Ongoing US-China tensions have sparked the most significant automotive supply chain shift in decades. Disruptions at semiconductor maker Nexperia have pushed US automakers to cut reliance on Chinese parts, while Taiwanese electronics suppliers ramp up local production to meet rising demand from American companies.

China’s Industrial Association of Power Sources (CIAPS) recently issued a Notice on Referencing the Lithium Iron Phosphate Cost Index and Regulating Industry Development, an effort to halt a years-long price war in lithium-iron-phosphate (LFP) materials. By proposing a “cost red line,” the association hopes to curb destructive price-cutting and restore a basic sense of pricing discipline to a market that has become increasingly chaotic.

China’s electric vehicle (EV) makers are shifting more of their R&D toward humanoid robots, betting the next phase of AI competition will centre on physical-world applications rather than in-car systems. As US-China tech tensions rise, automakers including Xpeng, Chery, Nio, BYD, GAC, and Seres are using their EV engineering and autonomous-driving AI to develop robots with autonomous mobility and semantic understanding, positioning embodied intelligence as their next strategic arena.

Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs promotes CPU-first AI compute; India approves 17 ECMS projects worth US$810 million to expand component manufacturing.