EV

By early 2026, a structural surge in memory prices has begun to ripple through the global technology sector, placing renewed pressure on the automotive industry’s supply chain. Unlike previous cyclical fluctuations, this price escalation is driven by an unprecedented demand for Artificial Intelligence (AI) computing power, forcing automakers to

China’s automotive sector is bracing for a fierce battle in the large SUV segment in 2026, as established players and new entrants flood the market with high-tech, three-row flagship models. The competition centers on the lucrative "9 Series" category, where automakers are aggressively deploying larger

In the high-stakes arena of autonomous driving, the narrative has shifted rapidly from theoretical "AI hype" to a brutal battle for unit economics and deployment speed. A new research note from Morgan Stanley, released on January 21, 2026, suggests that while the US and China are leading

Li Auto is betting on a strategic return to its extended-range vehicle roots to reverse a sales slump, targeting 550,000 deliveries in 2026—a 40% jump from last year's 410,000 units. The pivot comes after pure electric models underperformed, prompting the Chinese automaker to consolidate

Germany has launched a 3 billion euro ($3.1 billion) electric vehicle subsidy program open to all manufacturers including Chinese brands, while Canada confirmed it will slash additional tariffs on Chinese EVs by over 90%, marking a significant policy shift that could boost Chinese automakers' overseas expansion. The German

Goldman Sachs has launched a new monitoring framework tracking the intensifying competitive threat Chinese automakers pose to European incumbents, revealing that Chinese brands captured 5.2% of Europe's Big 5 markets by December 2025—up from essentially zero two years earlier—with mass-market players bearing the brunt

China's power battery industry concluded 2025 with signs of market rebalancing, as the combined dominance of CATL and BYD slipped while second-tier manufacturers and automaker-backed ventures captured larger shares. The year also saw material suppliers emerging as battery producers and export markets providing critical growth momentum

Stellantis NV is planning to bring in extended-range electric vehicle technology from China’s Leapmotor for use across brands including Peugeot and Citroën, according to recent reports, highlighting a shift in how established European carmakers are approaching electrification amid tighter emissions rules and uneven charging infrastructure. The reported move