CXMT plans 4F² server DRAM launch, hitting memory shares
A 33% cell shrinkage gives China's memory champion a pathway to 50% higher bit density, putting pricing pressure on Samsung, SK hynix and Micron as 2026 closes.
BYD debuts Atto 8 electric SUV with 1,500 kW flash charging
The 115-kilowatt-hour flagship delivers 405 miles of range and cuts 10% to 97% recharge times to nine minutes, supported by 3,000…
South Korea pours $1B into AI smart shipyards to fight Chinese yards
A five-year public-private alliance deploys autonomous logistics and robotic welding across three coastal hubs to counter labor…
GlobalFoundries signs $2B TSMC packaging deal for AI chips
The five-year agreement will produce silicon interposers at the Malta fab in New York starting in 2028 to ease CoWoS bottlenecks…
By country
How we cover the region →South Korea
South Korea pours $1B into AI smart shipyards to fight Chinese yards
A five-year public-private alliance deploys autonomous logistics and robotic welding across three coastal hubs to counter labor…
Rainbow Robotics files US waiver to bypass robot import ban
The South Korean firm sought conditional approval after the FCC blocked equipment authorisations, halting American deliveries of…
Gaon Cable builds US nuclear wire lines in North Carolina
The South Korean supplier will equip its Tarboro factory for reactor circuits, expanding beyond a $50 million distribution cable…
Samsung and SK hynix deploy cooling packaging on HBM4E chips
Both memory makers are re-engineering package thermal paths and copper bonding to contain heat dissipation bottlenecks on…
China
BYD debuts Atto 8 electric SUV with 1,500 kW flash charging
The 115-kilowatt-hour flagship delivers 405 miles of range and cuts 10% to 97% recharge times to nine minutes, supported by 3,000…
CXMT plans 4F² server DRAM launch, hitting memory shares
A 33% cell shrinkage gives China's memory champion a pathway to 50% higher bit density, putting pricing pressure on Samsung, SK…
Li Auto and EV rivals drop CATL to build in-house batteriesMembers
Regulatory filings and supply shifts show automakers reallocating cell procurement to CALB and Sunwoda while assembling…
CATL separates battery specs as 600 kW charging tests grids
The world’s largest cell maker clarified that its six-minute recharge belongs to an 800-kilometer chemistry, while utility…
Japan
Shinko buys Japan Display plant to build advanced packaging hub
The 373,483-square-meter Mobara factory will yield a 51.4 billion yen gain for JDI while giving Shinko flip-chip substrate…
Murata completes Vietnam inductor plant for power components
The 3-billion-yen facility in Dong Nai expands passive component manufacturing outside China as electric vehicles and server…
Harmonic Drive pitches integrated actuators for robot joints in 2026
The motion specialist focuses on modular strain wave units as parent firm Harmonic Drive Systems projects ¥68.0 billion in annual…
FANUC expands US packaging robotics with AI and delta cells
The Japanese automation maker paired generative AI programming with washdown delta robots ahead of trade demonstrations in…
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Rainbow Robotics files US waiver to bypass robot import ban
The South Korean firm sought conditional approval after the FCC blocked equipment authorisations, halting American deliveries of…
Gaon Cable builds US nuclear wire lines in North Carolina
The South Korean supplier will equip its Tarboro factory for reactor circuits, expanding beyond a $50 million distribution cable…
Samsung and SK hynix deploy cooling packaging on HBM4E chips
Both memory makers are re-engineering package thermal paths and copper bonding to contain heat dissipation bottlenecks on…
Korean battery makers secure non-FEOC LFP supply contracts
LG Energy Solution and Samsung SDI are locking in North American materials contracts before federal rules end transition relief…
Shinko buys Japan Display plant to build advanced packaging hub
The 373,483-square-meter Mobara factory will yield a 51.4 billion yen gain for JDI while giving Shinko flip-chip substrate…
Li Auto and EV rivals drop CATL to build in-house batteriesMembers
Regulatory filings and supply shifts show automakers reallocating cell procurement to CALB and Sunwoda while assembling…
HD Hyundai Draws U.S. Navy Focus on Anduril $6.6B Project
South Korea's top shipbuilder faces rising interest in its U.S. defense ties following Anduril's Maryland submarine plant deal,…
Korea Zinc wins US political backing for Tennessee smelter
The $7.4 billion Project Crucible facility in Clarksville cleared federal environmental reviews under FAST-41 to supply 11…
POSCO Future M Locks In $4.5B Cathode Pact With Samsung SDI to 2032
The revised 21.25 trillion won agreement swaps high-nickel volume for 380,000 tons of LFP materials to build US-compliant battery…
TSMC widens CoWoS supply chain with $2 billion US interposer deal
A five-year agreement with GlobalFoundries establishes the first US manufacturing source for AI silicon interposers, challenging…
