Gate News message, April 25 — Chinese EV maker Nio announced on April 24 that it has spun off its chip division, Shenji, into an independent company to reduce reliance on suppliers such as Nvidia and improve profit margins. Shenji's first chip, the NX9031, uses a 5-nanometer automotive-grade

Gate News message, April 22 — Tesla has filed its generative AI-powered voice assistant with China's Cyberspace Administration, joining 158 AI tools that have completed the country's official registration process. The move represents a routine compliance step in China's strict regulatory environment

SK On opens a Tokyo office as its fourth global base to expand in Japan's EV and energy-storage markets, leveraging subsidies, a Nissan deal, and plans to bolster domestic battery supply and grid-stabilizing tech. Abstract: SK On announces a Tokyo office as its fourth global base to push expansion in Japan's EV and energy-storage sectors, supported by subsidies, a Nissan battery deal, and plans for a domestic battery supply chain and grid applications.

Gate News message, April 22 — CATL's Chief Technology Officer Gao Huan announced today that the company's sodium-ion battery technology has completed its validation phase. The batteries achieve a driving range of 300 kilometers on extended-range vehicle

Gate News message, April 21 — Lithium carbonate futures (a key raw material for EV batteries) fell 4% during intraday trading, currently quoted at 172,100 Chinese yuan per ton.

Samsung SDI has signed a multiyear deal to supply high-nickel EV batteries to Mercedes-Benz, valued at around $6.7 billion. The partnership focuses on future mobility solutions and battery technology, with production based in Hungary.

China's clean energy exports surged in March, with solar cell exports up 80% and EVs rising 53%, fueled by global demand amidst oil supply issues. However, domestic overcapacity and international tariffs pose challenges to the industry's growth.

Ganfeng Lithium anticipates a Q1 net profit of 1.6 to 2.1 billion yuan, recovering from a loss last year due to higher lithium prices and strong demand. The company aims for over 50% self-supply by 2025 and benefits from strategic projects amid rising fuel costs impacting electric vehicle adoption.

Global shipments of battery separators for EVs and hybrids reached 2.056 billion square meters in early 2026, showing a 5.9% yearly growth. Non-China markets grew significantly, while SEMCORP led sales. Demand is shifting towards energy storage systems.