https://eastasiabrief.com/energy-minerals/sumitomo-metal-cuts-profit-guidance-25-nickel-impairment-1452 East Asia Brief en 2026-11-15T12:00:12.226Z Sumitomo Metal cuts profit guidance 25% on nickel impairment https://eastasiabrief.com/media/2026-11-15-05e8a5e645fa.webp https://eastasiabrief.com/semiconductors/jusung-profit-surges-426-driven-214-billion-won-ald-1451 East Asia Brief en 2026-11-15T11:15:15.000Z Jusung profit surges 426%, driven by 214 billion won ALD backlog https://eastasiabrief.com/media/2026-11-15-e2a3e585c260.webp https://eastasiabrief.com/energy-minerals/china-threatens-rare-earth-export-curbs-against-chip-fabricators-1449 East Asia Brief en 2026-11-15T10:29:12.052Z China threatens rare earth export curbs against chip fabricators https://eastasiabrief.com/media/2026-11-15-20a6a6f29f37.webp https://eastasiabrief.com/semiconductors/tsmc-secures-30-000-wafer-rate-while-rapidus-slips-1448 East Asia Brief en 2026-11-15T09:33:33.296Z TSMC secures $30,000 wafer rate, while Rapidus slips on 2nm ramp https://eastasiabrief.com/media/2026-11-15-3abab9c6f620.webp https://eastasiabrief.com/batteries-ev/hungary-battery-hub-stalls-under-27-billion-chinese-buildout-1447 East Asia Brief en 2026-11-15T08:47:01.073Z Hungary battery hub stalls under €27 billion Chinese buildout https://eastasiabrief.com/media/2026-11-15-44ce001176fb.webp https://eastasiabrief.com/trade-policy/mexico-rejects-china-trade-pact-under-trump-tariff-threat-1446 East Asia Brief en 2026-11-15T07:51:22.125Z Mexico rejects China trade pact under Trump tariff threat https://eastasiabrief.com/media/2026-11-15-05ba40908c51.webp https://eastasiabrief.com/shipbuilding/hd-hyundai-pairs-kiewit-build-us-naval-yard-2029-1445 East Asia Brief en 2026-11-15T07:12:34.159Z HD Hyundai pairs with Kiewit to build US naval yard by 2029 https://eastasiabrief.com/media/2026-11-15-99df7c1be122.webp https://eastasiabrief.com/semiconductors/tokyo-electron-defends-3-7-trillion-yen-target-shares-1444 East Asia Brief en 2026-11-15T06:19:19.834Z Tokyo Electron defends 3.7 trillion yen target as shares slip https://eastasiabrief.com/media/2026-11-15-3cf57a31eb3b.webp https://eastasiabrief.com/batteries-ev/samsung-sdi-readies-us-lfp-production-30-gwh-grid-1443 East Asia Brief en 2026-11-15T06:00:12.224Z Samsung SDI readies US LFP production for 30 GWh grid storage https://eastasiabrief.com/media/2026-11-15-8c99a9f896f5.webp https://eastasiabrief.com/energy-minerals/us-treasury-reviews-ira-mineral-standards-80-mandate-nears-1442 East Asia Brief en 2026-11-15T04:00:02.213Z US Treasury reviews IRA mineral standards as 80% mandate nears https://eastasiabrief.com/media/2026-11-14-e00c94979d94.webp https://eastasiabrief.com/analysis/china-retains-97-grip-heavy-rare-earths-ahead-pentagon-1441 East Asia Brief en 2026-11-15T03:03:53.706Z China retains 97% grip on heavy rare earths ahead of Pentagon ban https://eastasiabrief.com/media/2026-11-14-d5aa9e28a6fb.webp https://eastasiabrief.com/robotics/path-robotics-raises-300m-2-45b-valuation-welding-robots-1439 East Asia Brief en 2026-11-15T02:02:49.554Z Path Robotics raises $300M at $2.45B valuation for welding robots https://eastasiabrief.com/media/2026-11-14-544c31127363.webp https://eastasiabrief.com/semiconductors/tsmc-secures-record-5-1b-overseas-fab-subsidies-during-1438 East Asia Brief en 2026-11-15T01:22:41.226Z TSMC secures record $5.1B in overseas fab subsidies during 2026 https://eastasiabrief.com/media/2026-11-14-b1e0bcbc62d6.webp https://eastasiabrief.com/batteries-ev/arcfox-launches-52-000-yuan-ev-99-second-catl-1437 East Asia Brief en 2026-11-15T01:01:59.647Z Arcfox launches 52,000-yuan EV with 99-second CATL battery swap