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    Japan earthquake: Automotive semiconductor supply chains show resilience
    A magnitude 7.1 earthquake struck Japan's Kumamoto Prefecture on Kyushu Island on July 28, prompting precautionary inspections, temporary disruptions and localized power outages across the region. While several chipmakers suspended operations for safety checks, initial assessments indicate limited facility damage and gradual resumption of production. This report provides an update to our previous insight on the July 28 Kumamoto earthquake and its potential implications for the semiconductor a...
    Pax Silica: The car industry enters the silicon security state
    For most of the postwar era, the automotive industry focused its anxieties on the traditional pillars of steel, oil and labor. As the sector evolved, it later found itself preoccupied with the complexities of battery supply chains. Now, it must contend with lithography, gallium, trusted foundries and the unsettling question of whether a chip buried in a door controller carries the wrong geopolitical ancestry. This is the logic behind Pax Silica, the latest American attempt to turn...
    Tantalum prices nearly triple as AI demand and African supply disruptions push EV capacitor lead times beyond 1 year
    Tantalum capacitor lead times for electric-vehicle makers have stretched beyond 1 year as AI demand and disruptions in African mining tighten supply, according to a report published by TrendForce. Tantalum ingot prices rose to 6,650 yuan per kilogram as of Aug. 11, 2026, from 2,600 yuan per kilogram at the end of 2025, nearly tripling. Higher prices are benefiting upstream smelters, while EV makers face increased margin pressure. Tantalum capacitors are used in high-reliability applicati...
    Samvardhana Motherson starts production at new electronics plant in India
    Samvardhana Motherson has started commercial production at a new electronics plant in Pune, Maharashtra, India, with an initial installed capacity of about 1.5 million pieces a year. The greenfield facility is operated through subsidiary Motherson Electro Components Ltd. (MECL) and adds a dedicated Electronics Manufacturing Services capability within the group’s Lighting and Electronics vertical. The plant will make printed circuit board (PCB) assemblies, electronic control units (ECUs) and...
    Camel Group secures European automaker pre-development project for 12-volt sodium-ion batteries
    In a statement dated Aug. 24. 2026, Camel Group Co. Ltd. said its 12-volt sodium-ion battery business was selected for a pre-development project with a major European automotive manufacturer. The project moves Camel Group's sodium-ion battery technology into the automaker's technology development and validation process for next-generation low-voltage applications, the company said. The company said the project builds on its engineering development of cylindrical sodium-ion battery samples ...
    Tesla’s Shanghai-based gigafactory rolls out 6-millionth battery pack
    Tesla's Shanghai Gigafactory has produced its 6-millionth battery pack, the company said, about 9 months after reaching its 5-million-battery-pack milestone. Tesla announced the milestone on Weibo for Giga Shanghai, its largest production base globally. "From cell chemistry to battery pack structure, we insist on in-house R&D and independent design," the company wrote. Tesla does not manufacture battery cells in China. The Shanghai plant mainly sources cells from China's CATL and ...
    Mainland China introduces 5 automotive chip certification standards for 2026
    Mainland China has introduced five automotive chip certification and accreditation industry standards, effective Oct. 1, to help locally designed semiconductors qualify for use in production vehicles. The State Administration for Market Regulation and the Certification and Accreditation Administration of China said the framework is the world's first national-level capability assessment system for institutions across the automotive chip supply chain. Regulators said the absence of unif...
    LG begins mass production of 5G smart telematics unit for European automaker
    LG Electronics has begun mass production of a 5G Release 16 smart telematics unit integrating up to 12 antennas and has started deliveries to a premium European automaker. The company said the supply deal marks the solution’s first deployment in a production vehicle in Europe. The product combines a communications module and multiple antennas in a single unit, aiming to improve connectivity while reducing radio-frequency cabling, wiring complexity, vehicle weight and cost. Conventional...
    VinFast plans Level 2+/Level 2++ driver-assistance upgrade for next-gen vehicles
    VinFast plans to upgrade its next generation of vehicles from Level 2 driver-assistance systems to Level 2+/Level 2++ capability, executive Anne Pham said at the Bloomberg Sustainable Business Summit. Pham, Vingroup’s head of International Capital Development, said VinFast’s current vehicles use Level 2 advanced driver assistance systems, including adaptive cruise control and lane-centering, which assist drivers but keep them in control. She said the next phase would expand the conditions...
    AESC delays third Sunderland battery line after JLR talks stall
    AESC has delayed adding a third production line at its Sunderland, UK, battery gigafactory after talks to supply Jaguar Land Rover (JLR) stalled, people familiar with the matter said, according to a report by The Guardian. AESC, which makes batteries for Nissan next to the Japanese carmaker’s Sunderland plant, had planned to expand output but has pushed back its ramp-up because of lower-than-expected demand from Nissan and the absence of a JLR agreement, the people said. The Sunderland s...
    LX Semicon starts LX61101 MCU mass production for Hyundai Motor and Kia
    LX Semicon has begun mass-producing its LX61101 automotive microcontroller (MCU) for Hyundai Motor and Kia vehicles, due to enter production in the second half of 2026. The MCU is optimized for motor control in automotive body electronics and will initially be used in Hyundai Motor and Kia vehicles before expanding gradually to more models. It is the first tangible result from LX Semicon’s automotive semiconductor business, which the company has been building since 2022 to diversify beyond ...
    GM establishes up to $4.5 billion facility to secure critical parts
    General Motors (GM) has set up a purchasing facility of up to $4.5 billion to prepay selected suppliers and secure rare or critical parts, CNBC reported, citing a public filing by the US-based automaker on Aug. 11. The facility includes Procura Auto Parts, a company that specializes in sourcing rare or critical components. It will be funded by a bank syndicate led by JPMorgan Chase and Banco Santander. GM established the arrangement with Procura and the banks on Aug. 7. Under the deal, Pro...
    GM plans to sell Indiana EV battery venture stake to Samsung SDI
    General Motors (GM) is planning to sell its stake in an Indiana electric vehicle battery venture to South Korea’s Samsung SDI, Bloomberg reported. The proposed divestment follows a pause in construction at the facility earlier in 2026. GM said in May that work would be halted to better align production capacity with current demand, and the companies said they would provide an update later on the site’s future. The project had already been under review as GM reassessed its EV strategy. ...
