Global Autos Driver Humanoids & Robotaxi Rides Weekly

Research evidence excerpt

Global Autos Driver Humanoids & Robotaxi Rides Weekly

J P M O R G A N Europe Equity Research

21 June 2026

Global Autos Driver

Humanoids & Robotaxi Rides Weekly

Please find below the latest developments in autonomous European Autos & Auto Parts

driving across the world: Jose M Asumendi AC

(44-20) 7742-5315

jose.m.asumendi@jpmorgan.com

• Waymo is recalling 3,871 vehicles equipped with its fifth-generation J.P. Morgan Securities plc

Automated Driving System after determining the software could allow a Piyush Singla

driverless vehicle to enter and drive at speed through a closed freeway (91-22) 6157-3324

construction zone, according to a Part 573 safety recall report filed with the piyush.singla@jpmorgan.com

National Highway Traffic Safety Administration. The recall carries an J.P. Morgan India Private Limited

estimated 100% defect rate and covers ADS units produced between March 17,

Specialist Sales contact details:

2022, and May 19, 2026. Waymo said the issue stems from the ADS prioritising

avoidance of other freeway hazards and, in some cases, failing to recognize the Sam Edmunds - Specialist Sales -

European Industrials

construction zone.

(44-20) 7742-8733

• Uber, Nuro, and Lucid name Houston as the second planned market for sam.edmunds@jpmorgan.com

their robotaxi programme, with passenger service targeted to launch in mid-

2027. The first market remains the San Francisco Bay Area, where service is

expected to begin later this year. The robotaxis will be available exclusively

through Uber and will use the Nuro Driver Level 4 autonomy platform, which

Nuro is validating for the programme.

• WeRide and Uber plan to launch a commercial robotaxi service in the

Greater Zurich Region, marking their second European deployment in two