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 https://eastasiabrief.com/robotics/byd-tests-1-000-kw-robotic-charging-microgrid-abu-1315 East Asia Brief en 2026-11-10T23:32:52.600Z BYD tests 1,000 kW robotic charging microgrid in Abu Dhabi https://eastasiabrief.com/media/2026-11-10-e50cd848f9dd.webp https://eastasiabrief.com/semiconductors/mitsui-kinzoku-builds-1-2b-malaysia-plant-ai-copper-1314 East Asia Brief en 2026-11-10T22:26:19.547Z Mitsui Kinzoku builds $1.2B Malaysia plant for AI copper foil https://eastasiabrief.com/media/2026-11-10-97c32d298971.webp https://eastasiabrief.com/semiconductors/tsmc-approves-1-billion-equity-stakes-openai-anthropic-1313 East Asia Brief en 2026-11-10T22:00:15.580Z TSMC approves $1 billion equity stakes in OpenAI and Anthropic https://eastasiabrief.com/media/2026-11-10-99514c089c5b.webp https://eastasiabrief.com/analysis/tata-electronics-hosur-unit-suspended-three-die-toxic-gas-1312 East Asia Brief en 2026-11-10T20:00:03.042Z Tata Electronics Hosur unit suspended after three die in toxic gas leak https://eastasiabrief.com/media/2026-11-10-aa5e6ebfb030.webp https://eastasiabrief.com/robotics/sumitomo-heavy-completes-10b-buyback-early-robot-precision-pivot-1310 East Asia Brief en 2026-11-10T18:48:07.353Z Sumitomo Heavy completes ¥10B buyback early in robot precision pivot https://eastasiabrief.com/media/2026-11-10-58a946c51317.webp https://eastasiabrief.com/energy-minerals/tsmc-taiwan-peers-will-require-15-island-power-2030-1309 East Asia Brief en 2026-11-10T18:16:48.554Z TSMC and Taiwan peers will require 15% of island power by 2030 https://eastasiabrief.com/media/2026-11-10-c6011ec4fa9a.webp https://eastasiabrief.com/semiconductors/sumitomo-metal-mining-buys-back-30b-absorbs-42-6b-1308 East Asia Brief en 2026-11-10T17:13:14.612Z Sumitomo Metal Mining buys back ¥30B, absorbs ¥42.6B nickel charge https://eastasiabrief.com/media/2026-11-10-a8b8c5e64d27.webp https://eastasiabrief.com/analysis/catl-adds-sodium-ion-batteries-swap-stations-across-200-1307 East Asia Brief en 2026-11-10T16:14:25.451Z CATL adds sodium-ion batteries to swap stations across 200 cities https://eastasiabrief.com/media/2026-11-10-502d91c5700a.webp https://eastasiabrief.com/batteries-ev/catl-expands-seres-pact-add-12-gwh-battery-capacity-1306 East Asia Brief en 2026-11-10T15:08:55.221Z CATL expands Seres pact to add 12 GWh battery capacity in Chongqing https://eastasiabrief.com/media/2026-11-10-5a659be21c84.webp https://eastasiabrief.com/batteries-ev/byd-evaluates-portugal-refinery-site-european-ev-battery-fab-1305 East Asia Brief en 2026-11-10T14:38:48.272Z BYD evaluates Portugal refinery site for European EV battery fab https://eastasiabrief.com/media/2026-11-10-f75312e27f4a.webp https://eastasiabrief.com/semiconductors/tokyo-ohka-kogyo-lifts-profit-goal-63-5b-ai-1303 East Asia Brief en 2026-11-10T14:00:03.037Z Tokyo Ohka Kogyo lifts profit goal to ¥63.5B on AI photoresist boom https://eastasiabrief.com/media/2026-11-10-7707152c1800.webp https://eastasiabrief.com/analysis/korea-outbound-chip-shipments-asean-surge-record-21-3-1302 East Asia Brief en 2026-11-10T12:00:15.701Z Korea outbound chip shipments to ASEAN surge to record $21.3 billion https://eastasiabrief.com/media/2026-11-10-b4ecbb6f3d56.webp https://eastasiabrief.com/trade-policy/copper-arbitrage-shrinks-100-comex-traps-718-000-tons-1301 East Asia Brief en 2026-11-10T10:53:05.736Z Copper arbitrage shrinks to $100 as COMEX traps 718,000 tons in US https://eastasiabrief.com/media/2026-11-10-81b5ff9ed659.webp https://eastasiabrief.com/shipbuilding/hd-korea-shipbuilding-inks-494m-lng-deal-vessel-prices-1300 East Asia Brief en 2026-11-10T09:50:02.849Z HD Korea Shipbuilding inks $494M LNG deal as vessel prices soften https://eastasiabrief.com/media/2026-11-10-055b327fbd52.webp https://eastasiabrief.com/semiconductors/nippon-shokubai-raises-annual-revenue-guidance-475-billion-1299 East Asia Brief en 2026-11-10T09:00:38.352Z Nippon Shokubai raises annual revenue guidance to ¥475 billion https://eastasiabrief.com/media/2026-11-10-8b6f026154f7.webp