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…
Mina Okoro builds the impact maps that connect East Asian developments to buyers in North America and Europe, and edits the Asia Compare desk.
129 briefings
EP Manufacturing, Hebei Shichang form RM100m auto parts JV
The 200,000-unit Selangor facility will supply fuel tanks for Proton's new modular vehicle architecture starting in March 2027…
USTR and MOFCOM set $60B tariff cuts on non-sensitive itemsMembers
The reciprocal pact restores most-favored-nation duties across 90% of targeted lines, dropping surcharges on Chinese toys and…
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…
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…
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…
China caps hybrid car exports to EU to ease rare earth flows
A bilateral pact struck Oct. 9 slashes projected vehicle shipments by over 50% across four years while speeding green-channel…
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.
Corvus and BYD Win DNV Marine Battery Approval for ShipsMembers
The DNV certification of the Blue Whale NxtGen energy storage system clears Chinese lithium iron phosphate cells for Western…
Malaysia curbs raw rare earth exports to force local refining in 2026
Revised export guidelines cap research shipments at 100 metric tons and require overseas processing applicants to build domestic…
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…
US and China advance $30 billion tariff cuts and AI security channel
Both governments will lower duties on 90% of targeted goods to MFN rates while establishing an emergency hotline to manage…
Delta-Q adopts Acculon sodium batteries for warehouse robots
The partnership integrates Acculon Energy's sodium-ion cells into Delta-Q's compatibility program to cut powerpack integration…
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…
CATL Surpasses Korean Battery Trio in Markets Outside China
The Chinese cell giant captured 33.7% of non-China electric vehicle battery usage through August 2026 as South Korean competitors…
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,…
UK weighs tariffs on Chinese electric cars to protect EU supply tiesMembers
Business Secretary Jonathan Reynolds evaluates import duties of up to 45% as Brussels threatens to exclude British carmakers from…
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…
Chalmers maps automotive gallium recovery under China curbs
A Swedish study shows automotive electronic waste yields almost no gallium or germanium, while industrial bauxite residues hold…
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…
MP Materials begins shipping non-China magnets to GM plantsMembers
The Fort Worth facility will supply 1,000 metric tons of finished NdFeB magnets annually for 500,000 electric vehicles under a…
Korean and Japanese Yards Deploy Welding Robots to Docks
Shipbuilders turn to automated vision-guided welding arms and mobile carriers to defend production schedules as Chinese yards…
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…
China widens offshore wind turbine cost lead over EuropeMembers
Domestic equipment prices near $195 per kilowatt and 48.4 gigawatts of operating capacity leave Western developers facing higher…
U.S.-China Board of Trade sets tariff cuts on corn and beef as raw soybeans stay excluded
The U.S.-China Board of Trade released a 30-for-30 framework on Sept.