https://eastasiabrief.com/semiconductors/formosa-sumco-profit-jumps-119-300mm-wafer-lines-run-1368 East Asia Brief en 2026-11-12T23:20:25.346Z Formosa Sumco profit jumps 119% as 300mm wafer lines run at 100% https://eastasiabrief.com/media/2026-11-12-95125ac1cc0b.webp https://eastasiabrief.com/trade-policy/indonesia-demands-china-drop-nickel-tariffs-trade-deficit-widens-1367 East Asia Brief en 2026-11-12T22:36:44.982Z Indonesia demands China drop nickel tariffs as trade deficit widens https://eastasiabrief.com/media/2026-11-12-f32d79f1f614.webp https://eastasiabrief.com/semiconductors/japan-seeks-rare-earth-supply-pact-india-s-andhra-1366 East Asia Brief en 2026-11-12T22:00:02.271Z Japan seeks rare earth supply pact with India's Andhra Pradesh https://eastasiabrief.com/media/2026-11-12-54a6f32537ce.webp https://eastasiabrief.com/energy-minerals/sumitomo-metal-mining-cuts-refined-copper-target-46-000-1365 East Asia Brief en 2026-11-12T20:00:04.454Z Sumitomo Metal Mining cuts refined copper target by 46,000 tons https://eastasiabrief.com/media/2026-11-12-a67c04859850.webp https://eastasiabrief.com/trade-policy/us-expands-ai-chip-licensing-data-centers-across-seven-1364 East Asia Brief en 2026-11-12T19:20:46.022Z US expands AI chip licensing to data centers across seven nations https://eastasiabrief.com/media/2026-11-12-775fb1bf4956.webp https://eastasiabrief.com/shipbuilding/hd-hyundai-launches-600-ton-autonomous-warship-anduril-1363 East Asia Brief en 2026-11-12T19:00:45.050Z HD Hyundai launches 600-ton autonomous warship with Anduril https://eastasiabrief.com/media/2026-11-12-761879435938.webp https://eastasiabrief.com/semiconductors/us-china-trade-stays-below-2018-peak-41-1b-1362 East Asia Brief en 2026-11-12T18:13:36.811Z US-China trade stays below 2018 peak at $41.1B in September https://eastasiabrief.com/media/2026-11-12-076c3bab8bc1.webp https://eastasiabrief.com/batteries-ev/lotte-energy-materials-secures-iso-27001-ai-copper-foil-1361 East Asia Brief en 2026-11-12T17:05:48.268Z Lotte Energy Materials secures ISO 27001 for AI copper foil https://eastasiabrief.com/media/2026-11-12-611d29c69b7f.webp https://eastasiabrief.com/robotics/sui-foundation-buys-data-network-30m-robotics-data-deal-1360 East Asia Brief en 2026-11-12T16:10:49.531Z Sui Foundation buys DATA Network in $30M robotics data deal https://eastasiabrief.com/media/2026-11-12-2df1beb7fe18.webp https://eastasiabrief.com/semiconductors/tsmc-samsung-embed-liquid-microchannels-ai-packages-1359 East Asia Brief en 2026-11-12T15:43:00.499Z TSMC and Samsung embed liquid microchannels into AI packages https://eastasiabrief.com/media/2026-11-12-8be105c80ca5.webp https://eastasiabrief.com/energy-minerals/japanese-firms-build-tungsten-scrap-loops-counter-beijing-1358 East Asia Brief en 2026-11-12T15:10:43.259Z Japanese firms build tungsten scrap loops to counter Beijing https://eastasiabrief.com/media/2026-11-12-2967218aa6a2.webp https://eastasiabrief.com/batteries-ev/byd-expands-disus-chassis-controls-mark-19-millionth-nev-1357 East Asia Brief en 2026-11-12T14:44:38.691Z BYD expands DiSus chassis controls to mark 19 millionth NEV https://eastasiabrief.com/media/2026-11-12-d27db6d327f2.webp https://eastasiabrief.com/robotics/estun-connects-robots-robodk-software-european-push-1356 