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Profitability Gap Triggers “De-CATL” Movement Among Major Chinese Automakers

CATL's stock has plummeted more than 24% in September as major Chinese vehicle manufacturers move to reduce their dependence on the world's largest EV...

Toyota to Deploy 400,000 Factory Robots in Major Automation Overhaul

Toyota Motor announced a sweeping manufacturing transformation on September 18, 2026, committing approximately ¥1 trillion annually starting in 2028 to deploy 400,000 self-developed robots...

Japan’s Auto Industry Launches Platform for Autonomous Driving Rollout by 2028

Japan's automotive manufacturers announced a collaborative strategy to deploy autonomous driving technology in select regions by 2028, marking a significant shift toward public-private coordination...

China Sets 2030 Targets for Intelligent Connected New-Energy Vehicles

China has released a five-year plan aimed at establishing the country as a global automotive power by 2030, with new-energy vehicles, autonomous driving and...

Job cuts at Jaguar Land Rover show how a sensible corporate strategy is not always enough

Lakshminarasimhan Vedanthachari, Royal Holloway, University of London Jaguar Land Rover’s decision to cut thousands of jobs comes after years of dealing with some extremely tough...

China sets competition guidelines for automakers expanding overseas

China has issued guidelines on overseas competition in the automotive industry, focusing on automakers' pricing, promotions and brand marketing in international markets. China's Ministry of...

Tantalum Prices Nearly Triple on AI Demand, Supply Disruptions; EV Capacitor Lead Times Reportedly Top 1 Year

Surging AI demand and mining disruptions in Africa are putting the EV industry at risk of a tantalum capacitor supply crunch in 2026. TrendForce...

Waymo’s Chinese EV Fleet Exposes Gaps in U.S. Trade Strategy

Autonomous driving company quietly imports thousands of Chinese vehicles while tariffs block consumer access to the same technology, revealing cracks in America's automotive protection...

China’s battery tax shift is a strong push for automakers to make their own cells, CPCA’s Cui says

Automakers that produce batteries in-house can avoid or deduct the consumption tax, while those buying externally will bear extra costs, Cui said. Automakers that do...

FEV and Microsoft Test Offline Generative AI for Vehicle Cabins

FEV and Microsoft have unveiled a new approach to embedding generative AI directly inside vehicle cabins, aiming to deliver voice, text, and gesture interactions...

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