HD Hyundai opens offshore SMR verification center in Ulsan
A 12-member consortium spanning shipbuilders, utilities and universities will share testing facilities to develop floating…
Hanwha Ocean hosts US Sen. Dave McCormick to advance naval repair and yard ties
The Pennsylvania lawmaker inspected the 3,600-ton frigate Pyeongtaek at Geoje as Hanwha doubles Philly Shipyard headcount to…
EP Manufacturing, Hebei Shichang form RM100m auto parts JV
The 200,000-unit Selangor facility will supply fuel tanks for Proton's new modular vehicle architecture starting in March 2027…
USTR and MOFCOM set $60B tariff cuts on non-sensitive itemsMembers
The reciprocal pact restores most-favored-nation duties across 90% of targeted lines, dropping surcharges on Chinese toys and…
LG Energy Solution shifts battery output to AI data centers
South Korean battery makers accelerate grid storage production as Nvidia certifies containerized energy systems to cushion sudden…
Semiconductors & AI Hardware
More →GlobalFoundries signs $2B TSMC packaging deal for AI chips
The five-year agreement will produce silicon interposers at the Malta fab in New York starting in 2028 to ease CoWoS bottlenecks…
CXMT plans 4F² server DRAM launch, hitting memory shares
A 33% cell shrinkage gives China's memory champion a pathway to 50% higher bit density, putting pricing pressure on Samsung, SK…
Samsung and SK hynix deploy cooling packaging on HBM4E chips
Both memory makers are re-engineering package thermal paths and copper bonding to contain heat dissipation bottlenecks on…
Batteries & Electric Vehicles
More →BYD debuts Atto 8 electric SUV with 1,500 kW flash charging
The 115-kilowatt-hour flagship delivers 405 miles of range and cuts 10% to 97% recharge times to nine minutes, supported by 3,000…
Korean battery makers secure non-FEOC LFP supply contracts
LG Energy Solution and Samsung SDI are locking in North American materials contracts before federal rules end transition relief…
Li Auto and EV rivals drop CATL to build in-house batteriesMembers
Regulatory filings and supply shifts show automakers reallocating cell procurement to CALB and Sunwoda while assembling…
Robotics & Automation
More →Rainbow Robotics files US waiver to bypass robot import ban
The South Korean firm sought conditional approval after the FCC blocked equipment authorisations, halting American deliveries of…
Harmonic Drive pitches integrated actuators for robot joints in 2026
The motion specialist focuses on modular strain wave units as parent firm Harmonic Drive Systems projects ¥68.0 billion in annual…
FANUC expands US packaging robotics with AI and delta cells
The Japanese automation maker paired generative AI programming with washdown delta robots ahead of trade demonstrations in…
Shipbuilding & Defense
More →South Korea pours $1B into AI smart shipyards to fight Chinese yards
A five-year public-private alliance deploys autonomous logistics and robotic welding across three coastal hubs to counter labor…
HD Hyundai Draws U.S. Navy Focus on Anduril $6.6B Project
South Korea's top shipbuilder faces rising interest in its U.S. defense ties following Anduril's Maryland submarine plant deal,…
HD Hyundai opens offshore SMR verification center in Ulsan
A 12-member consortium spanning shipbuilders, utilities and universities will share testing facilities to develop floating…
Energy & Critical Minerals
More →Gaon Cable builds US nuclear wire lines in North Carolina
The South Korean supplier will equip its Tarboro factory for reactor circuits, expanding beyond a $50 million distribution cable…
China Northern Rare Earth fixes fourth-quarter concentrate supply priceMembers
A quarterly formula adjustment at 38,769 yuan per ton sets upstream costs while the Baotou exchange builds nationwide benchmark…
Mitsubishi Materials taps Vietnam tungsten to counter China curbs
The Japanese refiner began commercial shipments from Masan High-Tech Materials on Oct.
Trade & Industrial Policy
More →EP Manufacturing, Hebei Shichang form RM100m auto parts JV
The 200,000-unit Selangor facility will supply fuel tanks for Proton's new modular vehicle architecture starting in March 2027…
USTR and MOFCOM set $60B tariff cuts on non-sensitive itemsMembers
The reciprocal pact restores most-favored-nation duties across 90% of targeted lines, dropping surcharges on Chinese toys and…
Commerce locks in Korean steel duties as mills press quota review
Countervailing rates of up to 3.68% land on Seoul producers as U.S.
Analysis & Comparison
More →
Chinese tiremakers invest 40 billion yuan to build in EgyptMembers
Securities filings show six manufacturers are shifting assembly lines and chemical feedstock offshore to bypass Western…
China widens offshore wind turbine cost lead over EuropeMembers
Domestic equipment prices near $195 per kilowatt and 48.4 gigawatts of operating capacity leave Western developers facing higher…
USTR lowers China consumer tariffs, squeezing Southeast Asian hubsMembers
A bilateral agreement to restore single-digit duties on $30 billion of Chinese exports reverses a tariff advantage Southeast…