East Asia Brief en 2026-11-12T14:00:04.453Z ESTUN connects robots to RoboDK software in European push https://eastasiabrief.com/media/2026-11-12-118042c4d390.webp https://eastasiabrief.com/semiconductors/tsmc-shifts-25-advanced-packaging-tool-orders-taiwan-1355 East Asia Brief en 2026-11-12T12:00:15.712Z TSMC shifts 25% of advanced packaging tool orders to Taiwan https://eastasiabrief.com/media/2026-11-12-7453dbe01cfc.webp https://eastasiabrief.com/semiconductors/samsung-breaks-ground-33b-advanced-packaging-fab-asan-1354 East Asia Brief en 2026-11-12T11:17:14.079Z Samsung breaks ground on $33B advanced packaging fab in Asan https://eastasiabrief.com/media/2026-11-12-35f7a309f758.webp https://eastasiabrief.com/trade-policy/lutnick-halts-nvidia-curbs-megaspeed-white-house-row-1353 East Asia Brief en 2026-11-12T10:39:16.386Z Lutnick halts Nvidia curbs on Megaspeed over White House row https://eastasiabrief.com/media/2026-11-12-96c6eca057a3.webp https://eastasiabrief.com/batteries-ev/utilities-test-semi-solid-grid-batteries-despite-15-capex-1352 East Asia Brief en 2026-11-12T10:10:42.958Z Utilities test semi-solid grid batteries despite 15% capex premium https://eastasiabrief.com/media/2026-11-11-bb0028014b41.webp https://eastasiabrief.com/trade-policy/china-anchors-africa-zero-tariff-pledge-15th-five-year-1351 East Asia Brief en 2026-11-12T09:41:40.141Z China anchors Africa zero-tariff pledge into 15th Five-Year Plan https://eastasiabrief.com/media/2026-11-11-fe57820f01df.webp https://eastasiabrief.com/analysis/japan-builds-southeast-asian-mineral-route-bypass-china-export-1349 East Asia Brief en 2026-11-12T08:39:52.938Z Japan builds Southeast Asian mineral route to bypass China export curbs https://eastasiabrief.com/media/2026-11-11-89c1c8cf7cf7.webp https://eastasiabrief.com/semiconductors/doosan-enerbility-audits-czech-manufacturers-dukovany-nuclear-plant-1348 East Asia Brief en 2026-11-12T07:59:21.836Z Doosan Enerbility audits Czech manufacturers for Dukovany nuclear plant https://eastasiabrief.com/media/2026-11-11-2241e47aee70.webp https://eastasiabrief.com/semiconductors/google-turns-samsung-sk-hynix-hbm-custom-tpu-fleet-1347 East Asia Brief en 2026-11-12T07:38:32.265Z Google turns to Samsung and SK hynix HBM as custom TPU fleet grows https://eastasiabrief.com/media/2026-11-11-60a1910b1b0b.webp https://eastasiabrief.com/semiconductors/chipmakers-warn-ai-accelerator-surge-strains-automotive-silicon-lines-1346 East Asia Brief en 2026-11-12T06:42:09.989Z Chipmakers warn AI accelerator surge strains automotive silicon lines https://eastasiabrief.com/media/2026-11-11-3ccc58f9e6ed.webp https://eastasiabrief.com/shipbuilding/hanwha-ocean-lifts-q3-operating-profit-68-export-lng-1345 East Asia Brief en 2026-11-12T06:00:15.711Z Hanwha Ocean lifts Q3 operating profit 68% on export LNG carrier mix https://eastasiabrief.com/media/2026-11-11-3acf28b4c026.webp https://eastasiabrief.com/robotics/china-updates-robot-reducer-standards-replace-foreign-components-1344 East Asia Brief en 2026-11-12T04:00:03.456Z China updates robot reducer standards to replace foreign components https://eastasiabrief.com/media/2026-11-11-00b2051b02f9.webp