China Delays Rare Earth Export Controls in U.S. Trade TruceMembers
Beijing and Washington agreed to extend waivers on critical mineral licensing to Jan. 10, 2027, but unissued gazette texts leave global buyers facing administrative uncertainty.
Semiconductors & AI Hardware
RSSMemory, foundry, equipment and materials across Korea, China and Japan — and the export rules that bound them.
Towa plans Kyoto plant to onshore chip packaging equipment
The 5 billion yen facility in Ujitawara will produce resin compression molding systems for artificial intelligence chips starting…
Tokyo Electron nears 1 trillion yen profit on memory capex
Surging wafer equipment demand from Samsung Electronics and SK hynix puts Tokyo Electron's annual operating profit target within…
AMD weighs Samsung foundry alliance to ease reliance on TSMC
Lisa Su said in Seoul that the chipmaker is exploring production with Samsung Electronics, testing a hedge against single-foundry…
CXMT Hired 27 Samsung and SK hynix Engineers for DRAM Fabs
Parliamentary audit data shows departing specialists averaged 15.4 years of service before brief tenures at the Chinese memory…
TSMC raises foundry prices for fabless clients by up to 10% in 2027
Mature process nodes face 3% to 10% increases in January while chip designers prepare price hikes of up to double digits to…
Nextin wins $18.8 million SK hynix wafer inspection order
The Korean toolmaker booked a 25.44 billion won deal equal to 38% of its annual sales, expanding domestic optical metrology…
Samsung revamps HBM thermal packaging to challenge TSMC supply lead
The South Korean chipmaker pairs 4nm base dies with hybrid copper bonding to curb thermal resistance by 20% as Nvidia demands…
LS Eco Energy builds Vietnam samarium hub ahead of defense ban
A 11.6 billion won investment establishes non-Chinese refining in Ho Chi Minh City ahead of a Pentagon ban on Chinese-origin…
Hanmi Semiconductor wins $18 million tool deal from Samsung
The 24.48 billion won order for substrate saw and inspection equipment marks the supplier's first major contract with a Samsung…
Micronex builds $9.5 million chip lead-frame plant in Sanand
The 500 million unit facility marks India's first domestic supplier for packaging backbones as Sanand expands into an outsourced…
JSR completes South Korea EUV photoresist plant in Cheongju
The Japanese supplier established the industry's first commercial finishing base for tin-based metal oxide resists to support…
Tata Electronics readies Assam chip plant with non-China network
The $3.2 billion Jagiroad OSAT facility enters pilot testing ahead of a December launch, lining up nine non-China vendors to…
India pushes rare earth magnet output to counter China curbs
A 72.8 billion rupee incentive package draws 20 corporate bids to build 6,000 tons of annual capacity as New Delhi moves to…
Japan Display sells Mobara fab to Shinko for chip packaging
The transaction yields an estimated 51.4 billion yen extraordinary gain for the display maker as Shinko converts the site into an…
China bans dual-use sales to MP Materials and US refiners
The Ministry of Commerce export blacklist targets MP Materials and USA Rare Earth, cutting off specialized processing feedstocks…
Rapidus forms 17-firm design alliance to back 2nm chip ramp
The Japanese foundry partnered with Synopsys, Cadence and domestic design houses to build an IP library and reduce client…
TSMC weighs Texas foundry campus to expand US chip capacity
Deliberations over an additional manufacturing site follow $265 billion committed to Arizona, as North American customers…
Korean chip toolmakers target Musk's $16.8 billion Texas fab
Hanmi Semiconductor and HPSP pursue supply roles in SpaceX and Tesla's planned Grimes County facility as Elon Musk acknowledges…
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…
Micron taps TSMC for custom HBM4E memory, taking on SK hynix
The US memory maker will outsource its HBM4E base logic dies to TSMC's advanced node, targeting up to 30% higher bandwidth for…
AMD and Intel lift chip prices 10% on higher TSMC wafer fees
The planned markups across client processors and accelerators pass through foundry price hikes of up to 10% as advanced packaging…
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…