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Thursday 21 May 2026
NXP pitches CoreRide as a shortcut to software-defined cars
NXP Semiconductors is positioning its CoreRide platform as a way for automakers and Tier 1 suppliers to shorten development cycles for software-defined vehicles, even as the chipmaker's move deeper into system-level solutions raises questions about how its role in the automotive supply chain may evolve.
Thursday 21 May 2026
NXP CoreRide Z248 leverages Inventec, Delta support in SDV push
Driven by software-defined vehicles (SDVs), the automotive supply chain is being reshaped, embracing a business model relying on highly collaborative ecosystems. At a showcase in Taipei on May 19, NXP demonstrated its CoreRide Z248 platform, built together with automotive middleware vendor Vector.
Wednesday 20 May 2026
Exclusive: Automakers turn to Taiwan for faster vehicle electronics development
A quiet but consequential shift is underway in the global automotive industry's race toward electrification and software-defined vehicles. Executives in Taiwan's automotive-electronics supply chain say major Western automakers are increasingly turning to Taiwan after being stunned by the speed at which Taiwanese companies can develop and integrate next-generation electronic systems.
Wednesday 20 May 2026
Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
Japan's three largest automakers reported fiscal 2025 results that signal shifting production strategies and significant implications for suppliers across North America and beyond. The outcomes have varied: Toyota and Honda steadied operations amid different pressures, while Nissan moved into deep restructuring after heavy losses.
Wednesday 20 May 2026
Commentary: Musk, Huang, and H200—Nvidia's last chip in China
US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's H200 chips and China's broader AI supply chain continue to reshape the market narrative.
Tuesday 19 May 2026
XPeng introduces mass-produced Robotaxi built on in-house AI chips
XPeng unveiled its first mass-produced robotaxi on Tuesday, marking a major milestone in China's rapidly accelerating race to commercialize Level 4 autonomous driving.
Tuesday 19 May 2026
GM settles for US$12.75 million over selling driver data as privacy rules reshape auto intelligence
General Motors (GM) agreed to pay US$12.75 million to California prosecutors and to delete most collected driving data within 180 days after state authorities found the automaker illegally collected and sold customer driving information, the California Department of Justice announced. The settlement caps a multi-year regulatory backlash that has also included a five-year data-sharing ban imposed by the US Federal Trade Commission in January 2025 and the termination of GM's Smart Driver program in 2024.
Tuesday 19 May 2026
Humanoid robotics opens 'once-in-a-generation' opportunity for auto suppliers, says Hyundai Mobis
Hyundai Mobis is moving to become a core supplier to the humanoid robotics industry, announcing a direct actuator supply agreement with Boston Dynamics and outlining a sweeping strategy to redirect its automotive manufacturing capabilities toward a market it sees as the defining industrial opportunity of this era. The company's Tier-1 auto supplier position, it argues, makes it uniquely equipped to tackle what it identifies as the sector's most critical constraint: actuator supply at scale.
Monday 18 May 2026
China's car market enters a brutal shakeout
China's auto market is entering a far more difficult phase. Domestic demand has slowed sharply, and for many carmakers the industry increasingly resembles a road with no visible end. Yet from the perspective of the automotive supply chain, two very different stories are unfolding inside the same market.
Monday 18 May 2026
Hyundai and Kia to launch South Korea's first large-scale autonomous driving pilot
Hyundai Motor and Kia plan to begin South Korea's first large-scale autonomous driving demonstration project in the second half of 2026, deploying about 200 vehicles equipped with the companies' internally developed Atria AI autonomous driving system on public roads in the city of Gwangju.
Monday 18 May 2026
Whetron Expands Push Into AI Vehicle Safety and Smart Sensing Systems
Whetron Electronics, a Taiwanese automotive electronics supplier specializing in vehicle sensing systems, said it is positioning itself for the next wave of growth by expanding into AI-powered driver assistance technologies, smart cockpit sensing, and advanced radar applications.
Friday 15 May 2026
Maserati turns to Huawei as China's EV power expands into luxury cars
In a move that underscores both the desperation of legacy luxury brands and the growing confidence of China's electric-vehicle (EV) industry, Huawei is reportedly in advanced talks with Maserati and JAC Motors to jointly develop a new generation of high-end EVs aimed at Europe's premium auto market.
Friday 15 May 2026
Lei Jun, Musk and Cook converge at China-US state dinner
At a state dinner on the evening of May 14 during the China-US summit, Chinese and global tech leaders mingled on stage, with Xiaomi chairman and CEO Lei Jun photographed taking a selfie with Tesla CEO Elon Musk and Apple CEO Tim Cook.
Friday 15 May 2026
Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites
Foxconn used its first quarter of 2026 earnings call to signal that its long-term "3+3+3" strategy is transitioning from technical validation into commercialization, highlighting growth in AI servers and advances across smart manufacturing, electric vehicles, semiconductors, and low-Earth-orbit communications. The group also framed its COMPUTEX 2026 positioning as a "Token Factory" to signal a broader role in the AI era, executives said.
Friday 15 May 2026
Analysis: Europe embraces Chinese EVs while North America loses momentum
Despite persistent uncertainty in the global economy, volatility in energy markets is accelerating a structural shift in the auto industry. New data released May 13 by the consultancy Benchmark Mineral Intelligence shows that surging gasoline prices — driven in large part by turmoil in the Middle East — pushed global electric-vehicle demand higher for a second consecutive month in April 2026, as consumers increasingly turn away from conventional combustion-engine cars.
Friday 15 May 2026
WeMo unveils dual-scooter service and plans cross-platform integration by 2026
Taiwan scooter-sharing leader WeMo on May 12 announced a major service upgrade that introduced a new white-license model, dubbed WeMo Go, and signaled plans to integrate its platform with multiple mobility and payment services by the end of 2026. The company said the move launches a dual electric-scooter era designed to expand user choice and scale shared mobility across Taiwan.
Friday 15 May 2026
China's auto market pivots to EVs as profits erode
Rising oil prices tied to Middle East tensions have accelerated a structural shift in China's auto market, even as weakening domestic demand and intensifying price competition squeeze industry profits.
Thursday 14 May 2026
Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say
Foxconn will hold its first-quarter 2026 earnings briefing on May 14, with investors expecting detailed updates on AI server demand, the commercialization of co-packaged optics, and the strategic significance of recent alliances with Mitsubishi Electric and ElectroMobility Poland. The company's record first-quarter revenue has heightened expectations for a dense briefing.
Thursday 14 May 2026
Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Tesla has entered what analysts describe as a "high-investment cycle" in 2026, marking a pivotal shift in the company's strategic priorities from pure electric-vehicle expansion toward artificial intelligence, robotics, and semiconductor self-sufficiency.