https://eastasiabrief.com/semiconductors/uk-japan-ink-offshore-wind-compact-9-billion-pipeline-1343 East Asia Brief en 2026-11-12T03:20:35.627Z UK and Japan ink offshore wind compact for £9 billion pipeline https://eastasiabrief.com/media/2026-11-11-822235aaa3f1.webp https://eastasiabrief.com/trade-policy/eu-uk-enforce-2027-ev-origin-rules-risking-10-1342 East Asia Brief en 2026-11-12T02:39:55.618Z EU and UK enforce 2027 EV origin rules, risking 10% battery tariffs https://eastasiabrief.com/media/2026-11-11-0e8abe24b5f5.webp https://eastasiabrief.com/trade-policy/ustr-extends-section-301-tariff-relief-178-chinese-product-1341 East Asia Brief en 2026-11-12T02:05:01.360Z USTR extends Section 301 tariff relief on 178 Chinese product lines https://eastasiabrief.com/media/2026-11-11-6118491c4d1b.webp https://eastasiabrief.com/semiconductors/uzbekistan-s-tmk-seeks-kexim-funding-critical-mineral-refineries-1340 East Asia Brief en 2026-11-12T01:16:12.101Z Uzbekistan's TMK seeks KEXIM funding for critical mineral refineries https://eastasiabrief.com/media/2026-11-11-59b3da641b1b.webp https://eastasiabrief.com/shipbuilding/kexim-weighs-sale-26-4-kai-stake-aerospace-revenue-1339 East Asia Brief en 2026-11-12T00:48:07.073Z KEXIM weighs sale of 26.4% KAI stake as aerospace revenue lags peers https://eastasiabrief.com/media/2026-11-11-ae54107d215e.webp https://eastasiabrief.com/shipbuilding/ihi-plans-domestic-factory-produce-30-small-satellites-annually-1338 East Asia Brief en 2026-11-11T23:55:43.778Z IHI plans domestic factory to produce 30 small satellites annually https://eastasiabrief.com/media/2026-11-11-822dc74df7a2.webp https://eastasiabrief.com/batteries-ev/byd-apologizes-reversed-wheel-rim-defect-2026-da-tang-1337 East Asia Brief en 2026-11-11T23:21:50.243Z BYD apologizes for reversed wheel rim defect on 2026 Da Tang SUV https://eastasiabrief.com/media/2026-11-11-46985f9dfc81.webp https://eastasiabrief.com/batteries-ev/hungary-enforces-strict-battery-plant-rules-samsung-sdi-sk-1336 East Asia Brief en 2026-11-11T22:46:20.928Z Hungary enforces strict battery plant rules at Samsung SDI and SK On https://eastasiabrief.com/media/2026-11-11-493b08eb1a6e.webp https://eastasiabrief.com/semiconductors/sbi-vietnam-s-fpt-partner-hanoi-memory-chip-packaging-1335 East Asia Brief en 2026-11-11T22:00:03.457Z SBI and Vietnam's FPT partner on Hanoi memory chip packaging plant https://eastasiabrief.com/media/2026-11-11-7e9fc764d503.webp https://eastasiabrief.com/semiconductors/sumco-returns-quarterly-operating-profit-300mm-wafer-demand-1334 East Asia Brief en 2026-11-11T20:00:06.866Z SUMCO returns to quarterly operating profit on 300mm wafer demand https://eastasiabrief.com/media/2026-11-11-d9e288c26af2.webp https://eastasiabrief.com/robotics/harmonic-drive-lifts-operating-profit-forecast-10-2-billion-1333 East Asia Brief en 2026-11-11T19:29:32.746Z Harmonic Drive lifts operating profit forecast to 10.2 billion yen https://eastasiabrief.com/media/2026-11-11-b20428186ccf.webp https://eastasiabrief.com/batteries-ev/lotte-energy-materials-shifts-capex-ai-circuit-copper-foil-1332 East Asia Brief en 2026-11-11T18:58:27.361Z Lotte Energy Materials shifts capex to AI circuit copper foil https://eastasiabrief.com/media/2026-11-11-38faa3be8c44.webp