Tesla Retains Terafab Control, Limiting TSMC to Site Leases
The initial $16.8 billion Texas project targets 1 terawatt of annual AI compute with Intel as process partner, while TSMC faces…
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CATL and Seres Expand Dedicated Battery Capacity to 20 GWh
The Chongqing expansion adds up to 12 gigawatt-hours of pack capacity directly inside the vehicle plant as Chinese automakers…
Doosan Robotics and DEEPX develop AI nuclear welding robotsMembers
A 45-month South Korean state project targets a 50% cut in multi-layer cycle time at Doosan Enerbility, countering a severe…
Mitsubishi Materials taps Vietnam tungsten to counter China curbs
The Japanese refiner began commercial shipments from Masan High-Tech Materials on Oct.
Sumitomo Bakelite expands Asian chip molding compound lines
New production lines in Suzhou and Singapore will double mold underfill capacity and triple granular compound output to supply…
SK hynix and Samsung push 16-layer HBM4 as Nvidia caps Rubin at 12 dies
South Korean memory makers prepare 48-gigabyte stacks with hybrid bonding as AI accelerator thermal constraints and packaging…
BYD rolls out 150,000th commercial EV with 800-hp electric truck
The milestone Q3 heavy tractor deploys a 600-kWh Blade battery pack and dual-gun fast charging as the Chinese manufacturer…
China rare earth suppliers hold shipments to US contractors
Delays mount across American defense motor supply chains as Chinese exporters withhold heavy rare earths and permanent magnets…
CATL overtakes LG Energy Solution in global battery patents
A 10-year tally showed the Chinese cell maker accumulated 26,574 simple patent families through September, surpassing its South…
LG Energy Solution Binds $4.3B Tesla Pact to Grid Storage
The 5.94 trillion won Michigan contract will supply lithium iron phosphate cells for Megapack units from 2027, with no electric…
Samsung Heavy wins ABS approval for proprietary FLNG systems
The South Korean shipbuilder cleared a basic design review for its SENSE liquefaction cycle, cutting reliance on Western…
Nissan Chemical builds China unit for lithography materials
The Tokyo supplier will transfer 210 million yuan to manufacture anti-reflective coatings in Zhangjiagang, expanding local…
CATL expands sodium storage supply in Europe for 2027 rolloutsMembers
Integrators in Germany, the Netherlands and Finland adopt CATL’s Tener Sodium battery systems to curb raw material price swings…
Idemitsu Kosan Produces Recycled Naphtha at Chiba Refinery
The Japanese refiner integrated a 20,000-ton chemical recycling unit to crack plastic waste into crude oil substitute, closing…
CBP ends sub-$800 duty exemptions as Chinese air cargo falls
A proposed customs bond mandate follows the termination of tariff-free entry for shipments valued under $800, forcing platforms…
Yaskawa deploys compact MotoMini arm for cleanroom lines
The 0.5-kilogram payload manipulator addresses semiconductor packaging space constraints as half-year group revenues reach 285.6…
SK On cuts 40 jobs at Tennessee battery site, delaying output to 2028
The South Korean cell maker reduced staffing at its Stanton facility to roughly 30 workers, deferring commercial production to…
Nio battery swaps beat BYD charging threefold on China roads
Golden Week travel data showed Nio stations handled 44 vehicle swaps daily on peak holiday corridors, compared with 15.5 sessions…
HD Hyundai Samho delivers gas carrier Energy North to Qatar
The 88,000-cubic-meter vessel marks the first handover in a $950 million six-ship order, demonstrating South Korean delivery…
Hanwha Ocean and Samsung Heavy diverge on currency hedgingMembers
A 12% rebound in the South Korean won exposes unhedged shipbuilder order books, contrasting Samsung Heavy's locked-in cash flows…
Stratacache lists former SK hynix Oregon chip fab for sale
The 197-acre Eugene campus with 170,000 square feet of cleanroom space returns to the market after local zoning officials blocked…
Aclara and CAP start rare earth alloy plant runs for US magnets
The Chilean facility tests molten salt metallurgy to supply 154 metric tons of ferro-dysprosium annually for electric vehicle…
China caps hybrid car exports to EU to ease rare earth flows
A bilateral pact struck Oct. 9 slashes projected vehicle shipments by over 50% across four years while speeding green-channel…
HD Hyundai Heavy workers reject wage deal, forcing new talks
Union members voted down a tentative wage agreement offering 40.56 million won in average compensation, renewing labor…