After Nissan and Honda ended their merger talks, Foxconn expressed interest in a collaborative partnership with Nissan, rather than an outright acquisition. This announcement has sparked discussions within Taiwan’s automotive industry, focusing on the potential advantages and concerns of such a collaboration.

Following the breakdown of merger talks between Nissan and Honda, the chairman of Taiwan’s Foxconn, Young Liu, stated on February 12, 2025, that the company’s goal is cooperation with Nissan, not acquisition. This approach may offer Nissan a less disruptive path to financial stability, technological advancement, and continued innovation.

In January 2025, Volkswagen (VW) dominated Germany’s battery electric vehicle (BEV) market, capturing nearly half the market and increasing its share by 15pp year-over-year, while Tesla’s sales plummeted. In China, Geely unexpectedly overtook BYD in retail EV sales, though BYD retained its wholesale lead.

The market is buzzing with speculation about the mass production timeline for Tesla’s Optimus humanoid robot. However, the company hasn’t revealed its suppliers. Despite this, many anticipate that THK, a leading Japanese motion component firm, will be a crucial supplier.