SK hynix weighs Intel alliance for U.S. memory productionMembers
Preliminary talks explore front-end wafer fabrication at Intel's Ohio site alongside SK hynix's $4 billion Indiana packaging…
Why It Matters
What a development means for global investors, buyers and supply chains.
Hanwha Ocean bids against Chinese yards for Maersk mega-shipsMembers
The Danish carrier confirmed 26 dual-fuel vessels while seeking up to 42 ships worth $8.9 billion, testing South Korean delivery…
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…
Chinese rare earth suppliers halt shipments to US customers
Hold-ups of yttrium and indium cargo follow Beijing's blacklisting of the Responsible Business Alliance, leaving aerospace and…
BYD targets 2027 solid-state battery debut in luxury fleet
FinDreams aims to deploy 400 Wh/kg sulfide cells across 1,000 test vehicles before scaling commercial output toward 2030…
AMD raises AI accelerator prices 10% on TSMC foundry costs
A planned fourth-quarter price adjustment covers enterprise Instinct accelerators and graphics cards while leaving consumer…
TSMC warns AI cannot solve physical barriers for 1.4nm chips
Co-Chief Operating Officer Y.J. Mii warns that automated design tools cannot bypass physical manufacturing limits as the foundry…
CATL targets 2027 pilot output for all-solid-state batteries
The Chinese battery maker faces severe chemical barriers and high precursor costs as Samsung SDI and Toyota race to commercialize…
LG Energy Solution validates cobalt-free LMR battery cells
A joint study with Seoul National University demonstrates 92.2% energy retention over 883 cycles in 40-ampere-hour pouch cells by…
Metlen warns Europe may lose gallium supply to US buyers
The Greek refiner's planned 50-ton unit covers all European demand, but 25% is already contracted to an American firm as regional…
South Korea faces 70% foreign reliance on humanoid robot parts
Actuator supply chains expose humanoid builders to Japan for strain-wave gears and China for rare-earth motor magnets.
ABB targets end-of-line palletizing with heavy-payload PoWa cobots
Industrial packaging lines adopt higher-payload collaborative arms as the global collaborative palletizing market expands toward…
CATL acquires Geely battery plant after antitrust clearance
The transaction transfers an 8.5 billion yuan plant in Chongqing to the battery giant as Beijing limits new permits and carmakers…
SK hynix taps TSMC for 3D DRAM logic, diverging from Samsung in 2026
The memory maker is outsourcing peripheral circuit fabrication to Taiwanese foundries, challenging Samsung Electronics' vertical…
Strong Won Cuts Samsung and SK hynix Profit Views by 21T WonMembers
A rapid 10.4% won appreciation wiped 21 trillion won off combined 2026 operating profit estimates for South Korea's top memory…
AMD Reaffirms TSMC Alliance While Evaluating Rival Foundries
The chip designer projected an AI market of up to $3 trillion by 2030, keeping its wafer volume anchored at TSMC while conducting…
Korea doubles US rare earth imports to counter China quotas
Inbound deliveries of American rare earth oxides reached $19.06 million as manufacturers diversify magnet feedstocks, though…
DeepSeek cuts AI memory use 75%, rattling global chipmakers
The Chinese startup compressed key-value cache memory in its DeepSeek-V4.1-Flash model, erasing up to 3.5% of market value at…
Lotus absorbs 18.8% EU tariff to defend European deliveries
The Zhejiang Geely affiliate relies on hybrid models and parent capital to absorb Brussels import duties after reporting a $151…
OpenAI denies Samsung foundry deal for custom AI processors
A clarification follows Seoul executive remarks on joint chip work, keeping TSMC as primary fabricator while preserving Samsung…
HMM confirms no new tanker order with HD Hyundai on Sept. 9Members
The South Korean ocean carrier continues to await four MR tankers ordered in 2024 for $104 million, while directing fresh capital…
CATL tops 15 Chinese automakers combined in first-half profitsMembers
The battery giant posted 43.28 billion yuan in interim net profit, more than double the combined earnings of 15 domestic vehicle…
German makers expand China capex despite EU de-risking rulesMembers
Industrial giants funnel €7.8 billion in reinvested earnings into local supply chains, creating a widening structural split with…
Korea Zinc taps e-waste to build non-China rare earth supply
A state policy report highlights the smelter's urban mining and biochemical extraction ventures as South Korea seeks alternatives…