Thursday 14 May 2026
Arbe CEO Says radar is becoming central to future of autonomous driving

As the autonomous driving industry pushes toward "eyes-off" highway driving, the race is increasingly shifting from electric vehicles to perception systems capable of operating safely in the real world.

Wednesday 13 May 2026
Canada opens limited EV market to China as automakers jockey for position
Under a new Canada-China electric vehicle (EV) agreement, Lotus, owned by China's Geely Group, has become one of the first automakers to begin shipments to Canada from Chinese ports. Other Chinese brands, including Chery and BYD, are expected to enter the Canadian market gradually before the end of the year. At the same time, market speculation has emerged that Tesla may have quietly shifted supply sources for its Model 3 in Canada to its Shanghai factory, after the model recently appeared at sharply lower prices.
Tuesday 12 May 2026
Taiwan EV charging rollout slows as grid and soil issues delay new sites
Rising international oil prices driven by conflict in the Middle East could further support electric vehicle sales in 2026 and boost demand for charging stations, according to charging operators. But resolving land-use and grid-construction bottlenecks has become a key challenge as operators compete for a share in Taiwan's EV charging market.
Tuesday 12 May 2026
Research insight: Taiwan's auto tech pushes beyond components into autonomous systems
A DIGITIMES Research observation at the 2026 Taipei International Auto Electronics Show found that Taiwan's automotive electronics industry is steadily shifting from supplying individual components toward integrated systems spanning autonomous driving sensors, in-cabin safety, autonomous logistics vehicles, and localized supply-chain integration.
Tuesday 12 May 2026
Himax targets 2026 rebound on auto DDI and AI glasses momentum
Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher over the next several quarters as new automotive projects enter mass production and non-driver ICs gain traction, particularly timing controllers (TCONs) and WiseEye AI. The Taiwan-based display driver IC (DDI) maker disclosed these results in its latest earnings report.
Monday 11 May 2026
Taiwan's EV charging companies find Europe's real opportunity in energy trading

As Europe accelerates the build-out of infrastructure for battery electric vehicles (EVs), the region has become one of the world's most strategically important and fiercely competitive markets for charging networks.