    Hyundai Motor India achieves 83% localization in FY 2025/26
    Hyundai Motor India Ltd. (HMIL) achieved 83% localization at the original equipment manufacturer level in the fiscal year 2025/26, reducing import dependence and broadening its domestic supplier base, Autocar Professional reported on Aug. 4. The Indian unit of the South Korean automaker said in its annual report that localization supported cost competitiveness through the indigenization of high-value components and greater use of locally produced steel. During fiscal year 2025/26, HMIL loca...
    Neusoft Smart Go signs agreement with GigaDevice on intelligent vehicle electronics
    Neusoft Smart Go and GigaDevice announced a strategic cooperation on July 22 to jointly develop intelligent vehicle electronics solutions based on GigaDevice’s automotive-grade chips. The companies said the work will cover intelligent cockpits, intelligent communication, central computing platforms, cockpit-driving-parking integration and zone controllers. The partnership combines GigaDevice’s automotive-grade chips with Neusoft Smart Go’s technical expertise and mass production experie...
    Renesas plans to halt production at Takasaki factory within 2 to 3 years
    Renesas Electronics said it will end production at its Takasaki Factory in Japan within two to three years, while keeping and strengthening research and development functions at the site. The factory in Takasaki, Gunma Prefecture, is operated by Renesas Semiconductor Manufacturing Co. Ltd., a manufacturing subsidiary. Renesas will gradually scale down manufacturing before discontinuing production, with the factory’s closure to follow. The decision reflects structural changes in the semic...
    Mercedes-Benz adopts Hydro CIRCAL aluminum for next-generation large EVs
    Mercedes-Benz will become the first automotive company in Europe to use Hydro CIRCAL aluminum, made with at least 75% post-consumer scrap, in series production for its next-generation large electric vehicles. Hydro and Mercedes-Benz said they are expanding their partnership to increase the use of recycled and low-carbon aluminum in Europe, aiming to cut emissions and strengthen regional supply chains. The recycled content in Hydro CIRCAL marks an increase from today’s minimum of 25%. The...
    Mutapa Energy secures $300 million to develop Zimbabwe lithium assets
    Zimbabwe’s state-owned lithium miner, Mutapa Energy Resources, has secured $300 million from a group that includes mainland Chinese companies to develop assets in the country. “It’s a done deal,” Innocent Rukweza, CEO of Mutapa Energy, said in an interview. He declined to name the investors, saying one of the companies is listed and must first make a regulatory disclosure. Zhejiang Huayou Cobalt Co. and Tshingshan Holding Group Co. were in talks on a $250 million to $300 million pa...
    Huatai Mould plans to invest over US$30 million in new manufacturing plant in Mexico
    Huatai Mould, a supplier based in mainland China, will invest more than $30 million to build a manufacturing plant in Aguascalientes, Mexico, creating 250 jobs, according to MexicoNow, citing the Aguascalientes state government. The plant will be established in the La Aurora industrial park in the municipality of San Francisco de los Romo and is expected to start operations toward the end of 2026. The plant will design and manufacture high- and low-pressure die-casting molds as well as alumin...
    Volvo pays US$1,900 to Norwegian EX90, ES90 owners over lidar drop
    Volvo Cars will pay 18,000 Norwegian kroner (US$1,900) to each Norwegian owner of a lidar-equipped EX90 or ES90 after abandoning Luminar-supplied lidar technology and related features. Henrik Juel Teige, spokesperson for Volvo Cars Norway, confirmed the compensation to Motor.no. He said Volvo had ended its lidar partnership and dropped plans for lidar-based functions for the EX90 and ES90. “The lidar-based features Volvo previously communicated about will not be launched, and the driver ...
    TSMC resumes operations at JASM plant after earthquake evacuation
    Taiwan Semiconductor Manufacturing Co (TSMC) said it had begun gradually resuming operations at its JASM plant in Japan’s Kumamoto prefecture after a 7.1-magnitude earthquake prompted a precautionary worker evacuation. TSMC said late on July 28 that all personnel at the Japan Advanced Semiconductor Manufacturing site had been confirmed safe after being evacuated under internal safety procedures. The earthquake struck Kumamoto prefecture earlier that day. "Post-earthquake structural inspecti...
    Sony suspends Kumamoto chip plant operations after 7.1-magnitude earthquake
    Sony Semiconductor Solutions said operations at its Kumamoto Technology Center have been suspended after a 7.1-magnitude earthquake struck Japan’s Kumamoto region. The company said today (July 29, 2026) that production at Sony Semiconductor Manufacturing Corporation’s Kumamoto facility in Kikuyo town was stopped immediately after the earthquake hit on July 28, and that assessments of damage to the building and manufacturing lines were continuing. Sony said the earthquake did not cause ...
    Gentex plans to establish new production facility in Morocco by 2028
    Gentex plans to open a manufacturing facility in Morocco by 2028 as part of a strategy to better serve its European customers and improve market access, Automotive News reported on July 27, citing the second-quarter earnings call of the US-based automotive supplier. The company said the decision follows growing pressure from European automakers for suppliers to localize production closer to their operations. The new plant is expected to provide a more efficient and cost-effective ro...
    African Development Bank approves €100 million loan to Gotion Power Morocco for LFP gigafactory
    The African Development Bank approved a €100 million loan to Gotion Power Morocco for Africa’s first integrated lithium iron phosphate (LFP) battery gigafactory, the bank said. The financing will support an integrated cathode-to-cell LFP battery plant in the Rabat-Salé-Kénitra Free Trade Zone. The bank also plans to mobilize up to €141 million more from financial partners as Mandated Lead Arranger under the New African Financial Architecture for Development (NAFAD). The project is ...
    Magnachip licenses Navitas GeneSiC technology for high-voltage SiC markets
    Navitas Semiconductor and Magnachip Semiconductor formed a strategic partnership under which Magnachip will license Navitas’ GeneSiC technology for 1,200 V, 2,300 V, 3,300 V and higher voltage silicon carbide (SiC) markets. The agreement is intended to accelerate the adoption of SiC technologies in high-voltage and ultrahigh-voltage power markets. Magnachip will license Navitas’ GeneSiC Trench-Assisted Planar (TAP) technology as it enters those markets. Magnachip will also re...
