Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?

China’s new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and South Korea. A quality issue triggered by GAC Aion’s use of CALB’s LFP batteries has revived discussions of its past disputes with CATL. Across the industry, the long-running tug of war between Chinese automakers and dominant battery suppliers has continued to deepen the low-margin, even loss-making, dilemma facing carmakers.

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Sovereign AI promises independence, but often deepens reliance on US vendors, Stanford report says

Stanford researchers say the global push for sovereign AI is producing a paradox for governments seeking digital independence. The latest report from Stanford HAI argues that offerings from Nvidia, Microsoft, and OpenAI often repackage dependence on US technology rather than reduce it, leaving countries with more control over location and jurisdiction, but not over the underlying stack.

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Apacer 2Q26 profit tops full-year record on memory shortage

Memory module maker Apacer Technology posted record quarterly profit in the second quarter of 2026, lifted by the memory shortage and surging prices. Net profit reached NT$2.7 billion (approx. US$83.8 million), up 45.7% from the prior quarter, surpassing its full-year profit in any previous year, while the earnings per share (EPS) came to NT$20.9. First-half profit also jumped nearly 20-fold from the same period in 2025.

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