https://eastasiabrief.com/batteries-ev/lg-samsung-sdi-schedule-2027-launch-data-center-lfp-1331 East Asia Brief en 2026-11-11T18:24:38.168Z LG and Samsung SDI schedule 2027 launch for data center LFP cells https://eastasiabrief.com/media/2026-11-11-e75560c28d81.webp https://eastasiabrief.com/semiconductors/nvidia-reviews-tsmc-advanced-cowos-packaging-allocation-queues-1330 East Asia Brief en 2026-11-11T17:27:06.395Z Nvidia reviews TSMC advanced CoWoS packaging allocation queues https://eastasiabrief.com/media/2026-11-11-eaa12862d4a9.webp https://eastasiabrief.com/semiconductors/ls-cable-approves-262m-rare-earth-magnet-facility-gumi-1329 East Asia Brief en 2026-11-11T16:48:37.777Z LS Cable approves $262m rare earth magnet facility in Gumi https://eastasiabrief.com/media/2026-11-11-fa1bb68974cd.webp https://eastasiabrief.com/batteries-ev/samsung-sdi-partners-hyundai-nine-solid-state-ev-patents-1328 East Asia Brief en 2026-11-11T15:58:47.032Z Samsung SDI partners with Hyundai on nine solid-state EV patents https://eastasiabrief.com/media/2026-11-11-ef1785f45190.webp https://eastasiabrief.com/trade-policy/scg-sets-second-quarter-2027-restart-5-4bn-vietnam-1327 East Asia Brief en 2026-11-11T15:13:33.977Z SCG sets second-quarter 2027 restart for $5.4bn Vietnam plant https://eastasiabrief.com/media/2026-11-11-2439d3c295c9.webp https://eastasiabrief.com/batteries-ev/posco-future-m-accelerates-lfp-cathode-output-utility-grids-1326 East Asia Brief en 2026-11-11T14:36:54.843Z POSCO Future M accelerates LFP cathode output for utility grids https://eastasiabrief.com/media/2026-11-11-c6d77bf8f9ce.webp https://eastasiabrief.com/shipbuilding/hanwha-ocean-secures-fourth-dht-crude-supertanker-order-2029-1325 East Asia Brief en 2026-11-11T14:00:06.861Z Hanwha Ocean secures fourth DHT crude supertanker order for 2029 https://eastasiabrief.com/media/2026-11-11-8d56f10502ad.webp https://eastasiabrief.com/semiconductors/rapidus-weighs-one-year-delay-2nm-chip-production-chitose-1324 East Asia Brief en 2026-11-11T12:00:15.711Z Rapidus weighs one-year delay to 2nm chip production in Chitose https://eastasiabrief.com/media/2026-11-11-15c303c9a8a3.webp https://eastasiabrief.com/semiconductors/sk-hynix-speeds-hbm4-design-nvidia-physics-simulation-tools-1323 East Asia Brief en 2026-11-11T11:27:53.600Z SK hynix speeds HBM4 design with Nvidia physics simulation tools https://eastasiabrief.com/media/2026-11-11-4fb0e9a6ee2d.webp https://eastasiabrief.com/semiconductors/tsmc-posts-record-nt-586-89b-october-revenue-ai-1304 East Asia Brief en 2026-11-11T10:59:41.612Z TSMC posts record NT$586.89B October revenue as AI shipments jump https://eastasiabrief.com/media/2026-11-10-6df1d41030c1.webp https://eastasiabrief.com/energy-minerals/china-delays-rare-earth-mineral-export-controls-until-jan-1282 East Asia Brief en 2026-11-11T10:21:18.509Z China delays rare earth and mineral export controls until Jan. 10 https://eastasiabrief.com/media/2026-11-09-7fb19d0646c5.webp https://eastasiabrief.com/trade-policy/us-lawmakers-summon-nvidia-ceo-china-export-diversion-risks-1235 East Asia Brief en 2026-11-11T09:39:57.374Z US lawmakers summon Nvidia CEO over China export diversion risks https://eastasiabrief.com/media/2026-11-08-9a2288c4ab5c.webp