    Kontron launches production of automotive 5G modules in Düsseldorf
    Internet of things and embedded computer technology company Kontron has launched a production line for 5G communication modules at its Düsseldorf, Germany, site.  The line will produce 5G Automotive Network Access Devices (NADs) and 5G Industrial M.2 communication modules, Kontron said. The company said it is the only manufacturer worldwide to develop these modules in Europe and produce them in Germany. Mona Neubaur, minister for Economic Affairs, Industry, Climate Protection and Ene...
    Nano One reports 85% engineering completion for Candiac LFP capacity expansion
    Nano One Materials Corp. said detailed engineering for its Candiac lithium iron phosphate (LFP) capacity expansion was 85% complete as of mid-July 2026, keeping the project on track to lift total capacity to about 800 metric tons per annum. The Vancouver-based company, which develops process technology for lithium-ion battery cathode active materials (CAM), said commissioning of the expanded production capacity remains targeted for the first half of 2027. Major equipment purchase orders we...
    Pony.ai signs JD Auto Service agreement for robo-taxi maintenance network
    Pony.ai reached a strategic agreement with JD Auto Service to create a maintenance and spare-parts support system as it targets more than 3,500 robo-taxis by the end of 2026. The autonomous-driving company said the agreement will connect its fleet management platform with JD Auto Service’s nationwide network in China. Pony.ai operates more than 1,700 vehicles and plans to expand to more than 20 cities worldwide by the end of 2026. The collaboration will start in Beijing, Shanghai, Guangz...
    Antolin files for Chapter 15 recognition to protect US assets
    On July 20, automotive interior supplier Antolin filed for Chapter 15 recognition in the US Bankruptcy Court for the Southern District of New York to protect US assets while pursuing a Spanish restructuring plan. Chapter 15 allows a US bankruptcy court to recognize a foreign restructuring or insolvency proceeding and protect assets in the US. Earlier, Antolin submitted its restructuring plan in Spain on July 10, and the Spanish court formally admitted the case on July 17. ...
    Hong Kong opens first large-scale EV battery recycling plant
    Hong Kong opened its first large-scale electric vehicle battery recycling plant on July 16, a 100,000-square-foot facility able to process up to 10,000 metric tons of batteries a year. The plant, located in Tuen Mun’s EcoPark, can handle batteries equivalent to those from about 20,000 cars annually. The facility is aimed at recovering materials from end-of-life EV batteries as the city prepares for rising volumes of battery waste. Chief Executive John Lee, speaking by video at the openin...
    Micron signs memory and storage agreements with seven automotive suppliers
    Micron Technology completed strategic customer agreements (SCAs) with seven automotive suppliers and partners to support long-term access to memory and storage for vehicle platforms. The agreements cover Qualcomm, Visteon, Harman, Joynext, DENSO, Astemo and Hyundai Mobis, companies Micron described as critical suppliers to the automotive ecosystem. The pacts are intended to provide both sides greater visibility into production planning and to facilitate collaboration on future requirements. ...
    DENSO and TÜV Rheinland Japan validate battery passport for AESC energy storage products
    DENSO and TÜV Rheinland Japan validated a battery passport for AESC energy storage products ahead of the EU mandate taking effect in February 2027, the leading Japanese supplier said in a press release on June 29. The companies used actual data from AESC Group Ltd.’s Energy Storage Systems (ESS) business to test whether the passport could meet the EU Battery Regulation and function in commercial operations. DENSO built and supplied the technology foundation, while TÜV Rheinland Japan acted a...
    The real meaning of China Speed
    From Stuttgart to Detroit, one phrase now dominates discussions about automotive competitiveness: China Speed. It describes a capability many Western carmakers believe they have yet to match — the ability to develop and launch new vehicles in little more than two years. Mainland Chinese manufacturers routinely target development cycles of 18 to 24 months; established European and American rivals often require twice as long, sometimes longer. However, most accounts of China Speed dwell on th...
    NDR Auto Components opens new manufacturing facility in India
    NDR Auto Components has inaugurated a new manufacturing facility in Penukonda in the Sri Sathyasai district of Andhra Pradesh, India. The company invested 272.9 million rupees (nearly $2.9 million) in the greenfield facility, which will produce key seating parts for Hyundai Transys, a supplier of Hyundai and Kia brand vehicles in India. The facility will be operated by NDR Auto Components South Private Ltd., a wholly owned subsidiary of NDR Auto Components. The project was funded through...
    Pure Battery Technologies plans $350 million investment in a pCAM facility in Indonesia
    Australian battery materials company Pure Battery Technologies plans to invest $350 million to develop a precursor cathode active material (pCAM) facility in Indonesia, the Indonesian government said. Indonesia's Deputy Minister of Investment and Downstreaming Todotua Pasaribu discussed the plan with PBT Chairman Stephen Wilmot at the Indonesia Investment Promotion Center (IIPC) in Sydney, Australia, according to a statement received in Jakarta, Indonesia, on July 2. Pasaribu said PBT aims...
    JRG Automotive secures $13.1 million investment from Piramal Alternatives to fund capacity expansion in India
    JRG Automotive Industries India Private Ltd. has secured a 1.25 billion rupee (nearly $13.1 million) investment from Piramal Alternatives to expand production capacity, upgrade its factories and diversify its product portfolio. The Gurugram, Haryana-based company manufactures injection-molded plastic components and supplies major original equipment manufacturers in the two-wheeler and passenger vehicle segments. The funding was made through Piramal’s India Credit Opportunities Fund II....
    India’s auto component exports rise 5% to $24 billion in FY 2026
    India's auto component exports rose 5% to $24 billion in fiscal year 2026, driven by stronger shipments to Europe and expanding global procurement from the country, the Automotive Component Manufacturers Association (ACMA) said. ACMA of India reported Europe was the fastest-growing major export market, with shipments up 9% during the year. Europe accounted for $7.36 billion in component exports in fiscal year 2026, marginally ahead of North America in growth. Industry executives said ...
