China Delays Rare Earth Export Controls in U.S. Trade TruceMembers
Beijing and Washington agreed to extend waivers on critical mineral licensing to Jan.
Company watch
All companies →Shin-Etsu Chemical
Every EAB briefing that touches Shin-Etsu Chemical — capital spending, plants, M&A, earnings and policy exposure. 16 briefings.
- First seen
- August 28, 2026
- Latest
- October 7, 2026
- With a linked document
- 13 of 16
- Subject of the briefing
- 10
- Named as exposed
- 6
- Desks
- Trade & Policy (5), Energy & Minerals (5), Semiconductors (5), Shipbuilding (1)
MP Materials begins shipping non-China magnets to GM plantsMembers
The Fort Worth facility will supply 1,000 metric tons of finished NdFeB magnets annually for 500,000 electric vehicles under a…
China magnet export controls near end of one-year suspension
Western automakers and robotics builders stepped up rare earth magnet purchases as Beijing prepared to let a pause on…
Pentagon ends Chinese mineral waivers before 2027 deadline
The phaseout forces Korean and Japanese naval contractors to trace all neodymium magnets down to the mine under DFARS…
China yttrium export curbs squeeze Western chip toolmakers
Ultra-high purity yttrium oxide surged 140-fold to $850 a kilogram as plasma etch chamber coating shortages delay wafer fab tool…
Japan urges China to expedite rare earth export approvals
Japanese delegates in Beijing raised administrative export delays as Chinese magnet shipments to Japan fell 17.1% in August…
US and Japan coordinate on yttrium to counter China chip bottleneck
Bilateral talks target alternative refining and recycling channels after Chinese export curbs sent high-purity oxide prices from…
TSMC and Samsung set High-NA EUV roadmaps for sub-2nm nodes
The foundries committed to ASML's next-generation lithography tools to bridge patterning limits, facing machine costs near $400…
US and Japan weigh $19 billion GlobalFoundries fab under tariff pact
Washington and Tokyo review funding for a US logic chip factory operated by GlobalFoundries as part of Japan's $550 billion…
Tesla drops rare earths in Cybercab motor to cut China risk
The drive unit shrinks 18% and sheds 25% in weight, while federal regulators open a safety review into the driverless vehicle in…
Japan accelerates grants for rare-earth-reduced robot motor magnets under economic security act
METI enforces tightened supply-plan standards for heavy-rare-earth substitution and drive-motor manufacturing lines across…
China Sets Consolidated Late-2026 Light Rare Earth Mining Quota to Cap Northern Bastnasite Extraction
The joint ministerial directive sets binding production limits for state-owned mining champions, tightening upstream feedstock…
Japanese epoxy mold makers reformulate resins to tame warpage in 16-high memory
Chemical suppliers modify spherical silica filler morphology and polymer matrices to counter extreme thermomechanical stress…
China mandates digital tracking codes for heavy rare earth shipments to tighten export control
The Ministry of Industry and Information Technology requires refiners to register dysprosium and terbium batches on a state…
Japan tenders economic security subsidies for synthetic graphite anode substitutes
METI opens dedicated funding rounds for silicon-dominant and hard-carbon anode projects to insulate domestic battery lines from…
China expands 300mm silicon wafer capacity to cut reliance on Japanese suppliers
Domestic wafer manufacturers scale 12-inch polished and epitaxial shipments to supply local foundries, displacing imported…