China’s National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as tight supply and strong demand push up DRAM and NAND flash prices.

On March 10, 2026, the US International Trade Commission (USITC) announced the launch of a Section 337 investigation targeting 20 automotive parts manufacturers across Taiwan, China, and the US. The probe follows a lawsuit filed by General Motors (GM) and includes 10 leading Taiwanese aftermarket (AM) suppliers such as Tong Yang Industry, DEPO Auto Parts, and Gordon Auto Body Parts. This unexpected patent litigation has come as a shock to Taiwan’s automotive collision parts exporters, and also signals a shifting competitive landscape in the global automotive supply chain.

The US and Chile have agreed to begin talks on cooperation in rare earths and other critical minerals, as Washington seeks to strengthen supply chains and reduce reliance on China for strategic materials used in advanced technologies.

As a key player in Taiwan’s automotive industry, Hotai Group draws significant attention with its annual outlook released early each year, which is generally seen as an indicator of local market developments. In its latest report, Hotai Motor projected that new car sales in Taiwan will reach 440,000 units in 2026, while setting a combined target sales volume of 165,000 vehicles and a 37.5% market share across the Toyota, Lexus, and Hino brands.