The global automotive industry is currently navigating its most seismic leadership transition in decades as the Electronic/Electrical (E/E) revolution fundamentally rewrites the rules of competition.

Memory module giant Adata reported record-high operations in 2025, with chairman Simon Chen forecasting a strong memory market throughout 2026. He highlighted that upstream manufacturers’ inventory levels have dropped to critically low points, supporting their confidence for aggressive price hikes.

AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1 trillion in revenue in 2026—earlier than previous forecasts.

With AI data centers now integrating battery backup units (BBU), battery module maker DynaPack plans to add an additional 200% to its production capacity at its Taiwan and Thailand facilities to capitalize on this clearly emerging trend, with room for further growth. In addition, the company has several ongoing projects to develop BBUs tailored for high-voltage direct current (HVDC) systems, targeting mass production as early as 2027.

The Chinese automotive market is undergoing an unprecedented transformation amid increasing industry volatility. As new energy vehicle (NEV) penetration rapidly rises, the traditional internal combustion engine (ICE) segment continues to shrink. Coupled with ongoing price wars, automakers face fierce competition on retail pricing while imposing stricter cost controls and faster R&D demands on their supply chains.

In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation of SpaceX’s future space solar power plans, highlighting a shift from prioritizing performance to emphasizing cost efficiency and scalability.