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Company news and industry updates.

Chery NEV sales top 130,000 in September with exports at 73%
2026-10-12
Chery NEV sales top 130,000 in September with exports at 73%
Chery Group sold over 130,000 new energy vehicles in September, the sixth month above 100,000, with 200,900 exports.
China NEV sales turn negative in September as margins fall to 3.6%
2026-10-10
China NEV sales turn negative in September as margins fall to 3.6%
September NEV sales fell 12% year on year while passenger car retail dropped 24%.
Auto supply chain faces broad raw-material cost pressure
2026-10-09
Auto supply chain faces broad raw-material cost pressure
Raw-material prices rose across the board, putting both vehicle makers and suppliers under cost pressure.
Copper stays near record highs as Chile strike hits supply
2026-10-09
Copper stays near record highs as Chile strike hits supply
Copper approaches record highs as mine disruptions and demand expectations push costs down the supply chain.
New-type energy storage enters a market-driven cycle
2026-10-08
New-type energy storage enters a market-driven cycle
Storage is moving from a rush to install towards market-based operation, with policy and AI power demand opening new space.
800 V platforms accelerate as power electronics enters a new cycle
2026-10-08
800 V platforms accelerate as power electronics enters a new cycle
More 800 V models are launched, with 800 V, SiC and GaN as the keywords in power electronics.
AI data center investment paths diverge by up to $5 trillion
2026-10-02
AI data center investment paths diverge by up to $5 trillion
Research sees three possible investment paths, with 2030 spending differing by as much as $5 trillion.
AI data center power: from 10 kV grid to 1 V near-chip
2026-09-30
AI data center power: from 10 kV grid to 1 V near-chip
A full-path review from 10 kV grid connection via HVDC and cabinet busbars to 1 V near-chip delivery.
AI computing boom exposes a copper supply gap
2026-09-22
AI computing boom exposes a copper supply gap
"AI ends in power, and power runs through copper" - compute investment is driving power infrastructure and copper demand.