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    Hitting the software wall: the limits of consolidation in ADAS and automated driving systems
    Hardware consolidation in modern vehicles is no longer the industry's defining challenge, although it remains far from complete. The direction of travel is clear: from dozens of discrete electronic control units (ECUs) toward fewer, more capable compute platforms. Domain-centric solutions, including ADAS domain controllers (ADCs) and cockpit domain controllers (CDCs), have been the dominant intermediate step and are likely to remain the largest part of the industry for at least the next decade. ...
    Balancing the battery loop: Recyclers must manage ambitious growth with strategic caution
    As global EV sales growth moderates and several markets point to a prolonged slowdown, the battery recycling ecosystem built on the assumption of a steep ramp-up in EV penetration now faces a stark mismatch between supply and demand. Fleets of first‑generation EVs are only just beginning to reach the end‑of‑life (EOL), yet recycling facilities and technology platforms have been scaled on the expectation of a flood of spent packs that may now arrive later, slower, or in smaller volumes than...
    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...
    Posco International launches CVC fund to build global heavy rare earth supply chain
    Posco International is developing a global supply chain for heavy rare earth elements used in electric vehicle traction motors and has launched its first Corporate Venture Capital (CVC) fund in partnership with Posco Investment. The fund totals 25 billion won (approximately $16.6 million), and its first strategic move is an investment of 8 billion won in a domestic specialist in rare earth separation and refining. This fund is intended to function as a strategic investment platform for techno...
    TSMC plans to start 3-nm chip mass production at Japan fab in 2028
    TSMC is expected to begin equipment installation and mass production of 3-nanometer (nm) wafers in 2028 at its second factory in Japan, according to a Taiwanese government filing released late on March 31. This follows a statement in February by TSMC CEO CC Wei, who said during a meeting with Japan's Prime Minister Sanae Takaichi that the company plans to mass-produce advanced 3-nm chips at its second fabrication plant in Japan. Under the revised plan outlined in the filing, the second chip-m...
    Building resilient automotive supply chains: lessons from an era of disruption
    For much of the past three decades, the global automotive industry pursued a single organizing principle: efficiency. Supply chains stretched across continents, inventories shrank to a minimum, and production schedules ran with metronomic precision. Components flowed from thousands of suppliers in tightly choreographed sequences, allowing manufacturers to build increasingly complex vehicles at ever lower cost. Then the shocks began. The Fukushima earthquake and tsunami first exposed the fr...
    India urges automakers and suppliers to curb fuel use and shift from oil amid Iran war impact
    India has asked automakers and parts suppliers to tighten production schedules to conserve fuel amid fears of shortages caused by disrupted oil and gas imports from the Gulf due to the Iran war, Reuters reported March 27, citing a government memo dated March 25 seen by the news agency. The heavy industries ministry has also urged companies to shift factory operations from oil-based fuels to electricity and to use recycled aluminum or alternative materials as shortages and costs rise. For Indi...
    Hyundai and Kia seek new vendors after fire at key engine valve supplier’s plant in South Korea
    Hyundai Motor and Kia Corp. are seeking alternative suppliers due to concerns over potential supply disruptions following a fire at a key auto parts supplier. A large-scale fire broke out on March 20 at Anjeon Industry in Daejeon, about 140 kilometers south of Seoul, South Korea, leaving 14 people dead and 60 others injured and halting parts supplies to its customers. The automakers source engine valves from the supplier, a critical component that regulates the intake of air and fuel into eng...
    Stellantis production disrupted by dispute with chassis module supplier ZF over payments
    A payment dispute between Stellantis ZF Chassis Modules (Windsor) has halted production at Stellantis' Toluca plant in Mexico for over two weeks and is threatening the automaker’s operations in Canada, CBT News reported March 27, citing a lawsuit filed by the Germany-based supplier in Michigan, US. Stellantis said the Toluca facility, which produces the Jeep Compass and Cherokee sport utility vehicle, has been shut down since March 14 after the supplier stopped shipping suspension modules a...
    Jaguar Land Rover temporarily halts production at Solihull plant due to supplier constraints
    Jaguar Land Rover (JLR), owned by Tata Motors, has temporarily halted production on certain vehicle lines at its Solihull manufacturing facility in the UK due to a supply constraint from an unnamed supplier. The company, in a regulatory filing by Tata Motors Passenger Vehicles Ltd., did not specify the duration of the production pause but assured that the disruption is short-term and limited in scope. Efforts are underway to resolve the issue swiftly with the supplier to minimize impacts on c...
    Samsung SDI partners with L&F for North American energy storage expansion
    Samsung SDI Co. has entered into a purchase agreement with L&F Co., a South Korean battery material supplier, to bolster its North American energy storage system (ESS) business. The deal, signed on Monday, involves Samsung SDI receiving 1.6 trillion won ($1.06 billion) in cathode materials used in lithium iron phosphate (LFP) batteries from L&F over three years starting in 2027, with an option to extend the agreement for an additional three years.  These materials will be utilize...