    Standard Motor Products forms Thailand sensor JV with Techstrong
    Standard Motor Products (SMP) entered a 50/50 joint venture with Techstrong Holdings Ltd. to form Techstrong Electronics (Thailand) Co. Ltd., an automotive sensor manufacturer. The venture, known as SMP Techstrong, gives SMP a 50% stake in an existing supplier and immediately expands its manufacturing capabilities across key sensor categories. The arrangement will give it greater control over development, quality and delivery, while adding resources to support its sensor offering. The Thai...
    Eni invests $225 million in EnergyX's Chile lithium project
    Eni will make a $225 million strategic investment in EnergyX's Project Black Giant lithium development in northern Chile, gaining rights to up to about 25% of future production. The project is planned to produce up to 52,500 metric tons of lithium carbonate per year across its first two phases, with potential expansion through additional phases. EnergyX said it also has secured other strategic offtake agreements tied to future output. Total capital expenditure is estimated at just below $1...
    Micron signs long-term memory and storage supply agreement with Ford
    Micron Technology and Ford have announced a long-term Strategic Customer Agreement (SCA) to support Ford's next-generation vehicle production with memory and storage supply. The agreement aims to strengthen the availability of automotive memory and storage products used in Ford production programs. Micron said it is increasing output of automotive memory solutions to support long product lifecycles and sustained supply. Micron said the supply effort is tied to capacity expansion as global ...
    EcoPro expands stake in Indonesia nickel smelter project to strengthen battery materials supply
    EcoPro Group is increasing its involvement in a major nickel smelter project in Indonesia as it seeks to secure more raw material supply for its battery business and improve the cost competitiveness of its ternary cathode materials. The company said it is participating as a major shareholder in the BNSI smelter project, which represents the second phase of its nickel investment strategy in Indonesia. The project, now under construction in Sulawesi, is designed to produce 90,000 tons of nickel...
    CATL, CALB and Sunwoda pledge 60-day supplier payments
    Mainland Chinese battery-makers, including CATL, CALB and Sunwoda, have pledged to pay suppliers within 60 days, responding to an industry effort to ease cash strains across the auto supply chain. The commitments align with an initiative by the China Automotive Battery Innovation Alliance, which covers power and energy storage battery companies. CATL, CALB and Sunwoda, which are members of the alliance, said they would pay suppliers of commodities and components within 60 days. The allianc...
    OCSiAl to supply nanotube solutions to PowerCo for Volkswagen battery platform
    OCSiAl will supply single-wall carbon nanotube solutions for graphite anodes to PowerCo's Salzgitter, Germany, facility for Volkswagen Group's Unified Cell battery platform. The company said in a June 25 statement that it had been named as a supplier to PowerCo, Volkswagen Group's battery manufacturing subsidiary. Nanotubes for PowerCo will come from OCSiAl's production facility in Serbia, which has passed audits by PowerCo and other European and Asian battery manufacturers. The sup...
    Stellantis extends summer shutdown at Italian factory amid shortages of key components
    Stellantis will extend its summer shutdown at the Mirafiori plant in Turin, Italy, by an additional week, citing shortages of key components such as engines, bumpers and sensors, Reuters reported on June 29, citing labor union FIM Cisl. The extra stoppage, scheduled for July 27–31, follows a previously planned three-week closure at the Italian facility, which produces the Fiat 500, starting in August. While Stellantis said the move is due to supply constraints linked to rising out...
    BYD expands production of Blade 2.0 battery cells on increased demand for Seal EV
    Chinese electric-vehicle maker BYD is accelerating battery production at its Xixian manufacturing complex to ease delivery delays and support the launch of new models, including the Seal 08 sedan, company executives said. BYD Executive Vice President He Zhiqi said output of the company's Blade Battery 2.0 cells is being increased to relieve supply constraints that have slowed vehicle deliveries. The batteries will be used across multiple upcoming vehicle programs, while production lines at th...
    China Speed: Q&A with Monolith
    China Speed has become one of the defining themes in the global automotive industry, particularly as US and European original equipment manufacturers look to close the gap with increasingly competitive Chinese manufacturers. While the discussion often centers on lower costs and shorter development cycles, suppliers are seeing the differences far more directly in day-to-day program execution. The gap is most visible not in engineering capability itself, but in how quickly organizations can turn d...
    China Speed: Q&A with Polaron
    Over the past few years, the automotive industry has been preoccupied with a deceptively simple question: how can Western carmakers match the pace of their mainland Chinese rivals? The discussion is often framed with vehicle development timelines, engineering costs and manufacturing efficiency in mind. Yet, beneath these headline metrics lies a less visible factor that increasingly shapes competitive advantage — the speed at which companies can develop, validate and deploy new materials. Fr...
    Agratas signs $530 million battery supply deal with JLR
    Tata Group's battery subsidiary, Agratas, has signed a seven-year battery supply agreement worth $530 million with Jaguar Land Rover (JLR), securing a long-term outlet for its cell production while supporting the automaker’s electric vehicle plans. The agreement, signed in Mumbai, India, will begin in the current financial year and will initially cover the supply of nickel-manganese-cobalt battery cells for JLR’s upcoming EV models. Company disclosures indicate the deal is expected t...
    German battery output rises 11% to record €8.1 billion in 2025
    German battery output was valued at a record €8.1 billion in 2025, rising 11% after hitting a low in 2024, industry association ZVEI reported on June 16. Fast growth in electric mobility and strong demand from the energy storage market drove the increase. Lithium-ion batteries used in e-mobility recorded a particularly sharp gain, with production climbing nearly a third (up 28%) to €4.6 billion. Market volumes, calculated as production plus imports less exports, rose 9% year over year to ...
    Ford, other OEMs seek licenses to sell China-built models​ in US
    Automakers are racing to secure US government approval to continue selling certain vehicles that have been on American roads for years but are now affected by new restrictions targeting Chinese software and technology in connected vehicles.  Among them is Ford Motor, which has confirmed it is seeking authorization from the US Commerce Department to continue importing its China-built Lincoln Nautilus sport utility vehicle. Although the vehicle's software is developed in the US, it is inst...
    Hyundai Motor India expects full normalization across all production line at Chennai plant by next week
    Hyundai Motor India Ltd. expects operations at its main plant in Chennai, Tamil Nadu, to return to normal by June 22. A fire at Hyundai Mobis’ Sriperumbudur plant near Chennai on May 31 disrupted parts supply, affecting manufacturing operations at Chennai Plant 1. The automaker operates two plants in Chennai with an annual production capacity of nearly 824,000 units. The company also operates a plant in Talegaon, near Pune in Maharashtra, which it acquired from Gene...
