Dysprosium prices jump outside China as buyers split supply
Benchmark and REEx data show heavy rare earths trading up to 17 times higher in Europe and North America as military rules…
Why It Matters
What a development means for global investors, buyers and supply chains.
CATL warns China's solid-state battery target faces cost gap
The battery maker pegged solid-state readiness at level four out of nine, warning sulfide cells cost up to five times more than…
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…
Samsung SDI puts Gen 3 lithium packs in Textron E-Z-GO fleet
The South Korean battery maker expands cylindrical pack shipments to 2027 utility carts as EV demand cools, adding…
IndexBox reports 12% annual growth for dual-arm chip cobots
Turnkey bimanual systems handling semiconductor packaging and electronics assembly will double by 2035 as Asia-Pacific drives…
Micron taps TSMC for custom HBM4E memory, taking on SK hynix
The US memory maker will outsource its HBM4E base logic dies to TSMC's advanced node, targeting up to 30% higher bandwidth for…
South Korean battery makers prepare sodium-ion lines for energy storage
Cell manufacturers limit early sodium-ion spending to pilot facilities while targeting 2027 prototype shipments to counter…
Samsung SDI and LG Energy double ESS warranties to 20 years in US
The 20-year terms cover containerized grid batteries guaranteeing 70% capacity retention to protect backlogs against Chinese…
Mazagon Dock drops Thoothukudi yard as HD Hyundai wins site
The state-run Indian warship builder pivoted to Andhra Pradesh with a $1.8 billion outlay after Tamil Nadu cleared land for the…
Samsung says HBM will take 30% of DRAM wafer capacity by 2027
The shift crowds out standard DDR5 output across shared lines, while research firm TrendForce projects average selling prices for…
Foundry 2.0 Revenue Climbs 25%Members
Counterpoint Research said Sept. 29 that global Foundry 2.0 revenue expanded 25% year-on-year to a record $96.6 billion in the…
SRI says robot harmonic drive reducer sales will hit $3.5B
Collaborative robot joints are expanding at an 8.3% annual pace, tightening competition between Japan's Harmonic Drive Systems…
China Gallium Export Controls Deplete Western Chip Stockpiles
Prolonged licensing friction under Beijing's trade notices leaves compound chipmakers and defense radar programs facing tight raw…
Hanwha Ocean wins $500 million LNG carrier deal from Zodiac
The two-vessel contract lifts the shipbuilder's September intake to 2.89 trillion won, marking a pivot by independent non-energy…
TSMC plans to lift wafer foundry prices by 3% to 6% from 2027
Leading-edge 2-nanometer and 3-nanometer lines face the steepest increases as AI chip demand fills foundry capacity through 2030…
China MOFCOM Excludes Soybeans From $30B US Tariff Relief
The exemption lowers duties to baseline rates on over 90% of 1,619 American products, leaving raw oilseed imports under an extra…
Samsung Heavy clears wage deal as strike risks hit rivals
South Korea's top shipbuilders face diverging slot risks as Samsung Heavy finalizes a 5.2% wage increase while HD Hyundai and…
Malaysia overtakes China in US drone market as tariffs bite
A report by Rare Earth Exchanges shows Malaysian facilities shipped 348,400 drones to America, capturing 84% of micro-UAS imports…
BYD readies solid-state battery road trial as rivals advance
The Chinese automaker clarified its deployment schedule following reports of road trials, confirming a demonstration run ahead of…
China Substrate Makers Speed Glass Core Lines for AI Chips
BOE and domestic suppliers deployed automated through-glass via tools to challenge Korean rivals for next-generation…
IndexBox projects delta robot market will double by 2035
Baseline projections show parallel-link automation growing 7.7% annually as food processors and electronics assembly lines turn…
Korean power gear makers book grid orders on US fab growth
Surging battery storage deployments and grid bottlenecks across North America lift combined order backlogs at South Korea's three…
AMT Deploys FANUC CRX-30iA Cobots for $120,000 Palletizing
The 30-kilogram payload cells eliminate safety fences in logistics and food packaging lines while offering operational payback…
HD Hyundai and Hanwha Ocean split naval platforms for export
Shipbuilders pursue specialized foreign bids after Hanwha Ocean locked in a 7.8 trillion won destroyer contract and HD Hyundai…