks
As the initial results of trade negotiations between Taiwan and the US emerged in early 2026, a long-standing cloud over Taiwan's industrial sector appeared, at least briefly, to lift. The two sides agreed to set reciprocal tariffs at 15%, without stacking them on top of existing most-favored-nation rates, and Taiwan secured a key exemption under Section 232 of US trade law, which covers national security-related tariffs.
Friday 23 January 2026
Tesla's BEV moat erodes as Europe's legacy depth meets China's digital speed
In 2025, Tesla's EV market share declined as Volkswagen's BEV sales surged in Europe, while Xiaomi aggressively expanded in China, challenging Tesla's position in that market. Tesla's global deliveries fell by 8.6%, ceding the top spot to BYD.
Thursday 22 January 2026
MFTBC, Foxconn to form joint venture for e-bus manufacturing

Mitsubishi Fuso Truck and Bus Corporation (MFTBC), a major Japanese commercial vehicle maker, has announced to establish a joint venture with Taiwan-based Foxconn.

Thursday 22 January 2026
Mercedes-Benz scales back L3 autonomy as AI reshapes the auto industry

Despite the debut of the Alpamayo self-driving AI architecture by Nvidia at CES 2026, Mercedes-Benz, the earliest adoptor of the architecture, instead turned to focus on enhanced Level 2 systems (L2+) with the removal of the L3 autonomous driving functionalities in the refreshed version of its flagship S-Class in late January.

Thursday 22 January 2026
EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery
A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification, and globalized manufacturing. Recent company filings, investor communications, and post‑autumn analyst commentary point to a common theme: growth is being pursued less through single-product cycles and more through platform capabilities—vertical integration, module-level design, and cross‑sector customer expansion—while capital market actions and overseas footprints are being positioned as strategic amplifiers.
Thursday 22 January 2026
US-Canada trade tensions rattle Detroit's Big Three

A century-old automotive trading relationship between the US and Canada is approaching a breaking point, accelerated by repeated statements from President Trump that have cast doubt on the future of cross-border integration.

Thursday 22 January 2026
Global robotaxi industry may take off in 2026
The global market for robotaxis is set to move decisively from long-held promise to commercial reality in 2026, as autonomous driving shifts from experimental pilots to an increasingly competitive business.
Wednesday 21 January 2026
Seeking new growth, Huawei pushes deeper into China's auto industry with ADS expansion
Huawei plans a sweeping expansion of its presence in China's smart car industry in 2026, betting that advanced driver-assistance software, in-car operating systems, and digital chassis technologies can become a new pillar of growth as US sanctions continue to constrain its core telecommunications business.
Wednesday 21 January 2026
Commentary: Taiwan secures tariff deal with US, lifting cloud over auto parts industry

As Taiwan and the US reached a consensus in their tariff negotiations, a long-standing cloud hanging over Taiwan's automotive aftermarket industry began to lift. Securing the most favorable treatment under Section 232—capping tariffs at 15%—was not only a trade victory but a psychological turning point for Taiwan's vehicle-parts supply chain. The agreement has injected new confidence into the sector, allowing manufacturers to shift from a posture of defensive caution to one of proactive expansion.

Wednesday 21 January 2026
Trump signals new tariffs, casting fresh shadow over Europe's auto industry

President Trump's recent decision to link the question of Greenland's sovereignty with punitive tariffs has sent a chill through Europe's auto industry and Asia's manufacturing supply chains. What might once have been dismissed as a trade dispute now looks more like a form of geopolitical brinkmanship; an attempt to bind industrial lifelines to strategic demands.

Wednesday 21 January 2026
Behind trade barriers, Detroit risks falling behind
The opening of the North American International Auto Show in Detroit this year offered a revealing portrait of an industry caught at the intersection of political crosscurrents and technological transition—and increasingly at risk of losing its strategic focus. The concern, executives say, is no longer confined to fluctuations in production or sales, but points to something more fundamental: a strategic retreat that could undermine America's industrial sovereignty and long-term competitiveness.
Monday 19 January 2026
Research Insight: The rising chip cost inside every car is forcing a rethink in China
As electric vehicles and autonomous driving technologies spread rapidly, and as automotive electrical and electronic (E/E) architectures grow more centralized, the value of semiconductors embedded in each vehicle is rising sharply. According to an analysis by DIGITIMES, the average semiconductor content per car is expected to increase from about US$759 in 2024 to US$1,332 by 2030.
Monday 19 January 2026
Trump questions USMCA, opens door to Chinese carmakers
Speaking at the North American International Auto Show in Detroit this week, President Trump delivered a set of remarks that startled both policymakers and industry executives. He openly questioned the long-term value of the United States–Mexico–Canada Agreement (USMCA) and, in an unexpected turn, extended what appeared to be an olive branch to Chinese automakers.
Thursday 15 January 2026
CES 2026 insights: AI PC penetration to exceed 50%, physical AI leads market
Digitimes hosted its CES 2026 Technology Insights Seminar on January 14, 2026. In his opening remarks, Digitimes Deputy Director Tom Lo stated that the penetration of artificial intelligence (AI) PCs is expected to surpass 50% by 2026, adding that the definition of an AI PC extends beyond on-device computing power and must also incorporate built-in edge large language models (edge LLMs).
Wednesday 14 January 2026
Car displays evolve into vehicle-home connectivity hub
At CES 2026, leading global panel makers focused on microLED and OLED technologies while showcasing AI-driven smart cockpits. The event revealed a shift in automotive display roles from mere entertainment accessories to becoming the core of vehicle-to-home connectivity.
Wednesday 14 January 2026
Automakers pivot from wheels to legs at CES 2026
Under the neon glow of CES 2026, the global auto industry appeared to be undergoing a quiet but consequential shift. The focus was no longer confined to vehicle electronics or electrification. Instead, it had expanded into a neighboring — and potentially transformative — domain: artificial-intelligence-driven robotics.
Wednesday 14 January 2026
Software-defined vehicles hit physical limits at CES 2026
At first glance, CES 2026 looked like another celebration of the software-defined vehicle (SDV). Chip makers, operating system providers, and over-the-air (OTA) update platforms all promised "lifetime upgrades" as their most compelling pitch.
Tuesday 13 January 2026
EU plans to adjust rules on Chinese EV imports; shifts from tariffs to minimum import prices

The EU said this week that it is considering setting minimum import prices for Chinese-made electric vehicles (EVs), a move that would replace the steep anti-subsidy tariffs currently in place. The proposal is widely seen as a signal of easing trade tensions between Europe and China, aiming to protect European automakers while allowing Chinese manufacturers to preserve reasonable profit margins. China's Ministry of Commerce has welcomed the idea.