    South Africa proposes expanding auto incentives to include EV battery minerals
    South Africa is proposing to broaden its automotive incentive program to cover minerals used in electric vehicle battery manufacturing, a move aimed at expanding domestic EV production and strengthening connected supply chains. The plan comes as the government reviews automotive policy in response to the global pivot toward electric and hybrid models, stricter emissions standards and increasing competition from low-cost vehicle imports, particularly from mainland China and India. In a gove...
    Novelis restarts Oswego hot mill after fires disrupted aluminum supply to Ford
    Novelis has restarted operations at the hot mill at its Oswego, New York, plant, which had been offline since September 2025 after two fires disrupted aluminum supplies to Ford Motor. The outage contributed to billions of dollars in lost production of Ford’s top-selling, highly profitable F-Series pickups. “Restarting the Oswego hot mill is an important step forward for our operations and, most importantly, for our customers,” said Steve Fisher, president and CEO of Novelis. “We are d...
    UAW reaches tentative four-year contract with Dauch Corp. to end strike at US plant
    The United Auto Workers (UAW) announced that it has reached a tentative four-year contract with Dauch Corp., formerly known as American Axle Manufacturing Inc., to end a 10-day strike, according to a report by The Detroit News on June 10. Nearly 1,000 UAW members went on strike at the axle supplier’s Three Rivers manufacturing plant in southwest Michigan after the union and the company failed to reach a new contract before the existing deal expired at mi...
    MIPI Alliance to host four-company MIPI A-PHY SerDes interoperability demo at AutoSens USA
    The MIPI Alliance announced the automotive industry's first four-company interoperability demonstration of a high-speed SerDes system based on the MIPI A-PHY standard at AutoSens USA in Booth #317 from June 9–11. The showcase will include offerings from Sony Semiconductor Solutions, Southchip Semiconductor Technology, Valens Semiconductor and Velinktech. In the setup, the four A-PHY suppliers will each provide transmitters that carry nearly 8 gigabits per second of data from 8-megapixel&nbs...
    Forvia Hella localizes SSL | HD headlamp development and production in mainland China for Zeekr 8X
    Forvia Hella has fully localized development and series production of its Solid-State Lighting | Highly Digital (SSL | HD) high-resolution digital headlamps in mainland China. The company supplies these intelligent headlamps to the Zeekr 8X full-size luxury plug-in hybrid sport utility vehicle, launched in mainland China in May. “The successful start of series launch for our high-resolution SSL | HD headlamp marks another important step in our product strategy to continuously roll out this ...
    JSW MG Motor installs 1,000 EV chargers across India
    JSW MG Motor India has outlined its next phase of growth in the country, confirming plans to launch three new-energy vehicles in 2026. The lineup will include the brand’s first plug-in hybrid model for India, marking a notable expansion beyond its current battery-electric vehicle (BEV) portfolio. This announcement coincides with a key milestone in MG’s electric mobility efforts, as the company said it has become the first passenger vehicle manufacturer in India to deploy 1,000 community EV c...
    5G RedCap: Hitting the sweet spot of vehicle connectivity
    5G RedCap (Reduced Capability), also known as 5G NR-Light, standardized by 3rd Generation Partnership Project (3GPP) in Release 17, is a streamlined version of 5G designed for devices that do not require the full complexity, power consumption, or cost of traditional enhanced mobile broadband (eMBB) 5G modules. It basically sits between high-end 5G modules used for infotainment and autonomous driving and low-power IoT technologies like LTE-M (Long-Term Evolution for Machines) and Narrowband IoT (...
    Samsung overtakes Micron to become top automotive memory supplier
    Samsung Electronics has reportedly overtaken Micron in the automotive memory supply market. Micron had been leading this segment for some time, but recent data indicate a shift in market share.  According to the latest data from S&P Global Mobility, Samsung Electronics held a 40% share in the global automotive memory market as of 2025, improving its market share by 5% compared to 2024. This gain appears to have come at Micron's expense, with the company's market share declining from ...
    Aumovio trims losses in Q1 FY 2026 despite 8.3% YOY decline in net sales to €4.4 billion
    Aumovio reported an 8.3% year-over-year decline in net sales to €4.4 billion in the first quarter ended March 31, 2026. Despite lower sales, the company reduced its earnings before interest and tax loss to €79 million from €147 million in the first quarter of 2025. Aumovio also narrowed its net loss to €157 million from €217 million during the same period in the previous financial year.   Adjusted sales declined 7.8%, impacted by the realignment of the product and technology po...
    UAW workers strike at Dauch Corp’s US plant over wages and contract dispute
    On June 1, nearly 1,000 United Auto Workers (UAW) members went on strike at Dauch Corp.’s Three Rivers plant in Michigan after the union and the company failed to reach a new contract before the existing deal expired at midnight. UAW President Shawn Fain declared the walkout in a social media livestream at 10 p.m. May 31, two hours before the deadline, flanked by workers from the Three Rivers facility, Dauch’s largest manufacturing site in the state. Fain announced that UAW Local 2093 wou...
    Qorix appoints Supremology as authorized reseller for SDV middleware in India
    Qorix has appointed Bengaluru-based Supremology Software Services as an authorized reseller for its full SDV middleware portfolio in India. This arrangement is part of Qorix's expanding India partner strategy and is intended to extend its reach to Indian OEMs and Tier-1 suppliers, with both companies indicating potential to expand into adjacent industries. Supremology provides engineering and IT services across the automotive, industrial, avionics and healthcare sectors, serving customers in ...
    Posco Future M begins construction of LFP cathode factory for EV batteries and ESS
    Posco Future M has started construction of a dedicated lithium iron phosphate (LFP) cathode material factory to target the energy storage system (ESS) and entry-level electric vehicle battery markets. CNP New Material Technology, the joint venture between Posco Future M, Pino and CNGR, announced May 28 that it held a safety prayer ceremony and commenced construction of the LFP cathode material factory at the Pohang Yeongilman 4th General Industrial Complex. The factory is scheduled to begin m...