https://eastasiabrief.com/semiconductors/ai-enterprise-ssd-demand-splits-fab-strategies-across-top-1298 East Asia Brief en 2026-11-10T08:08:58.457Z AI enterprise SSD demand splits fab strategies across top NAND makers https://eastasiabrief.com/media/2026-11-10-0510fa27dfe0.webp https://eastasiabrief.com/batteries-ev/lg-energy-solution-re-pulse-trims-ev-battery-diagnostics-1296 East Asia Brief en 2026-11-10T07:32:08.427Z LG Energy Solution Re.Pulse trims EV battery diagnostics to 10 minutes https://eastasiabrief.com/media/2026-11-10-68474f07ea20.webp https://eastasiabrief.com/semiconductors/rapidus-adopts-multi-fab-cluster-model-hokkaido-2nm-logic-1295 East Asia Brief en 2026-11-10T07:01:39.182Z Rapidus adopts multi-fab cluster model for Hokkaido 2nm logic site https://eastasiabrief.com/media/2026-11-10-c3f7bfb50b97.webp https://eastasiabrief.com/batteries-ev/lexus-es-ev-enters-korea-catl-pack-priced-below-1294 East Asia Brief en 2026-11-10T06:31:14.350Z Lexus ES EV enters Korea with CATL pack priced below hybrid model https://eastasiabrief.com/media/2026-11-10-5f3f1f62c873.webp https://eastasiabrief.com/energy-minerals/hd-construction-equipment-lands-122m-us-data-center-engine-1293 East Asia Brief en 2026-11-10T06:00:15.703Z HD Construction Equipment lands $122M US data center engine deal https://eastasiabrief.com/media/2026-11-10-46cc5e66878a.webp https://eastasiabrief.com/trade-policy/asml-tool-makers-see-china-sales-share-plunge-third-1292 East Asia Brief en 2026-11-10T04:00:02.348Z ASML and tool makers see China sales share plunge in third quarter https://eastasiabrief.com/media/2026-11-09-c976c7b223f4.webp https://eastasiabrief.com/analysis/chinese-shipbuilders-surpass-south-korea-october-lng-orders-1291 East Asia Brief en 2026-11-10T03:34:39.954Z Chinese shipbuilders surpass South Korea in October LNG orders https://eastasiabrief.com/media/2026-11-09-99c8e687e608.webp https://eastasiabrief.com/semiconductors/japan-vietnam-expand-chip-packaging-ties-under-bilateral-pact-1290 East Asia Brief en 2026-11-10T02:35:34.581Z Japan and Vietnam expand chip packaging ties under bilateral pact https://eastasiabrief.com/media/2026-11-09-a174fdc3c15d.webp https://eastasiabrief.com/batteries-ev/hoegh-autoliners-picks-byd-batteries-ammonia-fueled-ship-1288 East Asia Brief en 2026-11-10T02:02:10.735Z Hoegh Autoliners picks BYD batteries for ammonia-fueled ship https://eastasiabrief.com/media/2026-11-09-8b1f86988151.webp https://eastasiabrief.com/robotics/estun-pays-485-million-yuan-lift-jiangsu-robotics-unit-1287 East Asia Brief en 2026-11-10T00:58:33.530Z Estun pays 485 million yuan to lift Jiangsu robotics unit stake https://eastasiabrief.com/media/2026-11-09-8aefcbbf6955.webp https://eastasiabrief.com/batteries-ev/sumitomo-metal-ships-nano-one-lfp-cathode-batches-carmakers-1286 East Asia Brief en 2026-11-10T00:10:07.441Z Sumitomo Metal ships Nano One LFP cathode batches to carmakers https://eastasiabrief.com/media/2026-11-09-952c19e7b5aa.webp https://eastasiabrief.com/batteries-ev/changan-catl-invest-5-billion-yuan-add-25-gwh-1285 East Asia Brief en 2026-11-09T23:36:22.943Z Changan and CATL invest 5 billion yuan to add 25 GWh battery fab https://eastasiabrief.com/media/2026-11-09-773ccabc7361.webp https://eastasiabrief.com/semiconductors/sojitz-acquires-5-stake-vietnam-tungsten-giant-masan-1284 East Asia Brief en 2026-11-09T22:41:32.266Z Sojitz acquires 5% stake in Vietnam tungsten giant Masan https://eastasiabrief.com/media/2026-11-09-b39b9c8e4501.webp https://eastasiabrief.com/semiconductors/sk-hynix-locks-half-memory-capacity-through-2028-1283 East Asia Brief en 2026-11-09T22:00:02.346Z SK hynix locks over half its memory capacity through 2028 https://eastasiabrief.com/media/2026-11-09-48bc90d9c461.webp https://eastasiabrief.com/trade-policy/hanwha-ocean-us-units-gain-two-month-reprieve-chinese-1281 East Asia Brief en 2026-11-09T20:00:07.069Z Hanwha Ocean US units gain two-month reprieve from Chinese sanctions https://eastasiabrief.com/media/2026-11-09-ecc8b7214dcf.webp