    Keysight Technologies starts manufacturing in India
    Keysight Technologies has commenced manufacturing in India, marking a significant shift from a research and development hub to a high-precision manufacturing base with direct implications for sectors such as semiconductors, telecom, and automotive electronics. The US-based company has begun production at its Chennai facility, positioning it as the first test and measurement company to manufacture hardware products within India, catering both to domestic needs and global markets. According to ...
    CLEPA survey shows automotive suppliers face higher profitability challenges in 2026
    Nearly one in four automotive suppliers in Europe expects to report losses in 2026, the European Association of Automotive Suppliers (CLEPA) reported in its Spring 2026 Pulse Check survey. According to the survey, 76% of automotive suppliers anticipate profitability below the sustainable level of 5%, a slight decline from the 70% noted in the previous survey in autumn 2025. Additionally, the percentage of suppliers expecting negative profitability has risen to 24%, up from 15%.  To manag...
    ROHM and Suchi Semicon partner to boost semiconductor manufacturing in India
    ROHM and Suchi Semicon have announced a strategic partnership focused on strengthening semiconductor manufacturing in India, aiming to meet the needs of both domestic and international markets. This collaboration combines ROHM's expertise in device technology and semiconductor leadership with Suchi Semicon's manufacturing capabilities, intending to create a reliable and scalable manufacturing framework that aligns with industry developments. The partnership supports the enhancement of India's...
    Posco Future M and Molten partner on innovative graphite production from methane gas
    Posco Future M has announced a collaboration with US-based Molten Inc. to develop natural graphite anode materials from non-mined raw materials. This partnership, solidified through a memorandum of understanding signed on March 11 at COEX in Seoul, aims to utilize methane gas in the production process. The signing event featured key representatives from both organizations, including Hong Young-joon from POSCO Future M and Molten's CEO, Kevin Bush. This collaboration will enhance Posco Future ...
    General Motors and LG Energy Solution shift Tennessee plant to produce energy storage batteries
    General Motors (GM) and LG Energy Solution are converting an electric vehicle battery plant in Tennessee, US, to produce batteries for energy storage systems. This transition is through their joint venture, Ultium Cells, which will recall 700 previously laid-off workers to begin lithium iron phosphate battery production in the second quarter. The layoffs, which affected workers in Tennessee and Ohio, were initially due to reduced EV sales, impacting operations until mid-2026. The shift toward...
    Posco Future M secures $668.2 million contract for EV battery anode materials
    Posco Future M announced that it has secured a 1 trillion won (about $668.2 million) contract to supply electric vehicle battery anode materials to a global automaker, marking its largest deal since entering the battery business in 2011. The agreement, covering the years 2027–2032, includes an option for extension upon mutual consent, although the automaker's identity remains undisclosed. This contract is part of a broader arrangement, which also involves a natural graphite anode supply dea...
    Tesla and LG Energy Solution to establish $4.3 billion battery plant in Michigan
    The US government confirmed a supply agreement between Tesla and South Korea's LG Energy Solution to establish a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell manufacturing facility in Lansing, Michigan, anticipated to begin production in 2027. These US-made cells are intended to power Tesla's Megapack 3 energy storage systems in Houston, contributing to the development of a domestic battery supply chain. This deal is part of a series of agreements highlighted by the Trump ...
    Leoni invests $11.4 million in Mexico to ramp up capacity to produce wire harnesses for EVs
    Leoni has announced a strategic investment of $11.4 million to enhance its manufacturing operations in Durango, Mexico. This investment aims to bolster the company's capacity for producing wiring harnesses specifically for electric vehicles. The expansion will involve the installation of 14 new production lines, marking the facility as the first in Mexico dedicated to such advanced automotive components. As operations increase, the project is expected to create 500 direct jobs over the next two ...
    Mainland Chinese automakers reduce supplier payment cycles to 60 days, support SMEs
    Major automakers in mainland China have initiated measures to shorten payment cycles to suppliers, honoring their commitments made in June 2025 to cap payment terms at 60 days. This decision followed a revision by the State Council of the Regulations on Ensuring Payments to Small and Medium-sized Enterprises (SMEs). The initiative aims to alleviate cash flow pressures on suppliers, particularly benefiting SMEs, and enhance the overall stability of the automotive supply chain. A survey by the ...
    Syrah Resources and Tesla extend deadline for graphite supply issue resolution
    Syrah Resources, an Australian graphite miner, has agreed with Tesla to extend the deadline for resolving an alleged default in their graphite supply agreement to June 1. Tesla claimed that Syrah failed to provide conforming natural graphite active anode material samples from its Vidalia facility in Louisiana, US. Originally, Syrah was required to remedy the issue by March 16 or face termination of the supply agreement for Syrah's 11.25 kilotons-per-annum active anode material facility in Vid...