https://eastasiabrief.com/media/2026-11-14-de064933300e.webp https://eastasiabrief.com/trade-policy/chinese-makers-route-components-via-asean-meet-origin-rules-1436 East Asia Brief en 2026-11-15T00:00:12.066Z Chinese makers route components via ASEAN to meet origin rules https://eastasiabrief.com/media/2026-11-14-cc259ec3a4e8.webp https://eastasiabrief.com/semiconductors/iea-finds-western-rare-earth-separation-costs-double-china-1435 East Asia Brief en 2026-11-14T23:35:48.767Z IEA finds Western rare earth separation costs double China levels https://eastasiabrief.com/media/2026-11-14-d110e2d17d19.webp https://eastasiabrief.com/trade-policy/us-offers-india-tariff-edge-vietnam-under-mission-500-1434 East Asia Brief en 2026-11-14T22:36:01.984Z US offers India tariff edge over Vietnam under Mission 500 pact https://eastasiabrief.com/media/2026-11-14-2d1e0f8fec7b.webp https://eastasiabrief.com/semiconductors/samsung-begins-building-4-5b-onyang-advanced-packaging-fab-1433 East Asia Brief en 2026-11-14T22:00:02.212Z Samsung begins building $4.5B Onyang advanced packaging fab https://eastasiabrief.com/media/2026-11-14-ce4ea88ed195.webp https://eastasiabrief.com/robotics/global-medical-robot-sales-jump-19-amid-healthcare-worker-1432 East Asia Brief en 2026-11-14T20:00:08.096Z Global medical robot sales jump 19% amid healthcare worker shortages https://eastasiabrief.com/media/2026-11-14-297706e07d94.webp https://eastasiabrief.com/energy-minerals/china-puts-rare-earth-duopoly-under-tighter-state-oversight-1431 East Asia Brief en 2026-11-14T19:08:52.071Z China puts rare earth duopoly under tighter state oversight https://eastasiabrief.com/media/2026-11-14-cea3b42ca2b8.webp https://eastasiabrief.com/batteries-ev/byd-launches-tang-electric-suv-pre-sales-225-000-1430 East Asia Brief en 2026-11-14T18:39:58.370Z BYD launches Tang electric SUV pre-sales from 225,000 yuan in China https://eastasiabrief.com/media/2026-11-14-63a698b22869.webp https://eastasiabrief.com/semiconductors/cathode-output-outside-china-lags-behind-5-4-twh-1429 East Asia Brief en 2026-11-14T17:23:16.595Z Cathode output outside China lags behind 5.4 TWh cell demand by 2040 https://eastasiabrief.com/media/2026-11-14-b2151d719b1b.webp https://eastasiabrief.com/semiconductors/four-chinese-ai-labs-used-restricted-nvidia-blackwell-chips-1428 East Asia Brief en 2026-11-14T16:46:55.881Z Four Chinese AI labs used restricted Nvidia Blackwell chips in 2026 https://eastasiabrief.com/media/2026-11-14-6bb045d6a9b6.webp https://eastasiabrief.com/shipbuilding/hd-hyundai-secures-470m-foresight-order-four-ammonia-carriers-1426 East Asia Brief en 2026-11-14T15:50:39.222Z HD Hyundai secures $470M Foresight order for four ammonia carriers https://eastasiabrief.com/media/2026-11-14-92c276335bb7.webp https://eastasiabrief.com/energy-minerals/ecb-finds-chinese-rare-earth-curbs-trim-us-output-1425 East Asia Brief en 2026-11-14T14:58:44.320Z ECB finds Chinese rare earth curbs trim US output by up to 0.6% https://eastasiabrief.com/media/2026-11-14-a09152d8336f.webp https://eastasiabrief.com/trade-policy/ustr-mofcom-target-reciprocal-tariff-cuts-60b-trade-1423 East Asia Brief en 2026-11-14T14:00:08.085Z USTR and MOFCOM target reciprocal tariff cuts on $60B of trade https://eastasiabrief.com/media/2026-11-14-7cca7bb08e5e.webp https://eastasiabrief.com/semiconductors/catl-gcl-open-ningde-microgrid-heavy-duty-truck-battery-1421 East Asia Brief en 2026-11-14T12:00:15.734Z CATL and GCL open Ningde microgrid for heavy-duty truck battery swaps https://eastasiabrief.com/media/2026-11-14-91d81d6412af.webp https://eastasiabrief.com/trade-policy/thailand-convenes-50-auto-bodies-enforce-chinese-ev-parts-1420 East Asia Brief en 2026-11-14T10:48:25.479Z