    Polar Semiconductor and Nexperia collaborate on next-generation power MOSFET manufacturing in US
    Polar Semiconductor and Nexperia announced a strategic collaboration to manufacture next-generation power metal-oxide-semiconductor field-effect transistor (MOSFET) devices at Polar Semiconductor's US-based wafer foundry, aiming to support an expanded power MOSFET portfolio and strengthen supply for customers worldwide. The collaboration is intended to address rapidly growing demand across AI server infrastructure, robotics, industrial and automotive applications by combining Polar's expertise i...
    Element 25 reviews manganese project in Louisiana amid shifting EV battery demand
    Element 25 said it is reviewing its project execution plan for the production of high-purity manganese sulfate monohydrate (HPMSM) in Louisiana, US, citing evolving demand for electric vehicles. The manganese producer noted that manganese is a key raw material for EV batteries and that the Louisiana facility is being developed in partnership with General Motors and Stellantis, with support from the US Energy Department. The company said that it is in discussions with General Motors to renegot...
    DHL Supply Chain breaks ground on dedicated high-voltage battery logistics hub in the Netherlands
    DHL Supply Chain, DHL Group's specialized contract logistics division, has initiated construction of a new European Battery Logistics Hub in Holtum, Limburg, expanding its European capacities for battery and energy storage logistics. The new site will provide 17,000 square meters of specialized storage and service space for high=voltage batteries and will be closely connected to DHL Supply Chain's existing Holtum automotive operation located next door. Together, these two facilities will form...
    NGK Corp. plans $440.5 million investment to build new semiconductor ceramics plant in Japan
    On April 24, NGK Corp. announced plans to establish a new production facility for ceramics used in semiconductor manufacturing equipment in Nomi City, Ishikawa Prefecture, Japan. The company will invest ¥70 billion (nearly $440.5 million) in the project, with mass production scheduled to begin in October 2029. The new facility will be operated by a manufacturing subsidiary, NGK Ceramic Device Co. Ltd. The new plant will increase NGK's production capacity for ceramics used in semiconductor ma...
    Continental to establish automated finished-goods tire warehouse in US with $76 million investment
    Continental has announced plans to establish a new highly automated finished-goods warehouse in Mount Vernon, Illinois, with an investment of approximately $76 million. The warehouse is intended primarily to meet the growing demand in North America while enhancing service levels and customer support. It will cover an area larger than six American football fields and will have capacity for approximately 500,000 passenger car tires. Construction will start in 2026, with operations scheduled to beg...
    Mainland China bans sulfuric acid exports, intensifying pressure on global battery supply chains
    Mainland China has banned exports of sulfuric acid, the most widely used industrial chemical and a key input for battery manufacturing and metal processing. The decision follows earlier disruptions to sulfur shipments through the Strait of Hormuz caused by the war in the Middle East, which have strained the global supply of the raw material used to make sulfuric acid. Marina Zhang from the University of Technology Sydney's Australia-China Relations Institute said that although the ban may be ...
    BorgWarner secures order for turbocharger from major European OEM
    BorgWarner has secured multiple turbocharger business awards from a major European original equipment manufacturer for a range of passenger car and van applications, covering both extensions of existing business and a conquest win. These awards further strengthen BorgWarner's position in combustion vehicle applications, with production expected to begin in phases from the second quarter of 2026 through the second quarter of 2029. According to Volker Weng, vice president of BorgWarner Inc. and...
    GM and Samsung SDI pause $3.5 billion Indiana battery plant amid weaker EV demand
    A $3.5 billion battery project led by a joint venture (JV) between Samsung SDI and General Motors (GM) in New Carlisle, Indiana, has been put on hold as GM adjusts its electric vehicle (EV) strategy in response to moderating demand. A spokesperson for the Indiana Economic Development Corporation, chaired by Indiana Governor Mike Braun, confirmed that the project is being paused. The suspension will delay the original plan to begin mass production in the fall of 2027 with an annual capacity of...
    The V-Model, recompiled: Q&A with MAHLE Powertrain
    For decades, the automotive industry has relied on the V-model as its preferred blueprint for engineering discipline. Conceived in an era when vehicle systems were largely mechanical and development cycles stretched comfortably over several years, the model offered manufacturers a reassuringly linear logic: requirements flowed downward through design and implementation before climbing back upward through validation and verification. Each stage mirrored another, and every requirement could, in pr...
    The V-Model, recompiled: Q&A with Elektrobit
    For decades, the automotive industry has relied on the reassuring geometry of the V-Model. Conceived for an era when vehicles were defined chiefly by mechanical engineering, the framework brought order to complexity: requirements cascading down one side of the “V”, implementation at the base and validation climbing methodically back upward. In an industry where failure can trigger recalls, regulatory scrutiny or safety crises, such discipline became indispensable. Yet, the rise of the sof...
    Workers protest at German supplier IAV’s headquarters over plans to cut up to 1,400 jobs
    On May 12, hundreds of workers gathered outside the Berlin headquarters of Volkswagen-backed automotive supplier IAV GmbH to protest plans to cut up to 1,400 jobs, marking the latest flashpoint in Germany's strained auto sector. The protest, organized by the IG Metall union, was directed against job cuts in Germany by mid-2027, including the effective closure of IAV's Berlin site, which would affect about 1,250 employees. Volkswagen holds a 50% stake in IAV, which employs about 5,500 people a...
    Yokohama Rubber opens new R&D center at Hangzhou passenger car tire plant in mainland China
    Yokohama Rubber has established a research and development center in Hangzhou, mainland China. The new center is located inside Yokohama Rubber's new passenger car tire plant in Hangzhou, which commenced operations in November 2025. With the establishment of this new center, the Japanese tiremaker aims to build a system that can initiate and complete the R&D of new products locally for the mainland Chinese market. The R&D center commenced operations in May 2026. Yokohama Rubber's busi...
    Hankook Tire Q1 consolidated revenue rises 7% year over year to $3.5 billion
    Hankook Tire & Technology reported its consolidated financial results for the first quarter ended March 31, 2026, recording 7% year-over-year growth in revenue to 5.3 trillion won (about $3.5 billion). Higher revenue helped the South Korean company achieve a 42.9% year-over-year increase in operating profit to 506.9 billion won. In the Tire business, sales grew 9.3% year over year to 2.6 trillion, while operating profit rose 31.1% year over year to 437.5 billion, resulting ...
