Korea Zinc wins US political backing for Tennessee smelter
The $7.4 billion Project Crucible facility in Clarksville cleared federal environmental reviews under FAST-41 to supply 11 critical minerals and semiconductor acid.
Semiconductors & AI Hardware
RSSMemory, foundry, equipment and materials across Korea, China and Japan — and the export rules that bound them.
TSMC widens CoWoS supply chain with $2 billion US interposer deal
A five-year agreement with GlobalFoundries establishes the first US manufacturing source for AI silicon interposers, challenging…
USA Rare Earth Funds Brazil Mining and Carolina Magnet Plant
The company faces capital scrutiny over its $2.8 billion Serra Verde mine purchase and $1.2 billion South Carolina magnet…
Murata completes Vietnam inductor plant for power components
The 3-billion-yen facility in Dong Nai expands passive component manufacturing outside China as electric vehicles and server…
Samsung and SK hynix Target Robot DRAM as Demand Multiplies
Average memory per humanoid will more than double to 39 gigabytes by 2030, shifting packaging requirements toward low-power LPDDR…
Paladin expands rare earth recycling to 150 metric tonnes
The $5 million capital expansion in Ohio scales secondary NdFeB magnet processing by Q3 2027 to supply automotive and defense…
Tesla Retains Terafab Control, Limiting TSMC to Site Leases
The initial $16.8 billion Texas project targets 1 terawatt of annual AI compute with Intel as process partner, while TSMC faces…
Sumitomo Bakelite expands Asian chip molding compound lines
New production lines in Suzhou and Singapore will double mold underfill capacity and triple granular compound output to supply…
SK hynix and Samsung push 16-layer HBM4 as Nvidia caps Rubin at 12 dies
South Korean memory makers prepare 48-gigabyte stacks with hybrid bonding as AI accelerator thermal constraints and packaging…
Nissan Chemical builds China unit for lithography materials
The Tokyo supplier will transfer 210 million yuan to manufacture anti-reflective coatings in Zhangjiagang, expanding local…
Stratacache lists former SK hynix Oregon chip fab for sale
The 197-acre Eugene campus with 170,000 square feet of cleanroom space returns to the market after local zoning officials blocked…
Aclara and CAP start rare earth alloy plant runs for US magnets
The Chilean facility tests molten salt metallurgy to supply 154 metric tons of ferro-dysprosium annually for electric vehicle…
US blocks Chinese electric cars from entering via Canada
Washington reinforces rules of origin and connected-vehicle bans to prevent circumvention of auto tariffs through Ottawa's quota.
Rapidus holds 2nm chip timeline as 17 partners join network
The Japanese venture keeps its 2027 mass-production goal while enlisting Cadence and Synopsys to lower design barriers against…
South Korea confirms $120 billion civil nuclear pact with US
The bilateral framework outlines six AP1000 and two APR1400 reactors across federal sites, allocating $100 billion for…
Lam Research ships 15,000th chip equipment chamber in Korea
The milestone marks 15 years of domestic manufacturing across Gyeonggi Province as local procurement surpassed 1 trillion won…
GlobalFoundries agrees to build silicon interposers for TSMC in $2B deal
The five-year contract establishes domestic manufacturing in Malta, New York, for TSMC's CoWoS packaging ecosystem, with…
Intel joins Applied Materials in $5 billion chip R&D hubMembers
The partnership connects Oregon labs to Silicon Valley cleanrooms as foundry rivals TSMC and Samsung Electronics share toolmaker…
TSMC September revenue jumps 55% on booming AI chip orders
The Taiwanese foundry posted record third-quarter sales of NT$1.49 trillion ($46.7 billion), beating its guidance ceiling as Big…
EU puts China rare earth curbs on trade docket to cut deficit
Trade Commissioner Maroš Šefčovič demanded Beijing ease critical mineral export controls as Europe confronts a trade deficit…
Elon Musk rejects TSMC Terafab deal, backing Intel 14A nodeMembers
Tesla and SpaceX will build and run the $16.8 billion Texas AI chip site directly, while Intel continues technical work on its…
Gudeng Precision opens Arizona plant for TSMC fabs in Glendale
The Taiwan carrier maker launched its Glendale facility on Oct. 7 to machine tooling parts for TSMC and aerospace buyers,…
BYD readies Da Han EV for Oct. 13 debut with 1,008-km range
The flagship sedan pairs a 0.197 drag coefficient with a 102.3 kilowatt-hour blade battery, pricing between 249,900 yuan and…
China Delays Rare Earth Export Controls in U.S. Trade TruceMembers
Beijing and Washington agreed to extend waivers on critical mineral licensing to Jan.