https://eastasiabrief.com/trade-policy/vacant-chinese-offices-cleared-commerce-nvidia-h200-sales-1226 East Asia Brief en 2026-11-11T08:37:17.229Z Vacant Chinese offices cleared by Commerce for Nvidia H200 sales https://eastasiabrief.com/media/2026-11-07-8381c9b2d451.webp https://eastasiabrief.com/trade-policy/congress-scrutinizes-nvidia-ai-chip-sales-secondary-hubs-1214 East Asia Brief en 2026-11-11T07:33:54.415Z Congress scrutinizes Nvidia AI chip sales to secondary hubs https://eastasiabrief.com/media/2026-11-07-a9ae7418f5c2.webp https://eastasiabrief.com/trade-policy/trump-threatens-300-tariff-foreign-factories-exporting-us-1208 East Asia Brief en 2026-11-11T07:10:33.512Z Trump threatens 300% tariff on foreign factories exporting to US https://eastasiabrief.com/media/2026-11-07-78bdd346c72d.webp https://eastasiabrief.com/trade-policy/us-presses-china-rare-earth-shipments-lag-busan-pact-1202 East Asia Brief en 2026-11-11T06:31:01.162Z US presses China as rare earth shipments lag Busan pact by 34% https://eastasiabrief.com/media/2026-11-06-132350b7e55b.webp https://eastasiabrief.com/semiconductors/moore-threads-turns-first-profit-1-774-gpu-revenue-1195 East Asia Brief en 2026-11-11T06:00:15.707Z Moore Threads turns first profit on 1,774% GPU revenue surge https://eastasiabrief.com/media/2026-11-06-45c1694a51b3.webp https://eastasiabrief.com/trade-policy/us-china-extend-tariff-freeze-maritime-trade-january-2027-1322 East Asia Brief en 2026-11-11T04:00:15.585Z US and China extend tariff freeze on maritime trade to January 2027 https://eastasiabrief.com/media/2026-11-10-b73611302e90.webp https://eastasiabrief.com/trade-policy/canada-lobbies-us-section-232-tariffs-targeting-auto-exemptions-1321 East Asia Brief en 2026-11-11T03:30:29.367Z Canada lobbies US on Section 232 tariffs, targeting auto exemptions https://eastasiabrief.com/media/2026-11-10-296ffb62bb49.webp https://eastasiabrief.com/energy-minerals/japan-vietnam-partner-critical-minerals-bypass-china-1320 East Asia Brief en 2026-11-11T03:02:38.213Z Japan and Vietnam partner on critical minerals to bypass China https://eastasiabrief.com/media/2026-11-10-f590639e0d41.webp https://eastasiabrief.com/energy-minerals/china-rare-earth-exports-rise-2-7-hitting-4-1319 East Asia Brief en 2026-11-11T02:09:52.484Z China rare earth exports rise 2.7%, hitting 4,386 tons in October https://eastasiabrief.com/media/2026-11-10-986743e725c7.webp https://eastasiabrief.com/semiconductors/sumitomo-metal-mining-books-270m-hit-philippine-nickel-refinery-1318 East Asia Brief en 2026-11-11T01:16:36.549Z Sumitomo Metal Mining books $270M hit on Philippine nickel refinery https://eastasiabrief.com/media/2026-11-10-bcb0f2dc0961.webp https://eastasiabrief.com/batteries-ev/byd-tesla-capture-38-china-passenger-nev-exports-october-1317 East Asia Brief en 2026-11-11T00:49:42.395Z BYD and Tesla capture 38% of China passenger NEV exports in October https://eastasiabrief.com/media/2026-11-10-d09261b05909.webp https://eastasiabrief.com/batteries-ev/catl-adds-four-chinese-cities-municipal-bus-swapping-network-1316 East Asia Brief en 2026-11-11T00:24:21.909Z CATL adds four Chinese cities to municipal bus swapping network https://eastasiabrief.com/media/2026-11-10-ad008b5d53f8.webp