    Software-defined vehicles and multi-cycle leasing: From OTA refresh to modular vehicle renewal
    The automotive industry’s shift towards a more sustainable approach is driving the growth of multi-cycle usage models. As automakers aim to capitalize on technological innovation and changing customer usage, these strategies extend the life of vehicles, components and materials through repair, repurposing, and refurbishment.  In traditional automotive cycles, vehicles are manufactured for a single owner, before eventually being scrapped, with limited opportunities to recycle materials....
    Proterra adds US cell option to Onyx battery platform to boost domestic content
    Proterra announced that its Onyx battery platform will be available with a US cell option, with shipments beginning in the first quarter of 2027, as part of a strategic focus and investment to localize and de-risk battery materials and components. The company said that this update responds to a shifting geopolitical and policy environment in which North American original equipment manufacturers are demanding greater domestic content. Proterra emphasized that this announcement reinforces its c...
    Watt next? Less than promised
    For much of the past decade, the electric-vehicle industry ran on a potent blend of technological optimism and cheap money. Carmakers promised a swift shift from internal combustion to battery power; investors, buoyed by low interest rates and green zeal, obliged. Capital flooded into gigafactories, vertically integrated supply chains and speculative battery ventures. Companies such as Volkswagen Group and General Motors pledged tens of billions of dollars to electrification. Startups, including...
    EVelution Energy signs $850 million cobalt offtake agreement with Mitsui
    EVelution Energy LLC, described as a U.S. critical minerals company developing the first commercial-scale cobalt metal and cobalt sulfate processing facility in the United States, announced that it has signed a binding long-term offtake agreement with Mitsui & Co. Ltd., valued at approximately $850 million over the five-year term based on current market prices. Under this agreement, EVelution Energy will supply Mitsui with a substantial majority of the cobalt metal production from its fac...
    Toyota partners with CATL on EV battery manufacturing and exports in Indonesia
    Toyota Motor Manufacturing Indonesia (TMMIN) has entered into a partnership with Contemporary Amperex Technology Co. Ltd. (CATL) for electric vehicle battery manufacturing in Indonesia. As part of this collaboration, TMMIN is committing 1.3 trillion rupiah (approximately $75.8 million) to support Indonesia's EV ecosystem, including development of the battery supply chain from raw materials through to finished products. The battery project is linked to the company's "Best in Town" approach, th...
    SK On opens Tokyo office to target Japan EV and energy storage system markets
    SK On is establishing a new office in Tokyo as early as April to strengthen its expansion into Japan's electric vehicle and energy storage system (ESS) markets. The company recently listed its Japanese branch on its website, adding it to its existing global footprint across the US, China and Europe. An SK On official said the Tokyo office will function as a strategic hub to accelerate entry into Japan's automotive and ESS markets, enabling faster responses to customer needs and supporting new or...
    USA Rare Earth to acquire Serra Verde in $2.8 billion cash-and-stock deal
    USA Rare Earth announced it will acquire Brazilian rare earths miner Serra Verde in a cash-and-stock transaction valued at $2.8 billion, extending a series of recent acquisitions that expand the company's mining, processing and magnet-making portfolio. Over the past year, USA Rare Earth has added British rare earths metals and alloy producer Less Common Metals and a stake in French processing firm Carester to its existing magnet manufacturing plant in Stillwater, Oklahoma, and its Round Top, Tex...
    Bosch rolls out third-generation silicon carbide chips to boost EV efficiency and range
    Bosch has begun introducing third-generation silicon carbide (SiC) chips for electric vehicles and is supplying samples to global automakers. These chips are intended to make electric cars more efficient and increase their range. According to Markus Heyn, member of the Bosch board of management and chairman of the Bosch Mobility business sector, SiC semiconductors control the flow of energy and make it as efficient as possible, and next-generation SiC chips are expected to help customers br...
    Posco International builds rare earth to motor core value chain for EV components
    Posco International is accelerating the expansion of its mobility materials business by establishing a triangular axis value chain that connects rare earth elements and permanent magnets, centered on the core electric vehicle component, the drive motor core. The company aims to achieve 3 trillion won (approximately $2.04 billion) in related sales by 2030 through vertical integration from raw materials to final components. According to industry sources on April 21, Posco International is build...
    Asahi Kasei delays Canada battery materials plant start amid weaker North American EV outlook
    Asahi Kasei has decided to postpone the startup of its Canada battery materials plant to 2029 or later after Honda Motor deferred its Ontario electric vehicle plans, according to Nikkei Asia. The Japanese materials supplier is building the facility in Ontario to make battery separators, a core component used in lithium-ion batteries. The project was unveiled in April 2024, with operations initially targeted for mid-2027, and the plant was designed to have an annual production capacity of abou...
    Samsung SDI signs multiyear Mercedes-Benz battery supply deal for next-generation EVs
    Samsung SDI announced that it has signed a multiyear agreement with Mercedes-Benz to supply batteries for next-generation electric vehicles, marking the company's first EV battery supply to the automaker. The signing ceremony took place at the Andaz Seoul Gangnam Hotel and was attended by Samsung SDI President and CEO Joo Sun Choi, Executive Vice President and Head of Global Sales Han Jae Cho, Mercedes‑Benz Group Chairman Ola Källenius, Chief Technology Officer Jörg Burzer and Mercedes‑Ben...
    Silicon Box joins Imec’s Automotive Chiplet Program
    Silicon Box has joined the Imec Automotive Chiplet Program (ACP), marking a strategic step toward accelerating chiplet adoption for next-generation vehicles. The collaborative initiative focuses on addressing the growing compute demands of software-defined vehicles, where chiplet architectures are emerging as a practical solution to rising costs, supply constraints and performance bottlenecks. Silicon Box will contribute its end-to-end expertise in chiplet interconnection — ranging from archit...
