Korea opens 1,180 MW battery auction to balance power gridMembers
The 7.08 GWh central tender introduces a 25-year contract option in Jeju and tests local cell supply chains at Samsung SDI, SK On…
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)
Ultium Cells to build first prismatic LMR battery line in US
The $1 billion joint venture upgrade in Tennessee pivots LG Energy Solution and General Motors toward high-manganese cells to…
Foundry 2.0 Revenue Climbs 25%Members
Counterpoint Research said Sept. 29 that global Foundry 2.0 revenue expanded 25% year-on-year to a record $96.6 billion in the…
CATL Licenses Battery Pack Tech to Egypt's BME in Cairo Deal
The Chinese cellmaker agreed to license commercial electric vehicle pack assembly and supply cells to a $39 million facility…
SK On assumes $1.5 billion debt from US battery subsidiary
The transaction transfers 2.028 trillion won in dollar bonds from SK Battery America to the Seoul parent, representing 14.05% of…
HD Hyundai deploys physical AI in Ulsan shipyard automation
The shipbuilder joined South Korea's national physical AI alliance and backed sensor startup AIDIN Robotics to automate heavy…
HD Hyundai and Hanwha win China dual-fuel engine contracts
South Korean engine builders took over 65% of their 2026 order value from Chinese shipyards, securing high-margin propulsion…
Fanuc and Yaskawa Expand US Robot Plants to Meet AI Factory Push
The Japanese automation leaders are committing over $270 million to new Michigan and Wisconsin campuses as North American…
Japan urges China to expedite rare earth export approvals
Japanese delegates in Beijing raised administrative export delays as Chinese magnet shipments to Japan fell 17.1% in August…
Japan and Australia advance critical minerals security pact
The bilateral framework deploys A$1.67 billion in public capital and long-term offtake agreements to insulate rare earth, gallium…
Chip fab expansion drives cleanroom SCARA robot demand globally
Global industrial robotics revenue will reach $88.66 billion by 2030 as electronics makers and semiconductor fabs deploy…
German industry stockpiles critical minerals for China trade talksMembers
Industrial buyers expand rare earth and gallium reserves as Brussels prepares for October negotiations in Beijing, while US…
Korea unfreezes Honam grid to add 2.6 GW of solar capacity
The policy ends a two-year connection freeze across 164 substations on Oct.
TOPPAN and Broadcom open Singapore plant for AI substrates
The 95,000-square-meter facility in Jurong marks TOPPAN’s first overseas FC-BGA base and Broadcom’s push to secure critical…
OCI anchors Jeonbuk chip materials hub with acid expansion
The chemical maker will lift Gunsan phosphoric acid capacity to 30,000 tons as South Korea commits 45 billion won to anchor an…
TSMC weighs second US chip hub in Texas as orders expand
Taiwan Semiconductor Manufacturing Co. is evaluating up to six wafer fabs in Dallas to serve American customers that generated…
POSCO Future M signs $776M LFP cathode supply deal with SK On
The three-year agreement covers battery cells produced at SK On's Georgia plant for North American energy storage systems,…
Samsung SDI debuts cylindrical LFP cells for AI data centers at DCWA
The South Korean cell maker showcased emergency backup power units that passed UL indoor fire testing as hyperscalers demand…
Kandi wins second CATL heavy-truck battery swap station order in China
The follow-on deal expands China Battery Exchange's supply role under CATL's commercial vehicle swap network, which targets 900…
Volkswagen and Gotion commit $3.7B to European battery hubsMembers
The three-factory partnership covers cell plants in Spain and Slovakia alongside cathode production in Morocco to bypass European…
TSMC plans to lift wafer foundry prices by 3% to 6% from 2027
Leading-edge 2-nanometer and 3-nanometer lines face the steepest increases as AI chip demand fills foundry capacity through 2030…
TSMC raises 2nm wafer target to 120,000 units as orders surge
The foundry lifted internal production goals by pulling forward capacity additions after Apple, Nvidia and three other anchor…
SK On signs 18 GWh US battery storage pact with NeoVolta
The five-year framework converts unallocated EV pouch cell lines in Georgia to lithium iron phosphate stationary storage for…
LG Energy Solution teams with B2U to repurpose used EV packs for US grid
The partnership gives the California developer priority access to second-life cells to build gigawatt-hour stationary systems for…