Auto & Heavy Industry Outlook

• Structural chip demand in vehicles rises with ADAS, infotainment, connectivity and EV battery systems, lifting average semiconductors per car.
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EV Market Corrections

• 🔥 US EV Shake-Up: America’s EV shake-up continues with additional electric models dropped from the US market and GM's EV...

A technical review examines battery pack technologies as critical enablers for EV performance gains and cost cuts.

Automakers are quietly canceling or delaying over a dozen EV models in 2026 as demand contracts sharply after federal tax credits expired. U.S. EV...

Two equipment markets are expanding in tandem at ~7% CAGR, underscoring infrastructure-driven momentum across heavy machinery.

• Boom lifts: Market...

Average US buyers resist switching to BEVs due to charging infrastructure gaps and behavior changes, even when EVs promise lower long-term costs.

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• Stacking ensemble ML achieves R² of 0.9822 for gasoline and 0.9709 for diesel forecasts.
• BAU scenario projects gasoline demand rising 100.4% and...

AI data centers are outbidding automakers for DRAM, pushing spot prices up 450% and forcing higher vehicle costs.

• GM, Ford, Honda hit hard: $500M,...

BMW is extending its decarbonisation strategy to the X5 — including non-EV variants — cutting CO2e emissions 40% during development via recycled...

• Software revenue already drives high margins at GM and Rivian, with GM eyeing 70% gross margins on services like Super Cruise and Rivian reporting...

• Growth drivers include federal ADAS mandates, V2X infrastructure investment, and commercial fleet automation pilots, pushing overall market...

CATL's new B2B platform lets qualified buyers order energy storage cells (100Ah, 280Ah, 314Ah) in batches as small as three boxes with full price...

India's semiconductor packaging push advanced with CG Semi launching commercial production at its $870M Gujarat OSAT plant, the third such facility...

Construction and agricultural equipment are shifting toward electric drives, creating demand for new precision components like motor housings, rotors,...

• Canada-Taiwan collaboration targets semiconductors and critical minerals, creating a diversified pipeline for chips used in EVs, autonomous...

• Ford commits $2B to repurpose Kentucky EV battery plant for 20 GWh energy storage
• GM US EV sales drop 41% YoY in Q2 amid broader market...

BYD has deployed over 7,000 Flash Charge stations across 325 cities, on track for 20,000 by end-2026. The network added more than 1,000 stations in...

Fincantieri is using physical AI and humanoid robotics, developed via the EY-NVIDIA Alliance, to tackle labor shortages and safety risks in shipyards....

Major equipment makers are shifting from one-time sales to long-term service contracts for stable income amid urbanization and aging infrastructure.
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Sodium-ion batteries trade lower energy density for solid cycling and strong low-temperature performance, enabling applications in grid BESS and EVs with one model already available in China.