Thailand convenes 50 auto bodies to enforce Chinese EV parts quotas https://eastasiabrief.com/media/2026-11-14-6fdeaf918d5a.webp https://eastasiabrief.com/energy-minerals/china-rare-earth-group-tightens-southern-clay-mining-mcc-1419 East Asia Brief en 2026-11-14T10:00:26.441Z China Rare Earth Group tightens southern clay mining with MCC pact https://eastasiabrief.com/media/2026-11-14-9d580f18a2ef.webp https://eastasiabrief.com/batteries-ev/catl-plans-6-000-ev-battery-swap-stations-across-1418 East Asia Brief en 2026-11-14T08:56:06.370Z CATL plans 6,000 EV battery swap stations across 297 Chinese cities https://eastasiabrief.com/media/2026-11-14-3da8ff751031.webp https://eastasiabrief.com/semiconductors/catl-details-tener-sodium-grid-battery-specs-1-gwh-1417 East Asia Brief en 2026-11-14T08:21:45.666Z CATL details Tener Sodium grid battery specs for 1 GWh 2026 rollout https://eastasiabrief.com/media/2026-11-14-4ff0255f8898.webp https://eastasiabrief.com/batteries-ev/lg-energy-solution-lifts-north-american-grid-storage-target-1416 East Asia Brief en 2026-11-14T07:54:45.586Z LG Energy Solution lifts North American grid storage target to 70 GWh https://eastasiabrief.com/media/2026-11-14-807d45f02a38.webp https://eastasiabrief.com/robotics/nidec-seeks-one-month-filing-delay-3-1b-accounting-1415 East Asia Brief en 2026-11-14T06:49:34.498Z Nidec seeks one-month filing delay after $3.1B accounting adjustment https://eastasiabrief.com/media/2026-11-14-0b495f21fc45.webp https://eastasiabrief.com/batteries-ev/topre-commits-140m-auto-frame-plants-alabama-tennessee-1414 East Asia Brief en 2026-11-14T06:25:07.672Z Topre commits $140M for auto frame plants in Alabama and Tennessee https://eastasiabrief.com/media/2026-11-14-2d094f8802ad.webp https://eastasiabrief.com/shipbuilding/hanwha-ocean-mounts-first-flng-bid-decade-against-samsung-1413 East Asia Brief en 2026-11-14T06:00:15.729Z Hanwha Ocean mounts first FLNG bid in decade against Samsung Heavy https://eastasiabrief.com/media/2026-11-14-64528b1ff34c.webp https://eastasiabrief.com/semiconductors/lynas-expands-rare-earth-refining-china-export-curbs-hold-1412 East Asia Brief en 2026-11-14T04:00:06.839Z Lynas expands rare earth refining as China export curbs hold https://eastasiabrief.com/media/2026-11-13-822bca068149.webp https://eastasiabrief.com/trade-policy/japan-mexico-launch-economic-dialogue-protect-auto-chains-1411 East Asia Brief en 2026-11-14T03:26:40.439Z Japan and Mexico launch economic dialogue to protect auto chains https://eastasiabrief.com/media/2026-11-13-f91b930e3927.webp https://eastasiabrief.com/trade-policy/china-cautions-us-ai-export-controls-amid-30b-tariff-1410 East Asia Brief en 2026-11-14T02:46:31.812Z China cautions US on AI export controls amid $30B tariff talks https://eastasiabrief.com/media/2026-11-13-6857e0fcab1f.webp https://eastasiabrief.com/semiconductors/smic-warns-legacy-foundry-constraints-will-squeeze-ai-through-1409 East Asia Brief en 2026-11-14T02:01:44.680Z SMIC warns legacy foundry constraints will squeeze AI through 2027 https://eastasiabrief.com/media/2026-11-13-c669e7107ebc.webp https://eastasiabrief.com/semiconductors/shin-etsu-chemical-widens-fy2027-buybacks-new-50b-tranche-1408 East Asia Brief en 2026-11-14T01:18:53.073Z Shin-Etsu Chemical widens FY2027 buybacks with new ¥50B tranche https://eastasiabrief.com/media/2026-11-13-b1f343090cc2.webp https://eastasiabrief.com/semiconductors/sk-hynix-deploys-cxl-memory-solidigm-essds-data-centers-1407 East Asia Brief en 2026-11-14T00:41:08.636Z SK hynix deploys CXL memory and Solidigm eSSDs for data centers https://eastasiabrief.com/media/2026-11-13-43266038e646.webp