    Aisin starts contract manufacturing of six-speed automatic transmissions for Mazda in US
    Aisin Corp. has begun contract manufacturing of a six-speed automatic transmission (AT) developed by Mazda at its facility in Crothersville, Indiana. The facility is operated by AISIN Drivetrain Inc. (ADI), a consolidated subsidiary of the Japanese supplier in the US. Automakers are expanding local production in the North American market, where demands for stable supply and rapid responsiveness continue to grow. To address these needs, Aisin is leveraging the production technologies and quali...
    DENSO forms strategic partnership with Oracle to modernize core supply chain systems
    DENSO Corp. has established a strategic partnership with Oracle Corp. to modernize its core systems in the supply chain domain. The two partners began working on this initiative in April. Under the partnership, DENSO will deploy a new global core system based on Oracle Fusion Cloud Applications, incorporating the latest AI technologies, to build an advanced digital foundation for its supply chain operations. According to DENSO, the automotive industry is facing increasing complexity in supply...
    A different kind of shock
    When oil prices surge, car executives often imagine stranded ships, snarled ports and container boxes piling up like driftwood. The latest flare-up involving Iran invites exactly that sort of picture. Yet the industry could face a more serious and less visible disruption. The risk is not that vehicles cannot be shipped, but that they cannot be sold. The trigger is straightforward. Fighting in the Gulf has pinched energy supply, pushing crude beyond $100 per barrel and hauling fuel prices up i...
    IBU-tec installs spray tower at its upcoming lithium iron phosphate cathode materials plant in Germany
    IBU-tec Advanced Materials AG has completed a significant intermediate step in building large-scale production of European lithium iron phosphate (LFP) battery material by holding the topping-out ceremony for a new spray tower at its Bitterfeld-Wolfen site in Germany. The spray tower is a central component of a state-of-the-art LFP production plant scheduled to begin operations in 2028. With a capacity of 15,000 metric tons for the production of European LFP cathode material, the facility wil...
    Altilium awarded £18.5 million to build ACT3 EV battery recycling refinery in Plymouth
    Altilium, a UK-based clean technology company focused on sustainable recovery of critical battery materials, has been awarded £18.5 million in grant funding through the UK government's DRIVE35 Scale-Up Fund, delivered by the Department for Business and Trade in partnership with the Advanced Propulsion Centre UK (APC) and Innovate UK. The funding will support the construction of Altilium's new ACT3 recycling facility in Plymouth, Devon, described as the UK's first commercial refinery for the rec...
    Hyundai Mobis plans new investment in Nuevo Leon, Mexico
    Hyundai Mobis will invest 1 billion pesos (nearly $57.6 million) in Nuevo Leon, Mexico, to expand technology operations focused on autonomous driving, semiconductors and vehicle electrification, Mexico Business News reported April 10. The project is expected to generate approximately 250 jobs and reinforce Mexico's role within global automotive supply chains undergoing rapid technological transformation. The announcement was made by Samuel García Sepúlveda, governor of Nuevo ...
    UK awards Agratas funding for major EV battery gigafactory in Somerset
    The UK government has awarded about £380 million in funding to Agratas, the battery arm of India's Tata Group, to support the transition to zero-emission vehicles (ZEVs), according to the government-backed Advanced Propulsion Centre (APC). This investment forms part of a broader £470 million government grant package. The funding will support Agratas' planned gigafactory in Somerset, UK, enhancing domestic electric vehicle battery production and strengthening supply chains for zero-emission ...
    Posco Holdings expands Argentina lithium resources with acquisition of Hombre Muerto Norte salt flat
    Posco Holdings has finalized the acquisition of an additional lithium salt flat in Argentina as part of its efforts to strengthen competitiveness in the global lithium supply chain. The company announced on April 9 that its subsidiary, Posco Argentina, completed the 100% acquisition of the mining rights for the Hombre Muerto Norte salt flat from the Canadian company Lithium South on April 7. The acquisition, which follows an investment plan announced in November 2025, is valued at approximately ...
    Valeo inaugurates vision camera assembly line at Sanand Facility in India
    Valeo Brain Division has inaugurated a new high-definition (HD) surround-view camera production line at the Sanand Facility in Gujarat, India. The new production line will focus on high-volume manufacturing of next-generation vision camera systems for major original equipment manufacturers in India. These systems are intended to enhance driver assistance, improve road safety and support growing demand for autonomous and semi-autonomous driving technologies in the region. The ...
    Lucid Motors recalls over 4,000 Gravity electric SUVs due to faulty seatbelt welds
    Lucid Motors has issued a recall for more than 4,000 Gravity electric sport utility vehicles after discovering a problem with the vehicles' seatbelts. During unrelated safety testing in January, the company informed the US National Highway Traffic Safety Administration that some of the anchors for the SUV's second-row seatbelts were not properly welded. This defect increases the risk that the seatbelts would not hold passengers during a collision. Lucid Motors said that the problem resulted f...
    LG Energy Solution sues Volvo Cars in South Korea over battery patent dispute
    LG Energy Solution has filed a patent lawsuit against Volvo Cars over vehicles equipped with mainland Chinese batteries. According to industry sources, the company recently sought a preliminary injunction to block alleged patent infringement by Volvo Korea. The case involves the electric sport utility vehicle EX30, which uses prismatic nickel-cobalt-manganese (NCM) batteries manufactured by mainland Chinese battery-maker Sunwoda. In addition to the injunction request, LG Energy Solution submi...
    SBTL Advanced Materials to build smart battery pouch film plant in Daejeon, South Korea
    SBTL Advanced Materials plans to establish a production base for battery pouch films in Daejeon to expand capacity and enhance supply chain resilience significantly. The company said March 30 that it has signed an investment agreement with the city of Daejeon to build a plant in the Pyeongchon Industrial Complex, with construction targeted to begin in the second half of 2026. The new facility will span about 30,000 pyeong and will be built as a smart factory incorporating automation and remot...
    PeakAmp and Chargeup partner to create data-driven life-cycle management for EV batteries in India
    PeakAmp has announced a partnership with Chargeup to jointly manage the life cycle of electric vehicle battery packs in India by combining Chargeup's battery data platform with PeakAmp's end-of-life management capabilities. Announced on March 23 from Gurugram, India, the partnership is described as a step toward building a more structured supply chain for used EV batteries in the country. Under the arrangement, PeakAmp will act as a technical partner to Chargeup, overseeing the procurement, t...
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