China yttrium export curbs squeeze Western chip toolmakers
Ultra-high purity yttrium oxide surged 140-fold to $850 a kilogram as plasma etch chamber coating shortages delay wafer fab tool…
Policy tracker
All policy tags →Subsidies
Every EAB briefing filed under the Subsidies policy tag, newest first. 325 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 287 of 325
- Briefings
- 327
- Desks
- Batteries & EV (103), Semiconductors (100), Shipbuilding (35), Robotics (29), Energy & Minerals (25), Trade & Policy (17), Analysis (16)
CK Solution wins SK hynix cleanroom deal, targeting 500B won
A $110 million contract for SK hynix's Indiana packaging fab lifts the cleanroom engineering specialist's disclosed 2026 bookings…
Japan Prefectures Woo Taiwan Chip Vendors With Site Grants
Regional governments across Kyushu are preparing dedicated industrial parks to house supply chains feeding TSMC’s planned $17…
CATL widens global EV battery lead to 39.4% as Korean share slips
Seven Chinese producers took 73.3% of global volume through August, while North American delivery drops dragged LG Energy…
Pentagon awards Elmet $2.45B to cut China tungsten reliance by 2027
The equity and procurement package expands domestic powder manufacturing fivefold before a federal ban on Russian and Chinese…
Talga advances Japan graphite anode pacts for Swedish output
The Australian developer moved closer to binding contracts with Mitsubishi Chemical, Dainen and Hanwa as Japanese manufacturers…
South Korean battery makers prepare sodium-ion lines for energy storage
Cell manufacturers limit early sodium-ion spending to pilot facilities while targeting 2027 prototype shipments to counter…
TSMC Dismisses Terafab Rumors as Texas Factory Talks Surface
While TSMC dismissed market talk of joining Elon Musk's 1-terawatt AI compute initiative, Intel remains the sole confirmed…
HD Hyundai Heavy wins 500 MW Taean offshore substation deal
The full engineering and fabrication deal marks South Korea's first internationally certified offshore wind substation as…
Micron Cuts DRAM Lead of SK hynix to One Point on HBM Demand
The US chipmaker reached 24% of global DRAM revenue in the second quarter as SK hynix fell to 25%, testing Korean memory pricing…
Mitsubishi Heavy buys Shimonoseki site in $638M yard plan
The group signed a contract on Oct. 2 to acquire 14.5 hectares for a new hull block plant, backed by up to 40 billion yen in…
Nexchip injects $128M into Anhui Jingmei to secure photomask supplyMembers
The transaction transfers tooling subsidiary Hefei Jingwei to Anhui Jingmei as part of a 2.2 billion yuan expansion, lifting the…
China extends trade barrier probes on US green supply chains
The Ministry of Commerce gave investigators three more months to assess American export curbs and clean-energy trade…
Hanwha Ocean taps KIRO to develop shipyard humanoid robotsMembers
The state robotics institute will test physical AI and autonomous systems at the Geoje yard as South Korean shipbuilders race to…
Samsung SDI and LG Energy double ESS warranties to 20 years in US
The 20-year terms cover containerized grid batteries guaranteeing 70% capacity retention to protect backlogs against Chinese…
LG Energy Solution agrees to supply 46-series battery cells for US vans
The South Korean battery maker signed a pact with Massachusetts startup indiGOtech to explore supplying cylindrical cells for…
Air Liquide invests €170M to expand Japan chip gas capacity
The French industrial gas supplier will build on-site cryogenic units in southern Japan under a long-term contract, bringing its…
JSR opens South Korea EUV photoresist plant for 2nm chips
The 75 billion won facility in Ochang establishes local finishing lines for metal oxide resist, positioning the Japanese supplier…
BYD fully opens 16 GWh Xi'an battery plant to scale EV cells in 2026Members
The 7 billion yuan facility in Shaanxi province anchors mass production of second-generation Blade Batteries to support over one…
Mazagon Dock drops Thoothukudi yard as HD Hyundai wins site
The state-run Indian warship builder pivoted to Andhra Pradesh with a $1.8 billion outlay after Tamil Nadu cleared land for the…
Vulcan Elements wins US Army drone permanent magnet contract
The award supplies neodymium-iron-boron magnets for motors in the SkyFoundry program, which targets one million small unmanned…
SK On orders $118 million in LFP cathodes from L&F for storage
The three-year contract represents 7.51% of L&F's 2025 revenue and supplies converted production lines in South Korea and Georgia…
Rainbow Robotics taps E Tech Group to expand US cobot fleet
The agreement appoints the Rockwell Automation Platinum partner to handle deployment and warranty service across North American…
China Rare Earth pairs with Benmo on humanoid robot magnets
The state-backed research unit and Hong Kong-listed actuator maker will develop customized NdFeB alloys and magnetic rings to…