https://eastasiabrief.com/semiconductors/tsmc-taps-affiliate-xintec-cowos-packaging-through-2033-1405 East Asia Brief en 2026-11-13T23:57:30.075Z TSMC taps affiliate Xintec for CoWoS packaging through 2033 https://eastasiabrief.com/media/2026-11-13-856ffe0897c8.webp https://eastasiabrief.com/batteries-ev/hyundai-weighs-74m-stake-posco-future-m-vietnam-anode-1404 East Asia Brief en 2026-11-13T23:13:58.077Z Hyundai weighs $74M stake in POSCO Future M Vietnam anode plant https://eastasiabrief.com/media/2026-11-13-38b3044c5daf.webp https://eastasiabrief.com/trade-policy/openai-endorsement-propels-china-ai-chip-curbs-us-ndaa-1401 East Asia Brief en 2026-11-13T22:35:41.079Z OpenAI endorsement propels China AI chip curbs into US NDAA https://eastasiabrief.com/media/2026-11-13-39798d70aa5d.webp https://eastasiabrief.com/batteries-ev/posco-future-m-sets-105-000-ton-lfp-cathode-1400 East Asia Brief en 2026-11-13T22:00:06.836Z POSCO Future M sets 105,000-ton LFP cathode roadmap in Pohang https://eastasiabrief.com/media/2026-11-13-6b1855f8d0d0.webp https://eastasiabrief.com/semiconductors/samsung-begins-104b-regional-push-onyang-packaging-fab-1399 East Asia Brief en 2026-11-13T20:00:15.727Z Samsung begins $104B regional push with Onyang packaging fab https://eastasiabrief.com/media/2026-11-13-1d4b5d91fcf3.webp https://eastasiabrief.com/shipbuilding/thenamaris-books-494m-lng-carrier-pair-hd-hyundai-heavy-1398 East Asia Brief en 2026-11-13T19:16:04.179Z Thenamaris books $494M LNG carrier pair at HD Hyundai Heavy https://eastasiabrief.com/media/2026-11-13-d624132e93a9.webp https://eastasiabrief.com/shipbuilding/hd-hyundai-hanwha-ocean-position-20b-nuclear-sub-race-1397 East Asia Brief en 2026-11-13T18:20:56.584Z HD Hyundai and Hanwha Ocean position for $20B nuclear sub race https://eastasiabrief.com/media/2026-11-13-7833fefafb47.webp https://eastasiabrief.com/robotics/nabtesco-nine-month-profit-surges-51-industrial-robot-gears-1396 East Asia Brief en 2026-11-13T17:36:47.087Z Nabtesco nine-month profit surges 51% on industrial robot gears https://eastasiabrief.com/media/2026-11-13-2967cde3af2d.webp https://eastasiabrief.com/batteries-ev/byd-schedules-fangchengbao-tai-9-hybrid-suv-debut-nov-1395 East Asia Brief en 2026-11-13T17:13:22.110Z BYD schedules Fangchengbao Tai 9 hybrid SUV debut for Nov. 19 https://eastasiabrief.com/media/2026-11-13-374edb512734.webp https://eastasiabrief.com/semiconductors/tsmc-reports-outside-breach-exposing-46-000-employee-records-1394 East Asia Brief en 2026-11-13T16:44:33.779Z TSMC reports outside breach exposing 46,000 employee records https://eastasiabrief.com/media/2026-11-13-004d441c5862.webp https://eastasiabrief.com/semiconductors/south-korea-reviews-260-000-nvidia-gpu-deliveries-ceo-1393 East Asia Brief en 2026-11-13T15:47:53.338Z South Korea reviews 260,000 Nvidia GPU deliveries after CEO exit https://eastasiabrief.com/media/2026-11-13-9dae3e8c9496.webp https://eastasiabrief.com/semiconductors/korea-commits-599m-device-ai-chips-samsung-fab-lines-1392 East Asia Brief en 2026-11-13T15:24:13.155Z Korea commits $599M to on-device AI chips with Samsung fab lines https://eastasiabrief.com/media/2026-11-13-65cf1d962553.webp https://eastasiabrief.com/batteries-ev/catl-flags-sulfide-battery-bottlenecks-under-china-2030-mandate-1390 East Asia Brief en 2026-11-13T14:38:58.775Z CATL flags sulfide battery bottlenecks under China 2030 mandate https://eastasiabrief.com/media/2026-11-13-76ae3fd79d46.webp https://eastasiabrief.com/batteries-ev/lg-energy-solution-expands-michigan-workforce-3-300-5b-1389 East Asia Brief en 2026-11-13T14:00:15.725Z LG Energy Solution expands Michigan workforce to 3,300 at $5B hub https://eastasiabrief.com/media/2026-11-13-b5e116d90fc6.webp