    MP Materials signs rare earth supply deal with major automaker
    MP Materials Corp. has signed a significant rare earths supply contract with an undisclosed automaker and is working on securing similar deals for a planned magnet-making plant in Texas, US. The company, known for being the sole US producer of rare earth minerals, disclosed that the agreement involves supplying neodymium-praseodymium oxide, a material crucial for motor production, though specifics about the contract size were not shared. This development comes as companies rush to ensure stab...
    SK On partners with Posco Holdings to secure lithium for EV batteries
    SK On has signed a supply agreement with Posco Holdings to procure up to 25,000 metric tons of lithium, aiming to diversify its battery raw materials supply chain away from mainland China. Key executives, including Park Jong-jin, head of Strategic Procurement at SK On, and Lee Jae-young, head of the Energy Materials Business division at Posco Holdings, attended the signing event in Seoul, South Korea. The lithium will be sourced from Posco Argentina's salt lake operations in the Hombre M...
    The shortening of the automotive supply chain
    For decades, the car industry perfected the art of distance. Design in Germany, components from Japan and South Korea, wiring harnesses from Mexico, electronics from mainland China and final assembly wherever labor was the cheapest. The logic was simple: stretching the supply chain across borders, arbitrage wages and scale, and trusting that trade would remain broadly liberal and logistics would remain frictionless. That logic is fraying. Automakers are not abandoning globalization, but they ...
    US International Trade Commission begins investigation into USMCA automotive rules of origin
    The US International Trade Commission (ITC) has initiated an investigation into the automotive rules of origin under the United States-Mexico-Canada (USMCA) trade agreement to assess their impact on the US economy, competitiveness, and relevance in light of recent technological changes. The USMCA's rules of origin have increased regional value content requirements, compelling manufacturers in the US, Mexico and Canada to source more inputs from within the region to qualify for free tra...
    Nouveau Monde Graphite to commence phase two Matawinie Mine construction in Canada
    Nouveau Monde Graphite Inc. (NMG) is preparing for the construction of its phase two Matawinie Mine in Canada. The project, identified by the government of Canada as a major project of national interest, aims to support economic growth and the sourcing of critical minerals for G7 countries and allies. NMG has awarded significant contracts, securing over 50% of the project's capital expenditure, to ensure timely and on-budget delivery. Manawan-Fournier, an Atikamekw joint venture, will carry o...
    US imposes tariffs on anode-grade graphite imports from mainland China to curb market dumping
    The US has finalized significant tariffs on imports of anode-grade graphite from mainland China following a US Commerce Department finding that the product was sold at a below-market price in the US. The government plans to impose a 93.5% antidumping duty and a 67% countervailing duty on this essential battery material. These duties are set to replace preliminary rates, with a notable decrease from over 700% for two specific companies. Countervailing duties are applied when imports receive unfai...
    EU draft policy to mandate 70% local content for EVs to qualify for subsidies
    The EU is working on a new draft policy that aims to mandate electric vehicles to have at least 70% of their components produced within the EU, excluding batteries, to qualify for state support and subsidies. This policy is part of a broader strategy to protect the EU's €2.6 trillion manufacturing sector and to counteract challenges such as competition from low-cost Chinese products, high-energy prices and stringent climate regulations. Additionally, the policy is expected to requir...
    From connected cars to fragile factories: How cyber risk is rewiring the auto industry
    When Jaguar Land Rover (JLR) halted production across its UK factories in late 2025, the headlines focused on lost output, idle workers and delayed deliveries. That was the easy story. The deeper, more uncomfortable truth is that the attack exposed how profoundly digital vulnerabilities have been baked into the automotive industry — not just in connected vehicles, but across factories, logistics systems and sprawling supplier networks. What was once a sector defined by nuts, bolts and mecha...
    Thyssenkrupp opens new axle manufacturing plant in Bavaria, Germany
    Thyssenkrupp Automotive Technology, the automotive division of the Germany-based thyssenkrupp, opened a new axle assembly plant in Allershausen, north of Munich. The new plant represents a mid-double-digit million-euro investment and is expected to generate about 250 new jobs. The plant is dedicated to assembling front and rear axles for new BMW vehicle generations, marking a significant expansion of thyssenkrupp's production and logistics network in Germany. Volkmar Dinstuhl, CEO of thyssenk...
    Mainland China's solid-state battery industry advances toward early production and integration by 2027
    Mainland China's solid-state battery industry is moving into early production and pilot deployment, with expectations to fully adopt these batteries later in the decade. Multiple battery suppliers and automakers in mainland China are now in the various stages of pilot production and vehicle-integration programs. They are aiming to demonstrate vehicles equipped with next-generation battery technology in 2027 and expand deployment in subsequent years. The industry is characterized by the a...
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